Follow the steps to complete the NY IT-640 form successfully.

1. Press the ‘Get Form’ button to access the NY IT-640 form and open it in your browser.
2. Identify your filing type. If you are a calendar-year filer, mark an X in the appropriate box. If not, enter your tax period's beginning and ending dates.
3. Provide your name(s) as displayed on your return and your identifying number as shown on the return. All filers must complete line A.
4. Determine if you are claiming a credit as an individual, partnership, or fiduciary. Mark an X in the respective box. Depending on your answer, complete the relevant lines: If Yes, complete lines B and C and Schedules A and D. If No, complete lines B and C and Schedules B and D.
5. For line B, enter the certificate number from Form DTF-74, issued to the approved START-UP NY business.
6. For line C, specify the year of the START-UP NY business tax benefit period, entering a number between 1 and 10.
7. Complete Schedule A if applicable, entering the telecommunication services excise tax paid. Ensure fiduciaries include the amount on the correct line.
8. If you are a partnership or New York S corporation, complete Schedule B, providing the relevant information for each entity involved.
9. In Schedule C, if you are a fiduciary, calculate the total share of credit allocated to beneficiaries, entering the relevant amounts in the provided fields.
10. Fill out Schedule D to compute the total credit, bringing amounts from previous lines together as instructed.
11. Once all fields are completed, save your changes, and you will have options to download, print, or share the form as needed.

Complete your NY IT-640 form online today to ensure timely and accurate filing.