Respond to a letter requesting additional information

DTF-948, DTF-948-O: Request for Information (RFI)

If you received this letter it is because we need additional information to finish processing your return. This is a new letter being utilized for Tax Year 2020 and later. It is important that you respond by the date noted on the letter to allow us to continue processing your return.

Common reasons for the DTF-948 or DTF-948-O to be issued:

• We need to verify you reported the correct amount of wages and withholding, and that you allocated correctly to New York (See Check List for acceptable proof of wages and withholding)
• We need to verify your residency
• You are claiming a credit or tax benefit, and we did not receive a copy of the form with your tax return. We need a copy of the form to review the credit you are claiming
• We need to verify your eligibility for refundable tax credits or Itemized deductions claimed
• You are claiming a dependent deduction and we need to verify the social security number and/or date of birth of one or more dependents (See Checklist for acceptable proof of a child or dependent)
• We need information to verify rental real estate income or loss claimed; or
• We need to verify information about partnership, S corporation, or trust income or loss

Request electronic communications from the department

The best way to communicate with the Tax Department about your return is to open an Online Services account and request electronic communications for both Bills and Related Notices and Other Notifications.

Simply:

1. Log in to (or create) your Online Services account.
2. Select your name in the upper right-hand corner of your Account Summary homepage.
3. Select Preferences, then choose Electronic communications from the expanded menu.
4. On the Electronic Communications page, check the boxes next to Bills and Related Notices and Other Notifications.

Why you received a letter

If you receive a letter from us asking for documentation to support what you claimed on your return, it doesn't mean that you did anything wrong. It's just an extra step we take to ensure refunds—for the correct amounts—go out to only those who are entitled to them. Our goal is to stop questionable refunds before they go out the door, not to delay your refund.

Select an expandable to learn what you need to respond to your particular letter. You can:

• view a copy of the letter we sent you (you can locate the form number of your letter in its bottom left-hand corner);
• review our printer-friendly checklist that outlines how to respond;
• view our Respond to a Department Notice demo to see how easy it is to respond online; and
• view our Individual account creation demo or see our Individual account to learn how to create one.

Note: If you received a letter reminding you to file a previous year's income tax return (Form AU-222), see Respond to a reminder to file an income tax return to review and respond to your letter online.