Entering State Forms: New York
Empty space, drag to resize
Empty space, drag to resize
Empty space, drag to resize
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
- On this form, you need to enter the County of residence, School district name, and School district number.
- Then answer the following questions accordingly.
B. Form NY IT-201 Pg 4
- If the Taxpayer wants to file this return electronically, click Yes.
- 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.
- 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.
