New York Reconciliation of Estimated Income Tax Account for Fiduciaries

Reconciliation of Estimated Income Tax Account for Fiduciaries
Form IT-2106.1:12/17:Reconciliation of Estimated Income Tax Account for Fiduciaries:IT21061Department of Taxation and Finance

Reconciliation of Estimated Income
Tax Account for Fiduciaries

(12/17)

Tax year:

Name of estate or trust (as shown on federal Form SS-4)

Mailing address (number and street or PO box)

Decedent’s SSN

City, village, or post office

State

ZIP code

Fax number for reply

IT-2106.1

Estate or trust identification number or EIN

( )

1 Enter the amount in the estate’s or trust’s estimated tax account as provided by the Tax Department ....... 1.

Date

Document locator number

Confirmation number

Amount

2 Credit from previous
year .....................
2.
3 Payment.................
3.
4 Payment ................
4.
5 Payment ................
5.
6 Payment ................
6.
7 Estimated tax paid

with Form IT-2663
and/or IT-2664 .....
7.
8 Add lines 2 through 7 (enter here and see instructions) ..................................................................................... 8.

Instructions
The estate or trust can check its balance and reconcile its estimated
tax account by accessing our website at www.tax.ny.gov
Use this form only if the estate’s or trust’s records disagree with
the estimated tax amount provided by the Tax Department. The
estate or trust may fax or mail its 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 to allow for proper crediting.

Line instructions

Line 2 – Enter the amount of the estate’s or trust’s previous
income tax overpayment that was credited to its current
estimated tax account, as finally determined. If there was an
adjustment to the estate’s or trust’s previous tax return, the
amount requested may differ from the amount actually credited.
The estate or trust should have received a notice of adjusted
credit to advise you of the proper amount.
Lines 3 through 7 – Enter the date, document locator number
or confirmation number, and amount of each payment the estate
or trust made. The document locator number is a 12-character
entry beginning with PT, and it appears on the back of the
estate’s or trust’s canceled check or money order. If the estate
or trust 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 at the time the estate or trust either
made the credit card payment or direct debit (on our website).
If the estate or trust does not have the credit card confirmation
number, contact the credit card service provider for this
information.
Note: Line 7 is the amount of estimated tax paid with
Form IT-2663, Nonresident Real Property Estimated Income Tax
Payment Form, and/or Form IT-2664, Nonresident Cooperative
Unit Estimated Income Tax Payment Form.
Line 8 – If line 8 is the same as line 1, the estate’s or trust’s
records agree with ours; claim the line 1 amount as estimated
tax paid on its fiduciary income tax return, Form IT‑205. 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 the estate or trust in time for the estate or trust
to file its return, provided we receive the estate’s or trust’s
Form IT‑2106.1 by April 1.

Privacy notification

New York State Law requires all government agencies that
maintain a system of records to provide notification of the legal
authority for any request for personal information, the principal
purpose(s) for which the information is to be collected, and
where it will be maintained. To view this information, visit our
website, or, if you do not have Internet access, call and request
Publication 54, Privacy Notification.

Extracted from PDF file 2023-new-york-form-it-21061.pdf, last modified November 2006

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More about the New York Form IT-2106.1 Individual Income Tax Estimated TY 2023

We last updated the Reconciliation of Estimated Income Tax Account for Fiduciaries in February 2023, so this is the latest version of Form IT-2106.1, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form IT-2106.1 directly from TaxFormFinder. You can print other New York tax forms here.

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Other New York Individual Income Tax Forms:

TaxFormFinder has an additional 271 New York income tax forms that you may need, plus all federal income tax forms.

Form Code	Form Name
Form IT-201	Individual Income Tax Return Tax Return
IT-201-V	Payment Voucher for Income Tax Returns Voucher
Form IT-203	Nonresident Income Tax Return Nonresident
Form IT-201-D	Resident Itemized Deduction Schedule (DISCONTINUED)
Form IT-201-I	Individual Income Tax Return Instructions Tax Return

Download all NY tax forms View all 272 New York Income Tax Forms

Form Sources:

New York usually releases forms for the current tax year between January and April. We last updated New York Form IT-2106.1 from the Department of Taxation and Finance in February 2023.

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Form IT-2106.1 is a New York Individual Income Tax form. While most taxpayers have income taxes automatically withheld every pay period by their employer, taxpayers who earn money that is not subject to withholding (such as self employed income, investment returns, etc) are often required to make estimated tax payments on a quarterly basis. Failure to make correct estimated payments can result in interest or penalties.

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of New York Form IT-2106.1

We have a total of eleven past-year versions of Form IT-2106.1 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Form IT-2106.1