Form IT-201 – Fill Out and Use This PDF

Form IT-201 – Fill Out and Use This PDF

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Department of Taxation and Finance

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 ....

For help completing your return, see the instructions, Form IT-201-I.	and ending ....

IT-201

2 1

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 (see instructions, page 12) (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 (see instructions, page 12) (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 have a financial account located in a		Yes
	foreign country? (see page 13)
D2	Were you required to report any nonqualified
	deferred compensation, as required by IRC § 457A,
	on your 2021 federal return? (see page 13)		Yes
E	(1)	Did you or your spouse maintain living	Yes
		quarters in NYC during 2021? (see page 13) ..
	(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 (see page 13):

(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 page 13) .......................

H Dependent information (see page 14)

First name

Last name

Relationship

Social Security number

Date of birth (mmddyyyy)

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

201001210094

For office use only

Page 2 of 4 IT-201 (2021)

Your Social Security number

Federal income and adjustments (see page 14)											Whole dollars only
											Whole dollars only

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
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	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 (see page 14)	Identify:								16	.00
17	Add lines 1 through 11 and 13 through 16									17	.00
18	Total federal adjustments to income (see page 14)		Identify:							18	.00
19	Federal adjusted gross income (subtract line 18 from line 17)					.......................................................				19	.00
19a	......................Recomputed federal adjusted gross income (see page 14, Line 19a worksheet)									19a	.00
New York additions (see page 15)
20	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 (see page 15)									21	.00
22	..........................................New York’s 529 college savings program distributions (see page 15)									22	.00
23	.............................................................................................................Other (Form IT-225, line 9)									23	.00
24	............................................................................................................Add lines 19a through 23									24	.00
New York subtractions (see page 16)
25	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 (see page 16)					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 (see page 17)					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
Standard deduction or itemized deduction (see page 19)
34	Enter your standard deduction (table on page 19) or your itemized deduction (from Form IT-196)
34											.00
	Mark an X in the appropriate box:			Standard			- or -	Itemized		34
	Mark an X in the appropriate box:			Standard			- or -	Itemized		34

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 19)									36	000.00
37	Taxable income (subtract line 36 from line 35)									37	.00
	201002210094

						IT-201 (2021)	Page 3 of 4
Name(s) as shown on page 1			Your Social Security number			IT-201 (2021)	Page 3 of 4

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 20)				39		.00
40	NYS household credit (page 20, table 1, 2, or 3)	40		.00
41	Resident credit (see page 21)	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

New York City and Yonkers taxes, credits, and surcharges, and MCTMT
47	NYC taxable income (see page 21)
47	NYC taxable income (see page 21)		47			.00		See instructions on
47a	.............NYC resident tax on line 47 amount (see page 21)			47a			.00	See instructions on
48	NYC household credit (page 21)			48			.00		pages 21 through 24 to
48	NYC household credit (page 21)			48			.00	compute New York City and
49	Subtract line 48 from line 47a (if line 48 is more than								Yonkers taxes, credits, and
50	line 47a, leave blank)	........................................................		49			.00		surcharges, and MCTMT.
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
54a	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 24)			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 (see page 25; do not leave line 59 blank)							59	.00
60	Voluntary contributions (Form IT-227, Part 2, line 1)
60	Voluntary contributions (Form IT-227, Part 2, line 1)						60	.00
61	Total New York State, New York City, Yonkers, and sales or use taxes, MCTMT, and
61									.00
	voluntary contributions (add lines 46, 58, 59, and 60)							61	.00

201003210094

Page 4 of 4 IT-201 (2021)
Page 4 of 4 IT-201 (2021)			Your Social Security number
62	Enter amount from line 61
62	Enter amount from line 61
Payments and refundable credits		(see pages 26 through 29)
63	Empire State child credit
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
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 and amount paid with Form IT-370			75	.00
76	.....................................................................................Total payments (add lines 63 through 75)

Your refund, amount you owe, and account information (see pages 30 through 32)

77Amount overpaid (if line 76 is more than line 62, subtract line 62 from line 76; see page 30)

78Amount of line 77 available for refund (subtract line 79 from line 77) ...........................................

TIP: Use this amount to check your refund status online..............

.00

If applicable, complete Form(s) IT-2 and/or IT-1099-R and submit them with your return (see page 11).

Do not send federal Form W-2 with your return.

76		.00
77		.00
77		.00
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
78b	Total refund after NYS 529 account deposit (subtract line 78a from line 78)	78b

.00

Mark one refund choice:	direct deposit to checking or	- or -	paper
	savings account (fill in line 83)		check

79Amount of line 77 that you want applied to your 2022

estimated tax (see instructions)

.00

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

Refund? Direct deposit is the easiest, fastest way to get your refund.

See page 31 for payment options.

.00

See page 34 for the proper assembly of your return.

83Account information for direct deposit or electronic funds withdrawal (see page 32).

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. 32)

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 32)

Date

Amount

.00

Third-party

Print designee’s name

Designee’s phone number

Personal identification

designee? (see instr.)

(

)

number (PIN)

Yes

Email:


▼ 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:

201004210094	See instructions for where to mail your return.

Question	Answer
Form Name	Form IT-201
Form Length	4 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	1 min
Other names	form it 201, nys tax forms, nys it 201 form pdf, nys it 201 printable

funds withdrawal, mark an X in the box

and fill 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.

...................

Estimated tax penalty (include this amount in line 80 or

reduce the overpayment on line 77; see page 31)

.................

Other penalties and interest (see page 31)