Fiduciary Modernized Electronic Filing (MeF): Forms and publications
Fiduciary Income Tax
2023
| Publication 93 | New York State Modernized e-File (MeF) Guide for Return Preparers for Tax Year 2023 (January 10, 2024) |
| Publication 95T | New York State Personal Income Tax, Partnership and Fiduciary Modernized e-File (MeF) Software Developer Acceptance Test Booklet (January 10, 2024) |
| Error Code Listing | 2023 Error Code Listing (March 4, 2024) |
| TR-579.2-IT | New York State E-File Signature Authorization for Tax Year 2023 for Form IT-205 (September 28, 2023) |
| TR-579.3-IT | New York State Taxpayer Authorization for Electronic Funds Withdrawal for Tax Year 2023/2024 (September 28, 2023) |
| Letter of Intent | Letter of Intent to Develop MeF Fiduciary Income Tax e-File Software (September 28, 2023) |
| Forms Supported | Tax Year 2023 forms supported for e-File (September 28, 2023) |
2022
| Publication 93 | New York State Modernized e-File (MeF) Guide for Return Preparers for Tax Year 2022 (November 10, 2022) |
| Publication 95T | New York State Personal Income Tax, Partnership and Fiduciary Modernized e-File (MeF) Software Developer Acceptance Test Booklet (September 12, 2022) |
| Error Code Listing | 2022 Error Code Listing (September 12, 2022) |
| TR-579.2-IT | New York State E-File Signature Authorization for Tax Year 2022 for Form IT-205 (November 16, 2022) |
| TR-579.3-IT | New York State Taxpayer Authorization for Electronic Funds Withdrawal for Tax Year 2022/2023 (November 16, 2022) |
| Letter of Intent | Letter of Intent to Develop MeF Fiduciary Income Tax e-File Software (October 25, 2022) |
| Forms Supported | Tax Year 2022 forms supported for e-File |
2021
| Publication 93 | New York State Modernized e-File (MeF) Guide for Return Preparers for Tax Year 2021 (October 14, 2021) |
| Publication 95T | New York Personal Income Tax Partnership and Fiduciary Modernized e-File (MeF) Software Developer Acceptance Test Booklet (September 14, 2021) |
| Error Code Listing | 2021 Error Code Listing (November 17, 2021) |
| TR-579.2-IT | New York State E-File Signature Authorization for Tax Year 2021 for Form IT-205 (October 19, 2021) |
| TR-579.3-IT | New York State Taxpayer Authorization for Electronic Funds Withdrawal for Tax Year 2021/2022 (October 19, 2021) |
| Letter of Intent | Letter of Intent to Develop MeF Fiduciary Income Tax e-File Software (Updated November 18, 2021) |
| Forms Supported | Tax Year 2021 forms supported for e-file |
Resources
- Approved software developers for fiduciary e-file
- Contact us at: NYSFIDMEF@tax.ny.gov
- Publication 90-B New York State Specifications for Electronic Bulk Payments of Fiduciary Income and Estimated Tax
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