The below forms are for Franklin Templeton funds. Do NOT use these forms for Western Asset Money funds. General.Do I need to file a New York State tax return? How do I know if I am a resident of New York State for income tax purposes? If the account holder, or any applicable controlling persons or beneficiaries, are tax resident in a reportable jurisdiction, then the Fund may be required. Get answers to tax-related frequently asked questions including 1099, 5498 and other tax related forms. Constitute a violation of existing zoning law in the Borough of Franklin. Complete the Necessary Forms.