New York Free Printable Form IT-201:2016:Resident Income Tax Return:it201:IT201 for 2017 New York Individual Income Tax Return

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Individual Income Tax Return
Form IT-201:2016:Resident Income Tax Return:it201:IT201

PRINT LINKS RESET IT-201 Department of Taxation and Finance Resident Income Tax Return New York State • New York City • Yonkers • MCTMT 1 6 For the full year January 1, 2016, through December 31, 2016, or fiscal year beginning .... For help completing your return, instructions, Form WARNING: PLEASE USEseeAthe DIFFERENT PDFIT-201-I. VIEWER Your first name MI Your last name (for a joint return, enter spouse’s name on line below) and ending .... Your date of birth (mmddyyyy) Your social security number You tried to open this form in an application that is not compatible with some of the features enabled in this form. Spouse’s first name MI Spouse’s last name Spouse’s date of birth (mmddyyyy) Spouse’s social security number ToMailing solve this (see problem, please use Adobe® Reader. Please follow the instructions below: instructions, page 13) (number and street or PO box) Apartment number address New York State county of residence SELECT COUNTY 1.City, Save theorform (PDF file) in your hard drive and work on If you School needdistrict to fillname more than one (if notthat Uniteddocument. States) village, post office State ZIPfrom code now on, Country SELECT SCHOOL DISTRICT form, make copies and assign a different file name to each form.SELECT COUNTRY 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 filing joint return (mark an  Married (enter(Standard spouse’s socialor security number above) Adobe® Acrobat Professional). X in -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 or property tax relief credit? (see page 14) ..................................................  Yes No  (enter spouse’s social security number above) Adobe® Reader v11 (2012) or higher will allow you to save the form data and complete the form in different sessions. Thank you.  Head of household (with qualifying person) (2) If Yes, enter the total amount ............  Qualifying widow(er) with dependent child E B Did you itemize your deductions on your 2016 federal income tax return? ............. Yes No C Can you be claimed as a dependent on another taxpayer’s federal return? ............ Yes No .00 (1) Did you or your spouse maintain living quarters in NYC during 2016? (see page 14) ... Yes No (2) Enter the number of days spent in NYC in 2016 (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 2016 ................. (2) Number of months your spouse lived in NYC in 2016 ........................................................ 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. 201001163094 Social security number Date of birth (mmddyyyy) 2510867 For office use only Page 2 of 4  IT-201 (2016) Your social security number Federal income and adjustments (see page 15) 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 1 Wages, salaries, tips, etc. ............................................................................................................ 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 2510867 201002163094 Name(s) as shown on page 1 Your social security number IT-201 (2016)  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 (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 39 40 41 42 43 .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 .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 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 60n Autism Fund ................................................................................. 60n .00 60 Total voluntary contributions (add lines 60a through 60n) ............................................................ 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 2510867 201003163094 Page 4 of 4  IT-201 (2016) Your social security number .00 62 Enter amount from line 61 ............................................................................................................ 62 Payments and refundable credits (see page 28) .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 If applicable, complete Form(s) IT-2 .00 and/or IT-1099-R and submit them with your return (see page 12). .00 not send federal Form W-2 .00 Do with your return. .00 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 70a NYC enhanced real property tax credit ............................... 70a 71 Other refundable credits (Form IT-201-ATT, line 18) ............... 71 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. 72 73 74 75 .00 76 Total payments (add lines 63 through 75) ....................................................................................... 76 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 - paper check .............................. 78 Refund? Direct deposit is the 79 Amount of line 77 that you want applied to your   2017 estimated tax (see instructions) ................................ 79 .00 easiest, fastest way to get your refund. 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 .00 81 Estimated tax penalty (include this amount in line 80 or page 35 for the proper   reduce the overpayment on line 77; see page 31) .................. 81 .00 See 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 32). 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 (see pg. 32) 83a Account type: Personal checking - or - 83b Routing number Personal savings - or - Business checking - or - 83c Account number 84 Electronic funds withdrawal (see page 33) .................... 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) (    ) 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: 201004163094 ▼ See instructions for where to mail your return. Daytime phone number (    ) 2510867 FORM IT-201 2016 FILING INSTRUCTIONS After you print your return, make sure to: to  complete, print, and attach Form IT-2 IT if you received a W-22 Form;  complete, print, and attach Form IT-1099-R I if you received 1099--R statements that show New York State, New York City, City, or Yonkers withholding tax;  complete, print, and attach Form IT-201-D IT if you itemize your deductions;  complete, print, and attach tach all necessary credit forms;  sign the return; and  mail your return n to the appropriate PO Box below. If you are enclosing a check or money order, you must include Form IT-201-V with your return and mail it to: STATE PROCESSING CENTER PO BOX 15555 ALBANY NY 12212-5555 If not enclosing a check or money order, order mail your return to: STATE PROCESSING CENTER PO BOX 61000 ALBANY NY 12261-0001
Extracted from PDF file 2016-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 2016

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 January 2017, so this is the latest version of Form IT-201-I, fully updated for tax year 2016. 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.

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-225 New York State Modifications

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 January 2017.

Show Sources >

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!

Historical Past-Year Versions of New York Form IT-201-I

We have a total of two past-year versions of Form IT-201-I in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2016 Form IT-201-I

Form IT-201:2016:Resident Income Tax Return:it201:IT201

2015 Form IT-201-I

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


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