It 201 Form – Fill Out and Use This PDF

The IT-201 form, known formally as the New York State Department of Taxation and Finance Resident Income Tax Return (long form), is a comprehensive document required for full-year New York State, New York City, and Yonkers residents to report their annual income. It encompasses various sections including income calculation, tax computation, credits, and deductions to accurately determine the tax liability or refund due for the taxpayer. For individuals seeking guidance on completing this form, detailed instructions are provided to aid in the accurate submission of their tax return. If the IT-201 form is relevant to your tax situation, consider reviewing the instructions carefully and click the button below to start filling out your form.

Get Form Now Download PDF

It 201 Form PDF Details

Filing taxes in the state of New York requires a thorough understanding of various forms and guidelines, one of the most important being the IT-201 Resident Income Tax Return. Tailored for residents who have filled their pockets with earnings from within New York State, New York City, or Yonkers during the fiscal year, this comprehensive document captures everything from wages and interest income to deductions and credits. Due for submission each year by April 15, assuming one follows the standard calendar year for filing, it serves as the backbone for both simple and complex tax situations. The form not only guides filers through reporting their income but also elaborates on the tax computation, available credits, and allowable deductions. Furthermore, it details options for direct deposit of refunds, which is a nifty feature for those eager to receive their returns promptly without relying on paper checks. For residents navigating the nuances of New York's tax landscape, a complete and correctly filed IT-201 form is crucial for securing a compliant and potentially favorable tax outcome.

Question	Answer
Form Name	It 201 Form
Form Length	4 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	1 min
Other names	it 201 fill in form, what is a it 201 tax form, it201, fillable it 201

Form Preview Example

New York State Department of Taxation and Finance		IT-201
Resident Income Tax Return (long form)		IT-201
Resident Income Tax Return (long form)
New York State • New York City • Yonkers
For the full year January 1, 2010, through December 31, 2010, or ﬁscal year beginning ...		1 0
For help completing your return, see the combined instructions for Forms IT-150 and IT-201.	and ending ...

Important: You must enter your social security number(s) in the boxes to the right.

Your first name and middle initial

Your last name ( for a joint return, enter spouse’s name on line below )

 Your social security number

typeor

Spouse’s first name and middle initial

Spouse’s last name

 Spouse’s social security number

Mailing address ( see instructions, page 61) ( number and street or rural route )

Apartment number

New York State county of residence

City, village, or post office

State

ZIP code

Country ( if not United States )

School district name

Permanent home address ( see instructions, page 61) ( number and street or rural route )

Apartment number

School district

code number

City, village, or post office

State

ZIP code

Decedent

Taxpayer’s date of death Spouse’s date of death

information

(A) Filing	
status —
mark an	

X in

one box:   

Single

Married filing joint return

( enter spouse’s social security number above )

Married filing separate return

( enter spouse’s social security number above )

Head of household ( with qualifying person )

Qualifying widow(er) with dependent child

(D)Choose direct deposit to avoid paper check refund delays.

(E)(1) Did you or your spouse maintain living

quarters in NYC during 2010 ( see page 62 ) ? Yes

(2)Enter the number of days spent in NYC in 2010

( any part of a day spent in NYC is considered a day ) ......

(F)NYC residents and NYC part-year residents only ( see page 62 ):

(1) Number of months you lived in NYC in 2010 ..........

(2) Number of months your spouse

lived in NYC in 2010 .................................................

(B) Did you itemize your deductions on
(B) Did you itemize your deductions on
your 2010 federal income tax return?	Yes	No
(C) Can you be claimed as a dependent
(C) Can you be claimed as a dependent
on another taxpayer’s federal return?	Yes	No

(G)Enter your 2-character special condition code

if applicable ( see page 62 ) ............................................

If applicable, also enter your second 2-character

special condition code .................................................

Federal income and adjustments Only full-year New York State residents may file this form. For lines 1 through 18 below, enter your income items and total adjustments as they appear on your federal return (see page 63 ). Also see page 4 instructions for showing a loss.

DollarsCents


1	. ...........................................................................................................Wages, salaries, tips, etc			1.
	Taxable interest income
2	Taxable interest income			2.
3	Ordinary dividends			3.
4	Taxable refunds, credits, or offsets of state and local income taxes ( also enter on line 25 )
4				4.
5	Alimony received			5.
6	Business income or loss ( attach a copy of federal Schedule C or C-EZ, Form 1040 )
6				6.
7	Capital gain or loss ( if required, attach a copy of federal Schedule D, Form 1040 )			7.
8	.............................................................Other gains or losses ( attach a copy of federal Form 4797 )			8.

9	..Taxable amount of IRA distributions. If received as a beneficiary, mark an X in the box			9.

10	Taxable amount of pensions and annuities. If received as a beneficiary, mark an X in the box			10.
11	Rental real estate, royalties, partnerships, S corporations, trusts, etc. (attach copy of federal Schedule E, Form 1040)			11.
12	Farm income or loss ( attach a copy of federal Schedule F, Form 1040 )			12.
13	....................................................................................................Unemployment compensation			13.
14	Taxable amount of social security benefits ( also enter on line 27 )
14				14.
	Other income (see page 63)
15	Other income (see page 63)	Identify:		15.
16	................................................................................................................Add lines 1 through 15			16.

17	Total federal adjustments to income (see page 63)		Identify:	17.
18	Federal adjusted gross income ( subtract line 17 from line 16 )			18.

2011100094

You must ﬁle all four pages of this original scannable return with the Tax Department.

Page 2 of 4 IT-201 (2010)

Enter your social security number

DollarsCents


19	..................................................Federal adjusted gross income ( from line 18 on the front page )				19.
New York additions (see page 63)
New York additions (see page 63)

20	Interest income on state and local bonds and obligations (but not those of NY State or its local governments)				20.
21	Public employee 414(h) retirement contributions from your wage and tax statements ( see page 64 )				21.
22	........................................New York’s 529 college savings program distributions ( see page 64 )				22.

23	Other (see page 65)		Identify:		23.
24	..............................................................................................................Add lines 19 through 23				24.
New York subtractions (see page 68)
	Taxable refunds, credits, or offsets of state and local income taxes (from line 4)
25				25.
26	Pensions of NYS and local governments and the federal government (see page 68)			26.
27	........Taxable amount of social security benefits ( from line 14 )			27.
28	.....................Interest income on U.S. government bonds			28.
29	........Pension and annuity income exclusion ( see page 68 )			29.
30	New York’s 529 college savings program deduction / earnings			30.
31	Other (see page 69)	Identify:		31.
32	..............................................................................................................Add lines 25 through 31				32.
33	New York adjusted gross income ( subtract line 32 from line 24)				33.

Standard deduction or itemized deduction (see page 73)

34 Enter your standard deduction ( from table below ) or your itemized deduction ( from worksheet

below ). Mark an X in the appropriate box:

......Standard

Itemized

35Subtract line 34 from line 33 ( if line 34 is more than line 33, leave blank ) .........................................

36Dependent exemptions ( not the same as total federal exemptions; see page 76 )

37Taxable income ( subtract line 36 from line 35 ) ..............................................................................................................

34.

35.

36.

37.

0 0 0

0 0

	New York State		 or


standard deduction table
Filing status		Standard deduction
( from the front page ) ( enter on line 34 above )

 Single and you
marked item C Yes			$ 3,000
 Single and you
marked item C No			7,500
 Married filing joint return			15,000
 Married filing		separate
return			7,500
 Head of household
(with qualifying person)			10,500
 Qualifying widow(er) with
dependent child			15,000


		New York State itemized deduction worksheet
		New York State itemized deduction worksheet
	Medical and dental expenses ( federal Sch. A, line 4 )
a	Medical and dental expenses ( federal Sch. A, line 4 )		a.
b	............................Taxes you paid ( federal Sch. A, line 9 )		b.
b1 State, local, and foreign income taxes (or general
	.....sales tax, if applicable) included in line b above		b1.
c	........................Interest you paid ( federal Sch. A, line 15 )		c.
d	...........................Gifts to charity ( federal Sch. A, line 19 )		d.
e	..........Casualty and theft losses ( federal Sch. A, line 20 )		e.
f	Job expenses / misc. deductions ( federal Sch. A, line 27 )		f.
g	.............Other misc. deductions ( federal Sch. A, line 28 )		g.
h	.......Enter amount from federal Schedule A, line 29		h.

iState, local, and foreign income taxes (or general sales tax,

	if applicable) and other subtraction adjustments (see pg. 73)	i.
j	Subtract line i from line h	j.
k	Addition adjustments ( see page 74 )	k.
l	Add lines j and k	l.
m	Itemized deduction adjustment ( see page 75 )	m.
n	Subtract line m from line l	n.
o	College tuition itemized deduction ( see Form IT-272 ) ....	o.
p	New York State itemized deduction
	( add lines n and o; enter on line 34 above )	p.

2012100094

You must ﬁle all four pages of this original scannable return with the Tax Department.

Name(s) as shown on page 1

 Enter your social security number

IT-201 (2010)

Page 3 of 4

Tax computation, credits, and other taxes

(see page 77)

Dollars

Cents

Taxable income ( from line 37 on page 2 )

38.

.......New York State tax on line 38 amount ( see page 77 and Tax computation on pages 50 and 51 )

39.

New York State household credit

( from table 1, 2, or 3 on page 77 )

40.

Resident credit (attach Form IT-112-R or IT-112-C,

or both; see page 78) ..........................................................

42Other New York State nonrefundable credits

41.

( from Form IT-201-ATT, line 7; attach form )

42.

43Add lines 40, 41, and 42 .............................................................................................................

44Subtract line 43 from line 39 ( if line 43 is more than line 39, leave blank ) .........................................

45Net other New York State taxes ( from Form IT-201-ATT, line 30; attach form )

46Total New York State taxes ( add lines 44 and 45 ) .........................................................................................................

New York City and Yonkers taxes, credits, and tax surcharges

47	New York City resident tax on line 38 amount ( see page 78 )	47.
48	New York City household credit ( from table 4, 5, or 6 on page 78 )	48.

49Subtract line 48 from line 47 ( if line 48 is more than

	line 47, leave blank )	49.
50	Part-year New York City resident tax (attach Form IT-360.1)	50.
51	Other New York City taxes (from Form IT-201-ATT, line 34; attach form)	51.
52	Add lines 49, 50, and 51	52.

53NY City nonrefundable credits ( from Form IT-201-ATT,

line 10; attach form )

53.

54Subtract line 53 from line 52 ( if line 53 is more than

	line 52, leave blank )	54.
55	Yonkers resident income tax surcharge ( see page 80 )	55.
56	Yonkers nonresident earnings tax ( attach Form Y-203 )	56.
57	Part-year Yonkers resident income tax surcharge (attach Form IT-360.1)	57.
58	Total New York City and Yonkers taxes / surcharges ( add lines 54 through 57 )

43.

44.

45.

46.

See instructions on pages 78, 79, and 80 to compute New York City and Yonkers taxes, credits, and tax surcharges.

58.

59 Sales or use tax ( See the instructions on page 81. Do not leave line 59 blank.) ...............................

59.

Voluntary contributions (whole dollar amounts only; see page 82)

60a Return a Gift to Wildlife ........................................

60b Missing/Exploited Children Fund .........................

60c Breast Cancer Research Fund .............................

60d Alzheimer’s Fund ..................................................

60e Olympic Fund ( $2 or $4; see page 82 ) .....................

60f Prostate Cancer Research Fund ..........................

60g 9/11 Memorial ......................................................

60h Volunteer Firefighting & EMS Recruitment Fund ...

60a.

60b.

60c.

60d.

60e.

60f.

60g.

60h.

0 0

60	Total voluntary contributions ( add lines 60a through 60h )	60.
61	Total New York State, New York City, and Yonkers taxes, sales or use tax, and voluntary
	contributions ( add lines 46, 58, 59, and 60)	61.

0 0

2013100094

You must ﬁle all four pages of this original scannable return with the Tax Department.

Page 4 of 4 IT-201 (2010)

Enter your social security number

62Total New York State, New York City, and Yonkers taxes, sales or use tax, and voluntary contributions ( from line 61 on page 3 ) .......................................................................................

Payments and refundable credits (see page 83 )
	Empire State child credit ( attach Form IT-213 )
63	Empire State child credit ( attach Form IT-213 )				63.
64	NYS/NYC child and dependent care credit (attach Form IT-216)					64.
65	NYS earned income credit (EIC) (attach Form IT-215 or IT-209)					65.
66	.............NYS noncustodial parent EIC ( attach Form IT-209 )					66.
67	......................Real property tax credit ( attach Form IT-214 )					67.
68	...........................College tuition credit ( attach Form IT-272 )					68.
69	NYC school tax credit (also complete (F) on page 1; see page 83)					69.
70	NYC earned income credit ( attach Form IT-215 or IT-209 )					70.
71	Other refundable credits (from Form IT-201-ATT, line 18; attach form)					71.
72	...................................Total New York State tax withheld					72.
73	Total New York City tax withheld					73.
74	...............................................Total Yonkers tax withheld					74.
75	Total estimated tax payments / Amount paid with Form IT-370 ...					75.
76	..........................................................................................Total payments ( add lines 63 through 75 )
Your refund / amount overpaid (see page 85)
77	Amount overpaid ( if line 76 is more than line 62, subtract line 62 from line 76 )
78	Amount of line 77 to be refunded by ( mark one ):
		direct deposit ( ﬁll in line 82 )	or	paper check refund
		direct deposit ( ﬁll in line 82 )	or	paper check refund

79Amount of line 77 that you want applied to your

2011 estimated tax ( see instructions )

79.

Amount you owe (see page 86)

80Amount you owe ( if line 76 is less than line 62, subtract line 76 from line 62 ).

DollarsCents

62.

Forms IT-2, IT-1099-R, and/or IT-1099-UI must be completed and attached to your return (see page 85).

Staple them (and any other applicable forms) to the top of this page 4.

See Step 11 on page 89 for the proper assembly of your four-page return and all attachments.

76.

77.

78.

To pay by electronic funds withdrawal, mark this box

81Estimated tax penalty ( include this amount in line 80 or reduce the overpayment on line 77; see page 86 ) .................

Account information

and fill in line 82 ........................

81.

80.

82Account information for direct deposit or electronic funds withdrawal ( see page 87 ).

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. 87 )

82a Routing number

82b Account number

Electronic funds withdrawal effective date

82c Account type Checking

Savings

Third-party

designee ? ( see instr. )

Yes No

Print designee’s name	Designee’s phone number
	(	)

E-mail:

Personal identification

number ( PIN )

 Paid preparer must complete ( see instructions ) 	Date:
Preparer’s signature	 Preparer’s NYTPRIN


Firm’s name ( or yours, if self-employed )	 Preparer’s PTIN or SSN

Address	Employer identification number

		Mark an X if
		self-employed
E-mail:

 Taxpayer(s) must sign here 

Your signature



Your occupation

Spouse’s signature and occupation ( if joint return )

Date	 Daytime phone number

E-mail:

See instructions for where to mail your return.	2014100094

You must ﬁle all four pages of this original scannable return with the Tax Department.

How to Edit It 201 Form Online for Free

Handling PDF files online is actually simple with this PDF editor. You can fill out it 201 form here with no trouble. In order to make our tool better and less complicated to use, we consistently design new features, taking into account feedback coming from our users. With some easy steps, you may start your PDF editing:

Step 1: Hit the "Get Form" button in the top part of this webpage to access our PDF tool.

Step 2: Once you start the PDF editor, you'll see the document all set to be filled in. Aside from filling in different fields, you may also do other sorts of things with the form, particularly adding any text, changing the original textual content, adding illustrations or photos, placing your signature to the form, and a lot more.

This document will need specific information; to ensure accuracy and reliability, you should adhere to the next suggestions:

1. Begin filling out your it 201 form with a selection of essential blanks. Collect all the information you need and make sure there is nothing forgotten!

The right way to prepare it201 fillable form step 1

2. Your next step is to submit the next few fields: Qualifying widower, your federal income tax return, B Did you itemize your deductions, on another taxpayers federal, F NYC residents and NYC partyear, residents only see page Number, Number of months your spouse, G Enter your character special, codes if applicable see page, H Dependent information see page, First name, Last name, Relationship, Social Security number, and Date of birth mmddyyyy.

Filling out part 2 of it201 fillable form

3. The following section is focused on If more than dependents mark an X, and For office use only - fill in each of these blank fields.

For office use only, For office use only, and If more than dependents mark an X of it201 fillable form

4. This next section requires some additional information. Ensure you complete all the necessary fields - Page of, Your Social Security number, Federal income and adjustments see, Whole dollars only, Wages salaries tips etc, Rental real estate included in, and Add lines through and through - to proceed further in your process!

it201 fillable form completion process outlined (part 4)

5. This final section to submit this form is essential. Ensure to fill out the necessary form fields, for instance Add lines through and through, New York additions see page, New York subtractions see page, and Taxable refunds credits or, before using the document. Failing to do this can give you a flawed and potentially invalid paper!

Filling out section 5 of it201 fillable form

It's simple to get it wrong while completing your New York subtractions see page, consequently make sure to take another look before you send it in.

Step 3: Right after you've looked over the details you given, press "Done" to conclude your FormsPal process. Make a free trial subscription at FormsPal and gain instant access to it 201 form - download, email, or edit inside your FormsPal account page. At FormsPal, we endeavor to make sure that all your details are kept protected.

It 201 Form – Fill Out and Use This PDF

It 201 Form PDF Details

Form Preview Example

How to Edit It 201 Form Online for Free

It 201 Form isn’t the one you’re looking for?

Related Documents