Page 26

Page 26 of 41 IT-201-I (2025) Exemption types by code Your signature In the spaces provided at the bottom of page 4, sign and date your original return and enter your occupation. Joint returns If you are married and filing a joint return, enter your spouse’s occupation. Both spouses must sign a joint return; we cannot process unsigned returns. Keep your signatures within the spaces provided. If the return is for someone who died and there is no surviving spouse to sign it, print or type the name and address of the person signing it below the signature. For additional information about deceased taxpayers, see Deceased taxpayers. Daytime phone number This entry will enable the Tax Department to correct minor errors or omissions by calling you rather than writing or sending back your return. Step 11: Finish your return Take a moment to go over your return to avoid errors that may delay your refund. If you are filing a paper return, finish your return as shown below. Do not staple any items to the return. 1. Make a copy of your return, and any other forms or papers you are submitting, for your records. You may be asked by the Tax Department to provide copies of these records after you have filed your income tax return. We may also ask you to refer to a previous return for verification purposes if you contact us for assistance. 2. Enclose the following in an envelope (see illustration): • your check or money order and Form IT-201-V if you owe tax and are not paying by another option • your original, signed return • other forms, including Form IT-196, Form IT-225, Form IT-227, and Form IT-201-ATT • any correspondence and computation sheets • Form IT-2 (and Forms IT-1099-R, 1099-G, and W-2G, if applicable). Do not send federal Form W-2 or 1099-R 3. Include the following on your envelope: • your return address • enough postage (some returns require additional postage) • the appropriate mailing address (see below) 4. Mail your return by April 15, 2026. • If enclosing a payment (check or money order and Form IT-201-V), mail to: STATE PROCESSING CENTER See our website for more information about the tax preparer registration requirements. Code Exemption type Code Exemption type 01 Attorney 02 Employee of attorney 03 CPA 04 Employee of CPA 05 PA (Public Accountant) 06 Employee of PA 07 Enrolled agent 08 Employee of enrolled agent 09 Volunteer tax preparer 10 Employee of business preparing that business’ return New York State Form IT-2 (and Form IT-1099-R, if applicable) Federal Forms 1099-G and W-2G, if applicable Any correspondence and computation sheets Other forms (including Form IT-196, Form IT-225, Form IT-227, Form IT-201-ATT) Form IT-201-V Check or money order Original signed Form IT-201 PO BOX 15555 ALBANY NY 12212-5555 • If not enclosing a payment, mail to: STATE PROCESSING CENTER PO BOX 61000 ALBANY NY 12261-0001 Private delivery services If you choose, you may use a private delivery service, instead of the U.S. Postal Service, to mail in your form and tax payment. However, if, at a later date, you need to establish the date you filed or paid your tax, you cannot use the date recorded by a private delivery service unless you used a delivery service that has been designated by the U.S. Secretary of the Treasury or the Commissioner of Taxation and Finance. (Currently designated delivery services are listed in Publication 55, Designated Private Delivery Services. See Need help? for information on obtaining forms and publications.) If you have used a designated private delivery service and need to establish the date you filed your form, contact that private delivery service for instructions on how to obtain written proof of the date your form was given to the delivery service for delivery. See Publication 55 for where to send the forms covered by these instructions. Privacy notification New York State Law requires all government agencies that maintain a system of records to provide notification of the legal authority for any request for personal information, the principal purposes for which the information is to be collected, and where it will be maintained. To view this information, visit our website, or, if you do not have Internet access, call and request Publication 54, Privacy Notification. See Need help? for the web address and telephone number.