361001183094
Department of Taxation and Finance
Amended Resident Income Tax Return
New York State
New York City
Yonkers
MCTMT
IT-201-X
Single
Married ling joint return
(enter spouse’s social security number above)
Married ling separate return
(enter spouse’s social security number above)
Head of household (with qualifying person)
Qualifying widow(er)
ForthefullyearJanuary1,2018,throughDecember31,2018,orscalyearbeginning
...
1 8
and ending
...
A Filing
status
(mark an
X in one
box):
D1
Did you le an amended federal return?
(see instructions) .................................................... Yes No
D2
Yonkers residents and Yonkers part-year residents only:
(1) Did you receive a property tax relief credit?
(see Form IT-201-I, page 15) ............................. Yes No
(2) Enter the amount ...
.00
D3
Were you required to report, any nonqualied
deferred compensation, as required by IRC § 457A
on your 2018 federal return?
(see Form IT-201-I, page 15)
Yes No
E
(1)
Did you or your spouse maintain living
quarters in NYC during 2018?
.....................
Yes No
(2) Enter the number of days spent in NYC in 2018
(any part of a day spent in NYC is considered a day) .........
F
NYC residents and NYC part-year residents only:
(1) Number of months you lived in NYC in 2018 ................
(2) Number of months your spouse
lived in NYC in 2018 ........................................................
G
Enter your 2-character special condition
code(s) if applicable (see instructions) ..................
B
Did you itemize your deductions on
your 2018 federal income tax return? ............ Yes No
C
Can you be claimed as a dependent
on another taxpayers federal return? ........... Yes No
Taxpayers permanent home address (number and street or rural route) Apartment number
City, village, or post ofce State ZIP code
NY
Taxpayer’s date of death (mmddyyyy) Spouse’s date of death (mmddyyyy)
Decedent
information
See the instructions, Form IT-201-X-I, for help completing your amended return.
Your rst name MI
Your last name (for a joint return, 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
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) School district name
School district
code number ...............
First name MI Last name Relationship Social security number Date of birth (mmddyyyy)
H Dependent information
If more than 7 dependents, mark an X in the box.
For ofce use only
LINKS
PRINT
New York City or
Yonkers (or both)
change of resident
status and you were
a New York State
resident for the entire
year
Form IT-201 to report your full-year
New York State resident tax and your
part-year New York City resident tax,
or part-year Yonkers resident income
tax surcharge (or both)
and
Form IT-360.1 to compute your
part-year New York City resident tax or
part-year Yonkers resident income tax
surcharge (or both)
Note: You may also have to le Form Y-203, Yonkers
Nonresident Earnings Tax Return, to report any wages or net
earnings from self-employment that you received from Yonkers
sources during your Yonkers nonresident period. (However,
if you did not receive any such wages from an employer
or earnings from self-employment during your Yonkers
nonresident period, you do not have to le Form Y-203. Submit
with either your Form IT-201 or your Form IT-203 a statement
saying that you did not receive any wages or earnings from
self-employment from Yonkers sources during that period.)
New York State and
New York City, or
New York State and
Yonkers change of
resident status
Form IT-203 to report your part-year
New York State resident tax and your
part-year New York City resident tax or
part-year Yonkers resident income tax
surcharge
and
Form IT-360.1 to compute your
part-year New York City resident tax or
part-year Yonkers resident income tax
surcharge
If you are
married ling a
joint return and
le
Form IT-360.1
Notes
you both
changed your
New York City
or Yonkers
resident status
at the same
time
jointly
New York City resident tax
must be computed separately
for the full-year New York
City resident spouse on
Form IT-201.
Note: If you are married ling a joint New York State return
and a joint Form IT-360.1, enter both names on the joint
Form IT-360.1 and the social security number of the primary
taxpayer. If you are married ling a joint New York State
return but are required to le a separate Form IT-360.1, enter
the name and social security number of the spouse who is
completing the separate Form IT-360.1.
Married taxpayers ling separate New York State returns
must each le a separate Form IT-360.1.
one spouse
was a full-year
resident
or full-year
nonresident of
New York City
and the other
spouse changed
their New York
City resident
status
only for the
spouse who
changed city
residence
you each
changed your
New York City
or Yonkers
resident status
at different
times
separately
one spouse
was a full-year
resident
or full-year
nonresident
of Yonkers
and the other
spouse changed
their Yonkers
resident status
only for the
spouse who
changed
Yonkers
residence
The spouse who changed
Yonkers residence must
also complete Form Y-203, if
applicable, and submit it with
Form IT-201 or Form IT-203.
The other spouse, if a
resident, must compute a
separate Yonkers resident
income tax surcharge
for the entire tax year on
Form IT-201 as if separate
federal returns were led,
or, if a nonresident subject
to the Yonkers nonresident
earnings tax, must complete
Form Y-203 and submit it with
Form IT-201 or Form IT-203.
Returns for married taxpayers
General information
If during the tax year you had a New York City or Yonkers
change of resident status, you must complete Form IT-360.1.
If you changed your New York City or Yonkers residence, but
not your New York State residence, submit Form IT-360.1 with
Form IT-201, Resident Income Tax Return. If you changed both
your New York State residence and New York City or Yonkers
residence during the same tax year, you must complete both
Form IT-203, Nonresident and Part-Year Resident Income Tax
Return, and Form IT-360.1.
Your move into or out of New York City or Yonkers will be
recognized as a change of resident status if:
at the time of your move, you denitely intended to
permanently leave your home and residence; and
you denitely intended to establish a permanent home
(domicile) someplace else.
The New York State Tax Department will consider your actions
as well as your statements in deciding if you have met both
conditions for a change of resident status.
For denitions of domicile, permanent place of abode, resident,
nonresident and part-year resident, and for information on
who must le returns, see the instructions for Form IT-201 or
Form IT-203.
Which forms to le
If you had a: File:
Department of Taxation and Finance
Instructions for Form IT-360.1
Change of City Resident Status
New York City
Yonkers
IT-360.1-I
See
updated information
for this form on our website
RESET
SELECT COUNTY
SELECT COUNTRY
SELECT SCHOOL DISTRICT
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361002183094
Page 2 of 6 IT-201-X (2018)
20
Interest income on state and local bonds and obligations (but not those of NYS or its local governments)
20 .00
21 Public employee 414(h) retirement contributions from your wage and tax statements ............... 21 .00
22 New York’s 529 college savings program distributions ............................................................... 22 .00
23 Other (Form IT-225, line 9) ............................................................................................................. 23 .00
24 Add lines 19 through 23 .............................................................................................................. 24 .00
New York additions
1 Wages, salaries, tips, etc. ........................................................................................................... 1
.00
2 Taxable interest income ............................................................................................................... 2 .00
3 Ordinary dividends ...................................................................................................................... 3 .00
4 Taxable refunds, credits, or offsets of state and local income taxes (also enter on line 25) ........... 4 .00
5 Alimony received ......................................................................................................................... 5 .00
6 Business income or loss (submit a copy of federal Schedule C or C-EZ, Form 1040) .......................... 6 .00
7 Capital gain or loss (if required, submit a copy of federal Schedule D, Form 1040) .............................. 7 .00
8 Other gains or losses (submit a copy of federal Form 4797) ............................................................. 8 .00
9 Taxable amount of IRA distributions. If received as a beneciary, mark an X in the box ... 9 .00
10
Taxable amount of pensions and annuities. If received as a beneciary, mark an X in the box
10 .00
11
Rental real estate, royalties, partnerships, S corporations, trusts, etc. (submit copy of federal Schedule E, Form 1040)
11 .00
12 Rental real estate included in line 11 ................................. 12 .00
13 Farm income or loss (submit a copy of federal Schedule F, Form 1040) ............................................. 13 .00
14 Unemployment compensation ..................................................................................................... 14 .00
15 Taxable amount of social security benets (also enter on line 27) ..................................................
15
.00
16
Other income
Identify:
16
.00
17 Add lines 1 through 11 and 13 through 16 ................................................................................
17
.00
18
Total federal adjustments to income
Identify:
18 .00
19 Federal adjusted gross income (subtract line 18 from line 17) ..................................................... 19 .00
Federal income and adjustments
Whole dollars only
New York subtractions
25
Taxable refunds, credits, or offsets of state and local income taxes (from line 4)
25 .00
26
Pensions of NYS and local governments and the federal government
26 .00
27
Taxable amount of social security benets
(from line 15) ........ 27 .00
28 Interest income on U.S. government bonds ...................... 28 .00
29 Pension and annuity income exclusion ............................. 29 .00
30
New York’s 529 college savings program deduction/earnings
30 .00
31 Other (Form IT-225, line 18) .................................................. 31 .00
32 Add lines 25 through 31 .............................................................................................................. 32 .00
33 New York adjusted gross income (subtract line 32 from line 24) .................................................. 33 .00
Your social security number
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361003183094
Standard deduction or itemized deduction
34
Enter your standard deduction (from table below) or your itemized deduction (from Form IT-196)
Mark an X in the appropriate box: Standard - or - Itemized
34
.00
35 Subtract line 34 from line 33 (if line 34 is more than line 33, leave blank) ..........................................
35
.00
36 Dependent exemptions (enter the number of dependents listed in item H) .........................................
36 000
.00
37 Taxable income
(subtract line 36 from line 35) ...............................................................................
37
.00
Single and you
marked item C Yes ............... $ 3,100
Single and you
marked item C No .................. 8,000
Married ling joint return ......... 16,050
Married ling separate
return ...................................... 8,000
Head of household
(with qualifying person) .......... 11,200
Qualifying widow(er) .............. 16,050
New York State
standard deduction table
Filing status Standard deduction
(from the front page)
(enter on line 34 above)
(continued on page 4)
Name(s) as shown on page 1
Your social security number
IT-201-X (2018) Page 3 of 6
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361004183094
60 Total voluntary contributions as reported on your original return (or as adjusted by the
Tax Department; see instructions) ................................................................................................. 60 .00
61 Total New York State, New York City, Yonkers, and sales or use taxes, MCTMT, and
voluntary contributions
(add lines 46, 58, 59, and 60) ............................................................... 61 .00
Tax computation, credits, and other taxes
38
Taxable income
(from line 37 on page 3)
....................................................................................... 38
.00
39
NYS tax on line 38 amount
.......................................................................................................... 39 .00
40 NYS household credit ........................................................ 40 .00
41 Resident credit .................................................................. 41 .00
42
Other NYS nonrefundable credits (Form IT-201-ATT, line 7)
42 .00
43 Add lines 40, 41, and 42 .............................................................................................................. 43 .00
44 Subtract line 43 from line 39 (if line 43 is more than line 39, leave blank) .......................................... 44 .00
45 Net other NYS taxes (Form IT-201-ATT, line 30) ............................................................................. 45 .00
46 Total New York State taxes (add lines 44 and 45) ........................................................................ 46 .00
47 NYC taxable income ........................................................ 47 .00
47a NYC resident tax on line 38 amount ................................ 47a
.00
48 NYC household credit ...................................................... 48 .00
49 Subtract line 48 from line 47a (if line 48 is more than
line 47a, leave blank) ........................................................ 49 .00
50 Part-year NYC resident tax (Form IT-360.1) ....................... 50 .00
51 Other NYC taxes (Form IT-201-ATT, line 34) ........................ 51 .00
52 Add lines 49, 50, and 51 .................................................. 52 .00
53 NYC nonrefundable credits (Form IT-201-ATT, line 10) ........ 53 .00
54 Subtract line 53 from line 52 (if line 53 is more than
line 52, leave blank) ......................................................... 54 .00
54a MCTMT net
earnings base .... 54a
.00
54b MCTMT ............................................................................ 54b .00
55 Yonkers resident income tax surcharge ........................... 55 .00
56 Yonkers nonresident earnings tax (Form Y-203) ................ 56 .00
57
Part-year Yonkers resident income tax surcharge (Form IT-360.1)
57 .00
58 Total New York City and Yonkers taxes / surcharges and MCTMT
(add lines 54 and 54b through 57)
58 .00
59 Sales or use tax as reported on your original return
(see instructions. Do not leave line 59 blank.)
59 .00
New York City and Yonkers taxes, credits, and surcharges and MCTMT
Voluntary contributions as reported on your original return (or as adjusted by the Tax Department; see instructions)
Page 4 of 6 IT-201-X (2018)
Your social security number
60o Veterans’ Homes 60o .00
60p
Love Your Library Fund
60p .00
60q Lupus Fund 60q .00
60r Military Family Fund 60r .00
60s CUNY Fund 60s .00
60a Return a Gift to Wildlife 60a .00
60b
Missing/Exploited Children
60b .00
60c Breast Cancer Research 60c .00
60d Alzheimer’s Fund 60d .00
60e Olympic Fund ($2 or $4) 60e .00
60f Prostate Cancer 60f .00
60g 9/11 Memorial 60g
.00
60h Volunteer Fireghting 60h
.00
60i Teen Health Education 60i
.00
60j Veterans Remembrance 60j
.00
60k Homeless Veterans 60k
.00
60l Mental Illness Anti-Stigma 60l
.00
60m
Women’s Cancers Fund
60m
.00
60n Autism Fund
60n
.00
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361005183094
62 Enter amount from line 61 ........................................................................................................... 62 .00
Amount you owe
81 If line 79 is less than line 62, subtract line 79 from line 62
(see instructions) ............................... 81 .00
82 Account information for direct deposit or electronic funds withdrawal (see instructions)
If the funds for your payment (or refund) would come from (or go to) an account outside the U.S.,
mark an X in this box
(see instructions) ..............................................................................................................................
See Important information in
the instructions.
Your refund
Account information
80 If line 79 is more than line 62, subtract line 62 from line 79 and indicate how you want your refund
direct (ll in lines 82 paper
Mark one refund choice:
deposit through 82c)
- or -
check
................................... 80 .00
Payments and refundable credits
63 Empire State child credit .................................................. 63
.00
64 NYS/NYC child and dependent care credit ...................... 64
.00
65 NYS earned income credit (EIC) .............................. 65 .00
66 NYS noncustodial parent EIC .......................................... 66 .00
67 Real property tax credit .................................................... 67 .00
68 College tuition credit ......................................................... 68 .00
69
NYC school tax credit (xed amount) (also complete F on page 1)
69 .00
69a NYC school tax credit (rate reduction amount) ................. 69a .00
70 NYC earned income credit ....................................... 70 .00
70a NYC enhanced real property tax credit ............................ 70a .00
71 Other refundable credits (Form IT-201-ATT, line 18) ............. 71 .00
72 Total New York State tax withheld ................................... 72 .00
73 Total New York City tax withheld ..................................... 73 .00
74 Total Yonkers tax withheld ............................................... 74 .00
75
Total estimated tax payments / Amount paid with Form IT-370
75 .00
76 Amount paid with original return, plus additional tax paid
after your original return was led
(see instructions) ........ 76 .00
77 Total payments (add lines 63 through 76) ..................................................................................... 77 .00
78
Overpayment, if any, as shown on original return or previously adjusted by NY State
(see instr.)
... 78 .00
78a
Amount from original Form IT-201, line 79 (see instructions)
78a
.00
79 Subtract line 78 from line 77 ....................................................................................................... 79 .00
IT-201-X (2018) Page 5 of 6
82a Account type: Personal checking - or - Personal savings - or - Business checking - or - Business savings
82b Routing number 82c Account number
82d Electronic funds withdrawal (see instructions) ............... Date Amount .00
Name(s) as shown on page 1
Your social security number
To pay by electronic funds withdrawal, mark an X in the box and ll in lines 82 through 82d. If you pay by check or money
order you must complete Form IT-201-V and mail it with your return.
You must submit all
required forms. Failure to
do so will result in an
adjustment to your return.
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361006183094
Your signature
Your occupation
Spouse’s signature and occupation (if joint return)
Date Daytime phone number
E-mail:
Name of partnership or S corporation Identifying number Principal business activity
Address of partnership or S corporation
See instructions for where to mail your return.
83a Federal audit change
(complete lines 84 through 91 below)
................................................ 83b Worthless stock/securities ..............
83c Claim of right ............................... 83d Wages ........................................... 83e
Military
.............................................
83f Court ruling .................................. 83g Workers’ compensation .................. 83h Treaties/visa ....................................
83i Tax shelter transaction ................ 83j Credit claim ..................................... 83k Protective claim (see instructions) ......
83 Reason(s) for amending your return (mark an X in all applicable boxes; see instructions)
Print designee’s name Designee’s phone number Personal identication
( )
number (PIN)
E-mail:
Third-party
designee?
Yes No
Taxpayer(s) must sign here
( )
83l
Net operating loss (see instructions). Mark an X in the box .... and enter the year of the loss ....
83m
Report social security number (SSN) Prior identication number Date SSN was issued
83n Other. Mark an X in the box ... and explain:
83o To report adjustments to partnership or S corporation income,
gain, loss or deduction, provide the following information: Partnership S corporation
90 Federal credits disallowed ........ Earned income credit Amount disallowed
Child care credit Amount disallowed
91 Federal penalties assessed
91a Fraud ............................................. 91b Negligence ........................ 91c Other (explain below) ..........................
84 Enter the date (mmddyyyy) of the 85 Do you concede the federal audit
nal federal determination changes
(If No, explain below.) ......... Yes No
(Explain)
If you marked an X in box 83a above, you must complete lines 84 through 91 below. All others may skip lines 84
through 91 and go directly to the Third-party designee question. You must sign your amended return below.
86 List federal changes
86a 86a .00
86b 86b .00
86c 86c .00
86d 86d .00
86e 86e .00
87 Net federal changes (increase or decrease) ........................................................................... 87 .00
88 Federal taxable income (mark an X in one box) .... Per return Previously adjusted 88 .00
89 Corrected federal taxable income ............................................................................................ 89 .00
Page 6 of 6 IT-201-X (2018)
Your social security number
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
E-mail:
PLEASE SIGN AFTER PRINTING
PLEASE SIGN AFTER PRINTING
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- Adobe® Acrobat (Standard or Professional).
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Thank you.
FORMIT201X2018
FILINGINSTRUCTIONS
Afteryouprintyourreturn,makesureto:
complete,print,andattachFormIT2ifyoureceivedaW2Form;
complete,print,andattachFormIT1099Rifyoureceived1099RForm
withNewYorkState,NewYorkCity,orYonkerstaxwithheld;
complete,print,andattachFormIT196ifyouitemize yourdeductions;
complete,print,andattachallnecessarycreditforms;
signthereturn;and
mailyourreturntotheappropriatePOBoxbelow.
Ifyouareenclosinga checkormoneyorder,youmustincludeFormIT201Vwith
yourreturnandmailitto:
STATEPROCESSINGCENTER
POBOX15555
ALBANYNY122125555
Ifnotenclosingacheckormoneyorder,mailyourreturnto:
STATEPROCESSINGCENTER
POBOX61000
ALBANYNY122610001