Department of Taxation and Finance Instructions for Form ...Department of Taxation and Finance Instructions for Form ...Tax Withholding Forms (W-4, IT-2104, & IT-2104.1 ...-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your name(s) and identifying number as shown on your return at the top of the form.
3. In Section 1, specify the name of the state or jurisdiction where tax on the ordinary income part of lump-sum distributions was paid.
4. Enter the amount of tax imposed on that income in Section 2, ensuring you include any applicable capital gains.
5. Follow through Sections 3 and 4 to calculate and claim your resident credit against New York State separate tax, using amounts from Form IT-230 as needed.
6. If applicable, complete Section 5 for taxes paid to a Canadian province, following similar steps as above for accurate reporting.
7. Finally, submit this form along with required federal forms to ensure timely processing of your credit or refund.

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