How to File a New York Tax Amendment

If you need to change or amend an accepted New York State Income Tax Return for the current or previous Tax Year you need to complete Form IT 201-X. Form IT 201-X is a Form used for the Tax Amendment, while Form IT-201 is used for the NY tax return. You can prepare a New York Tax Amendment form on eFile.com, however you can not submit it electronically. In comparison, the IRS requires a different Form - Form 1040X -to amend an IRS return (do not use Form 1040 for an IRS Amendment).

The IRS might send you a notification to change an error on your Return, or you might have discovered an error. If you or the IRS amended or changed one of your IRS Tax Return(s), the IRS will report this to the New York Tax Agency, thus you should file a New York Tax Amendment within one year.

Function
Description
How to correct a rejected NY Tax Return
If your NY Tax Return was rejected by the NY Tax Agency - not eFile.com - identify the rejection code and find the instructions on how to correct a rejected New York Tax Return.
Prepare only a NY State Return without an IRS return. Details
Step by Step instructions on how to only Prepare and Download - not eFile - State Returns on eFile.com.
File a New York Tax Amendment
You cannot eFile a NY Tax Amendment anywhere, except mail it in.
Only Option: Complete, sign IT Form 201-X - or IT 203-X (Part Year Resident) then download, print and mail the Form to the NY Tax Department to:
If a tax payment in form of a check or money order is attached to the form being mailed, then mail to:
State Processing Center
P.O. Box 15555
Albany, NY 12212-5555
If no payment is attached, then mail to:
State Processing Center
P.O. Box 61000
Albany, NY 12261-0001
Check Your NY Tax Amendment Status
1. Call the New York Department of Taxation and Finance at (518) 457-5181
2. Contact the NY Dep. of Taxation and Finance
New York Refund Deadlines
A. Three years from the due date of the original tax year return, including valid filing extensions.
B. One year from the final determination of the amended federal return or federal change, whichever is later, provided that the allowable refund is not more than the decrease in New York tax attributable to the federal change or correction.
C. Two years from the payment of an assessment, provided the amended return raises issues relating only to the prior assessment and the refund does not exceed the amount of tax paid on the prior assessment.
D. Two years from the filing of an amended New York return resulting in the payment of additional tax, provided that the current amended return raises issues relating solely to the prior amended return and that the refund does not exceed the amount of the tax payment made as a result of the prior amended return.
Additional New York Tax Income Taxes Deadlines
New York Income Tax Penalties
Find out how New York Late Filing and Late Payment Penalties are calculated.
For IRS Tax and Late Filing Penalties we have an easy to use tool: The PENALTYucator.
File an IRS Tax Amendment by Tax Year
Instruction on how to prepare an IRS Tax Amendment on eFile.com, however the IRS does not accept Tax Amendments electronically.

Will I get a bigger tax refund in 2024?

Many taxpayers can expect a bigger tax refund on their 2023 taxes. To help you keep up with soaring inflation, the IRS is making bigger changes than usual that could save you big money on your 2023 taxes, which is the tax return you'll file in 2024.

Take control of your personal life relationships, finances, and taxes: follow the tips on this page and keep up with tax planning for next year. You can use this free 2023 Tax Estimator to get a high-level understanding of your taxes.

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