Tax Form 214 – Fill Out and Use This PDF

New York State Department of Taxation and Finance

Claim for Real Property Tax Credit

For Homeowners and Renters

Step 1 – Enter identifying information

IT-214

Step 2 – Determine eligibility (For lines 1 through 6, mark an X in the appropriate box.)

1 Were you a New York State resident for all of 2014?..................................................................................

2Did you occupy the same residence for at least six months during 2014?..................................................

If you marked an X in the No box on line 1 or 2, stop; you do not qualify for this credit.

3 Did you own real property with a current market value of more than $85,000 during 2014? ......................

4 Can you be claimed as a dependent on another taxpayer’s 2014 federal return?......................................

5Did you reside in public housing, or other residence completely exempted from real property taxes in 2014? (see instr.) If you marked an X in the Yes box on line 3, 4, or 5, stop; you do not qualify for this credit.

6 Did you live in a nursing home during 2014? (If you mark an X in the Yes box, see instructions.) ......................

7Complete below for the qualifying household member 65 or older (see instructions).

1

2

3

4

5

6

Yes

Yes

Yes

Yes

Yes

Yes

No

No

No

No

No

No

A – First name

Last name

B – Social security number

C – Date of birth

(mmddyyyy)

A – First name

Last name

B – Social security number

C – Date of birth

(mmddyyyy)

18 Multiply line 16 by line 17 ...........................................................................................................................

18

00

Your social security number

IT-214 (2014) Page 3 of 3

Step 5 – Compute credit amount
28	Renters: Enter amount from line 22. Homeowners: Enter amount from line 27 (see instructions)	28
	If line 28 is zero or less, stop; no credit is allowed.
29	Enter amount from line 18	29
	If line 29 is equal to or more than line 28, stop; you do not qualify for this credit.

00

00

30	Subtract line 29 from line 28	30
31	Multiply line 30 by 50% (.5) (However, if you entered an amount on line 26, multiply line 30 by 25% (.25).)	31
32	Credit limit (see instructions; enter amount from chart)	32

33Enter the amount from line 32 or 31, whichever is less. This is the credit for your household.

(If more than one member of your household is iling Form IT-214, see instructions.)

33

•If you are iling this claim with your New York State income tax return:

Enter the line 33 amount on Form IT-201, line 67.

•If you are not iling this claim with a New York State income tax return (see instructions):

Mark one refund choice:

direct deposit (ill in line 34) - or -

debit card - or -

paper check

00

00

00

00

34a Account type:

34b Routing number

Personal checking - or -

Personal savings - or -

34c Account number

Business checking - or -

Business savings

Third-party

designee? (see instr.)

Yes

No

Print designee’s name	Designee’s phone number
	(	)
E-mail:

Personal identiication

number (PIN)

  Paid preparer must complete (see instr.) 	Date
Preparer’s signature		Preparer’s NYTPRIN
Firm’s name (or yours, if self-employed)	Preparer’s PTIN or SSN
Address	Employer identiication number
			NYTPRIN
			excl. code
E-mail:

	Taxpayer(s) must sign here 
Your signature
Your occupation
Spouse’s signature and occupation (if joint claim)
Date		Daytime phone number
		(	)

E-mail:

Type of claim –	a
mark an X in one box
(see instructions)	b

Single

(complete lines 1, 2, and 5)	c
Married iling a combined claim	d
(complete lines 1 through 5)

Married but iling a separate claim

(complete lines 1, 2, and 5)

Qualifying widow(er) with dependent child (complete lines 1, 2, and 5)

1	.............................Can you be claimed as a dependent on another taxpayer’s 2014 federal return?						1	Yes
	If you marked an X in box a, c, or d above, and marked the Yes box at line 1, stop;
	you do not qualify for the credit. All other ilers continue with line 2.
2	Enter, in the box to the right, the number of months during 2014 that you lived in
	...............................................................................New York City (see Note above; also see instructions)						2
	If you marked an X in box b above, continue with line 3. All other ilers continue with line 5.
3	Can your spouse be claimed as a dependent on another taxpayer’s 2014 federal return?						3	Yes
	If you marked an X in the Yes box at both lines 1 and 3, stop; you do not qualify for this
	credit. All other ilers continue with line 4.
4	Enter, in the box to the right, the number of months during 2014 your spouse lived in
	.......................................................................New York City (see Note above; also see instructions)						4
5	Mark one refund choice (see instructions):		direct deposit (ill in line 6) - or -			debit card		- or -

6Direct deposit (see instructions): Complete the following to have your refund deposited directly to your bank account.

No

months

No

months

paper check

  Paid preparer must complete (see instr.) 	Date
Preparer’s signature		Preparer’s NYTPRIN
Firm’s name (or yours, if self-employed)	Preparer’s PTIN or SSN
Address	Employer identiication number
			NYTPRIN
			excl. code
E-mail:

	Taxpayer(s) must sign here 
Your signature
Your occupation
Spouse’s signature and occupation (if joint claim)
Date		Daytime phone number
		(	)

E-mail:

NYC-210 (2014) (back)

When and where to ile Form NYC-210

File your claim as soon as you can after January 1, 2015.

Mail your claim to:

NYS TAX PROCESSING

PO BOX 22017

ALBANY NY 12201-2017

Private delivery services

If you choose, you may use a private delivery service, instead of the U.S. Postal Service, to mail in your form and tax payment.

However, if, at a later date, you need to establish the date you iled or paid your tax, you cannot use the date recorded by a

private delivery service unless you used a delivery service that has been designated by the U.S. Secretary of the Treasury or the Commissioner of Taxation and Finance. (Currently

designated delivery services are listed in Publication 55,

Designated Private Delivery Services. See Need help? for information on obtaining forms and publications.) If you have

used a designated private delivery service and need to establish the date you iled your form, contact that private delivery service

for instructions on how to obtain written proof of the date your form was given to the delivery service for delivery. See

Publication 55 for where to send the forms covered by these

instructions.

Privacy notiication

New York State Law requires all government agencies that

maintain a system of records to provide notiication of the legal

authority for any request, the principal purpose(s) for which the information is to be collected, and where it will be maintained.

To view this information, visit our Web site, or, if you do not have Internet access, call and request Publication 54, Privacy Notiication. See Need help? for the Web address and telephone

number.

Need help?

Visit our Web site at www.tax.ny.gov

•get information and manage your taxes online

•check for new online services and features

Telephone assistance
Automated income tax refund status:	(518) 457-5149
Personal Income Tax Information Center: (518) 457-5181
To order forms and publications:	(518) 457-5431

Text Telephone (TTY) Hotline (for persons with hearing and speech disabilities using a TTY): If you

have access to a TTY, contact us at (518) 485-5082.

If you do not own a TTY, check with independent

living centers or community action programs to ind

out where machines are available for public use.

Persons with disabilities: In compliance with the

Americans with Disabilities Act, we will ensure that our lobbies, ofices, meeting rooms, and other

facilities are accessible to persons with disabilities. If you have questions about special accommodations for persons with disabilities, call the information center.