How to File a New York Tax Amendment

If you need to amend an accepted New York State Income Tax Return for the current or previous Tax Year, you must complete Form IT 201-X. This form is specifically used for tax amendments in New York, whereas Form IT-201 is used for filing the initial New York tax return.

In contrast, to amend an IRS return, you must use a different form, specifically Form 1040X, and not Form 1040, which is used for filing regular IRS returns.

If you receive a notification from the IRS to correct an error on your tax return, or if you discover an error yourself, you may need to amend your IRS Tax Return. When you amend your IRS return, the IRS will inform the New York Tax Agency of the change. It's important to file a New York Tax Amendment within one year of making changes to your IRS Tax Return.

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 can prepare a NY amendment manually. See details below.
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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