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Mber Allocation of estimated personal income tax to nonresident individual partners and shareholders (attach additional Form(s) IT-2658-NYS if necessary) A Name and address of partner/shareholder B Partner s/shareholder s Social Security number C D Partner s/shareholder s Amount of estimated personal percentage of ownership income tax paid on behalf of partner or shareholder (see instructions) (see instructions) Last name Mailing address (number and street or PO box; see instructio.

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How to fill out the NY IT-2658-NYS online

The NY IT-2658-NYS form is essential for reporting estimated personal income tax for nonresident individuals, especially partners and shareholders in various entities. This guide provides clear, step-by-step instructions to help you complete the form efficiently and accurately online.

Follow the steps to easily complete the NY IT-2658-NYS form online.

  1. Press the ‘Get Form’ button to obtain the IT-2658-NYS form and open it in your preferred digital editor.
  2. Begin by entering the legal name in the designated field at the top of the form.
  3. Provide the employer identification number (EIN) in the field following the legal name.
  4. In the Allocation section, list the name and address of each partner or shareholder: start with last name, first name, and middle initial, followed by the complete mailing address.
  5. Input each partner’s or shareholder’s Social Security number in the corresponding field.
  6. Indicate the partner’s or shareholder’s percentage of ownership in the entity.
  7. Record the amount of estimated personal income tax that has been paid on behalf of each partner or shareholder in the designated column.
  8. If necessary, continue adding information for additional partners or shareholders, using more copies of the IT-2658-NYS form, as required.
  9. Calculate the total of all amounts listed in the last column (D) and write it in the designated area for page total.
  10. Once all fields are completed, save your changes, and choose to download, print, or share the completed form as needed.

Complete your NY IT-2658-NYS form online today to ensure accurate and timely filing.

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Limited liability companies (LLCs) or limited liability partnerships (LLPs) that are treated as partnerships for federal income tax purposes. Partnerships and New York S corporations must file Form IT-2658 to make estimated tax payments on behalf of partners or shareholders who are nonresident individuals.

Employers paying wages or other payments subject to New York State withholding must file a return and pay the New York State, New York City, and Yonkers taxes required to be withheld.

Nonresidents. If you have New York source income and your New York Adjusted Gross Income (NYAGI) federal amount column (Form IT-203, line 31) exceeds your New York State standard deduction amount, you are required to file a New York State return.

Partnerships with New York source income must complete and file the entire Form IT-204. Partnerships must also file specific forms for each partner.

You qualify to claim exemption and file Form IT-2658-E by certifying that you will comply in your individual capacity with all the New York State personal income tax and MCTMT estimated tax and tax return filing requirements, to the extent that they apply to you, for the years covered by this certificate.

We may communicate with you by mail for many reasons, including: to send you a check for your refund or an additional payment; to let you know we adjusted your refund; to request information that supports what you reported on a return; and.

The partnerships and New York S corporations must maintain copies of Form IT-2658-E for their records. Estimated tax payments are only required for partners and shareholders who are C corporations or nonresident individuals.

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