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Where Can I Get New York State Tax Forms

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Forms For The State Of New York

State Tax Information Filing Obligations (Forms 1099 and equivalents)

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Are The New 1040 Tax Forms Available

Forms 1040 and 1040-SR and the associated instructions are available now on IRS.gov and are being printed for taxpayers who need a hard copy. The IRS has not yet announced a start date for the 2021 filing season. IRS Free File will open in mid-January when participating providers begin accepting returns.

Other Ways To Obtain Forms

You can order forms using our automated forms order telephone line: 518-457-5431. It’s compatible with TTY equipment through NY Relay and with Internet and mobile relay services .

Usually, you can also get the most commonly used income tax forms and instructions at your local library. Visit the New York State Education Department website to find libraries near you: Find Your Public Library in New York State by Public Library System.

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New York Tax Forms 2021

Printable State NY Form IT-201 and NY Form IT-201 Instructions

New York state income tax Form IT-201 must be postmarked by in order to avoid penalties and late fees. Printable New York state tax forms for the 2021 tax year will be based on income earned between January 1, 2021 through December 31, 2021.

The New York income tax rate for tax year 2021 is progressive from a low of 4% to a high of 8.82%. The state income tax table can be found inside the New York Form IT-201 instructions booklet. The New York Form IT-201 instructions and the most commonly filed individual income tax forms are listed below on this page.

Preparation of your New York income tax forms begins with the completion of your federal tax forms. Several of the New York state income tax forms require information from your federal income tax return, for example.

If you have not done so already, please begin with your federal form 1040. Remember that federal tax forms 1040EZ and 1040A have been discontinued. Seniors age 65 and older have the option of filing federal form 1040-SR this year.

What Are The Filing Requirements For New York As A Part

Form IT 360 Change City Residency

According to Form IT-203-I, you must file a New York part-year or nonresident return if:

  • You have any income from a New York source and your New York AGI exceeds your New York State standard deduction.
  • You want to claim a refund for any New York State, New York City, or Yonkers taxes that were withheld from your pay.
  • You want to claim any of the refundable or carryover credits for New York State, New York City, or Yonkers listed on page 7 of the New York IT-203-I instructions.
  • You were a part-year resident and you are subject to a separate tax on any lump-sum distributions for your resident period connected with or derived from a New York source.
  • You incurred a new operating loss for New York state personal income tax purposes for the tax year without incurring a similar NOL for federal income tax purposes.

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General Tax Return Information

Due Date – Individual Returns – April 15, or same as IRS

Extensions – The New York Tax Department does not accept federal Form 4868 in place of an NYS extension request using Form IT-370, Application for Automatic Extension of Time to File for Individuals. Form IT-370 must be filed on or before the filing deadline to receive a six month extension of time to file. Taxpayers must, however, make full payment of the properly estimated tax balance due when requesting extension of time to file.

Special filing deadlines:

  • Taxpayers outside of the country with a Federal due date of June 15 can file their return or extension by June 15. If filing an extension, the return due date is extended four months to October 15.
  • Nonresident aliens with a Federal due date of June 15 can file their return or extension by June 15. If filing an extension, the return due date is extended six months to December 15.
  • A taxpayer who is not a nonresident alien and whose spouse dies within 30 days of the April 15 due date is given an additional three months to file their return or extension, and if filing an extension the return due date is October 15.
  • A nonresident alien whose spouse dies within 30 days of the June 15 due date is given an additional three months to file their return or extension, and if filing an extension the return due date is December 15.

How Do I Get Paper Tax Forms

Notice: Historical Content

  • At Convenient Locations in Your Community. During the tax filing season, many libraries and post offices offer free tax forms to taxpayers.
  • Do I need form it-201?

    You must file Form IT-201, Resident Income Tax Return, if you were a New York State resident for the entire year.

    Is it-201 same as 1040?

    The IT-201 is the main income tax form for New York State residents. It is analogous to the US Form 1040, but it is four pages long, instead of two pages. The first page of IT-201 is mostly a recap of information that flows directly from the federal tax forms.

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    If You Had Us Income During 2021 You May Need To File A State Tax Return

    State taxes may have different residency guidelines than US taxes. For a fee, you can use Sprintax to file your state taxes. There are two easy ways to access Sprintax:

  • Use GTP and follow the internal link there for Sprintax or
  • Go directly to Sprintax. In either case, use your @nyu.edu email address to get a special discounted rate. Stern and Law School students must use their @nyu.edu email address for the discounted rate as the system will not recognize your @stern.nyu.edu or @law.nyu.edu email address.
  • You may need to file for every state you lived and/or worked in for 2021. Remember, you cannot electronically file your tax return if youâre using Sprintax and filing as a nonresident for US tax purposes.

    NEW YORK STATE and CITY TAX

    You must file a NY Tax Return if:

    • You are a NY resident and you filed a US tax form for 2021 or
    • You had NY income greater than $4,000 in 2021 or
    • You want a refund of NY State or City taxes withheld from your paycheck in excess of what you actually owed.

    NEW JERSEY STATE TAX

    • International students, professors and scholars are considered non-residents for NJ state tax purposes unless they had a permanent home in NJ.
    • Make sure to confirm your own tax residency to determine your tax filing status NJ state.
    • Use the appropriate NJ tax form:
    • Either NJ resident tax form NJ-1040
    • or NJ nonresident tax form NJ-1040NR.

    Do I Have To Pay New York State Income Tax

    How to Fill out IRS Form 2553: Easy-to-Follow Instructions

    Generally, you have to file a New York state tax return if:

    • Youre a New York resident and youre required to file a federal tax return or your federal gross income plus New York additions was more than $4,000 .

    • Youre not a New York resident but got income from a source in New York during the tax year.

    If youre not a resident of New York but your primary workplace is there, your days telecommuting during the pandemic are still considered days worked in New York unless your employer established an office at your telecommuting location. Generally, you will continue to owe New York State income tax on income earned while telecommuting.

    » MORE: Track the status of your state tax refund

    RESIDENT STATUS RULES

    In general, youre a resident of New York for tax purposes if your permanent home is there , or if you leased or owned a place there and spent 184 days or more in New York state during the tax year.

    • New York considers your permanent home the place you intend to return to after things like vacations, business trips, military assignments or the end of a college semester.

    • There are special rules for people who were in a foreign country for at least 450 of 548 consecutive days.

    • Where you vote, where your drivers license and registration are issued or where your will is are not primary factors in establishing domicile. Its more about where your stuff is and where you spend your time.

    PART-YEAR RESIDENT STATUS RULES

    NONRESIDENT STATUS RULES

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    Be Aware Of Tax Scams And Fraud

    Each year, scammers claiming to be IRS or other government employees ask students and scholars for money that is âowedâ to avoid any so-called tax penalties or fees. Please be aware and cautious of such calls, emails, letters or unusual contacts. These scammers might even say that they will call the police if you hang up or you will get deported if you do not comply with their requests. Review our Tips to Avoid Scams and Fraud to protect yourself.

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    Business Return Electronic Filing Information

    Business Electronic Filing Mandateâ If a tax return preparer prepared at least one authorized tax document for more than 10 different taxpayers during the previous calendar year and will use tax software to prepare one or more authorized tax documents in the current calendar year, or were previously mandated to e-file, the preparer is subject to the e-file mandate. The mandate applies to both original returns and amended returns.

    This mandate applies to Corporation, Partnership, and S Corporation returns, and there is no opt-out provision. Tax preparers are subject to a $50 penalty for each tax document that is not filed electronically unless it is due to reasonable cause and not due to willful neglect. Reasonable cause will be considered on a case by case basis.

    E-File Registration Requirementsâ Electronic return originators authorized by the IRS to e-file federal corporation tax documents are also authorized to e-file corporation tax documents with New York State . NYSDTF does not require EROs to apply to their program, or to provide copies of their IRS acceptance letters to NYS.

    Tax Years That Can Be E-Filed Current year and 2 prior years

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    New York State Department Of Taxation And Finance

    Department of Taxation and Finance

    Department of Taxation and Finance headquarters in Albany
    Department overview
    .gov

    The New York State Department of Taxation and Finance is the department of the New York state government responsible for taxation and revenue, including handling all tax forms and publications, and dispersing tax revenue to other agencies and counties within New York State. The Department also has a law enforcement division, the New York State Office of Tax Enforcement. Its regulations are compiled in title 20 of the New York Codes, Rules and Regulations.

    It is headquartered in Building 8/8A at the W. Averell Harriman State Office Building Campus in Albany.

    During the , the department had offices on the 86th and 87th floors of the World Trade Centerâs South Tower. On the 86th floor, five of eight employees in the revenue crimes bureau died. On the 87th floor, the mediation services bureau lost six of seven employees. Of the estimated 20 people on the 87th floor, nine were lost, including two of three senior staff.

    The tax department was formally created on January 1, 1927 but the first signs of the department date to 1859. The original intent was to find a way to distribute tax revenue to individual counties in New York State.

    Need To Request An Income Tax Extension

    Nys Tax Refund Schedule 2021

    New York State personal and fiduciary income tax returns are due April 18. If you can’t file on time, request an automatic extension of time to file online or by paper .

    The fastest way to obtain forms and instructions is to download them from our website. Current and prior-year forms are available as standard PDFs, and select forms are available as enhanced fill-in PDFs.

    For detailed instructions on downloading our forms, see Forms-user instructions.

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    Explore Our Financial Education Program

    The Financial Education Program is a series of short modules and videos designed to take you through the benefits available to you and the responsibilities you have as a New York State taxpayer. You can start anywhere in the series or review all the modules. This is for youlet us know what you think!

    Proof Of Sales Tax Payment Or Sales Tax Exemption Or Purchase Price

    When you register a vehicle in New York , you must either

    • pay the sales tax
    • prove that sales tax was paid
    • prove your vehicle registration is exempt from sales tax

    You probably also will need to pay county use tax when you register. See estimate registration fees and taxes for information about county use taxes.

    You must get a sales tax receipt from the DMV even if the transaction is exempt from sales tax.

    Here are specific instructions

    The Sales Tax Exemption form provides information and the definitions to defer your sales tax. You must pay the sales tax when you leave the Armed Forces or you return to New York.

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    Have You Heard About The Homeowner Tax Rebate Credit

    The homeowner tax rebate credit is a one-year program providing direct property tax relief to eligible homeowners in 2022.

    If you’re a homeowner who qualifies, we’ll automatically send you a check for the amount of the credit. Your amount will depend on where your home is located, how much your income is, and whether you receive Enhanced or Basic STAR.

    More Help With State And Federal Taxes

    How to Fill out Schedule K-1 (IRS Form 1065)

    Its important to avoid state tax issues and potential financial liability. If you need help navigating your state tax obligations, get help with H& R Block Virtual! With this service, well match you with a tax pro with New York tax expertise. Then, you will upload your tax documents, and our tax pros will do the rest! We can help with your NY taxes, including federal deductions for paying state taxes.

    Prefer a different way to file? No problem you can find New York state tax expertise with all of our ways to file taxes.

    Related Topics

    Donating household goods to your favorite charity? Learn the ins and outs of deducting noncash charitable contributions on your taxes with the experts at H& R Block.

  • Free Worry-Free Audit Support is available only for clients who purchase and use H& R Block desktop software solutions to prepare and successfully file their 2022 individual income tax return . It does not provide for reimbursement of any taxes, penalties, or interest imposed by taxing authorities and does not include legal representation. Additional terms and restrictions apply See for complete details.
  • Pricing varies by location. Federal pricing will vary based upon individual taxpayer circumstances and is finalized at the time of filing. All tax situations are different.
  • H& R Block Free Online is for simple returns only. All tax situations are different. Additional fees may apply.
  • Audit services only available at participating offices.
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    Business Return General Information

    Important resources for Corporate filers can be found .

    Due Dates for New York Business Returns

    Corporations

    • Original returns: April 15, or same as IRS, or for fiscal year filers the 15th day of the fourth month following the close of the year.
    • Returns on Extension: Corporations can file for a six month extension by filing Form CT-5 by the due date of the return. Two additional three month extensions can also be filed.

    S-Corporations

    • Original returns: March 15, or same as IRS, or for fiscal year filers the 15th day of the third month following the close of the year.
    • Returns on Extension: S Corporations can file for an automatic six month extension by filing Form CT-5.4 by the due date of the return.

    Partnerships

    • Original returns: March 15, or same as IRS, or for fiscal year filers the 15th day of the third month following the close of the year.
    • Returns on Extension: Partnerships can file for an automatic six month extension by filing Form IT-370-PF by the due date of the return.

    Fiduciary

    • Original returns: April 15, or same as IRS, or for fiscal year filers the 15th day of the fourth month following the close of the year.
    • Returns on Extension: Fiduciaries can file for an automatic six month extension by filing Form IT-370-PF by the due date of the return.

    Business Extensions

    Extension requests can be filed through TaxSlayer Pro as well as online at the Department of Taxation and Finance website here.

    Amended Business Returns

    Gather The Following Documents

    You may not have or need some of these this is a list of all documents you might need:

    • Exit and Entry Dates for all past US visits
    • I-20, DS-2019, I-797, or other immigration documents
    • Scholarship or Fellowship grant letters
  • Copy of past years tax forms
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