Follow the steps to complete the form successfully.

1. Press the ‘Get Form’ button to access the NY IT-212 form and open it in the online editor.
2. Enter your name(s) as shown on your tax return in the designated field.
3. Indicate the date you started your business in New York State.
4. Specify the type of business you operate.
5. Input your identifying number as provided on your return in the respective field.
6. Provide the location of the qualified property. If there is more than one property, prepare and submit a schedule detailing each one.
7. Enter the NAICS code as referenced in the instructions for the form.
8. Proceed to Part 1 and compute your investment credit based on the section. Enter amounts as applicable in each relevant field.
9. Continue filling out the details for any share of investment credits, research and development credits, and any additional partnership or fiduciary information as necessary.
10. In Part 2, summarize any addback of credits pertaining to early dispositions, complying with the guidelines outlined in the instructions.
11. Complete Part 3 by listing investments in qualified property, ensuring to fill out all columns accurately for each property.
12. Fill out Part 4 regarding the early dispositions of qualified property, noting the details for each asset as required.
13. In Part 5, allocate shares of investment credit for beneficiaries and fiduciaries, ensuring accuracy in recording each share.
14. Finally, review Part 6, where you will compute the total credit, any applicable refunds, and carryover amounts.
15. Once completed, save your changes, download a copy for your records, print it, and share the form as needed.

Complete the NY IT-212 form online to claim your investment credit today.