New York Form It 200 PDF Details

The New York State Department of Taxation and Finance requires full-year New York State residents to file an IT-200 form, officially known as the Resident Income Tax Return, to report their income and calculate state income taxes due. This form makes it necessary for filers to provide detailed information including their social security number, first name, middle initial, and last name, alongside similar details for a spouse if filing jointly. Additionally, residents must provide their mailing address, county of residence, and, if applicable, the details of school district residences. The IT-200 form facilitates various categories of income reporting such as wages, salaries, tips, taxable interest, ordinary dividends, and unemployment compensation, among others. It further allows for deductions and tax credits relating to individual retirement arrangements (IRA), public employee contributions, and exemptions for dependents. Moreover, the form includes sections dedicated to city-specific taxes for residents of New York City and Yonkers, capturing the nuances of living in these jurisdictions. Filers are also given the option to make voluntary contributions to causes such as wildlife conservation, breast cancer research, and Alzheimer’s disease research. The declaration section towards the end of the form, designed to capture the taxpayer's signature and provide options for direct refund deposits or acknowledging amounts due, underlines the importance of accuracy and honesty in tax reporting. For those not required to report specific types of income such as IRA distributions or social security benefits, the IT-200 form offers a streamlined method for fulfilling state tax obligations.

QuestionAnswer
Form NameNew York Form It 200
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesit200_2001_fill _in nys income tax it200 2012 form

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Staple check or money order here

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New York State Department of Taxation and Finance

 

 

 

 

 

Resident Income Tax Return

 

IT-200

 

 

New York State • City of New York • City of Yonkers

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

typeor

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Your first name and middle initial

Your last name

 

 

 

 

t Your social security number

 

 

 

 

 

printor

 

 

 

 

 

 

 

 

 

 

 

Spouse’s first name and middle initial

Spouse’s last name

 

 

 

 

t Spouse’s social security number

 

 

 

 

 

label,

 

 

 

 

 

 

 

 

 

 

 

Mailing address (number and street or rural route)

 

 

Apartment number

NY State county of residence

 

 

 

Attach

 

 

 

 

 

 

 

 

 

 

 

City, village or post office

 

State

 

ZIP code

 

School district name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Permanent home address (see page 14 ) (number and street or rural route)

Apartment number

School district

 

 

 

 

 

 

 

 

 

 

 

code number

 

 

 

 

 

 

 

 

 

 

 

 

City, village or post office

State

 

 

ZIP code

If taxpayer is deceased, enter first name and date of death.

NY

(A) Filing À status — mark an Á “X” in

one box: Â

Ã

Ä

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

(B)Were you a city of New York resident for all of 2001? (part-year residents

must file Form IT-201; see instructions)

 

Yes

 

 

 

No

 

 

 

 

(C)Can you be claimed as a dependent

on another taxpayer’s federal return?

 

Yes

 

 

 

No

 

 

 

 

 

 

 

(D)If you do not need forms mailed to you next

year, mark an “X” in the box (see instructions, page 8) .......

DollarsCents

1

Wages, salaries, tips, etc

 

 

 

Reminder: Only full-year New York State residents who are

 

2

Taxable interest income

not reporting income such as IRA distributions, pensions/

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

annuities, social security benefits, or capital gains may file

 

 

 

 

 

this form. All others, see page 5 of the instructions.

 

3Ordinary dividends ....................................................................................................................................................

4Taxable refunds, credits, or offsets of state and local income taxes (also enter on line 12 below) ..............................

5Unemployment compensation ..................................................................................................................................

6Add lines 1 through 5 ................................................................................................................................................

7Individual retirement arrangement (IRA) deduction (see instructions, page 9) ............................................................

8Subtract line 7 from line 6. This is your federal adjusted gross income (see instructions, page 9) .........................

1

2

3

4

5

6

7

8

9

Public employee contributions (see instr., page 9)

Identify:

 

 

 

 

10

Flexible benefits program (IRC 125 amount) (see instr., page 9)

Identify:

9

10

 

Add lines 8, 9, and 10

 

 

 

 

 

 

 

 

 

 

11

 

 

 

 

 

 

11

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

12

Taxable refunds, credits, or offsets of state and local income taxes from line 4 above

 

12

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Interest income on U.S. government bonds (see instructions, page 9)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

13

 

13

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

New York standard deduction (see instructions, page 9)

 

 

 

 

0

0

 

 

 

 

 

14

 

14

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

15

Exemptions for dependents only (not the same as total federal exemptions; see instructions, page 10)

 

15

0 0 0

 

0

0

 

2001

 

 

 

Add lines 12 through 15 (if line 16 is more than or equal to line 11, enter “0’’ on line 17 and skip to line 28)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

16

 

 

 

16

 

 

 

Subtract line 16 from line 11. This is your taxable income (if $65,000 or more, stop; you must file Form IT-201)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

17

 

 

 

17

 

 

 

 

 

 

 

011194

This is a scannable form; please file this original return with the Tax Department.

IT-200 2001

IT-200 (2001) (back)

18Enter the amount from line 17 on the front page. This is your taxable income .....................................................

19New York State tax on line 18 amount (use the State Tax Table, violet pages 41 through 48 of the instructions) .................

20New York State household credit (from table I, II, or III; see instructions, page 10) .........................................................

18

19

20

21 Subtract line 20 from line 19 (if line 20 is more than line 19, leave blank). This is the total of your New York State taxes

21

22 City of New York resident tax on line 18 amount. (use City Tax Table,

white pages 49 through 56 of the instructions) ...............................................

22

23 City of New York household credit (see instructions, page 11) .....................

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

25 City of Yonkers resident income tax surcharge (from Yonkers

Worksheet, page 11 of the instructions) ........................................................

23

24

25

•This is a scannable form; please file this original return with the Tax Department.

26 City of Yonkers nonresident earnings tax (attach Form Y-203) ...................

26

27 Add lines 24 through 26. This is the total of your city of New York and city of Yonkers taxes

27

Voluntary gifts/contributions

(see instructions)

Return A Gift

to Wildlife 28

Olympic

Fund 29

00

00

Breast Cancer Research Fund

Missing/Exploited Children Fund

Alzheimer’s

Fund

30

31

32

00

00

00

33Add lines 28 through 32. This is your total voluntary gifts/contributions ..................................................................

34Add lines 21, 27, and 33 ..............................................................................................................................................

35New York State child and dependent care credit (from Form IT-216; line 14; attach form) 35

36

New York State earned income credit (from Form IT-215; attach form)

36

37

Real property tax credit (from Form IT-214, line 17; attach form)

37

38

College tuition credit (from Form IT-272; attach form)

38

39

City of New York school tax credit (see instructions, page 12)

39

40Total New York State tax withheld (staple wage and tax statements; see instr., page 12) 40

41Total city of New York tax withheld (staple wage and tax statements; see instr., page 13) 41

 

 

 

 

42 Total city of Yonkers tax withheld (staple wage and tax statements; see instr., page 13)

 

42

 

 

 

33

34

•Staple your wage and tax statements to the bottom front of this return. See Step 7, page 15 of the instructions, for the proper assembly of your return and attachments.

0 0

43Add lines 35 through 42 ............................................................................................................................................

44If line 43 is more than line 34, subtract line 34 from line 43. This is the amount to be refunded to you ........

If you choose to have your refund sent directly to your bank account, complete a, b, and c below

 

 

 

a Routing number

 

b Type:

 

Checking

 

 

c Account number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

45 If line 43 is less than line 34, subtract line 43 from line 34. This is the amount you owe (do not send cash; make your check or money order payable to New York State Income Tax; write your social security number and 2001 income tax on it) ..

43

44

Savings

45

46 I authorize the Tax Department to discuss this return with the paid preparer listed below. (Mark the Yes or No box; see page 14.) Yes

No

Preparer’s signature

Paid

preparer’s

use only Firm’s name (or yours, if self-employed)

Address

tPreparer’s SSN or PTIN

•Employer identification number

 

 

 

 

 

 

Date

Mark “X” if

 

 

self-employed

 

 

 

Sign

Your signature

 

 

 

 

 

your

 

Spouse’s signature (if joint return)

return

 

 

 

here

 

 

Date

Daytime phone number (optional)

 

 

(

)

012194

Mail to: STATE PROCESSING CENTER, PO BOX 61000, ALBANY NY 12261-0001

IT-200 2001

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New York Form It 200 completion process clarified (portion 1)

2. The subsequent part is usually to submit the next few blanks: Taxable interest income, Reminder Only fullyear New York, Ordinary dividends, Taxable refunds credits or offsets, Unemployment compensation, Add lines through, Individual retirement arrangement, Subtract line from line This is, Public employee contributions see, Identify, Flexible benefits program IRC, Identify, Add lines and, Taxable refunds credits or offsets, and Interest income on US government.

The way to fill out New York Form It 200 step 2

Always be very attentive while filling out Add lines through and Unemployment compensation, since this is where many people make errors.

3. The following portion is focused on Exemptions for dependents only not, Add lines through if line is, Subtract line from line This is, and This is a scannable form please - fill out these blanks.

New York Form It 200 writing process detailed (stage 3)

4. To move onward, this fourth form section involves filling in a few fields. Examples of these are IT back Enter the amount from, New York State tax on line, New York State household credit, Subtract line from line if line, City of New York resident tax on, white pages through of the, City of New York household credit, Subtract line from line if line, City of Yonkers resident income, Worksheet page of the, City of Yonkers nonresident, cid This is a scannable form, Add lines through This is the, Voluntary giftscontributions, and see instructions, which you'll find fundamental to continuing with this particular form.

New York Form It 200 completion process shown (stage 4)

5. This last section to complete this PDF form is essential. Ensure that you fill out the required fields, including Olympic Fund, Alzheimers Fund, Add lines through This is your, Add lines and, New York State child and, New York State earned income, Real property tax credit from, College tuition credit from Form, City of New York school tax, Total New York State tax withheld, Total city of New York tax, Total city of Yonkers tax, Add lines through, and cid Staple your wage and tax, prior to using the document. Neglecting to do this might end up in an incomplete and probably nonvalid paper!

cid Staple your wage and tax, Alzheimers Fund, and Olympic Fund inside New York Form It 200

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