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New York State Department of Taxation and Finance Claim for Refund of New York State Estate Tax Decedent's last name Social security number (SSN) First name Date of death Middle initial ET-95 (4/09)
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How to fill out nys form dtf 961:

01
Gather all required information: You will need to provide your personal information such as name, address, Social Security number, and contact information. You will also need to gather all relevant financial information, including income, expenses, and any supporting documentation.
02
Review the form: Read through the form carefully to understand the sections and questions. Make sure you have a clear understanding of what information is required for each section.
03
Complete the personal information section: Start by filling out your personal information accurately and completely. Double-check the accuracy of your name, address, and contact details.
04
Provide financial information: Go through each section of the form and provide the requested financial information. Be thorough and accurate when reporting your income, assets, and expenses. Attach any supporting documents required.
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Double-check for accuracy: Review the completed form to ensure all information is accurate and complete. Check for any missing or incomplete sections. Make corrections if necessary.
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Sign and date the form: Once you are satisfied with the accuracy of the form, sign and date it in the designated areas.
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Submit the form: Determine the submission method specified by the New York State Department of Taxation and Finance for form dtf 961. This may include mailing the form or submitting it electronically.
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Keep a copy for your records: Make a copy of the filled-out form for your records before submitting it.

Who needs nys form dtf 961:

01
Individuals filing New York State income tax returns: If you are required to file a New York State income tax return, you may need to fill out form dtf 961.
02
Tax professionals: Tax preparers or professionals assisting individuals with their New York State income tax returns may need to use form dtf 961 as a supporting document.
03
New York State Department of Taxation and Finance: The department uses form dtf 961 to gather relevant financial information from individuals who are required to file a New York State income tax return.
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NYS Form DTF-961 is the 'Sales Tax Exemption Certificate' used in New York State to document sales tax exemptions for certain purchases.
Entities or individuals making tax-exempt purchases in New York State, such as government agencies, certain nonprofit organizations, or businesses purchasing goods for resale, are required to file this form.
To fill out NYS Form DTF-961, provide the purchaser's name, address, the type of exemption, and the seller's information. Additionally, sign and date the form to certify the exemption.
The purpose of NYS Form DTF-961 is to formally declare and document a buyer's claim for exemption from sales tax on specific purchases.
The form requires reporting the purchaser's name, address, exemption type, seller's name and address, and the signature of the purchaser or authorized representative.
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