New York Reconciliation of Estimated Income Tax Account for Individuals

Reconciliation of Estimated Income Tax Account for Individuals
Form IT-2105.1 Reconciliation of Estimated Income Tax Account for Individuals Revised 12/25
Department of Taxation and Finance

Reconciliation of Estimated
Tax Account for Individuals

IT-2105.1

(12/25)

Tax year:
Name as shown on your New York State income tax return			

Social Security number

Mailing address (number and street or PO Box)			
City, village, or post office	

State	

ZIP code	

Fax number for reply

			   

1	 Enter the amount in your estimated tax account as provided by the Tax Department (see instructions) ..................	 1.
	

2	
3	
4	
5	
6	
7	
8	

Date	

Document locator number	

Confirmation number	

Amount

Credit from previous year.... 		
2.
Payment ........................ 		
3.
Payment ........................ 		
4.
Payment ........................ 		
5.
Payment ........................ 		
6.
Estimated tax paid with Form IT-2663, IT-2664, or IT-2658 ........................................	7.
Add lines 2 through 7 (enter here and see instructions) ...............................................................................................	 8.

Instructions
Use this form only if your records disagree with the estimated tax
amount shown in your Individual Online Services account. For more
information, visit www.tax.ny.gov (search: estimated). Fax or mail
your completed form to the Account Reconciliation Unit as follows:
Fax to: 518-435-8658 or mail to:
NYS TAX DEPARTMENT
ESTIMATED TAX UNIT
W A HARRIMAN CAMPUS
ALBANY NY 12227-0822

To allow for proper crediting, be sure to include the document
locator number or confirmation number for each payment on
lines 3 through 6.
Enter the name and Social Security number as they appear on your
New York State income tax return.

Line instructions

Line 1: Married taxpayers—If you had an overpayment from the
previous year applied to your current estimated tax account or
made any payment with Form IT-370, we established a separate
estimated tax account for each spouse. To reconcile the amounts
on Form IT-2105.1, be sure to check both spouses’ estimated tax
accounts. If you file a joint New York State income tax return, we
will credit the balances of both accounts to your joint income tax
return. If you file separately, we will credit the balance of each
spouse’s account to their respective returns only.
Line 2: Enter the amount of your previous tax overpayment that
was applied to your current estimated tax account, as finally
determined. If we adjusted your previous tax return, the amount
applied may differ from the amount we actually credited to your
current estimated tax account. If so, the Tax Department sent you a
notice of adjusted credit to advise you of the proper amount.
Lines 3 through 6: Enter the date, document locator number or
confirmation number, and amount of each payment you made.
The document locator number is a 12-character entry beginning
with PT, and it appears on the back of your canceled check or
money order. If you paid by money order, contact the issuing agent
for this information. The confirmation number is a seven-digit or
12-character number. If you paid by credit card, your credit card

service provider delivered your confirmation number when you paid.
If you paid by direct debit from your bank account on our website,
we provided your confirmation number onscreen when you paid
and by email in your confirmation notice.
If you do not have your credit card confirmation number, contact
your credit card service provider for this information.
Line 7: Enter the amount of estimated tax you paid with
Form IT-2663, Nonresident Real Property Estimated Income
Tax Payment Form, Form IT-2664, Nonresident Cooperative
Unit Estimated Income Tax Payment Form, and any amount of
estimated tax paid on your behalf with Form IT-2658, Report
of Estimated Tax for Nonresident Individual Partners and
Shareholders. If a partnership or S corporation paid estimated
tax on your behalf with Form IT-2658, include the partnership’s or
S corporation’s federal EIN or a copy of the statement provided by
the partnership or S corporation showing the estimated tax paid for
you. If you need more space, send an attachment with the required
payment information.
Line 8
If line 8 is the same as line 1, your records agree with ours.
Claim the line 1 amount as estimated tax paid on Form IT-201 or
Form IT-203. Do not send this form to the Tax Department.
If line 8 is different from line 1, fax or mail this completed form
immediately as instructed above. We will review our records
and reply to you in time for you to file your return, provided we
receive your Form IT-2105.1 by April 1. If you send this form after
April 1, we will still respond, however, you may need to request an
automatic extension of time to file and pay any amount due if you
do not receive our response in time to file by the due date for your
return.

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