State tax filing

You’ll need to get that information from the S corporation that you’re a shareholder of.  They’re supposed to provide you with a statement with this information.

According to the Instructions for Form CT-34-SH New York S Corporation Shareholders' Information Schedule Tax Year 20...: 

The S corporation must provide to each shareholder a statement indicating the shareholder’s pro rata share of the following items: 

• contributions to one or more of the following New York Charitable Gifts Trust Fund accounts: 

  • Health Charitable Account; or 

  • Elementary and Secondary Education Account. 

• information on the pass-through entity tax (PTET) credit for electing PTET S corporations: 

  • the shareholder’s share of pass-through entity taxable income, and 

  • the shareholder’s direct share of PTET credit to be claimed by the shareholder.