Entering State Forms: New York

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These are the steps on how to enter State Forms:  New York

  • Under 'State Information' details (from the Main Information Sheet), if you put a full-year resident in New York (NY), you'll see the corresponding state forms you need to fill up appear in red.
A. Form NY IT-201 Pg 1

  1. On this form, you need to enter the County of residence, School district name, and School district number.
  2. Then answer the following questions accordingly.
B. Form NY IT-201 Pg 4

  1. If the Taxpayer wants to file this return electronically, click Yes.

  2. Under 'Direct Deposit or Refund or Electronic Funds Withdrawal of Balance Due,' we prefer to choose the option where the refund is deposited into a different account.

  3. Then, enter the bank details as needed. Please make sure they are 100% correct.
C. Form NY IT-213 Pg 2

  • On this page, you just need to answer under Worksheet C, #4. 
D. Form NY TR-579-IT

  • On this form, you need to click the two boxes as the preparer's declaration and signature for the return.
E. If the Taxpayer has two states of residency in a year, you need to fill it up as shown below; the state forms you need to enter will automatically appear.