Form IT-267: New York Geothermal Energy System Credit (Tax Year 2025) Explained
Learn who needs Form IT-267, how the New York geothermal energy system credit works, and how to fill out this fillable PDF for tax year 2025.
Tax Forms
Form 199: California Exempt Organization Annual Information Return Explained
Learn who must file California Form 199, key deadlines, filing thresholds, and how to complete this annual return for exempt organizations.
California Form 3525: Substitute for Form W-2 or Form 1099-R Explained
Learn when to use California Form 3525, who qualifies to file it, and how to complete this substitute for a missing W-2 or 1099-R with the FTB.
California Form 3538 (565): Payment for Automatic Extension for LPs, LLPs, and REMICs
Learn who must file California Form 3538 (565), when it’s due, and how to submit the extension payment for LPs, LLPs, and REMICs with the Franchise Tax Board.
Form IT-261: Empire State Film Post-Production Credit Claim (Tax Year 2025)
Learn what Form IT-261 is, who qualifies for the Empire State Film Post-Production Credit, and how to fill out and file this New York tax form for 2025.
Form IT-2658-NYS (2026): Attachment to Form IT-2658 for Estimated NYS Personal Income Tax
Learn what Form IT-2658-NYS is, who needs to file it, and how partnerships and S corporations use it to report estimated NYS personal income tax for nonresident individuals in 2026.
Form IT-2658 (2026): Estimated Tax for Nonresident Partners and Shareholders in New York
Learn who must file Form IT-2658 for 2026, when payments are due, and how partnerships and S corporations report estimated tax for nonresident partners and shareholders in New York State.
Form IT-2658-MTA (2026): MCTMT Attachment for Nonresident Partners in New York
Learn what Form IT-2658-MTA is, who must file it, and how nonresident partners report estimated MCTMT alongside Form IT-2658 for tax year 2026.
Form 3596: California Paid Preparer’s Due Diligence Checklist for CalEITC (2022/2025)
Everything you need to know about Form 3596, the California FTB checklist paid preparers must complete when a client claims the CalEITC, Young Child Tax Credit, or FYTC.
Form IT-257 (2025): Claim of Right Credit Explained
Learn what New York’s Form IT-257 Claim of Right Credit is, who qualifies, when to file it, and how to fill it out for tax year 2025.