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New York State Department of Taxation and Finance
TR-2658
Revised Standards for Computer-Generated (9/14)
Forms CT-2658-ATT, IT-2658-MTA, and IT-2658-NYS
Partnerships and S corporations may use computer-generated • Enter each partner’s or shareholder’s name, street address,
attachments to report estimated tax payments for partners and and City/State/ZIP code in separate rows.
shareholders as required on Form IT-2658, Report of Estimated • Round estimated tax payments and New York State source
Tax for Nonresident Individual Partners and Shareholders, and income for each partner/shareholder to whole dollar amounts.
Form CT-2658, Report of Estimated Tax for Corporate Partners
(and the related attachment forms). • In the New York source income and Amount of estimated tax
paid fields, do not use dollar ($) signs or comma separators.
Computer-generated attachments include all forms produced Always enter zeros (0) preceded by a decimal point in the
by a computer peripheral device that show data fields in a cents fields. The correct format is XXXX.00
line-by-line format on blank paper. These computer-generated • Do not use percent (%) signs for Percentage of ownership.
attachments include spreadsheets, such as Excel and Lotus, Carry the percentage of ownership to four decimal places only.
word processing documents, and Adobe PDF files that are If the actual percentage of ownership is less than four decimal
included with the report of estimated tax paid (Forms CT-2658 places, round the percentage to 000.0001. The correct format
and IT-2658). The computer-generated attachments illustrate is: XXX.XXXX
individual partner and shareholder distributions and other
computer-printed data. In recent years, the Tax Department See Publications 75 and 76 for more information.
revised Forms CT-2658 and IT-2658 significantly and more
changes may occur in the future. Please review the most current For Form IT-2658-MTA, Attachment to Form IT-2658, Report
versions of Forms CT-2658 and IT-2658 before developing your of Estimated Metropolitan Commuter Transportation
computer-generated attachments. Mobility Tax (MCTMT) for New York Nonresident Individual
Partners, and Form IT-2658-NYS, Attachment to Form IT-2658,
If you are reporting estimated tax payments for partners or Report of Estimated Personal Income Tax for Nonresident
shareholders who are nonresident individuals (Form IT-2658) Individuals, do not use name codes; supply the full name and
and for partners that are C corporations (Form CT-2658), please address for each partner or shareholder.
use the correct tax forms. You must also file an original or
computer-generated Form IT-2658 and Form CT-2658 with the
computer-generated attachments. Need help?
The Tax Department does not pre-approve any Visit our Web site at www.tax.ny.gov
computer-generated forms from individual taxpayers. If (for information, forms, and online services)
unacceptable forms are filed and the correct tax is not reported
and paid on time, taxpayers will be liable for penalty and interest Corporation Tax Information Center: (518) 485-6027
at the current rates.
Personal Income Tax Information Center: (518) 457-5181
Software companies reproducing Form IT-2658 and
Form CT-2658 may follow the guidelines below. However, you
must also follow the additional reproduction and submission
standards in Publication 75, Specifications for Reproduction
of New York State Scannable and Non-scannable Income
Tax Forms (Form IT-2658), and Publication 76, Specifications
for Reproduction of New York State Corporation Tax Forms
(Form CT-2658).
General requirements for computer-generated (continued)
forms (see examples on the back of this form)
• Supply the full name and address for each partner or
shareholder.
• Reproduce all of the vertical columns and horizontal rows on
the original form.
• Print the computer-generated form on 8½” x 11” paper in
portrait mode with all columns on a single printed page.
• Print the columns and rows in the same location as the
original return.
• Use 10 pt. courier for the font.
• Right justify all variable text and numerical data.
• Print the employer identification number (EIN) of the
partnership or S corporation, legal name of the partnership
or S corporation making the payment, and the payment due
date in the top right corner of each printed page.
• Do not use slashes or spaces in any EIN or social security
number (SSN).
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