Ny It 203 Form PDF Details

Navigating through the complexities of New York State tax rules can be daunting. Knowing when, where and how to complete your taxes correctly is essential in order to maintain compliance with the law. The NY IT 203 form is one of several documents that must be filled out in part or in its entirety prior to filing state income taxes each year. In this blog post, we'll provide an overview of the NY IT 203 form as well as some best practices for completing it accurately for a successful end-of-year outcome.

QuestionAnswer
Form NameNy It 203 Form
Form Length4 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min
Other namesit203_2011_fill _in New York State New York City Yonkers - tax ny

Form Preview Example

Department of Taxation and Finance

Nonresident and Part-Year Resident

Income Tax Return New York State • New York City • Yonkers • MCTMT

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

and ending ...........

IT-203

21

For help completing your return, see the instructions, Form IT-203-I.

Your first name and middle initial

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 and middle initial

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 instr., pg. 12) (no. and street or rural route)

Apartment no.

 

City, village, or post office

 

School district

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

code number

 

State

ZIP code

Country

Taxpayer’s date of death Spouse’s date of death

Decedent information

A Filing

status

(mark an X in one box):

Single

Married filing joint return

(enter both spouses’ Social Security numbers above)

Married filing separate return

(enter both spouses’ Social Security numbers above)

Head of household (with qualifying person)

Qualifying widow(er)

ENew York City part-year residents only (see page 13)

(1) Number of months you lived in NY City in 2021 .....

(2)Number of months your spouse lived

in NY City in 2021 ....................................................

FEnter your 2-character special condition code(s) if applicable (see page 13) ...............

G New York State part-year residents (see page 14)

Enter the date you moved into

or out of NYS (mmddyyyy)

B Did you itemize your deductions on your 2021

 

 

 

 

 

 

federal income tax return?

Yes

 

No

 

C Can you be claimed as a dependent on another

 

 

 

 

 

 

taxpayer’s federal return?

Yes

 

No

 

D1 Did you have a financial account located in a

 

 

 

 

 

 

foreign country? (see page 13)

Yes

 

No

 

D2 Were you required to report any nonqualified deferred

 

 

compensation, as required by IRC § 457A, on your

 

 

 

2021 federal return? (see page 13)

Yes

 

No

On the last day of the tax year (mark an X in one box):

1)

Lived in NYS

2)

Lived outside NYS; received income from

 

NYS sources during nonresident period

3)

Lived outside NYS; received no income from

 

NYS sources during nonresident period

HNew York State nonresidents (see page 14)

Did you or your spouse maintain

 

 

living quarters in NYS in 2021?

Yes

No

(if Yes, complete Form IT-203-B)

IDependent information (see page 14)

First name and middle initial

Last name

Relationship

Social Security number

Date of birth (mmddyyyy)

If more than 6 dependents, mark an X in the box.

203001210094

For office use only

Page 2 of 4 IT-203 (2021)

Enter your Social Security number

Federal income and adjustments

(see page 16)

1

Wages, salaries, tips, etc.

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

1

2

Taxable interest income

2

3

Ordinary dividends

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

3

4Taxable refunds, credits, or offsets of state and local

 

income taxes (also enter on line 24)

4

5

Alimony received

5

6

Business income or loss (submit a copy of federal Sch. C, Form 1040)

6

7

Capital gain or loss (if required, submit a copy of federal Sch. D, Form 1040)

7

8

Other gains or losses (submit a copy of federal Form 4797)

8

9

Taxable amount of IRA distributions. Beneficiaries: mark X in box

9

10

Taxable amount of pensions/annuities. Beneficiaries: mark X in box

10

11Rental real estate, royalties, partnerships, S corporations,

trusts, etc. (submit a copy of federal Schedule E, Form 1040) 11

12 Rental real estate included

 

in line 11 (federal amount) 12.

.00

Federal amount

Whole dollars only

.00

.00

.00

.00

.00

.00

.00

.00

.00

.00

.00

 

New York State amount

 

Whole dollars only

 

 

1

.00

2

.00

3

.00

 

 

4

.00

5

.00

6

.00

7

.00

8

.00

9

.00

10

.00

 

 

11

.00

13

Farm income or loss (submit a copy of federal Sch. F, Form 1040)

13

.00

14

Unemployment compensation

14

.00

15

Taxable amount of Social Security benefits (also enter on line 26)

15

.00

16

Other income (see page 22)

Identify:

16

.00

17

Add lines 1 through 11 and 13 through 16

17

.00

18Total federal adjustments to income (see page 22)

 

Identify:

18

.00

19

Federal adjusted gross income (subtract line 18 from line 17) ..

19

.00

19a

Recomputed federal adjusted gross income (see page 23, Line 19a worksheets)

19a

.00

13

.00

14

.00

15

.00

16

.00

17

.00

 

 

18

.00

19

.00

19a

.00

New York additions (see page 24)

20Interest income on state and local bonds and obligations

(but not those of New York State or its localities) ................

21Public employee 414(h) retirement contributions ...........

22Other (Form IT-225, line 9) ..................................................

23Add lines 19a through 22 ...............................................

20

21

22

23

.00

.00

.00

.00

20

.00

21

.00

22

.00

23

.00

New York subtractions (see page 25)

24Taxable refunds, credits, or offsets of state and

 

local income taxes (from line 4)

24

.00

 

24

25

Pensions of NYS and local governments and the

 

 

 

 

 

federal government (see page 25)

25

.00

 

25

26

Taxable amount of Social Security benefits (from line 15)

26

.00

 

26

27

Interest income on U.S. government bonds

27

.00

 

27

28

Pension and annuity income exclusion

28

.00

 

28

29

Other (Form IT-225, line 18)

29

.00

 

29

30

Add lines 24 through 29

30

.00

 

30

31

New York adjusted gross income (subtract line 30 from line 23)

31

.00

 

31

.00

.00

.00

.00

.00

.00

.00

.00

32 Enter the amount from line 31, Federal amount column ..........................................................

32

.00

203002210094

Name(s) as shown on page 1

Enter your Social Security number

 

 

Standard deduction or itemized deduction (see page 27)

IT-203 (2021) Page 3 of 4

33 Enter your standard deduction (table on page 27) or your itemized deduction (from Form IT-196).

 

 

 

Mark an X in the appropriate box: ...

 

Standard or

 

Itemized

33

.00

 

 

 

34 Subtract line 33 from line 32 (if line 33 is more than line 32, leave blank)

 

 

34

.00

35 Dependent exemptions (enter the number of dependents listed in Item I; see page 27)

 

 

35

000.00

36 New York taxable income (subtract line 35 from line 34)

 

 

 

36

.00

Tax computation, credits, and other taxes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

37

New York taxable income (from line 36)

 

 

 

37

.00

38

New York State tax on line 37 amount (see page 28)

 

 

 

38

.00

39

New York State household credit (page 28, table 1, 2, or 3)

 

 

 

39

.00

40

Subtract line 39 from line 38 (if line 39 is more than line 38, leave blank)

 

 

40

.00

41

New York State child and dependent care credit (see page 29)

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

 

 

 

41

.00

42

Subtract line 41 from line 40 (if line 41 is more than line 40, leave blank)

 

 

42

.00

43

New York State earned income credit (see page 29)

 

 

 

43

.00

 

 

 

 

 

 

 

 

 

44

Base tax (subtract line 43 from line 42; if line 43 is more than line 42, leave blank)

 

 

44

.00

45Income percentage

(see page 29)

New York State amount from line 31

.00

÷

Federal amount from line 31

.00

=

Round result to 4 decimal places

45

46

Allocated New York State tax (multiply line 44 by the decimal on line 45)

46

.00

47

New York State nonrefundable credits (Form IT-203-ATT, line 8)

47

.00

48

Subtract line 47 from line 46 (if line 47 is more than line 46, leave blank)

48

.00

49

Net other New York State taxes (Form IT-203-ATT, line 33)

49

.00

50

Total New York State taxes (add lines 48 and 49)

50

.00

New York City and Yonkers taxes, credits, and surcharges, and MCTMT

51

Part-year New York City resident tax (Form IT-360.1)

.......

51

.00

52

Part-year resident nonrefundable New York City

 

 

 

 

child and dependent care credit

52

.00

52a

Subtract line 52 from 51

52a

.00

52b

MCTMT net

 

 

 

 

 

 

earnings base....

52b

 

.00

 

 

52c

MCTMT

 

 

 

52c

.00

53

Yonkers nonresident earnings tax (Form Y-203)

53

.00

54Part-year Yonkers resident income tax surcharge

(Form IT-360.1)

54

.00

55Total New York City and Yonkers taxes / surcharges and MCTMT (add lines 52a, and 52c through 54)

56Sales or use tax (See the instructions on page 31. Do not leave line 56 blank.) ..............................

57Voluntary contributions (Form IT-227, Part 2, line 1) ...................................................................

58Total New York State, New York City, Yonkers, and sales or use taxes, MCTMT,

and voluntary contributions (add lines 50, 55, 56, and 57) .....................................................

See instructions on pages 29 through 31 to compute New York City and Yonkers taxes, credits, and surcharges, and MCTMT.

55

 

.00

 

56

 

.00

 

 

 

57

 

.00

 

 

 

58

 

 

 

.00

 

203003210094

Page 4 of 4 IT-203 (2021)

Enter your Social Security number

59 Enter amount from line 58

59

Payments and refundable credits

(see page 32)

.00

60

Part-year NYC school tax credit (fixed amount) (also complete E on front)

60

 

.00

60a

NYC school tax credit (rate reduction amount)

60a

 

.00

61

Other refundable credits (Form IT-203-ATT, line 17)

61

 

.00

62

Total New York State tax withheld

62

 

.00

63

Total New York City tax withheld

63

 

.00

64

Total Yonkers tax withheld

64

 

.00

65

Total estimated tax payments/amount paid with Form IT-370

65

 

.00

66

Total payments and refundable credits (add lines 60 through 65)

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

If applicable, complete

Form(s) IT-2 and/or IT-1099-R and submit them with your return (see pages 10 and 11).

Do not send federal

Form W-2 with your return.

66

.00

Your refund, amount you owe, and account information

(see pages 34 through 36)

 

 

 

 

 

 

 

 

 

 

67

Amount overpaid (if line 66 is more than line 59, subtract line 59 from line 66; see page 34)

67

.00

68

Amount of line 67 available for refund (subtract line 69 from line 67)

68

.00

 

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

 

 

 

 

 

68a

Amount of line 68 that you want to deposit into a NYS 529 account (Form IT-195, line 4) (also submit Form IT-195)

68a

.00

68b Total refund after NYS 529 account deposit (subtract line 68a from line 68)

68b

.00

 

 

direct deposit to checking or

paper

 

Refund? Direct deposit is the

 

Mark one refund choice:

savings account (fill in line 73) - or -

check

 

 

 

easiest, fastest way to get your

69

Amount of line 67 that you want applied to your 2022

 

 

 

 

 

 

 

 

refund.

 

estimated tax (see instructions)

 

 

69

 

.00

 

See page 35 for payment

70

Amount you owe (if line 66 is less than line 59, subtract line 66 from line 59). To pay by electronic

 

 

options.

 

funds withdrawal, mark an X in the box

 

and fill in lines 73 and 74. If you pay by check

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

or money order you must complete Form IT-201-V and mail it with your return

70

.00

71Estimated tax penalty (include this amount on line 70,

or reduce the overpayment on line 67; see page 35)

71

.00

See page 38 for the proper

assembly of your return.

72 Other penalties and interest (see page 35)

72

.00

 

73Account information for direct deposit or electronic funds withdrawal (see page 36).

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. 36)

73a

Account type:

 

 

Personal checking - or -

73b

Routing number

 

 

 

 

Personal savings - or -

73c Account number

Business checking - or -

Business savings

74 Electronic funds withdrawal (see page 36)

Date

Amount

.00

Third-party

designee? (see instr.)

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.

203004210094

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The best ways to fill out Ny It 203 Form portion 1

2. When this part is completed, you'll want to add the required details in Head of household with qualifying, Qualifying widower, B Did you itemize your deductions, federal income tax return Yes, taxpayers federal return Yes, C Can you be claimed as a, compensation as required by IRC A, foreign country see page Yes, G New York State partyear, Enter the date you moved into or, On the last day of the tax year, Lived in NYS, Lived outside NYS received income, Lived outside NYS received no, and H New York State nonresidents see so you're able to progress further.

Completing part 2 of Ny It 203 Form

3. This next step is generally easy - complete all the empty fields in If more than dependents mark an X, and For office use only to complete this segment.

For office use only, For office use only, and For office use only in Ny It 203 Form

4. All set to complete this fourth segment! In this case you'll get these Page of, Enter your Social Security number, Federal income and adjustments, see page, Wages salaries tips etc Taxable, trusts etc submit a copy of, in line federal amount, Farm income or loss submit a copy, Federal amount, New York State amount, Whole dollars only, and Whole dollars only empty form fields to fill out.

Ny It 203 Form writing process described (portion 4)

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The right way to complete Ny It 203 Form step 5

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