New York Free Printable Form IT-201:2015:Resident Income Tax Return:IT201 for 2016 New York Individual Income Tax Return

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.

We last updated the Individual Income Tax Return in April 2016, so this is the latest version of Form IT-201-I, fully updated for tax year 2015. You can download or print current or past-year PDFs of Form IT-201-I directly from TaxFormFinder. You can print other New York tax forms here.

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Individual Income Tax Return
Form IT-201:2015:Resident Income Tax Return:IT201

PRINT RESET PLEASE, USE THE GREEN PRINT BUTTON TO PRINT THIS FORM. THANK YOU. IT-201 Department of Taxation and Finance Resident Income Tax Return New York State • New York City • Yonkers • MCTMT 1 5 For the full year January 1, 2015, through December 31, 2015, or fiscal year beginning .... For help completing your return, see the instructions, Form WARNING: PLEASE USE nameDIFFERENTspouse’sIT-201-I. below) A (for a joint return, enter PDF VIEWER Your first name MI Your last name on line and ending .... Your date of birth (mmddyyyy) Your social security number You triedfirst name this form in an application that is not compatible with some date the features enabled in this form. to open of of birth (mmddyyyy) Spouse’s social security number Spouse’s MI Spouse’s last name Spouse’s To solve this (see instructions, page 13) (number and street or PO box) Apartment number Mailing address problem, please use Adobe® Reader. Please follow the instructions below: New York State county of residence SELECT COUNTY 1.City, village, orform (PDF file) in your hard drive and from now on, Country on that document. If you School district name than one Save the post office work (if not United States) need to fill more State ZIP code SELECT COUNTRY SELECT SCHOOL DISTRICT form, make copies and assign a different file name to each form. Taxpayer’s permanent home address (see instructions, page 13) (number and street or rural route) Apartment number School district code number ................ 2. If you do not have Adobe® Reader on your computer, you can download it at: http://www.adobe.com/go/getreader/ City, village, or post office State ZIP code 3. Open the form you just saved with: Decedent information NY Taxpayer’s date of death (mmddyyyy) Spouse’s date of death (mmddyyyy) D1 Did you have a financial account A Filing  Single - Adobe® Reader (version 5 or higher), or status joint (mark an  Married filing social return number above) (enter spouse’s security X in - Adobe® Acrobat (Standard or Professional). one box): Married filing separate return located in a foreign country? (see page 14) ........... Yes No D2 Yonkers residents and Yonkers part-year residents only: (1) Did you receive a property tax freeze credit? (see page 14) ..................................................  Yes No  (enter (2) If Yes, enter Adobe® Reader v11 (2012)spouse’s social will allow you to save the form data and complete the form in different sessions. or higher security number above) 00  Thank you. Head of household (with qualifying person)  Qualifying widow(er) with dependent child B Did you itemize your deductions on your 2015 federal income tax return? ............. Yes C Can you be claimed as a dependent on another taxpayer’s federal return? ............ Yes No the amount............... E (1) Did you or your spouse maintain living quarters in NYC during 2015? (see page 14) ... Yes (2) Enter the number of days spent in NYC in 2015 (any part of a day spent in NYC is considered a day).......... F NYC residents and NYC part-year residents only (see page 14): (1) Number of months you lived in NYC in 2015 ................. No No (2) Number of months your spouse lived in NYC in 2015 ........................................................ G Enter your 2‑character special condition code(s) if applicable (see page 14) ....................... H Dependent exemption information (see page 15) First name MI Last name Relationship If more than 7 dependents, mark an X in the box. 201001153094 Social security number Date of birth (mmddyyyy) 2599232 For office use only Page 2 of 4  IT-201 (2015) Your social security number Federal income and adjustments (see page 15) 1 Wages, salaries, tips, etc. ............................................................................................................ Whole dollars only 1 00 2 3 4 5 6 7 8 9 10 11 Taxable interest income ............................................................................................................... 2 Ordinary dividends ....................................................................................................................... 3 Taxable refunds, credits, or offsets of state and local income taxes (also enter on line 25) ............ 4 Alimony received .......................................................................................................................... 5 Business income or loss (submit a copy of federal Schedule C or C-EZ, Form 1040) ........................... 6 Capital gain or loss (if required, submit a copy of federal Schedule D, Form 1040) ............................... 7 Other gains or losses (submit a copy of federal Form 4797) .............................................................. 8 Taxable amount of IRA distributions. If received as a beneficiary, mark an X in the box .... 9 Taxable amount of pensions and annuities. If received as a beneficiary, mark an X in the box. 10 Rental real estate, royalties, partnerships, S corporations, trusts, etc. (submit copy of federal Schedule E, Form 1040) 11 00 00 00 00 00 00 00 00 00 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 (see page 15) Identify: 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 (see page 15) Identify: 18 00 00 19 Federal adjusted gross income (subtract line 18 from line 17) ...................................................... 19 00 New York additions (see page 16) 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 (see page 17) . 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 (see page 18) ......... 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 (see page 16). 22 New York’s 529 college savings program distributions (see page 16)........................................... 23 Other (Form IT-225, line 9) .............................................................................................................. 24 Add lines 19 through 23 ............................................................................................................... New York subtractions (see page 17) Standard deduction or itemized deduction (see page 20) 34 Enter your standard deduction (table on page 20) or your itemized deduction (from Form IT-201-D) 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; see page 20) ...................... 36 000 00 37 Taxable income (subtract line 36 from line 35) ................................................................................ 37 00 00 2599232 201002153094 Name(s) as shown on page 1 Your social security number IT-201 (2015)  Page 3 of 4 Tax computation, credits, and other taxes 38 Taxable income (from line 37 on page 2) ........................................................................................ 38 00 39 40 41 42 43 NYS tax on line 38 amount (see page 21) ...................................................................................... 39 NYS household credit (page 21, table 1, 2, or 3) .................... 40 00 Resident credit (see page 22) ................................................ 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 00 New York City and Yonkers taxes, credits, and surcharges, and MCTMT See instructions on 47 NYC resident tax on line 38 amount (see page 22).............. 47 00 pages 22 through 25 to 48 NYC household credit (page 22, table 4, 5, or 6)................... 48 00 compute New York City and 49 Subtract line 48 from line 47 (if line 48 is more than Yonkers taxes, credits, and   line 47, leave blank) ........................................................... 49 00 surcharges, and MCTMT. 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..... 54a 00 54b MCTMT............................................................................. 54b 00 55 Yonkers resident income tax surcharge (see page 25) ...... 55 00 56 Yonkers nonresident earnings tax (Form Y-203) ................ 56 00 57 . art-year Yonkers resident income tax surcharge (Form IT-360.1) 57 P 00 58 Total New York City and Yonkers taxes / surcharges and MCTMT (add lines 54 and 54b through 57)... 58 00 59 Sales or use tax (see page 26; do not leave line 59 blank) ........................................................... 59 00 Voluntary contributions ( see page 27) 60a Return a Gift to Wildlife ................................................................ 60a 00 60b Missing/Exploited Children Fund .................................................. 60b 00 60c Breast Cancer Research Fund ..................................................... 60c 00 60d Alzheimer’s Fund .......................................................................... 60d 00 60e Olympic Fund ($2 or $4; see page 27) ............................................. 60e 00 60f Prostate and Testicular Cancer Research and Education Fund ... 60f 00 60g 9/11 Memorial ............................................................................... 60g 00 60h Volunteer Firefighting & EMS Recruitment Fund .......................... 60h 00 60i Teen Health Education.................................................................. 60i 00 60j Veterans Remembrance................................................................ 60j 00 60k Homeless Veterans....................................................................... 60k 00 60l Mental Illness Anti-Stigma Fund ................................................... 60l 00 60m Women’s Cancers Education and Prevention Fund ..................... 60m 00 60 Total voluntary contributions (add lines 60a through 60m) ........................................................... 60 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 00 2599232 201003153094 Page 4 of 4  IT-201 (2015) Your social security number 62 Enter amount from line 61 ............................................................................................................ 62 00 Payments and refundable credits (see page 28) 63 Empire State child credit .................................................... 63 63a Family tax relief credit ........................................................ 63a 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 (also complete F on page 1; see page 29) 69 70 NYC earned income credit ............................................ 70 7 0a NYC enhanced real property tax credit ............................... 70a 71 Other refundable credits (Form IT-201-ATT, line 18) ............... 71 00 00 00 00 00 00 00 00 00 00 00 72 Total New York State tax withheld ..................................... 73 Total New York City tax withheld ....................................... 74 Total Yonkers tax withheld ................................................. 75 Total estimated tax payments and amount paid with Form IT-370. 00 00 00 00 72 73 74 75 If applicable, complete Form(s) IT-2 and/or IT-1099-R and submit them with your return (see page 12). 76 Total payments (add lines 63 through 75) ....................................................................................... 76 00 Your refund, amount you owe, and account information (see pages 31 through 33) 77 Amount overpaid (if line 76 is more than line 62, subtract line 62 from line 76) .................................. 77 00 78 Amount of line 77 to be refunded      Mark one refund choice: 00 direct deposit (fill in line 83) - or - debit paper card  - or - check .... 78 79 Amount of line 77 that you want applied to your   2016 estimated tax (see instructions) ................................ 79 00 See page 31 for information about your three refund choices. See page 32 for payment options. 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 81 Estimated tax penalty (include this amount in line 80 or See page 35 for the proper reduce the overpayment on line 77; see page 32) .................. 81   00 assembly of your return. 82 Other penalties and interest (see page 32) .......................... 82 00 83 Account information for direct deposit or electronic funds withdrawal (see page 33). 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 (see pg. 33) If 83a Account type: Personal checking - or - 83b Routing number Personal savings - or - Business checking - or - Print designee’s name Third-party designee? (see instr.) No ▼  Paid Business savings 83c Account number 84 Electronic funds withdrawal (see page 33) .................... Date Yes 00 Amount 00 Designee’s phone number Personal identification number (PIN) (    ) E-mail: 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 E-mail: E-mail: 201004153094 See instructions for where to mail your return. Daytime phone number (    ) 2599232
Extracted from PDF file 2015-new-york-form-it-201-i.pdf, last modified October 2015

More about the New York Form IT-201-I Individual Income Tax Tax Return TY 2015


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Other 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.

Form Code Form Name
Form IT-201-I Individual Income Tax Return
Form IT-203 Nonresident Income Tax Return
Form IT-201-D Resident Itemized Deduction Schedule
Form 201-I Individual Income Tax Instructions
Form IT-112-R New York State Resident Credit

Download all NY tax forms 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-I from the Department of Taxation and Finance in April 2016.

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Form IT-201-I 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!


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