Form It 201X Tax – Fill Out and Use This PDF

The IT-201-X Tax Form is an essential document for residents of New York State, New York City, and Yonkers who need to amend their previously filed resident income tax returns for the year January 1, 2021, through December 31, 2021. Whether corrections are due to changes in filing status, income, deductions, or credits, this form, along with its instructions (Form IT-201-X-I), guides taxpayers through the process of amending their returns accurately. For those looking to make necessary corrections to their tax returns, click the button below to fill out your IT-201-X form with confidence.

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Form It 201X Tax PDF Details

Filing an amended tax return can often appear daunting, but understanding the specifics of forms like the IT-201-X Amended Resident Income Tax Return for New York State, New York City, Yonkers, and MCTMT can simplify the process. Designed for individuals who need to correct their initial filings for the tax year spanning January 1, 2021, to December 31, 2021, this form allows taxpayers to update their income, deductions, or tax credits accurately. It requires detailed information about the filer and their spouse if filing jointly, including names, Social Security numbers, and dates of birth, ensuring the corrections are accurately applied to the right parties. Whether changes have occurred in your income sources, such as wages, dividends, or perhaps more specialized incomes like partnerships or S corporations, or in your eligibility for various credits and deductions, the IT-201-X form is structured to capture these modifications comprehensively. Additionally, it extends the opportunity to adjust deductions itemized on the federal return and reevaluate the taxable income and payments to potentially recalibrate the tax liability or refund owed. Essential too is the provision to report any changes in residency within New York City or Yonkers, impacting local tax obligations. With space to include dependent information and specific conditions that might affect tax calculations, the form is a critical tool for residents needing to amend their returns to assist both in ensuring compliance and optimizing their tax outcomes.

Question	Answer
Form Name	Form It 201X Tax
Form Length	6 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	1 min 30 sec
Other names	PDF Form IT-201-X Amended Resident Income Tax Return Tax Year 2021

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Department of Taxation and Finance	IT-201-X
Department of Taxation and Finance
Amended Resident Income Tax Return

New York State • New York City • Yonkers • MCTMT

For the full year January 1, 2021, through December 31, 2021, or fiscal year beginning ...

and ending ...

See the instructions, Form IT-201-X-I, for help completing your amended return.

Your first name

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 first name

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 office

State

ZIP code

Country

School district name

Taxpayer’s permanent home address (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 (mmddyyyy)

Spouse’s date of death (mmddyyyy)

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)

D1	Did you file an amended federal return?		Yes
	(see instructions)
D2	Were you required to report any nonqualified
	deferred compensation, as required by IRC § 457A,
	on your 2021 federal return? (see Form IT-201-I, page 13)		Yes
E	(1)	Did you or your spouse maintain living	Yes
		quarters in NYC during 2021?
	(2)	Enter the number of days spent in NYC in 2021
		(any part of a day spent in NYC is considered a day)

		Qualifying widow(er)
B	Did you itemize your deductions on		Yes
	your 2021 federal income tax return?
C	Can you be claimed as a dependent		Yes
	on another taxpayer’s federal return?

FNYC residents and NYC part-year residents only:

(1)Number of months you lived in NYC in 2021 ................

(2)Number of months your spouse

lived in NYC in 2021 ........................................................

GEnter your 2-character special condition code(s) if applicable (see instructions) ..................

H Dependent information

First name

Last name

Relationship

Social Security number

Date of birth (mmddyyyy)

If more than 7 dependents, mark an X in the box.

361001210094

For office use only

Page 2 of 6 IT-201-X (2021)

Your Social Security number

Federal income and adjustments

								Whole dollars only
	Wages, salaries, tips, etc
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, 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 beneficiary, mark an X in the box						9	.00


10	Taxable amount of pensions and annuities. If received as a beneficiary, mark an X in the box						10	.00
	Rental real estate, royalties, partnerships, S corporations, trusts, etc. (submit copy of federal Schedule E, Form 1040)
11							11	.00
	Rental real estate included in line 11
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 benefits (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
19a	Recomputed federal adjusted gross income (see Form IT-201-I, page 14, Line 19a worksheet)				....		19a	.00
New York additions
	Interest income on state and local bonds and obligations (but not those of NYS or its local governments)
20							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 19a through 23						24	.00
New York subtractions
	Taxable refunds, credits, or offsets of state and local income taxes (from line 4)
25				25	.00
26	Pensions of NYS and local governments and the federal government			26	.00
27	.......Taxable amount of Social Security benefits (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
32	Add lines 25 through 31						32	.00
33	New York adjusted gross income (subtract line 32 from line 24)						33	.00

361002210094

Name(s) as shown on page 1

Your Social Security number

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

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

36Dependent exemptions (enter the number of dependents listed in item H)

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

IT-201-X (2021) Page 3 of 6

34	.00
35	.00
36	000.00
37	.00

New York State

standard deduction table

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

 Single and you
marked item C Yes		$ 3,100
 Single and you
marked item C No		8,000
 Married filing joint return		16,050

Married filing separate

return

8,000

 Head of household
(with qualifying person)	11,200
 Qualifying widow(er)	16,050

(continued on page 4)

361003210094

Page 4 of 6 IT-201-X (2021)
Page 4 of 6 IT-201-X (2021)				Your Social Security number

Tax computation, credits, and other taxes
38	Taxable income (from line 37 on page 3)
38	Taxable income (from line 37 on page 3)						38
39	NYS tax on line 38 amount						39
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
44	..........................................Subtract line 43 from line 39 (if line 43 is more than line 39, leave blank)						44
45	Net other NYS taxes (Form IT-201-ATT, line 30)						45
46	Total New York State taxes (add lines 44 and 45)						46
New York City and Yonkers taxes, credits, and surcharges and MCTMT
	NYC taxable income
47	NYC taxable income	........................................................			47	.00
47a	................................NYC resident tax on line 47 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
59	Sales or use tax as reported on your original return (see instructions. Do not leave line 59 blank.)
59							59
60	Voluntary contributions as reported on your original return (or as adjusted by the
	................................................................................................Tax Department; see instructions)						60
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

361004210094

Name(s) as shown on page 1

Your Social Security number

IT-201-X (2021) Page 5 of 6

62 Enter amount from line 61 ...........................................................................................................

Payments and refundable credits

.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 (fixed amount) (also complete F on page 1)	69	.00
	NYC school tax credit (rate reduction amount)
69a	NYC school tax credit (rate reduction amount)	69a	.00
70	NYC earned income credit	70	.00
70a	This line intentionally left blank	70a
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

76Amount paid with original return, plus additional tax paid

after your original return was filed (see instructions)

.00

77 Total payments (add lines 63 through 76) .....................................................................................

You must submit all required forms. Failure to

do so will result in an adjustment to your return.

See Important information in the instructions.

.00

78Overpayment, if any, as shown on original return or previously adjusted by NY State (see instr.) ... 78

78a Amount from original Form IT-201, line 79 (see instructions)

78a

.00

79 Subtract line 78 from line 77

Your refund

80If line 79 is more than line 62, subtract line 62 from line 79 and indicate how you want your refund

	direct	(fill in lines 82		paper
Mark one refund choice:	deposit	through 82c)	- or -	check	80

Amount you owe

.00

...............................81 If line 79 is less than line 62, subtract line 79 from line 62 (see instructions)			81	.00
To pay by electronic funds withdrawal, mark an X in the box		and fill in lines 82 through 82d. If you pay by check or money
To pay by electronic funds withdrawal, mark an X in the box
order you must complete Form IT-201-V and mail it with your	return.
Account information

82Account 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) ..............................................................................................................................


82a	Account type:	Personal checking - or -		Personal savings - or -
82b	Routing number			82c Account number
82b	Routing number			82c Account number

82d	Electronic funds withdrawal (see instructions)		Date


Business checking - or -		Business savings



Amount	.00

361005210094

Page 6 of 6 IT-201-X (2021)

Your Social Security number

83Reason(s) for amending your return (mark an X in all applicable boxes; see instructions)

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)

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 identification 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

Name of partnership or S corporation

Identifying number

Principal business activity

Address of partnership or S corporation

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.

84Enter the date (mmddyyyy) of the

final federal determination

85Do you concede the federal audit

changes (If No, explain below.)

Yes

	(Explain)
86	List federal changes
	86a
	86b
	86c
	86d
	86e
87	Net federal changes (increase or decrease)
88	Federal taxable income (mark an X in one box)	Per return	Previously adjusted
88	Federal taxable income (mark an X in one box)	Per return	Previously adjusted
89	............................................................................................Corrected federal taxable income

86a	.00
86b	.00
86c	.00
86d	.00
86e	.00

87	.00
88	.00
89	.00

90 Federal credits disallowed	Earned income credit
	Child care credit

Amount disallowed Amount disallowed

91 Federal penalties assessed

91a Fraud .............................................

91b Negligence		..........................91c Other (explain below)

Third-party designee?

Yes No

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

Email:

Personal identification

number (PIN)

▼ Paid preparer must complete ▼	Preparer’s NYTPRIN			NYTPRIN
(see instructions)				excl. code
Preparer’s signature		Preparer’s printed name

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

Address			Employer identification number

Date

Email:

▼ Taxpayer(s) must sign here ▼ Your signature

Your occupation

Spouse’s signature and occupation (if joint return)

Date	(Daytime)phone number
Email:

See instructions for where to mail your return.

361006210094

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Form It 201X Tax conclusion process explained (step 1)

2. When this section is completed, go to type in the applicable details in all these: B Did you itemize your deductions, on another taxpayers federal, F NYC residents and NYC partyear, codes if applicable see, H Dependent information, First name, Last name, Relationship, Social Security number, Date of birth mmddyyyy, If more than dependents mark an X, and For office use only.

Form It 201X Tax completion process outlined (portion 2)

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Form It 201X Tax writing process clarified (portion 5)

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