Form Ct 33 M PDF Details

Engaging with the complexities of tax regulations vital for insurance corporations operating within New York's Metropolitan Commuter Transportation District, the CT-33-M form emerges as a key document for compliance. Crafted by the New York State Department of Taxation and Finance, this form caters exclusively to the insurance industry, mandating a detailed report on the Metropolitan Transportation Authority (MTA) Surcharge. This specific surcharge return, rooted in Article 33, Section 1505-a of the Tax Law, is not merely an arbitrary requirement but serves a fundamental role in the financial ecosystem of the state's public transportation network. Ensuing from the need for MTA-funded improvements and operations, the form facilitates the calculation of due surcharge through a meticulous process that mirrors the organization's operations within the district. Entities find themselves maneuvering through fields that require information ranging from legal identifications to intricate computations of premiums, wages, and allocated taxes. With provisions for noting overpayment and claiming refunds, the CT-33-M encapsulates a blend of statutory adherence and fiscal responsibility, embodying the state's effort to maintain a balance between tax imposition and corporate accountability.

QuestionAnswer
Form NameForm Ct 33 M
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesct33m_2001_fill _in form ct 33

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New York State Department of Taxation and Finance

CT-33-M Insurance Corporation MTA Surcharge Return

Tax Law — Article 33, Section 1505-a

2001 calendar-yr. filers, check box: Other filers enter tax period:

beginning

ending

 

Employer identification number

 

 

File number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Legal name of corporation

 

 

 

nameMailing

addressand

 

 

 

 

 

Mailing name (if different from legal name above) and address

 

 

 

 

 

 

 

 

 

 

c/o

 

 

 

 

 

 

 

 

Number and street or PO box

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

State

ZIP code

 

 

 

 

 

 

 

 

 

 

 

Check box if

Business telephone number

State or country of incorporation

 

 

 

overpayment

(

)

 

 

 

 

 

claimed

 

 

 

 

 

 

 

 

 

 

 

If your name, employer identification number, address, or owner/officer information has changed, you must file Form DTF-95. If only your address has changed, you may file Form DTF-96. You can get these forms by fax, phone, or from our Web site. See the Need help? section on back.

Date of incorporation

For office use only

Date received

Audit use

If you do business, employ capital, own, or lease property, or maintain an office in the Metropolitan Commuter Transportation District (the counties of New York, Bronx, Kings, Queens, Richmond, Dutchess, Nassau, Orange, Putnam, Rockland, Suffolk, and Westchester), you must complete this form. If not, you do not have to file this form. However, you must disclaim liability for the MTA surcharge on Form CT-33.

A. Payment — pay amount shown on line 22. Make check payable to: New York State Corporation Tax

 

Payment enclosed

 

ç........Attach your payment here.

 

 

 

 

 

 

 

 

Computation of MCTD allocation percentage (see Form CT-33-M-I for assistance)

 

 

 

 

 

1

Net New York State premiums (from Form CT-33, line 37, or CT-33-A, line 34, column C)

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

1

 

 

 

2

MCTD premiums included on line 1

2

 

 

 

3

MCTD premium percentage (divide line 2 by line 1)

3

%

 

4

Weighted MCTD premium percentage (multiply line 3 by nine)

4

%

 

5

New York State wages (from Form CT-33, line 41, or CT-33-A, line 38, column C)

5

 

 

 

6

MCTD wages included on line 5

6

 

 

 

7

MCTD wage percentage (divide line 6 by line 5)

7

%

 

8

Total MCTD percentages (add lines 4 and 7)

8

%

 

9

MCTD allocation percentage (divide line 8 by ten)

 

9

%

 

 

 

 

10

Net New York State franchise tax (see instructions)

 

10

 

 

 

 

 

 

 

 

 

 

11

Allocated tax (multiply line 10 by line 9)

 

11

 

 

 

 

 

 

 

 

 

 

12

MTA surcharge (multiply line 11 by 17% (.17))

 

12

 

 

 

 

 

 

 

 

 

 

13

MTA surcharge retaliatory tax credit (see instructions)

 

13

 

 

surcharge

 

 

 

 

 

 

14

Total (subtract line 13 from line 12)

 

14

 

 

 

 

 

 

 

 

16

Add lines 14 and 15a or 15b

16

 

 

 

 

15a

....If you filed a request for extension, enter amount from Form CT-5, line 7, or Form CT-5.3, line 10

15a

 

 

MTA

 

15b

.............................................................If you did not file Form CT-5 or Form CT-5.3, see instructions

15b

 

 

 

 

17

 

 

 

 

 

 

 

Total prepayments (from line 45)

17

 

 

 

 

 

 

 

of

 

 

18

Balance (if line 17 is less than line 16, subtract line 17 from line 16)

18

 

 

 

 

19

Penalty for underpayment of estimated MTA surcharge (check box if Form CT-222 is attached

; if none, enter “0”) ....

19

 

 

 

 

 

 

Computation

 

 

 

 

 

 

20

Interest on late payment (see instructions)

 

20

 

 

 

 

 

 

 

 

 

 

21

Late filing and late payment penalties (see instructions)

 

21

 

 

 

 

 

 

 

 

 

 

22

Balance due (add lines 18 through 21; enter payment on line A above)

 

22

 

 

 

 

 

 

 

 

 

 

23

Overpayment (if line 16 is less than line 17, subtract line 16 from line 17)

23

 

 

 

 

 

24

Amount of overpayment to be credited to New York State franchise tax

 

24

 

 

 

 

 

 

 

 

 

 

25

Amount of overpayment to be credited to next year’s MTA surcharge

 

25

 

 

 

 

 

 

 

 

 

 

26

Amount of overpayment to be refunded (subtract lines 24 and 25 from line 23)

 

26

 

 

 

 

 

 

 

 

 

 

27

Amount of MTA surcharge retaliatory tax credit to be refunded (from line 38)

27

 

 

 

 

 

28

Total refund claimed (add lines 26 and 27)

28

 

 

Certification. I certify that this return and any attachments are to the best of my knowledge and belief true, correct, and complete.

Signature of elected officer or authorized person

Paidpreparer

 

Firm’s name (or yours if self-employed)

useonly

Address

 

 

 

 

 

Official title

Date

ID number

Date

 

 

Signature of individual preparing this return

Mail your return to: NYS CORPORATION TAX, PROCESSING UNIT, PO BOX 22038, ALBANY NY 12201-2038

Also mail a copy to: THE NYS INSURANCE DEPARTMENT, AGENCY BUILDING 1, EMPIRE STATE PLAZA, ALBANY NY 12257

See back for claim for refund

CT-33-M (2001) (back)

Claim for refund of MTA surcharge retaliatory tax credit

Column A

Column B

Column C

Column D

Column E

1996

1997

1998

1999

2000

29 MTA surcharge payable

29

30MTA surcharge retaliatory tax credits previously

allowed (see instructions)

30

31Balance (subtract line 30 from line 29;

if less than zero, enter “0”)

31

32Ninety percent (.9) of retaliatory taxes paid this year

attributable to the 1996 MTA surcharge (may not

 

exceed line 31, Column A)

32

33Ninety percent (.9) of retaliatory taxes paid this year attributable to

the 1997 MTA surcharge (may not exceed line 31, Column B)

33

34Ninety percent (.9) of retaliatory taxes paid this year attributable to the 1998

MTA surcharge (may not exceed line 31, Column C)

34

35Ninety percent (.9) of retaliatory taxes paid this year attributable to the 1999 MTA surcharge

(may not exceed line 31, Column D)

35

36Ninety percent (.9) of retaliatory taxes paid this year attributable to the 2000 MTA surcharge (may not exceed

line 31, Column E)

36

37Total MTA surcharge retaliatory tax credits

allowed to date (see instructions)

37

38 Total credits (add lines 32 through 36; enter here and on line 27) .................................................................

38

Composition of prepayments claimed on line 17

 

 

 

 

 

 

Date paid

 

Amount

 

 

 

 

 

 

 

 

 

39

Mandatory first installment

 

39

 

 

 

 

40a

Second installment from Form CT-400

 

40a

 

 

 

 

40b

Third installment from Form CT-400

 

40b

 

 

 

 

40c

Fourth installment from Form CT-400

 

40c

 

 

 

 

41

Payment with extension application, from Form CT-5, line 10, or Form CT-5.3, line 13

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

 

41

 

 

42

Overpayment credited from prior years

 

42

 

 

43

Add lines 39 through 42

 

 

43

 

 

 

 

 

44

 

 

 

 

44

 

 

Overpayment credited from Form CT-33 or CT-33-A

Period

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

 

 

 

45

 

 

 

 

 

 

 

 

 

Total prepayments (add lines 43 and 44; enter here and on line 17)

 

45

 

 

Need help?

 

Telephone assistance is available from 8:30 a.m. to

 

Hotline for the hearing and speech impaired:

 

4:25 p.m. (eastern time), Monday through Friday.

 

1 800 634-2110 from 8:30 a.m. to 4:25 p.m. (eastern time),

 

 

 

 

Monday through Friday. If you do not own a

 

For business tax information, call the

 

 

telecommunications device for the deaf (TDD), check with

 

New York State Business Tax

 

 

 

 

 

independent living centers or community action programs

 

Information Center:

1 800 972-1233

 

 

 

to find out where machines are available for public use.

 

For general information:

1 800 225-5829

 

 

 

 

 

 

 

 

Persons with disabilities: In compliance with the

 

To order forms and publications:

1 800 462-8100

 

 

 

 

 

Americans with Disabilities Act, we will ensure that our

 

From areas outside the U.S. and

 

 

 

 

 

lobbies, offices, meeting rooms, and other facilities are

 

outside Canada:

(518) 485-6800

 

 

 

accessible to persons with disabilities. If you have

 

 

 

 

 

 

 

 

Fax-on-demand forms: Forms are

 

questions about special accommodations for persons

 

 

with disabilities, please call 1 800 225-5829.

 

available 24 hours a day,

 

 

 

 

 

 

 

7 days a week.

1 800 748-3676

 

If you need to write, address your letter to:

 

 

 

 

 

 

 

 

NYS TAX DEPARTMENT

 

Internet access: www.tax.state.ny.us

 

 

TAXPAYER ASSISTANCE BUREAU

 

 

 

 

W A HARRIMAN CAMPUS

 

 

 

 

ALBANY NY 12227

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Completing this PDF will require care for details. Make sure that all required blank fields are filled in accurately.

1. Start filling out the Form Ct 33 M with a group of major blank fields. Consider all the information you need and make certain absolutely nothing is neglected!

Part # 1 of filling out Form Ct 33 M

2. Once your current task is complete, take the next step – fill out all of these fields - Net New York State premiums from, Net New York State, e g r a h c r u s A T M, and f o n o i t a t u p m o C with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Filling out segment 2 of Form Ct 33 M

3. Completing Certification I certify that this, Official title, Date, r e r a p e r p d a P, Firms name or yours if selfemployed, ID number, Date, y n o, e s u, Address, Signature of individual preparing, Mail your return to NYS, Also mail a copy to THE NYS, and See back for claim for refund is essential for the next step, make sure to fill them out in their entirety. Don't miss any details!

Stage no. 3 in submitting Form Ct 33 M

Concerning r e r a p e r p d a P and e s u, make certain you don't make any mistakes in this current part. These two are considered the most important ones in the document.

4. The following paragraph requires your details in the subsequent parts: MTA surcharge payable MTA, allowed see instructions, Balance subtract line from line, if less than zero enter, Ninety percent of retaliatory, attributable to the MTA surcharge, Ninety percent of retaliatory, the MTA surcharge may not exceed, MTA surcharge may not exceed line, Ninety percent of retaliatory, may not exceed line Column D, Ninety percent of retaliatory, line Column E, Total MTA surcharge retaliatory, and allowed to date see instructions. Make sure you give all required info to go onward.

Filling out section 4 in Form Ct 33 M

5. To finish your form, the last area has a number of extra fields. Entering Mandatory first installment a, Period, Need help, Telephone assistance is available, pm eastern time Monday through, For business tax information call, New York State Business Tax, For general information, To order forms and publications, From areas outside the US and, outside Canada, Faxondemand forms Forms are, available hours a day days a week, Hotline for the hearing and speech, and from am to pm eastern time should conclude everything and you will be done in a flash!

Tips on how to complete Form Ct 33 M part 5

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