Fillable Resident Income Tax Return (New York State)

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Resident Income Tax Return (New York State)

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201001180094
Department of Taxation and Finance
Resident Income Tax Return
New York State
•
New York City
•
Yonkers
•
MCTMT
IT-201
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):
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 taxpayer’s federal return? ........... Yes No
Taxpayer’s permanent home address (see instructions, page 14) (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
For help completing your return, see the instructions, Form IT-201-I.
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
(see instructions, page 14) (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 (see page 16)
If more than 7 dependents, mark an X in the box.
For ofce use only
D1
Did you have a nancial account located in a
foreign country? (see page 15) .............................. Yes No
D2
Yonkers residents and Yonkers part-year residents only:
(1) Did you receive a property tax relief credit?
(see 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 page 15)
.............. Yes No
E
(1)
Did you or your spouse maintain living
quarters in NYC during 2018? (see page 15)
.. 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 (see page 15):
(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 page 15) ......................
See
updated information
for this form on our website.
201002180094
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 (see page 17)
21 .00
22 New York’s 529 college savings program distributions (see page 17) .......................................... 22 .00
23 Other (Form IT-225, line 9) ............................................................................................................. 23 .00
24 Add lines 19 through 23 .............................................................................................................. 24 .00
New York additions
(see page 17)
Page 2 of 4 IT-201 (2018)
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
Federal income and adjustments (see page 16)
Whole dollars only
Your social security number
New York subtractions
(see page 18)
Standard deduction or itemized deduction (see page 21)
34
Enter your standard deduction (table on page 21) 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; see page 21) ..................... 36 000.00
37 Taxable income (subtract line 36 from line 35) ............................................................................... 37 .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
(see page 16)
Identify:
16
.00
17 Add lines 1 through 11 and 13 through 16
................................................................................
17 .00
18
Total federal adjustments to income
(see page 16)
Identify:
18 .00
19 Federal adjusted gross income (subtract line 18 from line 17) ..................................................... 19 .00
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 (see page 18)
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 (see page 19) ........ 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
201003180094
Tax computation, credits, and other taxes
38 Taxable income
(from line 37 on page 2) ....................................................................................... 38 .00
39 NYS tax on line 38 amount (see page 22) .....................................................................................
39
.00
40 NYS household credit (page 21, table 1, 2, or 3) ................... 40 .00
41 Resident credit (see page 23) ............................................... 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
See instructions on
pages 23 through 26 to
compute New York City and
Yonkers taxes, credits, and
surcharges, and MCTMT.
47 NYC taxable income
(see instructions) ................................ 47 .00
47a NYC resident tax on line 47 amount (see page 23) ............. 47a .00
48 NYC household credit (page 23) ........................................ 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 (see page 26) ..... 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
IT-201 (2018) Page 3 of 4
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 (see page 27; do not leave line 59 blank) .......................................................... 59 .00
New York City and Yonkers taxes, credits, and surcharges, and MCTMT
Name(s) as shown on page 1
Your social security number
60 Total voluntary contributions (add lines 60a through 60s) ........................................................... 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
Voluntary contributions ( see page 28)
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
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
201004180094
Your signature
Your occupation
Spouse’s signature and occupation (if joint return)
Date Daytime phone number
E-mail:
Page 4 of 4 IT-201 (2018)
Payments and refundable credits (see pages 29 through 32)
Your refund, amount you owe, and account information
(see pages 33 through 35)
See page 37 for the proper
assembly of your return.
See instructions for where to mail your return.
Refund? Direct deposit is the
easiest, fastest way to get your
refund.
If applicable, complete Form(s) IT-2
and/or IT-1099-R and submit them
with your return (see page 13).
Do not send federal Form W-2
with your return.
77 Amount overpaid (see instructions) ............................................................................................ 77 .00
78 Amount of line 77 available for refund (subtract line 79 from line 77) .......................................... 78 .00
78a
Amount of line 78 that you want to deposit into a NYS 529 account (Form IT-195, line 4) (also submit Form IT-195)
78a
.00
78b Total refund after NYS 529 account deposit (subtract line 78a from line 78) ..................................
78b
.00
direct deposit to checking or
- or -
paper
Mark one refund choice: savings account (ll in line 83) check
79 Amount of line 77 that you want applied to your 2019
estimated tax
(see instructions) ...................................... 79 .00
80 Amount you owe (
if line 76 is less than line 62, subtract line 76 from line 62). To pay by electronic
funds withdrawal, mark an X in the box and ll in lines 83 and 84. If you pay by check
or money order you must complete Form IT-201-V and mail it with your return.
..................
80 .00
81 Estimated tax penalty (include this amount in line 80 or
reduce the overpayment on line 77; see page 34) ................ 81 .00
82 Other penalties and interest (see page 34) ........................ 82 .00
83 Account information for direct deposit or electronic funds withdrawal (see page 35).
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 pg. 35)
62 Enter amount from line 61
........................................................................................................... 62 .00
83a Account type: Personal checking - or - Personal savings - or - Business checking - or - Business savings
83b Routing number 83c Account number
84 Electronic funds withdrawal (see page 35) ................ Date Amount .00
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 and amount paid with Form IT-370
75 .00
76 Total payments (add lines 63 through 75) ..................................................................................... 76 .00
Your social security number
Print designee’s name Designee’s phone number Personal identication
( )
number (PIN)
E-mail:
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
E-mail:
See page 34 for payment options.
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Resident Income Tax Return (New York State)

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Completed 3 September 2021

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