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New York Income Taxes and State Tax Forms

efile New York tax return
New York
"The Empire State"

Start Federal and New York Tax Returns

Your New York Income Tax Return

Efile.com makes it easy for you to e-file your state tax return (e.g resident, nonresident, or part-year resident returns). However, the IRS and the respective state tax agencies require you to e-file a federal income tax return at the same time you efile a state tax return. This is not an efile.com policy but an IRS and state agency policy. Many taxpayers have asked how they can only prepare and file a state income tax return. The efile.com tax application lets you prepare a state tax return only, however you cannot efile the state return upon completion. Instead, you will have to download the completed state tax return as a PDF file, print it, sign it, and mail it to the respective state - the address is on the PDF file. Find more detailed instructions on how to prepare and file a state only return on efile.com.

2018 New York Income Tax Filing Deadlines

Deadline
Type of Filing
Description
April 15, 2019
Tax Return - efileIT*
New York State Income Tax Return Due Date.
April 15, 2019
Tax Extension
New York Automatic Extension. Details below.
October 15, 2019
Tax Return - efileIT*
Last day to efile a 2018 New York State Income Tax Return for tax extension filers and late efilers.
Now
Requires an accepted 2018 or previous year New York State Tax Return.
State Tax Returns
Select respective State Tax Return Deadlines.
Federal Tax Returns
IRS Tax Return Deadlines.

E-File These 2018 New York State Tax Forms

Prepare and efile these state forms for 2018 in conjunction with your federal and state income tax return. As you proceed through the tax interview on efile.com, the application will select the correct state forms for you. You can also select tax forms individually. All these forms will then be e-filed by you to the state tax agency. Instructions on how to only prepare a state income tax return.

Form/Schedule
Description
efileIT Now*
Form IT-2
Summary of W-2 Statements
Form IT-112-C
Taxes Paid to Canada Credit
Form IT-112-R
Resident Credit for Taxes Paid to Another Jurisdiction
Form IT-135
Sales and Use Tax Report
Form IT-182
Passive Activity Loss Limitations
Form IT-201
Resident Income Tax Return
Form IT-201-ATT
Other Tax Credits and Taxes
Form IT-201-D
Resident Itemized Deduction Schedule
Form IT-201-V
Payment Voucher for e-Filed Income Tax Returns
Form IT-203
Nonresident and Part Year 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 Earned Income Credit
Form IT-213
Empire State Child Credit
Form IT-213-ATT
Child Information for Empire State Child Credit
Form IT-214
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-225
New York State Modifications
Form IT-237
Historic Homeownership Rehabilitation Credit
Form IT-241
Claim for Clean Heating Fuel Credit
Form IT-245
Volunteer Firefighter/Ambulance Worker's Credit
Form IT-249
Claim for Long-Term Care Insurance Credit
Form IT-253
Claim for Alternative Fuels Credit
Form IT-272
Claim for College Tuition Credit or Itemized Deduction
Form IT-360.1
NYC/Yonkers Change of City Resident Status
Form IT-1099-R
Summary of Federal Form 1099-R Statements
Form IT-2102.6
Certificate of Income Tax Withheld
Form IT-2105.9
Underpayment of Estimated Tax Penalty-IT-2105
Form NYC-208
Claim for New York City Enhanced Real Property Tax Credit
Form NYC-1127
Nonresident Employees Return
Form Y-203
City of Yonkers Nonresident Earnings Tax Return
Employee's Withholding Allowance Certificate
Cannot be efiled


* Due to IRS and state tax agency tax data sharing and validation requirements, you can only e-file a state income tax return while also e-filing a federal income tax return. This is not an efile.com created policy, but all online tax web sites have to adhere to this IRS/state issued tax data sharing policy. Find out how to only prepare and file a state tax return. Only on efile.com can you prepare and efile unlimited state tax returns for one low price. Most other sites charge a per state price.

New York efile Error Codes

If your New York state return was rejected by the state and not efile.com, you will receive an error reject code. If you prepared and efiled your return on efile.com, we will provide you with an explanation of how to correct the error on your return. You may then resubmit your state return at no additional charge until it is accepted by the state. View a list of all New York State efile Income Tax Return Error Reject Codes.

How to File a New York Tax Extension

If you are certain that you cannot file your New York return by the deadline, you do not need to file for an extension. You will automatically receive a 6-month extension of time to file your return (not to pay). The extended tax return due date is October 15, 2019. Please be aware that New York will not accept the federal extension form as an extension for your New York tax return. However, if you expect to owe income taxes, you should submit your payment with payment voucher Form IT-370-V by April 15, 2019, or you will accrue late payment penalties and interest. If you efiled your return and are making a payment by check or money order, you must complete a Form IT-370-V on efile.com. If you are making a payment by credit card, a Form IT-370-V is not needed. If you are making an automatic extension payment, you also must use Form IT-370-V unless it is made electronically. Use efile.com and prepare a New York tax return to find out what your New York state income tax payment will be. If you are going to efile your New York state tax return, the state requires that you efile your state extension.

Important: Do you need to prepare and e-file an IRS or federal tax extension as well?

NY Tax Amendment

Amended New York tax returns cannot be efiled; they can only be filed by mail. Learn how to prepare and file a New York state tax amendment.

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

Tax Year 2017 New York State Tax Forms

New York tax returns for 2017 and other past Tax Years cannot be efiled. Download the tax forms, fill them out, print them, and mail them to the New York State Department of Taxation and Finance.

Form/Schedule
Description
Summary of W-2 Statements
Taxes Paid to Canada Credit
New York State Resident Credit
STAR Credit Advance Payment Reconciliation
Sales and Use Tax Report
Passive Activity Loss Limitations
Resident Income Tax Return
Other Tax Credits and Taxes
Resident Itemized Deduction Schedule
Payment Voucher for e-Filed Income Tax Returns
Nonresident and Part Year Income Tax Return
Nonresident and Part-Year Resident Income Allocation and College Tuition Itemized Deduction Worksheet
Claim for Noncustodial Parent Earned Income Credit
Empire State Child Credit
Child Information for Empire State Child Credit
Real Property Tax Credit for Homeowners and Renters
Claim for Earned Income Credit
Claim for Child and Dependent Care Credit
New York State Modifications
Historic Homeownership Rehabilitation Credit
Claim for Clean Heating Fuel Credit
Volunteer Firefighter/Ambulance Worker's Credit
Claim for Long-Term Care Insurance Credit
Claim for Alternative Fuels Credit
Claim for College Tuition Credit or Itemized Deduction
NYC/Yonkers Change of City Resident Status
Summary of Federal Form 1099-R Statements
Certificate of Income Tax Withheld
Underpayment of Estimated Tax Penalty-IT-2105
Claim for New York City Enhanced Real Property Tax Credit
Nonresident Employees Return
City of Yonkers Nonresident Earnings Tax Return

2016 Tax Year New York Tax Forms

New York state tax forms for previous Tax Years cannot be prepared and e-filed during the current tax season. You will need to print, fill out, and mail the forms to the New York State Department of Taxation and Finance.

Form/Schedule
Description
Summary of W-2 Statements
Taxes Paid to Canada Credit
New York State Resident Credit
Claim for Family Tax Relief Credit
Sales and Use Tax Report
Passive Activity Loss Limitations
Resident Income Tax Return
Other Tax Credits and Taxes
Resident Itemized Deduction Schedule
Payment Voucher for e-Filed Income Tax Returns
Claim for Noncustodial Parent Earned Income Credit
Empire State Child Credit
Child Information for Empire State Child Credit
Real Property Tax Credit for Homeowners and Renters
Claim for Earned Income Credit
Claim for Child and Dependent Care Credit
New York State Modifications
Historic Homeownership Rehabilitation Credit
Claim for Clean Heating Fuel Credit
Volunteer Firefighter/Ambulance Worker's Credit
Claim for Long-Term Care Insurance Credit
Claim for Alternative Fuels Credit
Claim for College Tuition Credit or Itemized Deduction
NYC/Yonkers Change of City Resident Status
Summary of Federal Form 1099-R Statements
Certificate of Income Tax Withheld
Underpayment of Estimated Tax Penalty-IT-2105
Claim for New York City Enhanced Real Property Tax Credit
City of Yonkers Nonresident Earnings Tax Return

New York Tax Facts

NY Income Tax

Individual income is taxed using eight graduated tax rates.

For single filers:

  • 4% for the first $8,400 of taxable income
  • 4.5% for income between $8,400 and $11,600
  • 5.25% for income between $11,600 and $13,750
  • 5.9% for income between $13,750 and $21,150
  • 6.45% for income between $21,150 and $79,600
  • 6.65% for income between $79,600 and $212,500
  • 6.85% for income between $212,500 and $1,062,650
  • 8.82% for income over $1,062,651

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.

New York State Tax Agency Contacts

You can contact the New York State Department of Taxation and Finance at 518-457-5181.

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

See other U.S. States, Territories, and Protectorates