Form preview

Get the free New York S Corporation Shareholders’ Information Schedule - tax ny

Get Form
This form is used by New York S corporations to report shareholders’ modifications, credits, and other tax-related information required for their personal income tax returns.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign new york s corporation

Edit
Edit your new york s corporation form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your new york s corporation form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit new york s corporation online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
In order to make advantage of the professional PDF editor, follow these steps:
1
Log in. Click Start Free Trial and create a profile if necessary.
2
Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.
3
Edit new york s corporation. Rearrange and rotate pages, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
It's easier to work with documents with pdfFiller than you could have believed. Sign up for a free account to view.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out new york s corporation

Illustration

How to fill out New York S Corporation Shareholders’ Information Schedule

01
Begin by obtaining the New York S Corporation Shareholders’ Information Schedule form from the New York State Department of Taxation and Finance website.
02
Enter the name and address of the S Corporation at the top of the form.
03
List each shareholder's name, address, and Social Security Number or Employer Identification Number (EIN).
04
Specify the number of shares owned by each shareholder during the tax year.
05
Indicate the shareholder's percentage of ownership in the corporation.
06
Include any changes in ownership during the year, if applicable.
07
Review the completed form for accuracy and completeness.
08
Sign and date the form where required.

Who needs New York S Corporation Shareholders’ Information Schedule?

01
All S Corporations operating in New York State are required to complete the New York S Corporation Shareholders’ Information Schedule.
02
This form is necessary for shareholders to report their income and ensure compliance with state tax regulations.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.5
Satisfied
33 Votes

People Also Ask about

S-Corps 101 For example, all income in an S-corp is passed through to any shareholders and taxed at their individual tax rates. An S-corp's income is taxable for the shareholders when it is earned—whether or not the corporation distributes the income.
Department of Taxation and Finance. New York S Corporation. Shareholders' Information Schedule.
For S-corporations, the FDM tax is based on the corporation's New York State receipts and is as follows: $25 – Receipts not exceeding $100,000. $50 – Receipts exceeding $100,000 but not more than $250,000. $175 – Receipts exceeding $250,000 but not more than $500,000.
Schedule K-1 1120-S Form: Part II - Information about the Shareholder. This section contains information about the shareholder and their investment in the corporation. Specifically, this section identifies the percentage of stock ownership that the shareholder has for the tax year.
S-Corps 101 For example, all income in an S-corp is passed through to any shareholders and taxed at their individual tax rates. An S-corp's income is taxable for the shareholders when it is earned—whether or not the corporation distributes the income.
FILE FORM NYC-4S Corporations (as defined in Section 11- 602.1 of the New York City Administra- tive Code) doing business, employing capital, or owning or leasing property in a corporate or organized capacity, or main- taining an office in New York City must file a General Corporation Tax return.
What is the tax rate for S corporations? The annual tax for S corporations is the greater of 1.5% of the corporation's net income or $800. Note: As of January 1, 2000, newly incorporated or qualified corporations are exempt from the annual minimum franchise tax for their first year of business. (See below.)
One of the key advantages of an S Corp in New York is the potential for tax savings. While S Corps, like LLCs, benefit from pass-through taxation (where income is passed through to shareholders and taxed at their individual rates), S Corps do not pay corporate income tax like C-corporations do.

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

The New York S Corporation Shareholders’ Information Schedule is a tax form used by S corporations in New York to report specific information about their shareholders, including the shareholders' pro-rata share of income, losses, and deductions.
All S corporations operating in New York State are required to file the New York S Corporation Shareholders’ Information Schedule if they have shareholders who need to report their share of the corporation's income or losses.
To fill out the New York S Corporation Shareholders’ Information Schedule, the corporation must input the required information about each shareholder, including their name, address, percentage of ownership, and respective share of the S corporation's income, losses, and deductions.
The purpose of the New York S Corporation Shareholders’ Information Schedule is to provide necessary information to both the New York State Department of Taxation and Finance and the shareholders to ensure accurate reporting of tax obligations associated with income and losses from S corporations.
The New York S Corporation Shareholders’ Information Schedule must report information such as each shareholder's name, address, the percentage of stock owned, and the amount of income, losses, and deductions that each shareholder is entitled to based on their shares in the corporation.
Fill out your new york s corporation online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.