It230 2025

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4.8 out of 5

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The document is a tax form (IT-230) from the New York State Department of Taxation and Finance, used to calculate the separate tax on lump-sum distributions for residents, part-year residents, and nonresidents. It outlines the necessary steps and calculations required based on federal Form 4972, including specific instructions for different taxpayer categories and how to report amounts on various state tax forms.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your name and identification number as shown on your return.
In Part 1, indicate whether you used federal Form 4972 for calculating your federal tax on lump-sum distributions. If 'Yes', ensure to upload a copy of federal Form 4972 along with this form.
For residents, complete all sections using information from federal Form 4972. Part-year residents should fill out Part 2 and Part 3 based on their residency period.
In Part 2, enter the capital gain amount from federal Form 4972 and calculate the New York State and New York City tax amounts as instructed.
Proceed to Part 3 if applicable, filling in the required lines based on your federal Form 4972 data.

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Versions	Form popularity	Fillable & printable
2023	4.4 Satisfied (28 Votes)
2022	4.2 Satisfied (40 Votes)
2021	4.8 Satisfied (170 Votes)
2020	4.4 Satisfied (146 Votes)

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