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E-file mandate

The NYS Department of Taxation and Finance (DTF) requires electronic filing of fiduciary returns if preparing at least 10 returns or filing at least one return using software.

Forms included in the e-file

The NYS DTF and UltraTax/1041-NY support electronic filing for the following forms:

• IT-370-PF, Application for Automatic Extension of Time to File for Partnerships and Fiduciaries,
• IT-205, Fiduciary Income Tax Return,
• IT-205-A, Fiduciary Allocation,
• IT-205-C, New York State Resident Trust Nontaxable Certification,
• IT-205-J, Accumulation Distribution for Exempt Resident Trusts,
• IT-205T, Allocation of Estimated Tax Payments to Beneficiaries,
• IT-112-R, New York Resident Credit,
• IT-135, Sales and Use Tax Report for Purchases of Items and Services Costing $25,000 or more,
• IT-182, Passive Activity Loss Limitations,
• IT-2105.9, Underpayment of Estimated Income Tax by Individuals and Fiduciaries,
• IT-2106, Estimated income Tax Voucher for Fiduciaries
• IT-212, Investment Credit,
• IT-217, Claim for Farmers’ School Tax Credit,
• IT-219, Credit for New York City Unincorporated Business Tax,
• IT-222, General Corporation Tax Credit,
• IT-225, New York State Modifications,
• IT-230, Separate Tax on Lump-Sum Distributions,
• IT-241, Claim for Clean Heating Fuel Credit,
• IT249, Claim for Long-Term Care Insurance Credit
• IT-256, Claim for Special Additional Mortgage Recording Tax Credit,
• IT-398, Depreciation Schedule for IRC Section 168(k) Property,
• IT-399, Depreciation Schedule,
• IT-601, Claim for EZ Wage Tax Credit,
• IT-603, Claim for EZ Investment Tax Credit and EZ Employment Incentive Credit,
• IT-604, Claim for QEZE Tax Reduction Credit,
• IT-606, Claim for QEZE Credit for Real Property Taxes
• IT-607, Claim for Excelsior Jobs Tax Credit,
• IT-611, Claim for Brownfield Redevelopment Tax Credit (Prior to June 23, 2008),
• IT-611.1, Claim for Brownfield Redevelopment Tax Credit (After June 23, 2008),
• IT-611.2, Claim for Brownfield Redevelopment Tax Credit (After July 1, 2015)
• IT-612, Claim for Remediated Brownfield Credit for Real Property Taxes,
• IT-637, Alternative Fuels and Electric Vehicle Recharging Property Credit,
• IT-639, Minimum Wage Reimbursement Credit
• IT-640, START-UP NY Telecommunications Services Excise Tax Credit,
• IT-641, Manufacturer's Real Property Tax Credit,
• IT-642, Empire State Musical and Theatrical Production Credit,
• IT-643, Hire a Veteran Credit,
• IT-644, Workers with Disabilities Tax Credit,
• IT-645, Recapture of START-UP NY Tax Benefits,
• IT-646, Employee Training Incentive Program Tax Credit,
• IT-647, Farm Workforce Retention Credit

Forms not supported for e-filing

The NYS DTF does not support electronic filing of the following:

• Bankruptcy estates with no balance due
• Charitable remainder trusts with no balance due

Payment methods

Payments for a balance due return can be made via check or electronic funds withdrawal (EFW). When electronically filing an extension with a balance due, the payment must be made via EFW and Form TR-579.3 must be completed. Electronic payments for estimates on Form IT-2106 are currently not available and can be paid via check whether or not the return was electronically filed.  

Direct deposit is available for refunds only if the return is electronically filed. Bank information is only included within the electronic record and not on the return itself, hence paper filed returns must receive a paper check. 

Related topic: 1041 New York frequently asked questions

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