Screen NYGen - New York General, Residency, Amended Return (1041)
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General Information
Calculate Form IT-205-A due to a change of residency status
If the person whose property is part of a revocable trust has changed domiciles to or from New York state between the time property transfers to the trust and the time it becomes irrevocable, the fiduciary must prepare Form IT-205-A in the year the trust becomes irrevocable.
Use special allocations for beneficiary amounts
If you allocate income to beneficiaries by specific income types on the federal return, enter
X
to use the special allocation method for income and adjustments on the state return. If this field is blank, adjustments and income allocate according to each beneficiary’s share of distributable net income.
