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*31511591* TM 2.1 T DRA0F6 1 0.2 Department of Finance 01.2 Name INVESTMENT AND OTHER EXEMPT INCOME AND INVESTMENT CAPITAL You MUST attach this form to Form NYC2 or NYC2A if you have any entries on
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How to fill out income and investment capital

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Start by gathering all your income sources, such as salary, dividends, and rental income.
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Next, calculate your total income by adding up all the sources.
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Determine your investment capital, which includes savings, stocks, bonds, and other assets.
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Keep track of any interest, dividends, or returns generated by your investments.
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Fill out the income and investment capital section in the provided forms or software.
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Provide accurate and detailed information about each income source and investment.
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Include any deductions or expenses related to your investments or income.
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Submit the filled out income and investment capital forms to the designated entity or authority.
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Keep copies of the forms and supporting documents for your records.

Who needs income and investment capital?

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Individuals who have multiple sources of income, such as salaried individuals with rental properties.
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Individuals who receive income from investments, such as dividends, interest, or capital gains.
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Taxpayers who want to ensure accurate reporting of their income and investment capital for tax purposes.
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Financial institutions and advisors who need to assess the financial health and stability of individuals or businesses.
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Income refers to money earned or received by an individual or business, while investment capital refers to funds used to invest in assets or businesses.
Individuals and businesses who have earned income or have investment capital are required to file income and investment capital.
To fill out income and investment capital, individuals and businesses need to report their earnings and investment details accurately on the designated forms.
The purpose of income and investment capital is to calculate and report financial earnings and investments for tax and financial planning purposes.
Information such as income earned, investments made, gains or losses from investments, and other related financial details must be reported on income and investment capital forms.
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