Check your estimated tax balance before you file
Avoid delays—review your estimated tax payments before you file.
Before you file your New York State income tax return, be sure to review your estimated tax payments in your Individual Online Services account to ensure you are reporting the correct amount on your return. Reporting the correct amount of estimated tax on your return reduces filing errors that can delay or reduce your refund.
Use your Online Services account to review your payments
To review your estimated tax payments, including amounts carried forward from a prior tax year, use your Online Services account with the Tax Department. Your account also gives you access to your tax-related information and activity.
If your records disagree with the estimated tax amounts shown, complete and submit Form IT-2105.1, Reconciliation of Estimated Tax Account for Individuals, by April 1.
Married filing jointly?
If you and your spouse file a joint return, you should each create your own Online Services account. This allows each of you to view the following in your separate Online Services account:
- any estimated tax and extension payments credited to each spouse, and
- any overpayments from previous years that have been applied to this year’s estimated tax for each spouse.
When you file your joint return, report the total payments from both spouses' accounts.
To view your estimated tax payments
- Log in to your Online Services account
- Scroll down to the Payments section.