Fillable IT-214 Claim for Real Property Tax Credit (New York State)

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IT-214 Claim for Real Property Tax Credit (New York State)

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The IT-214 Claim for Real Property Tax Credit (New York State) form is 3 pages long and contains:

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  • 1 check-box
  • 106 other fields

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214001190094
1 Were you a New York State resident for all of 2019? .................................................................................. 1 Yes No
2 Did you occupy the same residence for at least six months during 2019?.................................................. 2 Yes No
If you marked an X in the No box on line 1 or 2, stop; you do not qualify for this credit.
3 Did you own real property with a current market value of more than $85,000 during 2019? ...................... 3 Yes No
4 Can you be claimed as a dependent on another taxpayer’s 2019 federal return? ...................................... 4 Yes No
5
Did you reside in public housing, or other residence completely exempted from real property taxes in 2019?
(see instr.)
5 Yes No
If you marked an X in the Yes box on line 3, 4, or 5, stop; you do not qualify for this credit.
6 Did you live in a nursing home during 2019?
(If you mark an X in the Yes box, see instructions.) ...................... 6 Yes No
Department of Taxation and Finance
Claim for Real Property Tax Credit
For Homeowners and Renters
Tax Law – Article 22, Section 606(e)
IT-214
Street address of New York residence that qualies you for this credit, if different from above Apartment number
City, village, or rural route State ZIP code
NY
You must enter date(s) of birth
and Social Security number(s)
above.
Step 2 – Determine eligibility (For lines 1 through 6, mark an X in the appropriate box.)
Step 1 – Enter identifying information
8 Complete below for all household members not included on line 7
(submit additional sheets if needed; see instructions).
A – First name Last name B – Social Security number
C – Date of birth
(mmddyyyy)
A – First name Last name B – Social Security number
C – Date of birth
(mmddyyyy)
Your rst name MI
Your last name (for a joint claim, enter spouse’s name on line below)
Your date of birth
(mmddyyyy)
Your Social Security number
Spouse’s rst name
MI
Spouse’s last name
Spouse’s date of birth (mmddyyyy)
Spouse’s Social Security number
Current
mailing address (number and street or PO box) Apartment number New York State county of residence
City, village, or post ofce State ZIP code Country
(if not United States)
7 Complete below for the qualifying household member 65 or older (see instructions).
For ofce use only
214002190094
Step 3 – Determine household gross income
Enter the total of all amounts, even if not taxable, that you, your spouse (if married), and all other household members received during 2019.
9 Federal adjusted gross income
If any household members do not have to le a federal return, see instructions .................................. 9
.00
10 New York State additions to federal adjusted gross income ..................................................................... 10 .00
11 Social Security payments not included on line 9 ....................................................................................... 11 .00
12 Supplemental Security Income (SSI) payments ........................................................................................ 12 .00
13 Pensions and annuities (including railroad retirement benets) not included on lines 9 through 12 ......... 13 .00
14 Cash public assistance and relief ............................................................................................................... 14 .00
15 Other income ............................................................................................................................................. 15 .00
16 Household gross income (add lines 9 through 15; see instructions) ................................................................. 16 .00
If line 16 is more than $18,000, stop; you do not qualify for this credit.
17 Enter rate from Table 1 (see instructions) ...................................................................................................... 17
18 Multiply line 16 by line 17 ........................................................................................................................... 18
.00
Step 4 – Compute real property tax
19 Enter the total amount of rent you and all members of your household paid
during 2019.
(Do not include any subsidized part of your rental charge.) .............................. 19 .00
20 Adjusted rent – If line 19 includes charges for: Enter on line 20
heat, gas, electricity, furnishings, and board ............. 50% (.5) of line 19
heat, gas, electricity, and furnishings ........................ 75% (.75) of line 19
heat, gas, and electricity .......................................... 80% (.8) of line 19
heat or heat and gas ................................................ 85% (.85) of line 19
none of the above .................................................... 100% of line 19 .......................... 20
.00
21 Average monthly adjusted rent (divide line 20 by the number of months you paid rent) ........... 21 .00
If line 21 is more than $450, stop; you do not qualify for this credit.
22 Multiply line 20 by 25% (.25); enter here and on line 28 .................................................. 22 .00
23 Real property taxes paid during 2019 (see instructions) ...................................................... 23 .00
24 Special assessments ........................................................................................................ 24 .00
25 Add lines 23 and 24 .......................................................................................................... 25 .00
26 Exemption for homeowners 65 and over (optional - see instructions) .................................. 26 .00
27 Add lines 25 and 26; enter here and on line 28 ................................................................ 27 .00
Renters
only
Homeowners
only
Page 2 of 3 IT-214 (2019)
214003190094
Your signature
Your occupation
Spouse’s signature and occupation (if joint claim)
Date Daytime phone number
Email:
Step 5 – Compute credit amount
28 Renters: Enter amount from line 22. Homeowners: Enter amount from line 27
(see instructions) .............. 28 .00
If line 28 is zero or less, stop; no credit is allowed.
29 Enter amount from line 18 ........................................................................................................................... 29 .00
If line 29 is equal to or more than line 28, stop; you do not qualify for this credit.
30 Subtract line 29 from line 28 ........................................................................................................................ 30 .00
31 Multiply line 30 by 50% (.5) (However, if you entered an amount on line 26, multiply line 30 by 25% (.25).) .......... 31 .00
32 Credit limit (see instructions; enter amount from chart) ...................................................................................... 32 .00
33 Enter the amount from line 32 or 31, whichever is less. This is the credit for your household.
(If more than one member of your household is ling Form IT-214, see instructions.) ........................................... 33 .00
• If you are ling this claim with your New York State income tax return:
Enter the line 33 amount on Form IT-201, line 67.
• If you are not ling this claim with a New York State income tax return
(see instructions):
Mark one refund choice: direct deposit
(ll in line 34) - or - paper check
• If you are ling a NYS income tax return, submit this form with your return.
• If you are not ling a NYS income tax return, mail this form to:
NYS TAX PROCESSING, PO BOX 15192, ALBANY NY 12212-5192.
Step 6 – Enter account information for direct deposit
(see instructions)
IT-214 (2019) Page 3 of 3
Your Social Security number
If the funds for your refund would go to an account outside the U.S., mark an X in this box (see instructions) .......................................
34 Direct deposit
(see instructions): Complete the following to have your refund deposited directly to your bank account.
34a Account type: Personal checking - or - Personal savings - or - Business checking - or - Business savings
34b Routing number
34c Account number
Print designee’s name Designee’s phone number Personal identication
( )
number (PIN)
Email:
Third-party
designee?
(see instr.)
Yes No
▼ Taxpayer(s) must sign here ▼
( )
▼ Paid preparer must complete ▼
(see instructions)
Preparer’s NYTPRIN NYTPRIN
excl. code
Preparer’s signature Preparer’s printed name
Firm’s name (or yours, if self-employed) Preparer’s PTIN or SSN
Address Employer identication number
Date
Email:
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IT-214 Claim for Real Property Tax Credit (New York State)

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Completed 20 April 2022

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