Form Ct-33-R - Claim For Retaliatory Tax Credits
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New York State Department of Taxation and Finance
Claim for Retaliatory
CT-33-R
Tax Credits
All filers must enter tax period:
Tax Law — Article 33
beginning
ending
Name
Employer identification number
File this form with Form CT-33, Life Insurance Corporation Franchise Tax Return, CT-33-NL, Non-Life Insurance Corporation Franchise
Tax Return, or CT-33-A, Life Insurance Corporation Combined Franchise Tax Return.
Part 1 — Computation of section 1511(c) retaliatory tax credit for insurance corporations organized or domiciled in New York State
A
B
C
For tax years before 2004, attach separate computation.
2004
2005
2006
1 Tax less credits
(except for section 1511(c)
.....................................
1.
retaliatory tax credit)
2 Section 1511(c) retaliatory tax credit
2.
claimed in 2004 and 2005 .........................
3 Balance
3.
.................
(subtract line 2 from line 1)
4 90% of retaliatory taxes paid in 2006 on
2004 premiums and income
4.
........
(line 4 may not exceed line 3, column A)
5 90% of retaliatory taxes paid in 2006 on
2005 premiums and income
(line 5 may not
.........................................................................
5.
exceed line 3, column B)
6 90% of retaliatory taxes paid in 2006 on 2006 premiums and income
..............................................................................................
6.
(line 6 may not exceed line 1, column C)
7 Total section 1511(c) retaliatory tax credit claimed this year
............................
7.
(add lines 4, 5, and 6)
Part 2 — Computation of section 1511(i) retaliatory tax credit for insurance corporations organized or domiciled in New York State
(relating to assessments imposed under Public Health Law section 2807-t)
A
B
C
For tax years before 2004, attach separate computation.
2004
2005
2006
8 Amount of assessment paid under
8.
Public Health Law section 2807-t..............
9 Tax less credits
(except for section 1511(i)
.....................................
9.
retaliatory tax credit)
10 Section 1511(i) retaliatory credit claimed
in 2004 and 2005 ...................................... 10.
11 Balance
............... 11.
(subtract line 10 from line 9)
12 90% of retaliatory taxes paid to other states
in 2006 because of 2004 section 2807-t
assessments
(may not exceed lesser of line 8,
....................
12.
column A, or line 11, column A)
13 90% of retaliatory taxes paid to other states in 2006 because of 2005
13.
2807-t assessments
...
(may not exceed lesser of line 8, column B, or line 11, column B)
14 90% of retaliatory taxes paid to other states in 2006 because of 2006 section 2807-t assessments
(
.............................................................
14.
may not exceed lesser of line 8, column C, or line 9, column C)
15 Total section 1511(i) retaliatory tax credit claimed this year
........................
15.
(add lines 12, 13, and 14)
Part 3 — Computation of total retaliatory tax credits claimed and amount to be credited as an overpayment and/or refunded
(sections 1511(c) and 1511(i))
16 Total retaliatory tax credits claimed this year
.......................................................
16.
(add lines 7 and 15)
17 Retaliatory tax credits from line 16 used to reduce tax liability
................................
17.
(see instructions)
18 Balance of retaliatory tax credits
............................................................
18.
(subtract line 17 from line 16)
19 Amount of retaliatory tax credits to be credited as an overpayment to next period
19.
...
(see instructions)
20 Amount of retaliatory tax credits to be refunded
20.
.............
(subtract line 19 from line 18; see instructions)
See instructions on page 2.
50101060094
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