Online Services: Individual account creation requirements
Before you create your account, be sure you have the information you need to verify your identity. Most people will need to refer to a copy of a recent tax return.
Individual account verification
To protect your tax information, you must verify one of the following when you create your account:
- information reported on your New York State income tax return (Form IT-201 or IT-203) filed for one of the past five years (You will need to report the New York State taxable income and either your requested refund amount or the amount you reported you owe.)
- Note: If you requested your New York State overpayment to be carried forward and did not request a refund on your personal income tax return, enter a single 0 in the Amount you owed field.
- an assessment ID number from your New York State tax bill (open or closed)
- a PIN from a letter you received from the Tax Department (a PIN is not required to create an Individual Online Services account)
- confirmation that you have not filed a New York State income tax return for one of the past five years
If you do not have the filing information (found on your tax return) required to create your account, you can use Form DTF-505, Authorization for Release of Photocopies of Tax Returns and/or Tax Information, to request a copy of your return. For your protection, we cannot provide you with filing information over the phone.
If married filing jointly
You must each create separate Online Services accounts to view and reconcile your estimated income tax accounts if you made payments under both spouses' Social Security numbers. We store estimated tax accounts separately under each Social Security number.