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Department of Taxation and Finance

IT-201 resident income tax return information

You must file Form IT-201 if you were a New York State resident for the entire year.

You must also complete and submit with your return:

Form IT-201-ATT, Other Tax Credits and Taxes, if you are

  • subject to other New York State or New York City taxes
  • claiming any credits other than those claimed directly on Form IT-201 (e.g., long-term care insurance credit, New York City resident UBT credit, and farmers' school tax credit)

Form IT-196, New York Resident, Nonresident, and Part-Year Resident Itemized Deductions, to claim the New York itemized deduction.

Form IT-201-V, Payment Voucher for Income Tax Returns, to make a payment by check or money order.

Form IT-225, New York State Modifications, to report New York State addition or subtraction modifications to federal AGI other than those specifically listed on Form IT-201.

Form IT-2, Summary of W-2 Statements, to report wages and New York State, New York City, or Yonkers tax withheld.

Form IT-1099-R, Summary of Federal Form 1099-R Statements, to report New York State, New York City, or Yonkers tax withheld from annuities, pensions, retirement pay or IRA payments.

IT-195, Allocation of Refund, to have all or a portion of your refund direct deposited to New York State 529 college savings accounts

For more information, see New York State residents.

Form and Instructions:

IT-201, Resident Income Tax Return

IT-201-I, Instructions

IT-196-I, Instructions

IT-225-I, Instructions

Be sure to use the correct mailing address for your personal income tax return