New York Income Taxes and State Tax Forms

New York
"The Empire State"

Start Federal and New York State Tax Returns

Start New York State Tax Return Only

Where is my New York State Tax Refund?

Where is my Federal Tax Refund?

How to file a New York Tax Extension

How to file a New York Tax Amendment

Prepare and efile Your New York Tax Return

The state of New York now requires you to efile your state tax return if you meet all three of these criteria:

You use computer software to prepare your tax return
Your software supports electronic filing (efiling)
You have broadband internet access

The efile.com tax software makes it easy for you to prepare and efile your state tax return--either together with your federal tax return, or on its own. Prepare and efile your New York state tax return (resident, nonresident, or part-year resident) and as many state returns as you need for one price at efile.com.

NY Income Tax Filing Deadline

The regular deadline to file a New York state income tax return is April 15.

Tax Deadline Date	Type of Income Tax Return	Filing Deadline / Due Date Description
April 15, 2013	2012 New York State Tax Return	Due date for New York State Income Tax Returns - income tax filing deadline
April 15, 2013	2012 New York State Tax Extension	Due date for New York extension requests
October 15, 2013	2012 New York State Tax Return	Last day to efile a 2012 New York State Income Tax Return for tax extension filers and late efilers

View all state tax return filing deadlines here.

Find federal income tax return filing deadlines here.

New York State Tax Forms

All of the following New York state income tax forms are supported by the efile.com tax software:

Form/Schedule	Description	Can I efile this form?
Form IT-2	Summary of Federal form W-2 Statements	efile It efile It efile It
Form IT-112-R	New York State Resident Credit
Form IT-201	Fill-Year Resident Income Tax Return
Form IT-201-ATT	Other Tax Credits and Taxes
Form IT-201-V	Payment Voucher for e-Filed Income Tax Returns
Form IT-203	Nonresident and Part-Year Resident Income Tax Return
Form IT-203-B	Nonresident and Part-Year Resident Income Allocation and College Tuition Itemized Deduction Worksheet
Form IT-209	Claim for Noncustodial Parent New York State Earned Income Credit
Form IT-212	Investment Credit
Form IT-213	Claim for Empire State Child Credit
Form IT-213-ATT	Child Information for Empire State Child Credit
Form IT-214	Claim for Real Property Tax Credit for Homeowners and Renters
Form IT-215	Claim for Earned Income Credit
Form IT-216	Claim for Child and Dependent Care Credit
Form IT-219	Credit for New York City Unincorporated Business Tax
Form IT-221	Disability Income Exclusion
Form IT-240	Claim for Home Heating System Credit
Form IT-245	Claim for Volunteer Firefighters’ and Ambulance Workers’ Credit
Form IT-249	Claim for Long-Term Care Insurance Credit
Form IT-256	Claim for Special Additional Mortgage Recording Tax Credit
Form IT-272	Claim for College Tuition Credit or Itemized Deduction
Form IT-285	Request for Innocent Spouse Relief
Form IT-360	Change of City Resident Status
Form IT-370	Automatic Extension of Time to File
Form IT-398	New York State Depreciation Schedule for IRC Section 168(k) Property
Form IT-1099-R	Summary of Federal Form 1099 Statements
Form IT-2105	Estimated Income Tax Payment Voucher for Individuals
Form IT-2105.9	Underpayment of Estimated Income Tax by Individuals and Fiduciaries
Form NYC EXT	New York City Extension
Form Y-203	City of Yonkers Nonresident Earnings Tax Return
	Online Filing Authorization

NY State Tax Forms that Cannot be efiled

Form	Description
Form IT-2104	New York State Employees Withholding Allowance Certificate

NY Tax Extension

Extension Form	New York Extension Instructions	How to File
Form IT-370	New York no longer accepts nor honors federal tax extension forms. You can get an automatic 6-month extension of time to file your New York state tax return by requesting an extension online by April 15. Even if you get an extension, you must pay any taxes you owe by April 15, or you will accrue penalties and interest. Mail your check or money order with Form IT-370-V, Payment Voucher. If you are going to efile your New York state tax return, the state requires that you efile your state extension.	Work with a TaxPro goPRO Form IT-370-V

Extension Form

New York Extension Instructions

How to File

Form IT-370

New York no longer accepts nor honors federal tax extension forms. You can get an automatic 6-month extension of time to file your New York state tax return by requesting an extension online by April 15. Even if you get an extension, you must pay any taxes you owe by April 15, or you will accrue penalties and interest. Mail your check or money order with Form IT-370-V, Payment Voucher.

If you are going to efile your New York state tax return, the state requires that you efile your state extension.

Work with a TaxPro

goPRO

Form IT-370-V

Important Reminder! If you are efiling a New York tax extension, you may need to efile a federal tax extension as well.

NY Tax Amendment

Amendment Form	New York Amendment Instructions	How to File
NY Amended Return	If you have already filed or efiled your New York state return and you need to make corrections, you can file an amended return. To prepare and file an amended New York state tax return, you must fill out Form IT-201-X (nonresidents must use Form IT-203-X) for the Tax Year you are amending. Mail the NY amendment form with any required attachments to the address on the form.	Work with a TaxPro goPRO

Important Reminder! If you are filing a New York tax amendment, you may need to file a federal tax amendment as well.

Past Year Forms: Tax Year 2011 New York Tax Forms (Print, Fill Out, and Mail)
Form IT-2	Summary of Federal form W-2 Statements	Work with a TaxPro goPRO
Form IT-112-R	New York State Resident Credit
Form IT-201	Fill-Year Resident Income Tax Return
Form IT-201-ATT	Other Tax Credits and Taxes
Form IT-201-V	Payment Voucher for e-Filed Income Tax Returns
Form IT-203	Nonresident and Part-Year Resident Income Tax Return
Form IT-203-B	Nonresident and Part-Year Resident Income Allocation and College Tuition Itemized Deduction Worksheet
Form IT-209	Claim for Noncustodial Parent New York State Earned Income Credit
Form IT-212	Investment Credit
Form IT-213	Claim for Empire State Child Credit
Form IT-213-ATT	Child Information for Empire State Child Credit
Form IT-214	Claim for Real Property Tax Credit for Homeowners and Renters
Form IT-215	Claim for Earned Income Credit
Form IT-216	Claim for Child and Dependent Care Credit
Form IT-219	Credit for New York City Unincorporated Business Tax
Form IT-221	Disability Income Exclusion
Form IT-240	Claim for Home Heating System Credit
Form IT-245	Claim for Volunteer Firefighters’ and Ambulance Workers’ Credit
Form IT-249	Claim for Long-Term Care Insurance Credit
Form IT-256	Claim for Special Additional Mortgage Recording Tax Credit
Form IT-272	Claim for College Tuition Credit or Itemized Deduction
Form IT-285	Request for Innocent Spouse Relief
Form IT-360	Change of City Resident Status
Form IT-370	Automatic Extension of Time to File
Form IT-398	New York State Depreciation Schedule for IRC Section 168(k) Property
Form IT-1099-R	Summary of Federal Form 1099 Statements
Form IT-2105	Estimated Income Tax Payment Voucher for Individuals
Form IT-2105.9	Underpayment of Estimated Income Tax by Individuals and Fiduciaries
Form NYC EXT	New York City Extension
Form Y-203	City of Yonkers Nonresident Earnings Tax Return
	Online Filing Authorization

Where's My Refund? - Check Your NY State Tax Refund Status

Using efile and direct deposit is the fastest way to get your New York state tax refund. If file a New York state return on paper, your refund will generally be processed in 6-8 weeks. If you efile your New York return, your refund will generally be processed much faster and you will get your direct deposit refund sooner.

Check New York state tax refund status.

NY efile Error Codes

View a list of all New York State efile Income Tax Return Error Reject Codes.

New York Tax Facts

NY Income Tax:

Individual income is taxed at seven graduated tax rates. For single filers:

4% for the first $8,000 of taxable income
4.5% for income between $8,001 and $11,000
5.25% for income between $11,001 and $13,000
5.9% for income between $13,001 and $20,000
6.45% for income between $20,001 and $75,000
6.65% for income between $75,001 and $200,000
6.85% for income between $200,001 and $1,000,000
8.82% for income over $1,000,000

For married couples filing jointly, double the income brackets (the tax rates stay the same).

New York City levies additional local income taxes. The rates range from 2.907% to 3.648% depending on filing status and income.

NY Sales Tax:

The state of New York has a 4% sales tax and many localities levy additional sales taxes. Many goods (such as certain food items, medicines, and newspapers) are exempt from sales taxes, as are some services.

More information on New York Sales Tax

NY Personal Property Tax:

In New York, real estate may be taxed locally at several levels, including: county, city, town, village, school district, and "special district".

Odd Tax Facts:

1. The tax code of New York specifically exempts tickets to the circus from sales tax.

2. New York City's so-called "bagel tax" requires customers to pay more sales tax on any bagel that is sliced for them, or served with any kind of topping.

State Tax Agency:

For more information, you can visit the website of The New York State Department of Taxation and Finance.