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Exclude a nonresident shareholder from withholding tax on Form IT-2658

Follow these steps to exclude a nonresident shareholder from withholding tax on Form IT-2658.

note

A nonresident shareholder with tax less than $300 isn't included on Form IT-2658.

Select View
, Shareholder Information
, then the New York
tab.

Do 1 of the following:

Enter 2
in the Nonresident filer
field if the taxpayer is exempt from withholding and an exemption certificate is needed.

Form IT-2658-E will print instead of Form IT-2658.

Enter 3
in the Nonresident filer
if the taxpayer is exempt from withholding and the exemption certificate is on file.

Neither Form IT-2658-E nor Form IT-2658 will print.