Get Form It-2106 Estimated Income Tax Payment Voucher For Fiduciaries Tax Year 2023

Filling out the Form IT-2106 is essential for managing estimated income tax payments for estates or trusts. This guide provides clear, step-by-step instructions to ensure accurate completion of the form online, making the process efficient and straightforward.

Follow the steps to complete the form accurately.

1. Click ‘Get Form’ button to download the form and open it in your preferred editor.
2. Fill in the employer identification number of the estate or trust (EIN). Ensure this number is accurate and matches the one listed on the New York State fiduciary income tax return (Form IT-205).
3. If the estate or trust operates on a fiscal year basis, enter the start and end dates of the fiscal year in mm-dd-yyyy format in the designated entry boxes.
4. Enter the name of the estate or trust exactly as it appears on the federal Form SS-4. Be careful to spell it correctly to avoid any processing delays.
5. Complete the mailing address for the fiduciary, including the number and street or PO Box, apartment number if applicable, city, state, and ZIP code.
6. Indicate the estimated tax amounts for New York State, New York City, and Yonkers, entering each separately. Finally, calculate and enter the total payment in the designated box.
7. If any of the amounts are not applicable, leave those fields blank. Do not staple or clip the check or money order to the voucher and detach any check stubs before mailing.
8. Review all entries for accuracy. Once finalized, save changes to the form, download it, print it, or prepare it for sharing as needed.

Complete your tax documents online with confidence today!