Back

New York

New York residents who are required to file a federal tax return are required to file New York state income tax. Residents file Form IT-201 if they:

  • File a federal return
  • Recomputed federal adjusted gross income plus New York additions was more than $4,000 ($3,100 if you are single and can be claimed as a dependent)
  • Want to claim a refund for any New York State, New York City, or Yonkers income withheld for tax purposes
  • Want to claim any of the refundable or carryover credits available
PART-YEAR RESIDENT:

Individuals that qualify as part-year residents must file Form IT-203 if they have:

  • Income received during their time of residency or from New York sources during time of non-residency, exceeding their New York stander deductions.
  • Want to claim a refund for any New York State, New York City, or Yonkers income withheld for tax purposes
  • Want to claim any of the refundable or carryover credits available.
  • Are subject to a separate tax on any lump-sum distributions for your resident period derived from New York sources
  • Had a net operating loss for New York State personal income tax purposes for the tax year, without having a similar net operating loss for federal income tax purposes
NON-RESIDENT:

New York nonresidents must file Form IT-203 if they:

  • Have New York source income exceeding their New York standard deduction
  • wish to claim a refund of New York State, New York City, or Yonkers source income withheld for tax purposes
  • Want to claim any of the refundable or carryover credits available
  • Had a net operating loss for New York State personal income tax purposes for the tax year, without having a similar net operating loss for federal income tax purposes

Get Started by Registering with Tax2efile Today!

Register
Feedback
Tax App

Get the Tax2efile App

Available on iPhone, iPad, and Android Devices

  • Google Play
  • App Store