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New York Individual Income Tax Return
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with TurboTaxExtracted from PDF file 2023-new-york-form-it-201.pdf, last modified February 2009Individual Income Tax Return
IT-201 Department of Taxation and Finance Resident Income Tax Return New York State • New York City • Yonkers • MCTMT 23 For the full year January 1, 2023, through December 31, 2023, or fiscal year beginning .... and ending .... For help completing your return, see the instructions, Form IT-201-I. 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 Social Security number Spouse’s date of birth (mmddyyyy) Mailing address (see instructions) (number and street or PO Box) City, village, or post office Apartment number State ZIP code New York State county of residence School district name Country Taxpayer’s permanent home address (see instructions) (number and street or rural route) Apartment number City, village, or post office State ZIP code A Filing status (mark an X in one box): Decedent information NY School district code number ................ Taxpayer’s date of death (mmddyyyy) Spouse’s date of death (mmddyyyy) D1 Did you have a financial account located Single Married filing joint return D2 (1) Did you or your spouse maintain living Married filing separate return (enter spouse’s Social Security number above) (2) Number of months you lived in Yonkers in 2023 ............ Head of household (with qualifying person) (3) Number of months your spouse lived in Yonkers in 2023 Qualifying surviving spouse (enter spouse’s Social Security number above) in a foreign country? ............................................ Yes quarters in Yonkers for any part of 2023?.... Yes If Yes: Did you itemize your deductions on your 2023 federal income tax return? ............. Yes No C Can you be claimed as a dependent on another taxpayer’s federal return? ............ Yes No No If No: (4) Did you or your spouse work in Yonkers while not living in Yonkers for any part of 2023 ........ Yes B No No Did you or your spouse maintain living quarters in E (1) NYC (this includes the Bronx, Brooklyn, Manhattan, Queens, and Staten Island) during 2023? ........... Yes No (2) Enter the number of days spent in NYC in 2023 (any part of a day spent in NYC is considered a day).......... MI F NYC residents and NYC part-year residents only: (1) Number of months you lived in NYC in 2023 ................. (2) Number of months your spouse lived in NYC in 2023 ...... G Enter your 2‑character special condition code(s) if applicable ............................................ H Dependent information First name Last name Relationship If more than 7 dependents, mark an X in the box. 201001230094 For office use only Social Security number Date of birth (mmddyyyy) Page 2 of 4 IT-201 (2023) Your Social Security number Federal income and adjustments Whole dollars only 1 Wages, salaries, tips, etc. ............................................................................................................ 1 .00 2 Taxable interest income ............................................................................................................... 3 Ordinary dividends ...................................................................................................................... 4 Taxable refunds, credits, or offsets of state and local income taxes (also enter on line 25) ........... 5 Alimony received ......................................................................................................................... 6 Business income or loss (submit a copy of federal Schedule C, Form 1040) ...................................... 7 Capital gain or loss (if required, submit a copy of federal Schedule D, Form 1040) .............................. 8 Other gains or losses (submit a copy of federal Form 4797) ............................................................. 9 Taxable amount of IRA distributions. If received as a beneficiary, mark an X in the box ... 10 Taxable amount of pensions and annuities. If received as a beneficiary, mark an X in the box 11 Rental real estate, royalties, partnerships, S corporations, trusts, etc. (submit copy of federal Schedule E, Form 1040) 2 3 4 5 6 7 8 9 10 11 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 13 14 15 16 .00 .00 .00 .00 17 Add lines 1 through 11 and 13 through 16 .............................................................................. 17 18 Total federal adjustments to income Identify: 18 .00 .00 19 Federal adjusted gross income (subtract line 18 from line 17) ....................................................... 19 .00 12 13 14 15 16 Rental real estate included in line 11 ............................... 12 .00 Farm income or loss (submit a copy of federal Schedule F, Form 1040) ........................................... Unemployment compensation ................................................................................................... Taxable amount of Social Security benefits (also enter on line 27) ............................................... Other income Identify: New York additions 20 21 22 23 24 .00 .00 .00 .00 .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 20 Interest income on state and local bonds and obligations (but not those of NYS or its local governments) 21 Public employee 414(h) retirement contributions from your wage and tax statements ................... 22 New York’s 529 college savings program distributions .............................................................. 23 Other (Form IT-225, line 9) ............................................................................................................. 24 Add lines 19 through 23 .............................................................................................................. New York subtractions Standard deduction or itemized deduction 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, leave blank) ......................................... 35 36 Dependent exemptions (enter the number of dependents listed in item H) ......................................... 36 000.00 37 Taxable income (subtract line 36 from line 35) ............................................................................... 37 .00 201002230094 .00 Name(s) as shown on page 1 Your Social Security number IT-201 (2023) Page 3 of 4 Tax computation, credits, and other taxes 38 Taxable income (from line 37 on page 2) ........................................................................................ 38 .00 NYS tax on line 38 amount .......................................................................................................... 39 NYS household credit ......................................................... 40 .00 Resident credit ................................................................... 41 .00 Other NYS nonrefundable credits (Form IT-201-ATT, line 7) .... 42 .00 Add lines 40, 41, and 42 .............................................................................................................. 43 .00 44 Subtract line 43 from line 39 (if line 43 is more than line 39, leave blank) ........................................... 44 45 Net other NYS taxes (Form IT-201-ATT, line 30) .............................................................................. 45 .00 .00 46 Total New York State taxes (add lines 44 and 45) ......................................................................... 46 .00 39 40 41 42 43 .00 New York City and Yonkers taxes, credits, and surcharges, and MCTMT .00 NYC taxable income.......................................................... 47 See instructions to NYC resident tax on line 47 amount ................................. 47a .00 compute New York City and NYC household credit ....................................................... 48 .00 Yonkers taxes, credits, and Subtract line 48 from line 47a (if line 48 is more than surcharges. line 47a, leave blank) ......................................................... 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, leave blank) .......................................................... 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 See instructions to compute 54e Total MCTMT (add lines 54c and 54d) ................................. 54e .00 the MCTMT for each zone. 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 58 Total New York City and Yonkers taxes / surcharges and MCTMT (add lines 54 and 54e through 57)... 58 .00 47 47a 48 49 59 Sales or use tax (do not leave blank) .......................................................................................... 59 .00 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 201003230094 Page 4 of 4 IT-201 (2023) Your Social Security number .00 62 Enter amount from line 61 ............................................................................................................ 62 Payments and refundable credits .00 .00 .00 .00 .00 .00 .00 .00 .00 63 Empire State child credit ................................................... 63 64 NYS/NYC child and dependent care credit ....................... 64 65 NYS earned income credit (EIC) ................................ 65 66 NYS noncustodial parent EIC ........................................... 66 67 Real property tax credit ..................................................... 67 68 College tuition credit ......................................................... 68 69 NYC school tax credit (fixed amount) (also complete F on page 1) 69 69a NYC school tax credit (rate reduction amount).................. 69a 70 NYC earned income credit ......................................... 70 70a This line intentionally left blank ......................................... 70a 71 Other refundable credits (Form IT-201-ATT, line 18) ............. 71 72 Total New York State tax withheld .................................... 72 73 Total New York City tax withheld ...................................... 73 74 Total Yonkers tax withheld ................................................ 74 75 Total estimated tax payments and amount paid with Form IT-370 75 .00 .00 .00 .00 .00 If applicable, complete Form(s) IT-2 and/or IT-1099-R and submit them with your return. Do not send federal Form W-2 with your return. .00 76 Total payments (add lines 63 through 75) ...................................................................................... 76 Your refund, amount you owe, and account information 77 Amount overpaid (if line 76 is more than line 62, subtract line 62 from line 76) ................................. 77 78 Amount of line 77 available for refund (subtract line 79 from line 77) ........................................... 78 TIP: Use this amount to check your refund status online. .00 .00 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 paper Refund? Direct deposit is the - or Mark one refund choice: savings account (fill in line 83) check easiest, fastest way to get your 79 Amount of line 77 that you want applied to your 2024 refund. estimated tax (see instructions) ........................................ 79 .00 See instructions for payment 80 Amount you owe (if line 76 is less than line 62, subtract line 76 from line 62). To pay by electronic options. 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 82 Other penalties and interest .............................................. 82 .00 See instructions for the proper .00 assembly of your return. 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............. 83a Account type: Personal checking - or - 83b Routing number Personal savings - or - Business checking - or - 83c Account number 84 Electronic funds withdrawal ..................................... Date Print designee’s name Third-party designee? (see instr.) Yes No ▼ Paid Business savings .00 Amount Designee’s phone number Personal identification number (PIN) ( ) Email: preparer must complete ▼ Preparer’s NYTPRIN (see instructions) Preparer’s signature NYTPRIN excl. code Preparer’s printed name ▼ Taxpayer(s) must sign here Your signature Firm’s name (or yours, if self-employed) Preparer’s PTIN or SSN Your occupation Address Employer identification number Spouse’s signature and occupation (if joint return) Date Date Email: Email: 201004230094 See instructions for where to mail your return. Daytime phone number ( ) ▼
Form IT-201 Resident Income Tax Return Tax Year 2023
More about the New York Form IT-201 Individual Income Tax Tax Return TY 2023
Form IT-201 is the standard New York income tax return for state residents. Nonresidents and part-time residents must use must use Form IT-203 instead.
Form IT-201 requires you to list multiple forms of income, such as wages, interest, or alimony .
We last updated the Individual Income Tax Return in February 2024, so this is the latest version of Form IT-201, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form IT-201 directly from TaxFormFinder. You can print other New York tax forms here.
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File Now with TurboTaxRelated New York Individual Income Tax Forms:
TaxFormFinder has an additional 271 New York income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the New York Form IT-201.
| Form Code | Form Name |
|---|---|
| IT-201-V | Payment Voucher for Income Tax Returns |
| Form IT-201-D | Resident Itemized Deduction Schedule (DISCONTINUED) |
| Form IT-201-I | Individual Income Tax Return Instructions |
| Form IT-201-ATT | Other Tax Credits and Taxes, Description of Form IT-201-ATT |
| Form IT-201-X | Amended Resident Income Tax Return |
View all 272 New York Income Tax Forms
Form Sources:
New York usually releases forms for the current tax year between January and April. We last updated New York Form IT-201 from the Department of Taxation and Finance in February 2024.
Form IT-201 is a New York Individual Income Tax form. Like the Federal Form 1040, states each provide a core tax return form on which most high-level income and tax calculations are performed. While some taxpayers with simple returns can complete their entire tax return on this single form, in most cases various other additional schedules and forms must be completed, depending on the taxpayer's individual situation, to create a complete income tax return package.
About the Individual Income Tax
The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.
Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!
Historical Past-Year Versions of New York Form IT-201
We have a total of seven past-year versions of Form IT-201 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2023 Form IT-201
Form IT-201 Resident Income Tax Return Tax Year 2023
2022 Form IT-201
Form IT-201 Resident Income Tax Return Tax Year 2022
2021 Form IT-201
Form IT-201 Resident Income Tax Return Tax Year 2021
2019 Form IT-201
Form IT-201:2019:Resident Income Tax Return:it201
2018 Form IT-201
Form IT-201:2018:Resident Income Tax Return:it201
2017 Form IT-201
Form IT-201:2017:Resident Income Tax Return:IT201
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