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New York Free Printable Form IT-2106.1:12/17:Reconciliation of Estimated Income Tax Account for Fiduciaries:IT21061 for 2024 New York Reconciliation of Estimated Income Tax Account for Fiduciaries

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Reconciliation of Estimated Income Tax Account for Fiduciaries
Form IT-2106.1:12/17:Reconciliation of Estimated Income Tax Account for Fiduciaries:IT21061

Department 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

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.

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

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.

Show Sources >

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

Form IT-2106.1:12/17:Reconciliation of Estimated Income Tax Account for Fiduciaries:IT21061

2021 Form IT-2106.1

Form IT-2106.1:12/17:Reconciliation of Estimated Income Tax Account for Fiduciaries:IT21061

2020 Form IT-2106.1

Form IT-2106.1:12/17:Reconciliation of Estimated Income Tax Account for Fiduciaries:IT21061

2019 Form IT-2106.1

Form IT-2106.1:12/17:Reconciliation of Estimated Income Tax Account for Fiduciaries:IT21061

2018 Form IT-2106.1

Form IT-2106.1:12/17:Reconciliation of Estimated Income Tax Account for Fiduciaries:IT21061

2017 Form IT-2106.1

Form IT-2106.1:12/17:Reconciliation of Estimated Income Tax Account for Fiduciaries:IT21061

2016 Form IT-2106.1

Form IT-2106.1:10/15:Reconciliation of Estimated Income Tax Account for Fiduciaries:IT21061

2015 Form IT-2106.1

Form IT-2106.1:10/15:Reconciliation of Estimated Income Tax Account for Fiduciaries:IT21061

Reconciliation of Estimated Income Tax Account for Fiduciaries 2014 Form IT-2106.1

Form IT-2106.1:2/13:Reconciliation of Estimated Income Tax Account for Fiduciaries:IT21061

Reconciliation of Estimated Income Tax Account for Fiduciaries 2013 Form IT-2106.1

Form IT-2106.1:2/13:Reconciliation of Estimated Income Tax Account for Fiduciaries:IT21061

2012 Form IT-2106.1

Form IT-2106.1:10/11:Reconciliation of Estimated Income Tax Account for Fiduciaries:IT21061


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