Follow the steps to accurately complete the NY IT-634 online.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Identify yourself as either a calendar-year filer or another filer. For calendar-year filers, mark an X in the appropriate box. Other filers should enter the tax period by specifying the beginning and ending dates.
3. Enter your name as shown on your return and your identifying number, ensuring accuracy for proper identification.
4. Complete section A by entering a number from 1 to 10 as the year of eligibility. Then fill in the certificate number in section B.
5. Proceed to Schedule A to compute your credits. Fill in the Empire State jobs retention program credit based on your individual or partnership status. For each relevant category, enter your share of the credit from partnerships, S corporations, or estates as applicable.
6. In Schedule B, provide the necessary details for each partnership, S corporation, estate, or trust in which you participated. Include their names, types (using P, S, or ET as indicated), and employer identification numbers.
7. Move to Schedule C to report the beneficiary’s and fiduciary’s share of credit and recapture of credit. Enter the names and identifying numbers for all beneficiaries and their respective shares.
8. Complete Schedule D to summarize any recapture of credits. Follow the instructions closely to calculate each line accurately.
9. Once you have filled out all sections and schedules, review your entries carefully for accuracy.
10. Finally, save your changes, and choose to download, print, or share the completed form as needed.

Complete your documents online to ensure a timely and efficient submission.