Additional notes to all filers

Do you have to submit other forms ? See Full-year resident forms (Search: full ).

Do you want to claim tax credits? See Income tax credits to learn about refundable and nonrefundable credits you may qualify for (Search: credits ).

Does your child have investment income over $2,500? It would be to your advantage to file a New York State return for your child to report your child’s investment income, since there will be no New York tax on the first $3,100 of that income. When you file your federal return, report your child’s investment income on federal Form 8615 (instead of federal Form 8814). If you file Form 8814, the amount of your child’s investment income over $2,500 that was included in your federal gross income will be reported on your New York State return and taxed at your rate.

Did you file federal Form 1040-SR, U.S. Tax Return for Seniors ? As you review your New York State income tax forms and instructions, read any reference to federal Form 1040 and its schedules as a reference to federal Form 1040-SR.

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Additional notes to all filers

Official source

Do you have to submit other forms ? See Full-year resident forms (Search: full ).

Do you want to claim tax credits? See Income tax credits to learn about refundable and nonrefundable credits you may qualify for (Search: credits ).

Does your child have investment income over $2,500? It would be to your advantage to file a New York State return for your child to report your child’s investment income, since there will be no New York tax on the first $3,100 of that income. When you file your federal return, report your child’s investment income on federal Form 8615 (instead of federal Form 8814). If you file Form 8814, the amount of your child’s investment income over $2,500 that was included in your federal gross income will be reported on your New York State return and taxed at your rate.

Did you file federal Form 1040-SR, U.S. Tax Return for Seniors ? As you review your New York State income tax forms and instructions, read any reference to federal Form 1040 and its schedules as a reference to federal Form 1040-SR.