Ct 34 Sh Form – Fill Out and Use This PDF

Department of Taxation and Finance

CT-34-SH

New York S Corporation

Shareholders’ Information Schedule

1

New York State franchise tax imposed under Article 9-A

1

Additions

2

Federal depreciation deduction from Form CT-399, if applicable

2

3

Other additions (attach Form CT-225)

3

3a

New York addition adjustments due to decoupling from the Internal Revenue

Code (IRC)

3a

Subtractions

4

Allowable New York depreciation from Form CT-399, if applicable

4

5

Other subtractions (attach Form CT-225)

5

5a

New York subtraction adjustments due to decoupling from the IRC

5a

Other items

6

Additions to itemized deductions

6

(attach explanation)

7

Subtractions from itemized deductions

7

8

START-UP NY business certificate number

8

9

Year of the START-UP NY business tax benefit period (enter the year number from 1 to 10)

9

10

START-UP NY telecommunication services excise tax credit (Form CT-640)

10

11

Recapture of START-UP NY tax benefits (Form CT-645)

11

12

START-UP NY tax elimination credit tax-free NY area allocation factor (Form CT-638)

12

13

START-UP NY tax elimination credit business allocation factor (Form CT-638)

13

14

START-UP NY partnership EIN

14

15

START-UP NY business certificate number (obtain number from your partnership) ....

15

16

Year of the START-UP NY business tax benefit period (enter the year number from 1 to 10;

obtain number from your partnership)

16

partnership)

17

18

START-UP NY tax elimination credit business allocation factor (obtain factor from your partnership) ..

18

Investment tax credits (see instructions)

19

Investment tax credit and employment incentive credit (Form CT-46)

19

20

Investment tax credit on research and development property (Form CT-46)

20

21

historic barn credit, investment tax credit on research and development property, or investment

tax credit for financial services industry (Form CT-44 or CT-46)

22

Empire zone (EZ) tax credits (see instructions)

23

EZ investment tax credit (Form CT-603)

23

24

25

Recaptured tax credit – EZ investment tax credit or EZ investment tax credit for financial services

industry (Form CT-603 or CT-605)

25

Qualified empire zone enterprise (QEZE) tax credits (see instructions)

26

QEZE real property tax credit allowed (Form CT-606)

26

27

Net recapture of QEZE real property tax credit (Form CT-606)

27

28

QEZE tax reduction credit employment increase factor (Form CT-604)

28

29

QEZE tax reduction credit zone allocation factor (Form CT-604)

29

30

QEZE tax reduction credit benefit period factor (Form CT-604)

30

QEZE tax reduction credit factors from partnership (for multiple partnerships attach separate statement; see instructions)

31

QEZE partnership EIN

31

32

QEZE employment increase factor (obtain factor from your partnership)

32

33

QEZE zone allocation factor (obtain factor from your partnership)

33

34

QEZE benefit period factor (obtain factor from your partnership)

34

Farmers’ school tax credit (see instructions)

35

Total acres of qualified agricultural property

35

36

Total amount of eligible school district property taxes paid

36

37

Total acres of qualified agricultural property converted to nonqualified use

37

38

Total acres of qualified conservation property

38

Other credits (attach applicable forms)

39

Recapture of alternative fuels credit (Form CT-40)

39

40

Credit for employment of persons with disabilities (Form CT-41)

40

project number reporting)

41

42

Recapture of rehabilitation of historic properties credit (Form CT-238)

42

43

Clean heating fuel credit (Form CT-241)

43

44

45

Empire State commercial production credit (Form CT-246)

45

46

Empire State film production credit for the current year (Form CT-248)

46

47

Empire State film production credit for the second year (Form CT-248)

47

48

Empire State film production credit for the third year (Form CT-248)

48

49

Long-term care insurance credit (Form CT-249)

49

50

Credit for purchase of an automated external defibrillator (Form CT-250)

50

51

Empire State film post-production credit for the current year (Form CT-261)

51

52

Empire State film post-production credit for the second year (Form CT-261)

52

53

Empire State film post-production credit for the third year (Form CT-261)

53

54

Excelsior jobs tax credit component (Form CT-607)

54

55

Excelsior investment tax credit component (Form CT-607)

55

56

Excelsior research and development tax credit component (Form CT-607)

56

57

Excelsior real property tax credit component (Form CT-607)

57

57a

Excelsior child care services tax credit component (Form CT-607)

57a

58

Recapture of excelsior jobs program tax credit (Form CT-607)

58

59

Brownfield redevelopment tax credit site preparation credit component (Form CT-611)

59

60

Brownfield redevelopment tax credit tangible property credit component (Form CT-611)

60

62

Recapture of brownfield redevelopment tax credit (Form CT-611)

62

63

Brownfield redevelopment tax credit site preparation credit component (Form CT-611.1)

63

64

Brownfield redevelopment tax credit tangible property credit component (Form CT-611.1)

64

66

Recapture of brownfield redevelopment tax credit (Form CT-611.1)

66

67

Brownfield redevelopment tax credit site preparation credit component (Form CT-611.2)

67

68

Brownfield redevelopment tax credit tangible property credit component (Form CT-611.2)

68

70

Recapture of brownfield redevelopment tax credit (Form CT-611.2)

70

71

Remediated brownfield credit for real property taxes (Form CT-612)

71

72

Recapture of remediated brownfield credit for real property taxes (Form CT-612)

72

73

Environmental remediation insurance credit (Form CT-613)

73

74

Recapture of environmental remediation insurance credit (Form CT-613)

74

75

Security officer training tax credit (attach Form CT-631)

75

(Form CT-633)

76

(Form CT-633)

77

(Form CT-633)

78

(Form CT-633)

79

80

Recapture of economic transformation and facilities redevelopment program tax credit (Form CT-633)...

80

81

Taxicabs and livery service vehicles accessible to persons with disabilities credit (Form CT-236) ....

81

82

QETC employment credit (Form DTF-621)

82

83

QETC capital tax credit (Form DTF-622)

83

84

Recapture of QETC capital tax credit (Form DTF-622)

84

85

Low-income housing credit (Form DTF-624)

85

86

Recapture of low-income housing credit (Form DTF-626)

86

87

Empire state jobs retention credit (Form CT-634)

87

88

Recapture of empire state jobs retention credit (Form CT-634)

88

89

New York youth jobs program credit (Form CT-635)

89

90

............................................................Alcoholic beverage production credit for beer (Form CT-636)

90

91

Alcoholic beverage production credit for cider (Form CT-636)

91

92

Alcoholic beverage production credit for wine (Form CT-636)

92

93

Alcoholic beverage production credit for liquor (Form CT-636)

93

94

Alternative fuels and electric vehicle recharging property credit (Form CT-637)

94

95

Recapture of alternative fuels and electric vehicle recharging property credit (Form CT-637)

95

96

97

Real property tax credit for manufacturers (Form CT-641)

97

98

Recapture of real property tax credit for manufacturers (Form CT-641)

98

99

Empire state musical and theatrical production credit (Form CT-642)

99

100

Hire a veteran credit (Form CT-643)

100

101

Workers with disabilities tax credit (Form CT-644)

101

102

Employee training incentive program tax credit (Form CT-646)

102

103

.................................................................................Farm workforce retention credit (Form CT-647)

103

104

Life sciences research and development tax credit (Form CT-648)

104

informational reporting)

105

106

Empire State apprenticeship tax credit (Form CT-650)

106

107

Recovery tax credit (Form CT-651)

107

108

Employer-provided child care credit (Form CT-652)

108

109

New York City musical and theatrical production tax credit (Form CT-654)

109

110

Restaurant return-to work credit (Form CT-655)

110

111

Other tax credits and recaptures (see instructions)

111

A

B

C

D

E

For each shareholder,

Identifying number

Percentage

Shareholder

Shareholder

enter last name, first name, middle initial on first line;

(SSN or EIN)

of ownership

residency status

entity status

enter home address on second and third lines.

(make only one entry) (make only one entry)

(attach federal Schedule K-1 for each shareholder)

1 for New York State

I for individual

2 for New York City

F for estate or trust

3 for Yonkers

E for exempt

4 for NYS nonresident

organization

1

1

2

2

3

3

4

4

5

5

6

6

7

7

8

8

9

9

10

10

11

11