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us-ny/form/tax/ty2023/it-201-i — 2023 Instructions for Form IT-201, Full-Year Resident Income Tax Return (HTML edition) · Axiom
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2023 Instructions for Form IT-201, Full-Year Resident Income Tax Return (HTML edition)
Special rules for married filing joint return (filing status ②)
Line 69a - New York City school tax credit (rate reduction amount) (New York City residents only)
Joint returns
All others:
Line 70: New York City earned income credit (New York City residents only)
Is the IRS computing your federal earned income tax credit?
Line 71: Other refundable credits
Forms W-2 and IT-2
Foreign income
Form IT-1099-R
Tip: Review your withholding frequently
Line 75: Total estimated tax payments and amount paid with Form IT-370
Beneficiaries of an estate or trust
Line 77: Amount overpaid
Collection of debts from your overpayment (offsets)
Nonobligated spouse (disclaiming your spouse’s debt)
Line 78: Amount of line 77 available for refund
Line 78a: NYS 529 account deposit
Line 78b: Total refund after NYS 529 account deposit
Direct deposit
Paper checks
Line 79: Estimated tax
Line 80: Amount you owe
Line 81: Penalty for underpaying your tax (estimated tax penalty)
Line 82: Other penalties and interest
Pay with your return
Pay by check or money order
Pay online
Fee for payments returned by banks
Unable to pay?
Failure to pay
Accounts within the U.S.
Accounts outside the U.S.
The following requirements apply to both direct deposit and electronic funds withdrawal:
Line 84: Electronic funds withdrawal
Third-party designee
Paid preparer’s signature
Your signature
Joint returns
Daytime phone number
Step 11: Finish your return
Private delivery services
Privacy notification
Purpose of Form IT-195
Line instructions
Purpose of Form IT-201-ATT
Line instructions
Line A
Line 1
Residential fuel oil storage tank credit carryover
Solar and wind energy credit carryover
Line 9
Line 22
Definitions used to determine resident, nonresident, or part-year resident
Domicile
Permanent place of abode
Resident
Nonresident
Part-year resident
New York City and Yonkers
Special accruals
Full-year New York State residents
Full-year and part-year New York City residents
Estates and trusts
Deceased taxpayers
Joint returns
Partnerships/limited liability partnerships or companies
Net operating loss (NOL)
Innocent spouse relief
Innocent spouse
Separation of liability
Equitable relief
Members of the armed forces
Keep a copy of your tax records
Amending your return
What form to use
Paid preparer information
How to compute your 2023 New York State tax
New York State tax rate schedule
New York State tax
Married filing jointly and qualifying surviving spouse
Single and married filing separately
Head of household
How to compute your 2023 New York City tax
New York City tax rate schedule
April 15, 2024
June 17, 2024
October 15, 2024
April 15, 2024, June 17, 2024, September 16, 2024, January 15, 2025
Statute of limitations
Where to file
Need help?
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