Fillable Form It-205-A - Fiduciary Allocation

IT-205-A (2013) Page 3 of 4

Schedule 6 – Computation of New York charitable deduction

Amounts paid or permanently set aside for New York charitable purposes from gross income

. ..............

(see instructions)

Tax-exempt income from sources outside New York State allocable

to New York charitable contribution ............................................................................ 48

(Complete lines 49 through 52 below only if gain on line 74, column 2,

exceeds loss on line 73, column 2.)

Long-term capital gain included on line 47 . ....................................................................

Enter gain from line 74, column 2, minus loss from line 73, column 2 ..........................

Enter gain from line 74, column 3, minus loss from line 73, column 3 ..........................

Enter the amount from line 49, 50, or 51, whichever is less . ..........................................

Add lines 48 and 52 . ..........................................................................................................................................................

. ...................................................................................................................................

Balance

(subtract line 53 from line 47)

Capital gains for the tax year allocated to corpus and paid or permanently set aside for New York charitable purposes ..

Add lines 54 and 55 . ..........................................................................................................................................................

Section 1202 exclusion allocable to capital gains paid or permanently set aside for New York charitable purposes .......

.........................................................................................................................................

Total

(subtract line 57 from line 56)

Schedule 7 – Capital gains and losses from sales or exchanges of New York capital assets

(see instructions concerning tangible

and intangible personal property carried as business assets)

Part 1 – Short-term capital gains and losses – assets of New York property held one year or less

Kind of property and description

Date acquired

Date sold

Gross sales

Federal cost or

Gain (or loss)

price

other basis, plus

(if necessary, submit statement of descriptive

(mm-dd-yyyy)

(d minus e)

expense of sale

details not shown below)

Short-term capital gain (or loss) from installment sales and like-kind exchanges of New York property ..........................

Net short-term gain (or loss) from New York property derived from partnerships, S corporations, and

other estates or trusts ...................................................................................................................................................

Net gain (or loss)

....................................................................................................................

(combine lines 59 through 61)

Short-term capital loss carryover

........................................................................................................

(submit computation)

Net short-term gain (or loss)

...........................................................

(combine lines 62 and 63; enter here and on line 73 below)

Part 2 – Long-term capital gains and losses – assets of New York property held more than one year

Long-term capital gain (or loss) from installment sales and like-kind exchanges of New York property ...........................

Net long-term gain (or loss) from New York property derived from partnerships, S corporations, and

other estates or trusts ...................................................................................................................................................

Capital gain distributions ..................................................................................................................................................

Enter gain, if any, from Schedule 8, line 81 . ......................................................................................................................

Net gain (or loss)

....................................................................................................................

(combine lines 65 through 69)

Long-term capital loss carryover from 2012

. .......................................................................................

(submit computation)

Net long-term gain (or loss)

. ...........................................................

(combine lines 70 and 71; enter here and on line 74 below)

Part 3 – Summary of Parts 1 and 2

1 – Beneficiaries

2 – Fiduciary