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Form CT-3.1 print requirements

To print Form CT-3.1, New York Investment and Other exempt income and Investment Capital:
  1. Go to
    Tax Forms
    ,
    States
    ,
    New York
    , then the
    CT-3.1 - investment income and capital
    folder.
  2. Make sure there is an amount in one of the following:
    • Schedule D
      line 1
      or
      2
      (
      Page 2
      tab)
    • Schedule E
      line 4
      (
      Page 4
      tab)
    • Schedule F
      line 1
      or
      6
      (
      Page 5
      tab)
  3. Go to
    Organizer
    ,
    General Information
    , and select
    Basic Return Information
    .
  4. On the
    Entity Information
    tab, in the
    Return/Entity Type
    section, the
    Return type
    needs to be
    1120 – U.S. Corporation
    .
  5. Do a full compute, then print.

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