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Scroll down to complete Form IT-370-PF - Tax NY 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by entering the partnership, estate, or trust ID number (EIN) at the top of the form. This is essential for identification purposes.
- Fill in the dates for when the fiscal year begins and ends. Accurate dates are crucial for tax calculations.
- Select the appropriate box indicating which form you will be filing: IT-204, IT-370-PF, or IT-205.
- If applicable, enter your 2-character special condition code as instructed.
- Mark an X in each box corresponding to the taxes that apply to your estate or trust, including New York State tax and New York City tax.
- Provide the mailing address of the partnership or fiduciary, ensuring all details are correct for correspondence.
- Complete the payment section by entering any amounts due and selecting your payment method. Remember to make full payment with your extension request.
- For paid preparers, ensure you sign and complete the required sections on the back of the form, including entering your NYTPRIN if applicable.
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