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Instructions for Form IT-647, IT-647-ATT
for the current year.
Instructions for Form IT-647, IT-647-ATT - New York
This document contains official instructions for Form IT-647 , and Form IT-647-ATT . Both forms are released and collected by the New York State Department of Taxation and Finance. An up-to-date fillable Form IT-647 is available for download through this link. The latest available Form IT-647-ATT can be downloaded through this link.
FAQ
Q: What is Form IT-647?
A: Form IT-647 is a tax form used in New York for reporting distributions received from certain qualified tuition programs (QTPs).
Q: Do I need to file Form IT-647?
A: You need to file Form IT-647 if you received distributions from a QTP and you are a New York resident or if you are a nonresident or part-year resident and you received distributions from a QTP with New York additions or adjustments.
Q: What is a qualified tuition program (QTP)?
A: A qualified tuition program, also known as a 529 plan, is a tax-advantaged savings plan designed to help families save for future college expenses.
Q: What information do I need to complete Form IT-647?
A: You will need to provide information about the QTP distributions you received, including the name of the program, the total distributions received, and any applicable adjustments or additions.
Q: Are there any additional forms or attachments required with Form IT-647?
A: Yes, you may need to attach Form IT-647-ATT if you received distributions from multiple QTPs or if you are claiming New York modifications or subtractions related to the QTP distributions.
Q: When is the deadline to file Form IT-647?
A: The deadline to file Form IT-647 is the same as the deadline for filing your New York State income tax return, which is typically April 15th.
Q: Can I file Form IT-647 electronically?
A: Yes, you can file Form IT-647 electronically using the New York State e-file system.
Q: What if I made a mistake on my Form IT-647?
A: If you made a mistake on your Form IT-647, you can file an amended return using Form IT-201-X or Form IT-203-X, depending on your residency status.
Instruction Details:
- This 6-page document is available for download in PDF;
- Might not be applicable for the current year. Choose a more recent version;
- Complete, printable, and free.
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