It 2 Form PDF Details

The IT-2 form serves as a crucial document for individuals filing their income tax returns in New York State, New York City, or Yonkers, providing a comprehensive summary of W-2 statements. It is designed for taxpayers who have received federal Form W-2, Wage and Tax Statement, and need to report wages, tips, and other compensations for state and local tax purposes. This form necessitates the inclusion of detailed information from the taxpayer's W-2, such as an employee’s Social Security number, employer's identification number (EIN), and the employer’s name and address, alongside specifics of wages and tax withheld at the state and local levels. These details are crucial for accurately calculating the taxpayer’s tax obligations. Additionally, the form accounts for various income types and contributions, including allocated tips, dependent care benefits, nonqualified plans, and retirement plan contributions among others. Not only does the IT-2 form cater to taxpayers with earnings within the United States, but it also has provisions for those with foreign earned income, ensuring a thorough and inclusive approach to state tax filing. With its structured format, the IT-2 form aids in consolidating and transferring tax withheld amounts to the individual’s tax return, simplifying the process of accurately reporting state and local income, and ensuring compliance with tax laws. It underscores the importance of detailed record-keeping and precise data entry, while also accommodating corrections through the provision for submitting a W-2c, or Corrected Wage and Tax Statement. By detailing instructions for each section of the form, including how to handle multiple records for a single W-2 or specific conditions like statutory employee status, the IT-2 form acts as a vital tool in the tax filing process, essential for both taxpayer accuracy and governmental clarity.

QuestionAnswer
Form NameIt 2 Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesit 2 tax form, ny form it 2, ny it2, it 2 ny

How to Fill Out Form IT-2

Form IT-2 at a glance

What it is: Form IT-2 is the Department of Taxation and Finance Summary of W-2 Statements for New York State, New York City and Yonkers.

Where and when to file: Submit Form(s) IT-2 (as an entire page; do not separate records; however, you do not need to submit instructions from the back page) with your New York State income tax return.

Form IT-2 (2025) (back) 102002250094: you must complete Form IT-2, Summary of W-2 Statements, if you file a New York State (NYS) income tax return and you received federal Form(s) W-2, Wage and Tax Statement.

A filled-in Form IT-2 example: a filer copies one federal Form W-2

Form IT-2 example filled out, example: a filer copies one federal Form W-2
Dana Sample attaches Form IT-2 to a New York State return. Dana's one federal Form W-2 shows 52000 in Box 1 and New York wages and tax withheld. The picture shows W-2 Record 1; all its values are invented. Box 8, Box 10 and Box 11 stay empty because the W-2 shows nothing there. Box 12a shows code AA with 3000, and Box 12b through 12d stay empty because the W-2 has no more coded amounts. Retirement plan is ticked because the W-2 has it checked, so Statutory employee, Third-party sick pay and Corrected (W-2c) stay empty. Box 14a shows union dues of 400, and Box 14b through 14d stay empty because the W-2 has no more items. Box 16a equals Box 1, and Box 17a shows 2100. Boxes 15b through 17b stay empty because the W-2 has no other state. Box 18a through 20a show New York City wages of 52000 and tax of 1800, and Locality b stays empty because the W-2 has one locality.

How to fill out Form IT-2, box by box

Box a, Box b and Box c

Form IT-2 example filled out, box a, Box b and Box c

Enter in box a your entire 9-digit SSN (or your spouse's SSN) depending on whose federal Form W-2 it is.

Enter in boxes b and c the EIN and employer's name and address (including ZIP code) as they appear on the federal Form W-2. Filers with foreign earned income: if the employer's identification number exceeds the space allowed, leave box b blank.

Box 1, Box 8, Box 10 and Box 11

Form IT-2 example filled out, box 1, Box 8, Box 10 and Box 11

Enter federal wages, tips, and other compensation shown in Box 1 of federal Form W-2.

Boxes 8, 10, and 11: If applicable, enter the amounts from federal Form W-2 for allocated tips, dependent care benefits, and nonqualified plans.

Box 12a through 12d Amount Code

Form IT-2 example filled out, box 12a through 12d Amount Code

Boxes 12a through 12d: Enter the amount(s) and code(s), if any, shown in the corresponding boxes on federal Form W-2 (such as code J, nontaxable sick pay, or code AA, designated Roth contributions under a section 401(k) plan, etc.). If there are more than four coded amounts, see Multiple W-2 Records for one federal Form W-2.

Box 13 and Corrected (W-2c)

Form IT-2 example filled out, box 13 and Corrected (W-2c)

Box 13: If your federal Form W-2 has a check mark in any of the following boxes: Statutory employee, Retirement plan, or Third-party sick pay, mark an X in the corresponding box of the W-2 Record. Otherwise, leave blank.

Mark an X in this box if the W-2 Record is for a federal Form W-2c, Corrected Wage and Tax Statement. Enter the corrected information from the W-2c in addition to all other requested information from your federal Form W-2.

Box 14a through 14d Amount Description

Form IT-2 example filled out, box 14a through 14d Amount Description

Enter the amount(s) and description(s), if any, shown in box 14 of federal Form W-2 (such as 414(h) or IRC 125 contributions, union dues, or uniform allowances, etc.). If there are more than four amounts and descriptions, see Multiple W-2 Records for one federal Form W-2.

Boxes 15a through 17a NY State information

Form IT-2 example filled out, boxes 15a through 17a NY State information

Complete only for New York State wage and withholding information (the corresponding box 15a has been prefilled with NY). Enter in box 16a the New York State wages exactly as reported on federal Form W-2. Enter in box 17a the NYS withholding, labeled as State income tax on federal Form W-2. If you have no New York State wages or withholding, leave boxes 16a and 17a blank.

Boxes 15b through 17b Other state information

Form IT-2 example filled out, boxes 15b through 17b Other state information

If the federal Form W-2 has wages and withholding for a state other than New York, complete boxes 15b, 16b, and 17b with the corresponding W-2 box information for the other state information only. Do not fill in additional W-2 Records to report withholding by more than one other state for the same wages.

Boxes 18 through 20 NYC and Yonkers information

Form IT-2 example filled out, boxes 18 through 20 NYC and Yonkers information

Complete the locality boxes 18 through 20 only for NYC or Yonkers (or both) wages and withholding, if reported on federal Form W-2. Do not enter locality information from any other state. If applicable, enter in the Locality a boxes the local wages, income tax, and locality name (write NYC for New York City or Yonkers for Yonkers) from Form W-2. To report both localities, enter the other local wages, income tax, and locality name (NYC or Yonkers) in the Locality b boxes.

More rules for Form IT-2

Complete one W-2 Record section for each federal Form W-2 you (and if filing jointly, your spouse) received even if your federal Form W-2 does not show any NYS, New York City (NYC), or Yonkers wages or tax withheld.

If you received foreign earned income but did not receive a federal Form W-2 you must also complete Form IT-2.

Each box in the W-2 Record corresponds to a similarly named or numbered box or area on federal Form W-2. Enter the amount, code, or description provided on your federal Form W-2 in the corresponding boxes in the W-2 Record. Enter only the information requested on Form IT-2. Complete additional Forms IT-2 if necessary.

When entering amounts, enter whole dollar amounts only (zeros have been preprinted). Use the following rounding rules when entering your amounts; drop amounts under 50 cents and increase amounts from 50 to 99 cents to the next dollar.

If your federal Form W-2 shows more than four items in box 12 or box 14, complete an additional W-2 Record. Fill in boxes a, b, and c with the same information as on the first W-2 Record for the same federal Form W-2. Then enter the additional items in box 12 or box 14.

If your situation is different

Submit Form IT-2 with your income tax return

Do not submit your federal Form(s) W-2; keep them for your records. See the instructions for Form IT-201, IT-203, or IT-205 for information on assembling your return.

Transfer the tax withheld amounts to your income tax return. Include the total NYS tax withheld amounts, the total NYC tax withheld amounts, and the total Yonkers tax withheld amounts from all your Form(s) IT-2 as follows: NYS tax withheld - Include on Form IT-201, line 72; Form IT-203, line 62; or Form IT-205, line 34. NYC tax withheld - Include on Form IT-201, line 73; Form IT-203, line 63; or Form IT-205, line 35. Yonkers tax withheld - Include on Form IT-201, line 74; Form IT-203, line 64; or Form IT-205, line 36.

Sources

[1] Form IT-2 (2025), Summary of W-2 Statements, New York State Department of Taxation and Finance (the Official source link on this page).

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