New York Income Taxes and State Tax Forms

Start Federal and New York State Tax Returns

Where is my New York State Tax Refund?	How to file a New York Tax Extension
Where is my Federal Tax Refund?	How to file a New York Tax Amendment

Prepare and efile Your New York Tax Return

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
April 17, 2012	Due date for New York State Income Tax Returns - filing deadline
April 17, 2012	Due date for New York extension requests (federal extensions are honored if no tax is owed)
October 15, 2012	Last day to efile a 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
Form IT-2	Summary of Federal form W-2 Statements
Form IT-112-R	New York State Resident Credit (for Taxes Paid to Another Jurisdiction)
Form IT-150	Resident Income Tax Return - Short Form
Form IT-201	Resident Income Tax Return
Form IT-201-ATT	Itemized Deduction, and Other Taxes and Tax Credits
Form IT-201-V	Payment Voucher for Income Tax Returns Filed Electronically
Form IT-203	Nonresident and Part-Year Resident Return
Form IT-203-B	Schedule A - Wage Allocation
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 City of New York 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 Resident Status
Form IT-370	Application for 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-MN	Estimated Income Tax Payment Voucher
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

New York State Withholding Form

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

Form/Description	Instructions
Past Year Forms: Tax Year 2010 New York Tax Forms (Print, Fill Out, and Mail)
Form IT-2	Summary of Federal form W-2 Statements
Form IT-112-R	New York State Resident Credit (for Taxes Paid to Another Jurisdiction)
Form IT-150	Resident Income Tax Return - Short Form
Form IT-201	Resident Income Tax Return
Form IT-201-ATT	Itemized Deduction, and Other Taxes and Tax Credits
Form IT-201-V	Payment Voucher for Income Tax Returns Filed Electronically
Form IT-203	Nonresident and Part-Year Resident Return
Form IT-203-B	Schedule A - Wage Allocation
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 City of New York 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 Resident Status
Form IT-370	Application for 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-MN	Estimated Income Tax Payment Voucher
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 Tax Extensions

New York will honor federal tax extensions if you owe no state tax. If you owe state taxes, or if you did not get a federal extension, you can request a state extension of time to file by submitting Form IT-370 by April 15 (April 18 in 2011). Even if you get an extension, you must pay any taxes owed by the original tax deadline, or you will accrue penalties and interest. You can easily prepare and efile Form IT-370 to get a state tax extension on efile.com.

Learn more about filing a New York State Tax Extension.

NY Tax Amendments

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-150-X or IT-201-X (nonresidents must use Form IT-203-X) and mail it with any required attachments to the address on the form.

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.

You can check the official status of your NY tax refund online here.

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
6.85% for income between $20,001 and $200,000
7.85% for income between $200,001 and $500,000
8.97% for income over $500,000

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.

New York is currently having a bit of a tax holiday. From April 1, 2011, through March 31, 2012, any clothing or footwear sold in New York and retailing for $55 or less will be exempt from New York state 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.

Back to overview of state income taxes