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Department of Taxation and Finance

Respond to a letter requesting income information for STAR

Visit the new Homeowner Benefit Portal to view your property tax benefit registrations and enroll in STAR Credit direct deposit!

As a New York State homeowner, you can now view and update your property tax benefit registrations and enroll in direct deposit for your STAR credit. Simply log into your Tax Department Individual Online Services account and visit the new Homeowner Benefit Portal.

After you log in, select the ≡ Services menu in the upper-left corner of your screen. You’ll find the link for Homeowner Benefit Portal in the Real property tax menu.

If you received a letter (Form RP-5310-WSP, RP-5311-OWS, or RP-5311-RWS) asking you to provide your income information, the Tax Department needs more information to determine your eligibility for a STAR credit or an Enhanced STAR exemption. Eligibility for a 2024 STAR benefit is based on income from the 2022 tax year. For more information, see STAR eligibility.

Follow the instructions below to provide your income information using the Homeowner Benefit Portal or our online Income Worksheet. 

Note: If you did not receive a letter from the New York State Department of Taxation and Finance requesting your income information, do not complete the online Income Worksheet.

Before you begin

Gather the following information:

  • names and Social Security numbers for all owners of the property and their spouses
  • 2022 federal or state income tax returns for all owners
  • the property key listed on the letter we sent you

If any owners or spouses were not required to file a 2022 income tax return, you will need the following additional information for those property owners:

  • total wages, salaries, and tips
  • taxable interest income and dividends
  • unemployment compensation
  • total pensions and annuities
  • Social Security benefits
  • taxable amount of total distributions from IRAs (individual retirement accounts and individual retirement annuities)
  • other income

If you have an Individual Online Services (OLS) account

  1. After you log in to your New York State Online Services individual account, select Services in the upper left of your Account Summary page.

  2. From the dropdown menu, select Real property tax.

  3. Select Homeowner benefit portal.

  4. On the Registration page, you will see the status for each of your property tax benefit registrations. To enter the income information for each owner, open the Actions dropdown menu for the property that corresponds to the property description on your letter. Select Edit Registration.

  5. On the Registration Summary page, you’ll have the opportunity to make changes to your registration information. Under Owner information, select Edit.

  6. On the Property Owner and Spouse Summary page, you will see a red X next to each owner that needs review. In the Actions dropdown menu, select Edit. Note: For verification, you may be asked to review your STAR registration information before you complete your income worksheet. We may ask you to verify certain information more than once to ensure accuracy.

  7. Select Continue. 

  8. On the Income Worksheet page, add your income based on your records.  You must enter an amount or zero on every line of the worksheet. Once you have entered all of your income amounts, select Calculate, then Continue.

  9. You will return to the Registration Summary page. Review this page for any sections labeled Needs review. To make changes to any section of your registration, select the corresponding Edit.

  10. When you’ve completed your edits, select Continue.

  11. On the Review and Verify page, you can select Edit if you need to make additional changes to your registration information.

  12. When all edits are complete, review the eSignature section, and select Submit.

  13. On the Transaction Confirmation page, you’ll receive a confirmation number to show that your enrollment has been received. You should print this confirmation page for your records by selecting Print. To print or save a copy of your enrollment information, select View/Print Form. To take other registration actions, select Return to registrations to return to the Registration. 

Log in to OLS

If you do not have an OLS account

If you haven’t created an Online Services individual account, visit Online Services for Individuals to learn how.

You can also use our online income worksheet, which does not require an OLS account. After completing the worksheet, you’ll want proof that you provided your income information. Your confirmation serves as proof that you completed the worksheet. When you complete the worksheet, you should:

  • provide an email address to receive your confirmation by email, or
  • save a copy of the confirmation webpage.

Complete the income worksheet

After you provide your income information

If you’re eligible for:

  • the STAR credit, we’ll issue a STAR credit to you prior to the due date for your school taxes; or
  • the Enhanced STAR exemption, we’ll notify the assessor to include the exemption on your school tax bill.

Sign up for Tax Tips for Property Owners and we'll send you timely reminders and updates about property tax and exemptions you may qualify for.

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