New York Income Taxes and State Tax Forms

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

New York State Income Tax Return forms for Tax Year 2018 (Jan. 1 - Dec. 31, 2018) can be e-Filed in conjunction with an IRS Income Tax Return until October 15, 2019. In January 2020, you can e-File Tax Year 2019.

eFile.com makes it easy for you to e-file your IRS and New York 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 e-file a State Tax Return. This is not an eFile.com policy but an IRS and State Agency policy. Thus, technically you cannot e-File anywhere - not just eFile.com - a New York Tax Return without also e-filing the associated IRS Tax Return. But there is good news, please read on.

Detailed instructions on how you can only prepare and mail in - not eFile - a New York 2018 Tax Return - here via eFile.com. However, you must download/print and sign the forms and mail them to the Tax Agency.

Function
Description
Prepare only a NY State Return
with a State Only Code: FreeFed19
Where Is Your New York Tax Refund Money?
Step 1: Sign into your eFile.com account and check acceptance by the Tax Agency.
Step 2: Check your New York Tax Refund Status.
Where is Your IRS Refund?
Step 1: Sign into your eFile.com account and check acceptance by the IRS.
Step 2: Check your IRS Tax Refund Status.
New York Income Tax Extension
New York Income Tax Amendment
How to correct a rejected Tax Return
If your NY Tax Return was rejected by the NY Tax Agency - not eFile.com - instructions on how to correct a rejected New York Tax Return.

 

Start Federal and New York Tax Returns

2019 New York Income Tax Filing Deadlines by Tax Year

The majority of deadlines listed here are for Tax Year 2018. Some apply to upcoming Tax Years and some are IRS or Federal deadlines.

Deadline
Type
Description
April 15, 2019
Tax Year 2018
Income Tax Return
Prepare and e-File an IRS (Due Date April 15, 2019) and New York State Income Tax Return (Due Date April 15, 2019) until October 15, 2019. - eFileIT*
Expired:
April 15, 2019
2018 Income Tax Extension
October 15, 2019
Tax Year 2018
Income Tax Return after the April 15, 2019 New York Tax Extension
Last day to e-File a 2018 New York State Income Tax Return for Tax Extension Filers and late eFilers. You can only e-File (to file by paper see below) New York Income Tax Return together with an IRS Tax Return. eFileIT*
October 15, 2019 via mail-in Forms.
Forms incl. Mailing Address are listed below.
Tax Year 2018
Income Tax Return after the April 15, 2019 New York Tax Extension
Deadline for taxpayers who got a NY Tax Extension to file their NY Income Tax Return by mail-in Forms - the Forms incl. mailing addresses are listed below - is October 15, 2019. (Optionally, the eFileIT* deadline is Oct. 15, 2019). Instructions on how to only - without the IRS return - prepare and file a New York State Income Tax Return on eFile.com.
Tax Amendment for all Tax Years
IRS Due Dates
IRS Tax Return, Extension, Amendment Deadlines
2019, 2020, etc.
Other State Tax Return, Extension, Amendment Deadlines
Select respective State Tax Return Deadlines.
2019, 2020, etc.
IRS Federal Income Tax Return, Amendment, Extension Deadlines
April 15, 2022
2018 New York Income Tax Return Refund.
IRS Tax Return Refund Claim Deadline
The last day to file - you will not face late filing penalties - and claim your 2018 New York Income Tax Return Refund. This deadline does not apply if you owe 2018 Income Taxes.

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-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-196
Resident, Nonresident, and Part-Year Resident Itemized Deductions
Form IT-201
Resident Income Tax Return
Form IT-201-ATT
Other Tax Credits and Taxes
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-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-370
Payment Voucher for Automatic Six-Month Extension to File New York Return
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
Determines your paycheck NY Tax Withholding amount per employer.
Step 1: Complete and submit to your employer(s).
Step 2: Estimate, Calculate your IRS Tax Withholding now.
Not filed with the State. Submit to Employer only.

* 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. You can however prepare all 44 State Income Tax Returns on eFile.com if you have already e-Filed or filed your IRS return. Instructions on how you can ONLY prepare and file State Income Tax Return(s). Only on eFile.com can you prepare, file or e-file unlimited State Tax Returns for one low price and not pay for each State return like you would do on H&R Block® vs. TurboTax®. Dare to Compare Now.

How to File for an Automatic New York Tax Extension

For Tax Year 2018 you can e-File an IRS Tax Extension by April 15, 2019 for free on eFile.com (instructions on whether you should consider a Tax Extension or not). 

If you are certain that you cannot file your New York return by the deadline, you needed to file Form IT-370 by April 15, 2019 to receive an automatic 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 Form IT-370 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 Form IT-370 on eFile.com. If you are making a payment by credit card, Form IT-370 is not needed. If you are making an automatic extension payment, you also must use Form IT-370 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.

Instructions on how to eFile an IRS tax extension for free on eFile.com by April 15, 2019.

The extended IRS/New York eFile deadline is Oct. 15, 2019 - eFileIT* now. If you plan to file or mail-in a New York tax return on paper - the Forms and Mailing Address are below - your due date is Oct. 15, 2019. 

2018 Tax Year New York Income Tax Forms

New York State Income Tax Forms for Tax Year 2018 (Jan. 1 - Dec. 31, 2018) can be e-Filed in conjunction with a IRS Income Tax Return until October 15, 2019. Details on how to only prepare and print a New York 2018 Tax Return.  The NY Tax Forms and Mailing Address are below - click for the IRS Federal Income Tax Forms for Tax Year 2018.

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, Nonresident, and Part-Year Resident Itemized Deductions
Resident Income Tax Return
Other Tax Credits and Taxes
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
Tax Amendment

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
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
Tax Amendment

New York Tax Facts, Information

New York Tax Information and Contacts

NY Tax Type
Description
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 Tax Facts
The tax code of New York specifically exempts tickets to the circus from sales tax. It also has a so-called "bagel tax", which requires customers to pay more sales tax on any bagel that is sliced for them, or served with any kind of topping.
New York Tax Payment Options
New York State Tax Agency Contacts
For Mailing Addresses and other contact information contact the NY State Dep. of Taxation and Finance.

 

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