Skip to main content

Individuals

Welcome to our home for individuals. Here, you'll find resources to file returns, pay tax, claim credits, and more for:

  • income tax (for individuals, LLCs, and partnerships)
  • estate tax
  • mortgage recording tax
  • real estate transfer tax
  • MCTMT (metropolitan commuter transportation mobility tax)

For information regarding sales tax, corporation tax, and other business taxes, see our home for Businesses. For information for homeowners, see Property owners.

Scroll down to find what you're looking for.

Individual Resources

depiction of a person holding a form and instructions

Find income tax credits

Give your refund a boost with the credits you're entitled to! Explore our most popular credits, below, or see Income tax credits for a more comprehensive list.

Income tax filing resource center

Find everything you need to file a complete and accurate return all in one place, including:

  • filing options, like Free File
  • guidance on responding to department notices and letters
  • free tax assistance
  • resources for property tax information you need to include on your return
  • checking the status of your refund

What's New

Updates to Form AU-67, Instructions to Request a Waiver of Citation and Consent

To help practitioners and estate representatives submit complete and accurate requests for a waiver of citation and avoid unnecessary delays, we've refreshed Form AU-67, Instructions for requesting a Waiver of Citation and Consent from the Tax Department.

To learn more:

See Form AU-67

STAR Credit Direct Deposit is available

If you currently receive a School Tax Relief (STAR) credit, you can now enroll in direct deposit through our new Homeowner Benefit Portal. You'll receive your STAR credit quicker and eliminate the hassle of cashing a check.

To access the Homeowner Benefit Portal, you'll need an Individual Online Services account. 

See STAR Credit Direct Deposit

Updated estate tax forms

To improve user experience and reduce errors, we've redesigned and developed fill-in forms for our most frequently used estate tax forms. 

Read announcement

Plan Ahead

Request electronic communications

The best way to communicate with the Tax Department about a return, bill, or notice is to create an Online Services account and request electronic communications for both Bills and Related Notices and Other Notifications.

Sign up

Benefit from good recordkeeping

Whether you’ve already filed or are keeping track of documentation for next year, our recordkeeping pages are a great resource.

Good records help you determine which credits and deductions you qualify for, and serve as documentation if we need to verify information on your return.

Review checklists

Updated: