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New York State Department of Taxation and Finance Instructions for Form IT635 IT635I New York Youth Works Tax Credit General information The Tax Law provides a credit to taxpayers who are participants
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What is form it-635-i?
Form IT-635-I is the New York State Estate Tax Waiver Certification for IRAs and Certain Other Retirement Accounts.
Who is required to file form it-635-i?
Individuals who are the designated beneficiaries of IRAs and certain other retirement accounts are required to file form IT-635-I.
How to fill out form it-635-i?
Form IT-635-I can be filled out by providing the required information about the decedent and the retirement account, then signing and dating the form.
What is the purpose of form it-635-i?
The purpose of form IT-635-I is to certify that the designated beneficiary is entitled to the waiver of the New York State Estate Tax on the decedent's retirement account.
What information must be reported on form it-635-i?
The form requires information such as the decedent's name, social security number, date of death, the account information, and the beneficiary's information.
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