Get Yes (see Below) No (if No, Do Not Complete The Rest Of This Form - Tax Ny

This guide provides comprehensive instructions on filling out the Yes (see below) No (If No, do not complete the rest of this form - Tax Ny form. It is designed to assist users, regardless of their experience level, in correctly completing the necessary sections of the form online.

Follow the steps to successfully complete the Tax Ny form

1. Click the ‘Get Form’ button to download the Tax Ny form and open it in your preferred digital editing tool.
2. Begin by checking the first part of the form. If you have completed federal Form 4972 for your lump-sum distributions, choose 'Yes.' If you did not, select 'No.' Selecting 'No' means you will not fill out the rest of this form.
3. If you answered 'Yes,' attach a copy of federal Form 4972 and applicable 1099-R forms to your Tax Ny form.
4. Complete Part I using the information provided from your federal Form 4972. Ensure you input the correct identification number and name(s) as shown on your return.
5. If you are a resident, proceed to fill out the entire form based on the data derived from federal Form 4972.
6. Part II should be completed using the information from Part II of your federal Form 4972. Calculate the capital gain part and proceed to summarize the amounts.
7. Part III involves filling out necessary amounts based on Part III of your federal Form 4972. Calculate the total taxable amount and adjusted amounts as per provided instructions.
8. Once all sections are complete, review your entries for accuracy.
9. After confirming accuracy, save your changes and proceed to download, print, or share the completed form as needed.

Complete your Tax Ny documents efficiently online to ensure a smooth filing experience.