What Is the IT-201 Tax Form?

The IT-201 Resident Income Tax Form must be filed by any taxpayer who was a resident of New York state for the entire tax year. This form is submitted to the New York State Department of Taxation and Finance and can be e-filed.

As of May 2015, New York state residents must file a state tax return in addition to their federal tax return if they meet certain conditions. These conditions include having a federal adjusted gross income of more than $4,000, wanting to claim a refund from any state, having New York City or Yonkers income taxes that were withheld from their pay, or wanting to claim any carryover or refundable tax credits.

There are three different versions of the IT-201 form: the Form IT-201-ATT, the Form IT-201-D and the Form IT-20-V. Form IT-201-ATT is used for taxpayers who want to claim any credits not listed on Form IT-201. Taxpayers use Form IT-201-D when they want to itemize deductions. Form IT-201-V is used when a taxpayer is making a tax payment via check or money order.

Residents of New York who only lived in the state for a part of the tax year don't have to file a Form IT-201. These individuals are required to file Form IT-203, Nonresident and Part-Year Resident Income Tax Return.