201001250094 Department of Taxation and Finance Resident Income Tax Return New York State • New York City • Yonkers • MCTMT IT-201  Single  Married filing joint return

(enter spouse’s Social Security number above)  Married filing separate return

(enter spouse’s Social Security number above)  Head of household (with qualifying person)  Qualifying surviving spouse

For the full year January 1, 2025, through December 31, 2025, or fiscal year beginning .... 25

and ending .... A Filing

status

(mark an

X in one

box): B Did you itemize your deductions on

your 2025 federal income tax return? ............ Yes No C Can you be claimed as a dependent

on another taxpayer’s federal return? ............ Yes No Taxpayer’s permanent home address (see instructions) (number and street or rural route) Apartment number City, village, or post office State ZIP code

NY Taxpayer’s date of death (mmddyyyy) Spouse’s date of death (mmddyyyy) Decedent information For help completing your return, see Form IT-201-I, Instructions for Form IT-201. Your first name MI Your last name (for a joint return, enter spouse’s name on line below) Your date of birth (mmddyyyy) Your Social Security number Spouse’s first name MI Spouse’s last name Spouse’s date of birth (mmddyyyy) Spouse’s Social Security number Mailing address (see instructions) (number and street or PO Box) Apartment number New York State county of residence City, village, or post office State ZIP code Country School district name School district code number ................ First name MI Last name Relationship Social Security number Date of birth (mmddyyyy) H Dependent information If more than 7 dependents, mark an X in the box. For office use only D1 Did you have a financial account located

in a foreign country? ............................................ Yes No D2 (1) Did you or your spouse maintain living

quarters in Yonkers for any part of 2025?.... Yes No

If Yes:

(2) Number of months you lived in Yonkers in 2025 ...........

(3) Number of months your spouse lived in Yonkers in 2025

If No:

(4) Did you or your spouse work in Yonkers while

not living in Yonkers for any part of 2025? ..... Yes No E (1) Did you or your spouse maintain living quarters in

NYC (this includes the Bronx, Brooklyn, Manhattan,

Queens, and Staten Island) during 2025? .......... Yes No

(2) Enter the number of days spent in NYC in 2025

(any part of a day spent in NYC is considered a day)......... F NYC residents and NYC part-year residents only:

(1) Number of months you lived in NYC in 2025 .................

(2) Number of months your spouse lived in NYC in 2025 ..... G Enter your 2‑character special condition

codes if applicable ..............................................

201002250094 New York additions Federal income and adjustments New York subtractions Standard deduction or itemized deduction 20 Interest income on state and local bonds and obligations (but not those of NYS or its local governments) 20 .00 21 Public employee 414(h) retirement contributions from your wage and tax statements .................. 21 .00 22 New York’s 529 college savings program distributions .............................................................. 22 .00 23 Other (Form IT-225, line 9) ............................................................................................................. 23 .00 24 Add lines 19 through 23 .............................................................................................................. 24 .00 Page 2 of 4 IT-201 (2025)

1 Wages, salaries, tips, etc. ........................................................................................................... 1 .00

2 Taxable interest income .............................................................................................................. 2 .00

3 Ordinary dividends ...................................................................................................................... 3 .00

4 Taxable refunds, credits, or offsets of state and local income taxes (also enter on line 25) ........... 4 .00

5 Alimony received ......................................................................................................................... 5 .00

6 Business income or loss (submit a copy of federal Schedule C, Form 1040) ...................................... 6 .00

7 Capital gain or loss (if required, submit a copy of federal Schedule D, Form 1040) .............................. 7 .00

8 Other gains or losses (submit a copy of federal Form 4797) ............................................................. 8 .00

9 Taxable amount of IRA distributions. If received as a beneficiary, mark an X in the box ... 9 .00 10 Taxable amount of pensions and annuities. If received as a beneficiary, mark an X in the box 10 .00 11 Rental real estate, royalties, partnerships, S corporations, trusts, etc. (submit copy of federal Schedule E, Form 1040) 11 .00 Whole dollars only Your Social Security number 34 Enter your standard deduction or your itemized deduction (from Form IT-196)

Mark an X in the appropriate box: Standard - or - Itemized 34 .00 35 Subtract line 34 from line 33 (if line 34 is more than line 33, enter 0) ............................................... 35 .00 36 Dependent exemption amount (multiply the number of dependents listed in item H by 1,000) ............ 36 .00 37 Taxable income (subtract line 36 from line 35) ............................................................................... 37 .00 12 Rental real estate included in line 11 ............................... 12 .00 13 Farm income or loss (submit a copy of federal Schedule F, Form 1040) ........................................... 13 .00 14 Unemployment compensation ................................................................................................... 14 .00 15 Taxable amount of Social Security benefits (also enter on line 27) ............................................... 15 .00 16 Other income Identify: 16 .00 17 Add lines 1 through 11 and 13 through 16 .............................................................................. 17 .00 18 Total federal adjustments to income Identify: 18 .00 19 Federal adjusted gross income (subtract line 18 from line 17) ....................................................... 19 .00 25 Taxable refunds, credits, or offsets of state and local income taxes (from line 4) 25 .00 26 Pensions of NYS and local governments and the federal government 26 .00 27 Taxable amount of Social Security benefits (from line 15) ... 27 .00 28 Interest income on U.S. government bonds ..................... 28 .00 29 Pension and annuity income exclusion ............................. 29 .00 30 New York’s 529 college savings program deduction/earnings. 30 .00 31 Other (Form IT-225, line 18).................................................. 31 .00 32 Add lines 25 through 31 .............................................................................................................. 32 .00 33 New York adjusted gross income (subtract line 32 from line 24) ................................................. 33 .00

201003250094 New York City and Yonkers taxes, credits, and surcharges, and MCTMT Tax calculation, credits, and other taxes 38 Taxable income (from line 37 on page 2) ....................................................................................... 38 .00 39 NYS tax on line 38 amount .......................................................................................................... 39 .00 40 NYS household credit ........................................................ 40 .00 41 Resident credit ................................................................... 41 .00 42 Other NYS nonrefundable credits (Form IT-201-ATT, line 7) ... 42 .00 43 Add lines 40, 41, and 42 .............................................................................................................. 43 .00 44 Subtract line 43 from line 39 (if line 43 is more than line 39, enter 0) ................................................. 44 .00 45 Net other NYS taxes (Form IT-201-ATT, line 30) .............................................................................. 45 .00 46 Total New York State taxes (add lines 44 and 45) ........................................................................ 46 .00 See instructions to calculate New York City and Yonkers taxes, credits, and surcharges. 47 NYC taxable income.......................................................... 47 .00 47a NYC resident tax on line 47 amount ................................. 47a .00 48 NYC household credit ....................................................... 48 .00 49 Subtract line 48 from line 47a (if line 48 is more than

line 47a, enter 0) ............................................................... 49 .00 50 Part-year NYC resident tax (Form IT-360.1) ....................... 50 .00 51 Other NYC taxes (Form IT-201-ATT, line 34) ........................ 51 .00 52 Add lines 49, 50, and 51 ................................................... 52 .00 53 NYC nonrefundable credits (Form IT-201-ATT, line 10) ........ 53 .00 54 Subtract line 53 from line 52 (if line 53 is more than

line 52, enter 0) ................................................................ 54 .00 54a MCTMT net earnings

base for Zone 1.. 54a .00 54b MCTMT net earnings

base for Zone 2... 54b .00 54c MCTMT for Zone 1 .......................................................... 54c .00 54d MCTMT for Zone 2 .......................................................... 54d .00 54e Total MCTMT (add lines 54c and 54d) ................................. 54e .00 55 Yonkers resident income tax surcharge ........................... 55 .00 56 Yonkers nonresident earnings tax (Form Y-203) ................ 56 .00 57 .Part-year Yonkers resident income tax surcharge (Form IT-360.1) 57 .00 IT-201 (2025) Page 3 of 4 58 Total New York City and Yonkers taxes / surcharges and MCTMT (add lines 54 and 54e through 57)... 58 .00 59 Sales or use tax (do not leave blank) ......................................................................................... 59 .00 Names as shown on page 1 Your Social Security number 60 Voluntary contributions (Form IT-227, Part 2, line 1) ................................................................... 60 .00 61 Total New York State, New York City, Yonkers, and sales or use taxes, MCTMT, and

voluntary contributions (add lines 46, 58, 59, and 60) .............................................................. 61 .00 See instructions to calculate the MCTMT for each zone.

201004250094 Your refund, amount you owe, and account information Your signature Your occupation Spouse’s signature and occupation (if joint return) Date Daytime phone number Email: Page 4 of 4 IT-201 (2025) Payments and refundable credits See instructions for the proper assembly of your return. See instructions for where to mail your return. Refund? Direct deposit is the easiest, fastest way to get your refund. If applicable, complete Forms IT-2 and IT-1099-R and submit them with your return. Do not send federal Form W-2 with your return. 77 Amount overpaid (if line 76 is more than line 62, subtract line 62 from line 76) ................................ 77 .00 78 Amount of line 77 available for refund (subtract line 79 from line 77) ........................................... 78 .00

TIP: Use this amount to check your refund status online. 78a Amount of line 78 that you want to deposit into a NYS 529 account (Form IT-195, line 4) (also submit Form IT-195) 78a .00 78b Total refund after NYS 529 account deposit (subtract line 78a from line 78) ................................... 78b .00

direct deposit to checking or - or - paper

Mark one refund choice: savings account (fill in line 83)

check 79 Amount of line 77 that you want applied to your 2026

estimated tax (see instructions) ....................................... 79 .00 80 Amount you owe (if line 76 is less than line 62, subtract line 76 from line 62). To pay by electronic

funds withdrawal, mark an X in the box and fill in lines 83 and 84. If you pay by check

or money order you must complete Form IT-201-V and mail it with your return. ................... 80

.00 81 Estimated tax penalty (include this amount in line 80 or

reduce the overpayment on line 77) .................................... 81 .00 82 Other penalties and interest .............................................. 82 .00 83 Account information for direct deposit or electronic funds withdrawal.

If the funds for your payment (or refund) would come from (or go to) an account outside the U.S., mark an X in this box............ 62 Enter amount from line 61 ............................................................................................................ 62 .00

83a Account type: Personal checking - or - Personal savings - or - Business checking - or - Business savings

83b Routing number 83c Account number 84 Electronic funds withdrawal ..................................... Date Amount .00 63 Empire State child credit ................................................... 63 .00 64 NYS/NYC child and dependent care credit ....................... 64 .00 65 NYS earned income credit (EIC) ............................... 65 .00 66 NYS noncustodial parent EIC ........................................... 66 .00 67 Real property tax credit ..................................................... 67 .00 68 College tuition credit ......................................................... 68 .00 69 NYC school tax credit (fixed amount) (also complete F on page 1) 69 .00 69a NYC school tax credit (rate reduction amount).................. 69a .00 70 NYC earned income credit ......................................... 70 .00 70a NYC income tax elimination credit .................................... 70a .00 71 Other refundable credits (Form IT-201-ATT, line 18) ............. 71 .00 72 Total New York State tax withheld ................................... 72 .00 73 Total New York City tax withheld ..................................... 73 .00 74 Total Yonkers tax withheld ............................................... 74 .00 75 Total estimated tax payments and amount paid with Form IT-370 75 .00 76 Total payments (add lines 63 through 75) ..................................................................................... 76 .00 Your Social Security number Print designee’s name Designee’s phone number Personal identification

( ) number (PIN) Email: Third-party designee? (see instr.) Yes No ▼ Taxpayers must sign here ▼ ( ) ▼ Paid preparer must complete ▼

(see instructions) Preparer’s NYTPRIN NYTPRIN

excl. code Preparer’s signature Preparer’s printed name Firm’s name (or yours, if self-employed)

Preparer’s PTIN or SSN Address

Employer identification number

Date Email: See instructions for payment options.