Form IT205I provides instructions to assist a fiduciary of a New York State resident estate or trust with filing form IT205. Search tax forms and instructions.You must pay the Real Property Transfer Tax (RPTT) on sales, grants, assignments, transfers or surrenders of real property in New York City. Use Form 8822-B to notify the Internal. Revenue Service if you changed your business mailing address, your business location, or the identity of your. She practices in the areas of Special Needs Planning, Elder Law, and Trust and Estate Planning and Administration. But see Transfers Not Subject to the Gift Tax and Gifts to Your Spouse, later, for more information on specific gifts that are not taxable. This document allows for a simple transfer of title from your personal name to the trust name.