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Yes (If Yes, attach this form, and a copy of federal Form 4972 to Form IT-201, IT-203, or IT-205 - t

Yes (If Yes, attach this form, and a copy of federal Form 4972 to Form IT-201, IT-203, or IT-205 - t-2025

Yes (If Yes, attach this form, and a copy of federal Form 4972 to Form IT-201, IT-203, or IT-205 - t Preview on Page 1

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The document is a tax form (IT-230) from the New York State Department of Taxation and Finance, designed for reporting separate taxes on lump-sum distributions. It outlines the procedures for residents, part-year residents, and nonresidents to calculate their tax obligations based on federal Form 4972. The form includes sections for entering capital gains, taxable amounts, and specific calculations related to New York State and New York City tax rates.

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Do you have to attach W-2 to a federal tax return?

Youll use the information from your Forms W-2 to complete your tax return. After filing, retain a copy of the forms for your records. When filing electronically: You must provide a copy of your Forms W-2 to the authorized IRS e-file provider before the provider sends the electronic return to the IRS.

Do you have to attach 1099-R to a federal tax return?

Youll most likely report amounts from Form 1099-R as ordinary income on line 4b and 5b of the Form 1040. The 1099-R form is an informational return, which means youll use it to report income on your federal tax return. If the form shows federal income tax withheld in Box 4, attach a copy Copy Bto your tax return.

What is the IRS form 4972 used for?

If you are the spouse or former spouse of a plan participant who was born before 1936 and you received a qualifying lump-sum distribution as an alternate payee under a qualified domestic relations order, you can use Form 4972 to figure the tax on that income.

What is the difference between form IT-201 and 203?

If one of you was a New York State resident and the other was a nonresident or part-year resident, you must each file a separate New York return. The resident must use Form IT-201. The nonresident or part-year resident, if required to file a New York State return, must use Form IT-203.

Who must file it 205?

If you are the fiduciary of a New York nonresident estate or trust or part-year resident trust, you must file Form IT-205 if the estate or trust: had New York source income and had New York adjusted gross income; is subject to a separate tax on lump-sum distributions; or.

What forms must be attached to federal tax return?

These include: A W-2 form from each employer. Other earning and interest statements (1099 and 1099-INT forms) Receipts for charitable donations; mortgage interest; state and local taxes; medical and business costs; and other tax-deductible expenses if you are itemizing your return.

What documents do I need to attach with my tax return?

Forms W-2, 1099 or other information returns Form 1099-K for payments from payment cards and online marketplaces. Form 1099-G for government payments such as unemployment benefits. Form 1099-INT from banks and brokers showing interest you received. Form 1099-DIV for dividends and distributions paid to you.

Yes (If Yes, attach this form, and a copy of federal Form 4972 to Form IT-201, IT-203, or IT-205 - t-2025

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