New York Reconciliation of Estimated Income Tax Account for Individuals

Reconciliation of Estimated Income Tax Account for Individuals
Form IT-2105.1:3/15:Reconciliation of Estimated Income Tax Account for Individuals:IT21051
Department of Taxation and Finance

Reconciliation of Estimated Tax Account for Individuals

IT-2105.1

(3/15)

Tax year:
Name as shown on your New York State income tax return			

Social security number (SSN)

Mailing address (number and street or PO box)			
City, village, or post office	

State	

ZIP code	

			

Your fax number for reply
(    )

1	 Enter the amount in your estimated tax account as provided by the Tax Department (see instructions) ..................	 1.
	

2	
3	
4	
5	
6	
7	
8	

Date	

Document locator number	

Confirmation number	

Amount

Credit from previous year.... 		
2.
Payment ........................ 		
3.
Payment ........................ 		
4.
Payment ........................ 		
5.
Payment ........................ 		
6.
Estimated tax paid with Form IT-2663, IT-2664, or IT-2658 ........................................	7.
Add lines 2 through 7 (enter here and see instructions) ...............................................................................................	 8.

Instructions
You can check your balance and reconcile your estimated tax
account by accessing our Web site at www.tax.ny.gov
Use this form only if your records disagree with the estimated tax
amount provided by the Tax Department. You may fax or mail your
completed form to the Account Reconciliation Unit as follows:
Fax to: (518) 435-8658, or mail to:
NYS TAX DEPARTMENT
ESTIMATED TAX UNIT
W A HARRIMAN CAMPUS
ALBANY NY 12227-0822

Be sure to include the document locator number or confirmation
number for each payment on lines 3 through 6 to allow for proper
crediting.
Enter the name and social security number as they appear on your
New York State income tax return.

Line instructions

Line 1 – Married taxpayers: If you had an overpayment from
the previous year applied to estimated tax or any payment with
Form IT-370, we established a separate estimated tax account
for each spouse. To reconcile the amounts on Form IT-2105.1, be
sure to check both estimated tax accounts. If you file a joint New
York State income tax return, we will credit the balances of both
accounts to your joint income tax return.
Line 2 – Enter the amount of your previous tax overpayment that
was credited to your current estimated tax account, as finally
determined. If there was an adjustment to your previous tax return,
the amount requested may differ from the amount actually credited.
You should have received a notice of adjusted credit to advise you
of the proper amount.

Lines 3 through 6 – Enter the date, document locator number
or confirmation number, and amount of each payment you made.
The document locator number is a 12-character entry beginning
with PT, and it appears on the back of your canceled check or
money order. If you paid by money order, contact the issuing agent
for this information. The confirmation number is a seven-digit or
12-character number, and it was provided to you at the time you
either made your credit card payment or direct debit (on our Web
site). If you do not have your credit card confirmation number,
please contact your credit card service provider for this information.
Line 7 – Enter the amount of estimated tax paid with Form IT-2663,
Nonresident Real Property Estimated Income Tax Payment Form,
Form IT‑2664, Nonresident Cooperative Unit Estimated Income Tax
Payment Form, and/or any amount of estimated tax paid on your
behalf with Form IT-2658, Report of Estimated Tax for Nonresident
Individual Partners and Shareholders. If payment was made with
Form IT‑2658, include the partnership’s or S corporation’s federal
EIN or a copy of the statement provided by the partnership or
S corporation showing estimated tax paid on your behalf. If you
need more space, send an attachment with the required payment
information.
Line 8 – If line 8 is the same as line 1, your records agree with
ours. Claim the line 1 amount as estimated tax paid on Form IT‑201
or Form IT‑203. If line 8 is different from line 1, fax or mail this
completed form immediately as instructed above. We will review
our records and reply to you in time for you to file your return,
provided we receive your Form IT‑2105.1 by April 1.
Privacy notification – see Form IT-2105-I, Instructions for
Form IT‑2105, Estimated Tax Payment Voucher for Individuals.