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New York Free Printable Form IT-252 Investment Tax Credit for the Financial Services Industry Tax Year 2023 for 2024 New York Investment Tax Credit for the Financial Services Industry

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Investment Tax Credit for the Financial Services Industry
Form IT-252 Investment Tax Credit for the Financial Services Industry Tax Year 2023

IT-252 Department of Taxation and Finance Investment Tax Credit for the Financial Services Industry Tax Law – Article 22, Sections 606(a) and 606(a-1) Submit this form with Form IT-201, IT-203, IT-204, or IT-205. Name(s) as shown on return Type of business Date you started your business in New York State Identifying number as shown on return Location of the qualified property (if more than one, submit schedule) NAICS code (see instructions) Part 1 – Computation of credit 1 2 3 4 .00 .00 .00 .00 5 6 7 8 9 .00 .00 .00 .00 .00 10 Total (add lines 5 through 9; see instructions) ........................................................................................ 10 .00 1 Available carryover credit from last year’s Form IT-252 ................................................................... 2 Total addback of credit (from line 10; fiduciaries: see instructions)........................................................ 3 Total investment tax credit (ITC) and EIC (see instructions) ............................................................... 4 Net ITC recapture (see instructions) ................................................................................................... Part 2 – Summary of addback of credit on early dispositions 5 Individual’s and partnership’s addback of credit on early dispositions (from line 14; see instructions) . 6 Beneficiary’s share of addback of credit on early dispositions (see instructions) ............................... 7 Partner’s share of addback of credit on early dispositions (see instructions) ..................................... 8 S corporation shareholder’s share of addback of credit on early dispositions (see instructions) ........ 9 Estate’s or trust’s addback of credit on early dispositions (from line 14) ............................................ Part 3 – Early dispositions of qualified property and addback of credit on early dispositions (see instructions) A B C D E F G H Description of property Date Date property Life Unused life Percentage Total investment tax Addback of credit on (list each asset and use a schedule if needed) acquired ceased to qualify (months) (months) (E ÷ D) credit allowed early dispositions (F × G) 11 Total (add amounts in column H and enter here; include total from additional sheets, if any) ............................... 12 Interest rate (see instructions) .................................................................................................................... 13 Multiply line 11 by line 12 ........................................................................................................................ 14 Total addback of credit on early dispositions (add lines 11 and 13) ............................................................ Fiduciaries: Enter the line 14 amount on line 9. All others: Enter the line 14 amount on line 5. 252001230094 .00 .00 .00 11 12 13 14 .00 .00 .00 .00 .00 .00 IT-252 (2023)  Page 2 of 2 Part 4 – Beneficiary’s and fiduciary’s share of addback of credit on early dispositions (see instructions) A B C Beneficiary’s name (same as in Form IT-205, Schedule C) Identifying number Share of addback of credit on early dispositions .00 .00 .00 .00 Total Fiduciary Part 5 – Application of credit and computation of carryover 15 Total credit (from line 3) ...................................................................................................................... 16 Tax due before credits (see instructions) ............................................................................................ 17 Credits that you applied before this credit (see instructions) .............................................................. 18 Net tax (subtract line 17 from line 16) ................................................................................................... 19 Amount of credit used for the current tax year (see instructions) ........................................................ 20 Amount of credit available for carryover to next year (subtract line 19 from line 15) ............................ 21 Unused expired tax credits (see instructions)   Enter the earliest year (yyyy) of unused credit carryover included in the carryforward..... 22 Amount of credit to be carried over to next year (subtract line 21 from line 20) .................................... 252002230094 15 16 17 18 19 20 21 22 .00 .00 .00 .00 .00 .00 .00 .00
Extracted from PDF file 2023-new-york-form-it-252.pdf, last modified November 2006

More about the New York Form IT-252 Individual Income Tax Tax Credit TY 2023

Use this form to claim an investment tax credit for qualified property used in the ordinary course of a taxpayer’s business as a broker or dealer in connection with the purchase or sale of stocks, bonds, or other securities, or in providing investment advisory services for a regulated investment company. The property must be placed in service on or after October 1, 1998, and before October 1, 2015. To claim the employment incentive credit, submit Form IT-252-ATT with Form IT-252 (see instructions, Form IT-252-I, for assistance).

We last updated the Investment Tax Credit for the Financial Services Industry in January 2024, so this is the latest version of Form IT-252, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form IT-252 directly from TaxFormFinder. You can print other New York tax forms here.


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Related New York Individual Income Tax Forms:

TaxFormFinder has an additional 271 New York income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the New York Form IT-252.

Form Code Form Name
Form IT-252-ATT Employment Incentive Credit for the Financial Services Industry (OBSOLETE)

Download all NY tax forms View all 272 New York Income Tax Forms


Form Sources:

New York usually releases forms for the current tax year between January and April. We last updated New York Form IT-252 from the Department of Taxation and Finance in January 2024.

Show Sources >

Form IT-252 is a New York Individual Income Tax form. States often have dozens of even hundreds of various tax credits, which, unlike deductions, provide a dollar-for-dollar reduction of tax liability. Some common tax credits apply to many taxpayers, while others only apply to extremely specific situations. In most cases, you will have to provide evidence to show that you are eligible for the tax credit, and calculate the amount of the credit to which you are entitled.

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of New York Form IT-252

We have a total of twelve past-year versions of Form IT-252 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2023 Form IT-252

Form IT-252 Investment Tax Credit for the Financial Services Industry Tax Year 2023

2022 Form IT-252

Form IT-252 Investment Tax Credit for the Financial Services Industry Tax Year 2022

2021 Form IT-252

Form IT-252 Investment Tax Credit for the Financial Services Industry Tax Year 2021

2020 Form IT-252

Form IT-252:2020:Investment Tax Credit for the Financial Services Industry:it252

2019 Form IT-252

Form IT-252:2019:Investment Tax Credit for the Financial Services Industry:it252

2018 Form IT-252

Form IT-252:2018:Investment Tax Credit for the Financial Services Industry:it252

2017 Form IT-252

Form IT-252:2017:Investment Tax Credit for the Financial Services Industry:IT252

2016 Form IT-252

Form IT-252:2016:Investment Tax Credit for the Financial Services Industry:IT252

2015 Form IT-252

Form IT-252:2015:Investment Tax Credit for the Financial Services Industry:IT252

Investment Tax Credit for the Financial Services Industry 2014 Form IT-252

Form IT-252:2014:Investment Tax Credit for the Financial Services Industry:IT252

Investment Tax Credit for the Financial Services Industry 2013 Form IT-252

Form IT-252:2013:Investment Tax Credit for the Financial Services Industry:IT252

2012 Form IT-252

Form IT-252:2012:Investment Tax Credit for the Financial Services Industry:IT252


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