It 201 Att Tax Form PDF Details

In the realm of New York State taxation, the IT-201-ATT form emerges as a pivotal document for taxpayers who are navigating the intricacies of their annual tax obligations. This form functions as an attachment to the primary New York State resident income tax return, Form IT-201, and serves a critical role in the reporting and calculation of various tax credits and additional taxes that may not be covered in the main form. Taxpayers find this attachment especially useful for outlining other tax credits—including both nonrefundable and refundable credits related to New York State, New York City, and Yonkers—as well as delineating additional taxes that one may be subject to within New York State. From credits for long-term care insurance and solar energy system equipment to specifics on New York City resident credits and calculations on other New York State taxes, the IT-201-ATT provides a comprehensive platform for individuals to report a wide array of financial details. Moreover, this form addresses unique situations such as the claim of right credits across different jurisdictions within New York, further emphasizing its importance for individuals seeking to accurately fulfill their state tax responsibilities.

QuestionAnswer
Form NameIt 201 Att Tax Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other names Form IT-201-ATT "Other Tax Credits and Taxes" - New York

Form Preview Example

Department of Taxation and Finance

Other Tax Credits and Taxes

Attachment to Form IT-201

IT-201-ATT

See the instructions for completing Form IT-201-ATT in the instructions for Form IT-201. Submit this form with your Form IT-201.

Name(s) as shown on your Form IT-201

Your Social Security number

AHave you (or an entity of which you are an owner) been convicted of Bribery Involving Public Servants and

  Related Offenses, Corrupting the Government, or Defrauding the Government (NYS Penal Law Article 200,

496, or section 195.20)? (see instructions)

Yes

No

Part 1 – Other New York State, New York City, and Yonkers tax credits

Section A – New York State nonrefundable, non-carryover credits used

1

Accumulation distribution credit (submit computation)

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

2

Other nonrefundable, non-carryover credits

 

 

 

Code

Amount

Code

Amount

1

Whole dollars only

.00

2a

 

 

 

.00

 

2b

 

 

 

 

.00

 

 

Total other nonrefundable, non-carryover credits (add lines 2a and 2b)

2

Section B – New York State nonrefundable, carryover credits used

 

 

3

Long-term care insurance credit

 

 

 

 

 

 

 

 

 

 

 

 

 

3

4

Investment credit

 

 

 

 

 

 

4

5

Solar energy system equipment credit

 

 

 

 

 

 

5

6Other nonrefundable, carryover credits

 

 

Code

Amount

 

 

 

 

Code

Amount

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6a

 

 

 

 

.00

 

6h

 

 

 

 

.00

 

6b

 

 

 

 

.00

 

6i

 

 

 

 

.00

 

6c

 

 

 

 

.00

 

6j

 

 

 

 

.00

 

6d

 

 

 

 

.00

 

6k

 

 

 

 

.00

 

6e

 

 

 

 

.00

 

6l

 

 

 

 

.00

 

6f

 

 

 

 

.00

 

6m

 

 

 

 

.00

 

6g

 

 

 

 

.00

 

6n

 

 

 

 

.00

 

 

Total other nonrefundable, carryover credits (add lines 6a through 6n)

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

6

7 Total New York State nonrefundable credits used

 

 

 

 

......................................................(add lines 1 through 6; enter here and on FORM IT-201, LINE 42)

7

.00

.00

.00

.00

.00

.00

Section C – New York City nonrefundable, non-carryover credits used

8

New York City resident UBT credit

8

8a

This line intentionally left blank

8a

9

New York City accumulation distribution credit (submit computation)

9

9a

Part-year resident nonrefundable NYC child and dependent care credit

9a

10

Total other New York City nonrefundable credits used

 

 

(add lines 8, 9, and 9a; enter here and on FORM IT-201, LINE 53)

10

Section D – New York State, New York City, Yonkers, and MCTMT refundable credits

 

11

Farmers’ school tax credit

11

12Other refundable credits

 

 

Code

Amount

 

 

 

 

Code

Amount

 

 

 

 

 

 

 

 

 

 

 

 

 

 

12a

 

 

 

 

.00

 

12g

 

 

 

 

.00

 

12b

 

 

 

 

.00

 

12h

 

 

 

 

.00

 

12c

 

 

 

 

.00

 

12i

 

 

 

 

.00

 

12d

 

 

 

 

.00

 

12j

 

 

 

 

.00

 

12e

 

 

 

 

.00

 

12k

 

 

 

 

.00

 

12f

 

 

 

 

.00

 

12l

 

 

 

 

.00

 

 

Total other refundable credits (add lines 12a through 12l)

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

 

 

12

13 Add lines 11 and 12

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

 

 

 

 

 

 

 

13

(continued on back)

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IT-201-ATT (2021) (back)

Part 1, Section D – New York State, New York City, Yonkers, and MCTMT refundable credits (continued)

Your Social Security number

14

Enter amount from line 13 on the front page

14

.00

 

 

 

 

15

New York State claim of right credit

15

.00

16

New York City claim of right credit

16

.00

17

Yonkers claim of right credit

17

.00

17a

MCTMT (metropolitan commuter transportation mobility tax) claim of right credit

17a

.00

18

Total New York State, New York City, Yonkers, and MCTMT other refundable credits

 

 

 

(add lines 14 through 17a; enter here and on FORM IT-201, LINE 71)

18

.00

Part 2 – Other New York State taxes (submit all applicable forms)

If you are subject to other New York State taxes, complete Part 2.

19

...................New York State tax on capital gain portion of lump-sum distributions (Form IT-230)

19

20

Other New York State taxes

 

 

 

 

 

 

 

 

 

 

 

Code

Amount

 

 

Code

Amount

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

20a

 

 

 

 

.00

 

20g

 

 

 

 

 

.00

 

20b

 

 

 

 

.00

 

20h

 

 

 

 

 

.00

 

20c

 

 

 

 

.00

 

20i

 

 

 

 

 

.00

 

20d

 

 

 

 

.00

 

20j

 

 

 

 

 

.00

 

20e

 

 

 

 

.00

 

20k

 

 

 

 

 

.00

 

20f

 

 

 

 

.00

 

20l

 

 

 

 

 

.00

 

 

Total other New York State taxes (add lines 20a through 20l)

 

20

21

Add lines 19 and 20

 

 

 

 

 

 

 

 

 

 

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

 

 

 

 

 

 

 

 

 

21

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

22

See instructions for line 22

 

 

 

22

 

 

.00

 

23

Enter amount from Form IT-201, line 39

 

 

 

23

 

 

.00

 

24

Subtract line 23 from line 22 (if line 23 is more than line 22, leave blank)

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

24

25

Subtract line 24 from line 21 (if line 24 is more than line 21, leave blank)

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

25

26New York State separate tax on lump-sum distributions

(Form IT-230)

26

.00

27Resident credit against separate tax on lump-sum

 

distributions

27

.00

 

 

28

Subtract line 27 from line 26

 

 

28

 

 

 

 

29

This line intentionally left blank

 

 

29

 

 

 

 

30

Net other New York State taxes

 

 

 

 

 

(add lines 25 and 28; enter here and on FORM IT-201, LINE 45)

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

 

30

 

Part 3 – Other New York City taxes (submit all applicable forms)

31

This line intentionally left blank

31

32

New York City resident separate tax on lump-sum distributions (Form IT-230)

32

33

New York City tax on capital gain portion of lump-sum distributions (Form IT-230)

33

34

Total other New York City taxes

 

 

(add lines 32 and 33; enter here and on FORM IT-201, LINE 51)

34

.00

.00

.00

.00

.00

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241002210094

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