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NY Form IT-205-A Generates Unexpectedly

SOLVEDby IntuitLacerte Tax4Updated September 02, 2021

When preparing a NY resident estate or trust with one nonresident beneficiary and no income from New York sources, the instructions for Form IT-205 indicate Form IT-205-A shouldn't be included with the return filing.
Why is this form generated, along with a statement on Form IT-205, Schedule C, Share of New York Fiduciary Adjustment "Income distributed to nonresident beneficiaries consists only of income that is not taxable to nonresident individuals?"

New York Form IT-205-A is required for electronic filing. If it isn't included with the return when attempting to e-file, the return won't meet this business rule requirement due to the fact that page 1 amounts must include amounts from the IT-205-A and Schedule C. These forms are required, even when blank.

This form is not required when preparing a conventional paper filed return.

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