Form BA-404 Instructions Tax Credits Earned, Applied, and 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the Entity Name as it appears on Form BI-471. Ensure accuracy for proper identification.
  3. Fill in the Fiscal Year Ending date in the format YYYYMMDD. This is crucial for aligning your tax credits with the correct fiscal period.
  4. Provide the FEIN (Federal Employer Identification Number) to identify your entity uniquely.
  5. Complete the header information by entering either the Individual Last Name or First Name along with any initials required.
  6. Indicate the Recipient Type by selecting from options such as I, C, S, L, P, X, or T based on your entity's classification.
  7. Specify Residency Status by checking either Vermont Resident or Nonresident. If applicable, include Foreign Country details.
  8. Calculate and enter the percentage of income or loss allocated to this recipient accurately up to six decimal places.

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