2D barcode forms help

How to download PDF documents from this website:

1. Right-click on the link to the document.
2. Select Save Target As or Save Link As.  Safari users select Download Linked File As.
3. Save the document to your computer. Make a note of where you saved it.

How to open PDF in Adobe Reader:

You’ll need Adobe Reader or Acrobat to view, complete, and print forms. Here's how to download Adobe Reader for free. Note:  The Adobe website offer includes additional software titles for download. Acrobat Reader is the only software you need for use with enhanced fill-in forms.

1. Open Adobe Reader or Adobe Acrobat.
2. When the program is open, select File > Open or Menu > Open
3. Navigate to where you saved the document.
4. Then double-click on the document to open it.

Enhanced forms are designed to work only with Adobe Reader or Acrobat Pro. Opening them in a browser may cause issues (even if using an Adobe Reader plug-in application within the browser)

If you are having problems downloading or printing forms, please see How do I download and open a PDF?, above.

Compatible browsers

Your Internet browser must be compatible with the Department of Taxation and Finance website. The latest versions of the browsers listed below are compatible:

• Google Chrome
• Apple Safari
• Microsoft Edge
• Mozilla Firefox
• Opera

To obtain the latest version of the free Adobe Reader, please visit the Adobe website.

Note:  The Adobe website offer includes additional software titles for download. Acrobat Reader is the only software you need for use with enhanced fill-in forms.

To view the standard placement of the ID number and document number on New York State-issued licenses and IDs, visit the New York State Department of Motor Vehicles at Sample Photo Documents.

If you use software (including Adobe Acrobat) to prepare your (and your spouse’s, if applicable) personal income tax return, New York State requires you to include your driver license or non-driver ID information on the return. This applies to both you and your spouse. You must enter the information each tax year as New York State does not allow the retention of driver license information by tax preparation software.

This requirement applies to driver licenses or non-driver IDs from any state.

You must provide the following information from your (and your spouse’s, if applicable) driver license or non-driver ID:

• the driver license or non-driver ID number;
• the issuing state;
• the issue date;
• the expiration date; and
• for New York State-issued licenses and non-driver IDs, the first three characters of the document number.

If you or your spouse do not have a driver license or non-driver ID, you can indicate that within the software to fulfill this requirement.

Why we want this information

We will use the driver license and non-driver ID information as verification to protect you from fraud and identity theft.

See Amended personal income tax returns for current and previous years forms.

For more information, see Filing an amended return.

In most cases, the amount automatically computed, and the amount calculated using the tax table are the same. Occasionally they may differ slightly.

The following examples are for a 2024 return with filing status "Single".

• If your taxable income is $38,900 and you use the:
  • enhanced form, your automatically computed tax = $1,975
  • tax tables, your calculated tax = $1,976

• If your taxable income is $38,925 and you use the:
  • enhanced form, your automatically computed tax = $1,976
  • tax tables, your calculated tax = $1,976

• If your taxable income is $38,949 and you use the:
  • enhanced form, your automatically computed tax is = $1,978
  • tax tables, your calculated tax = $1,976

The tax table amounts in the instructions are based on the midpoint of the range of income given. The computed tax is based on your exact taxable income and rounds to the nearest whole dollar amount. If you are using the enhanced form, the computed amount is correct and may not be edited.

Printing a paper copy

Once the form has been completed, click the green PRINT button at the top left corner of the first page.  Select a printer and print the form. 

After printing, select File > Save or Menu > Save to save the form.  Do not use Save As.

Not ready to print? Click the green PRINT button, cancel printing and save the form. The PRINT button saves your information into the form.

Saving a PDF copy (Windows)

Once the form has been completed, click the green PRINT button at the top left corner of the first page.  From the Print pop-up, select Microsoft Print to PDF for the printer.

Click the Print button.  Select a name and location where you wish to save the PDF.

Saving a PDF copy (MacOS)

The process for saving a PDF copy on a Mac varies by MacOS version.  For details, see Save a document as a PDF on a Mac.

The majority of our forms are in PDF format.  This format allows these forms to be printed to match the paper forms.  The enhanced fill-in forms are designed for use with Adobe Reader or Acrobat.

To download the latest version of the free Adobe reader, visit the Adobe website. Note:  The Adobe website offer includes additional software titles for download. Acrobat Reader is the only software you need for use with enhanced fill-in forms.

Mail your return to the address provided in the instructions for your return.

Our enhanced fill-in forms program includes paper PDF forms that calculate totals and compute your tax for you (a 2D barcode will print on each page, uniquely identifying your return).

Enhanced fill-in forms with 2D barcodes are available for:

Form IT-2, Summary of W-2 Statements
Form IT-196, New York Resident, Nonresident, and Part-Year Resident Itemized Deductions
Form IT-201, Resident Income Tax Return
Form IT-201-X, Amended Resident Income Tax Return
Form IT-203, Nonresident and Part-Year Resident Income Tax Return
Form IT-213, Claim for Empire State Child Credit
Form IT-214, Claim for Real Property Tax Credit
Form IT-360.1, Change of City Resident Status
Form IT-1099-R, Summary of Federal Form 1099-R Statements