New York State Tax Form

Respond To A Department Notice

NYS mistake causing panic among taxpayers

If you receive a bill or notice, respond online. It’s the easiest, fastest way. We’ll walk you through the process.

Note: If your refund status says we sent you a letter requesting additional information, see Respond to a letter for more information and to review our checklists of acceptable proof.

Consequences Of Not Filing Your Tax Forms

Penalties for not complying with the filing requirement can include but are not limited to:

Denials of future requests for a Change of Status
Denials of visa renewals at American Consulates/Embassies
Fines and interest will accrue on unreported income and could result in more money being owed to the IRS in the future
If filed more than 3 years late, a refund will not be remitted by the IRS to the taxpayer

If you don’t file your tax forms with the IRS by the tax deadline, or need to correct a mistake, you may be able to submit an amended tax return or mail the necessary tax documents even after the deadline date. Consult with a tax professional for assistance if you need to adjust a previously filed tax return.

Explore Our Financial Education Program

The Financial Education Program is a series of short modules and videos designed to take you through the benefits available to you and the responsibilities you have as a New York State taxpayer. You can start anywhere in the series or review all the modules. This is for youlet us know what you think!

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Disagree With Your 1099

Important:

If you disagree with any of the information provided on your 1099-G tax form, you should complete the Request for 1099-G Review.

You may send the form back to NYSDOL via your online account, by fax, or by mail. Follow the instructions on the bottom of the form.

Once NYSDOL receives your completed Request for 1099-G Review form, it will be reviewed, and we will send you an amended 1099-G tax form or a letter of explanation.

General Tax Return Information

Due Date – Individual Returns – April 15, or same as IRS

Extensions – The New York Tax Department does not accept federal Form 4868 in place of an NYS extension request using Form IT-370, Application for Automatic Extension of Time to File for Individuals. Form IT-370 must be filed on or before the filing deadline to receive a six month extension of time to file. Taxpayers must, however, make full payment of the properly estimated tax balance due when requesting extension of time to file.

Special filing deadlines:

Taxpayers outside of the country with a Federal due date of June 15 can file their return or extension by June 15. If filing an extension, the return due date is extended four months to October 15.
Nonresident aliens with a Federal due date of June 15 can file their return or extension by June 15. If filing an extension, the return due date is extended six months to December 15.
A taxpayer who is not a nonresident alien and whose spouse dies within 30 days of the April 15 due date is given an additional three months to file their return or extension, and if filing an extension the return due date is October 15.
A nonresident alien whose spouse dies within 30 days of the June 15 due date is given an additional three months to file their return or extension, and if filing an extension the return due date is December 15.

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Business Return Electronic Filing Information

Business Electronic Filing Mandate – If a tax return preparer prepared at least one authorized tax document for more than 10 different taxpayers during the previous calendar year and will use tax software to prepare one or more authorized tax documents in the current calendar year, or were previously mandated to e-file, the preparer is subject to the e-file mandate. The mandate applies to both original returns and amended returns.

This mandate applies to Corporation, Partnership, and S Corporation returns, and there is no opt-out provision. Tax preparers are subject to a $50 penalty for each tax document that is not filed electronically unless it is due to reasonable cause and not due to willful neglect. Reasonable cause will be considered on a case by case basis.

E-File Registration Requirements – Electronic return originators authorized by the IRS to e-file federal corporation tax documents are also authorized to e-file corporation tax documents with New York State . NYSDTF does not require EROs to apply to their program, or to provide copies of their IRS acceptance letters to NYS.

Tax Years That Can Be E-Filed Current year and 2 prior years

Employment Forms For New Hires

Welcome to Fordham! Below you will find forms that are needed to finalize the hiring process. This new hire paperwork can be completed prior to your first day of employment. As soon as these forms are returned, Human Resources can begin processing your personalized access and your payroll.

If you are hired into a benefited position, these forms should be reviewed, with as much as possible being complete upon arrival to your official orientation. Orientations are scheduled through the Office of Human Resources Management at 718-817-4930.

Employee New Hire Form

Purpose: To collect biographical/demographic information.

If you are hired into a casual, graduate assistant or hourly position, it is important that this form includes salary information with appropriate approvals. If you are hired into an adjunct position, you will sign a contract electronically and that will serve as your payment request so salary does not need to be included on this form. If you are hired into a benefited position, then an appointment letter or signed faculty contract must be sent to Human Resources in advance of the orientation.

Fordham Student Employment Policy and Disclosure Form

If you are a student, this completed form must be included with the new hire packet. It ensures that you are aware of Fordham University policy regarding work hours for students.

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Gather The Following Documents

You may not have or need some of these this is a list of all documents you might need:

Exit and Entry Dates for all past US visits
I-20, DS-2019, I-797, or other immigration documents
Social Security Number
Current US Address AND Permanent Foreign Address
Name of Educational Institution or Sponsoring Organization
All relevant tax form for taxable purposes:
Form W-2, 1042-S, 1099
Scholarship or Fellowship grant letters

Copy of past years tax forms

Use Glacier Tax Prep To File Your Federal Tax Return

State Tax Information Filing Obligations (Forms 1099 and equivalents)

GTP will help you easily fulfill your tax obligations by first asking you a series of questions to determine your residency status for tax purposes, and if you are a non-resident for tax purposes, filling in all necessary forms for you. It will also inform you of any tax benefits that may apply to you.

1. Get access to GTP by logging in with your NYU net ID and password. GTP is available free of charge to NYU students and scholars. You must be logged into your NYU account on the web browser you are using in order for the GTP link to work.

You will need to create a user ID and a password with your NYU email address by first logging in with your NYU Net ID and password. Once you log into GTP follow the instructions in each step. If your NYU Net ID is not active, first visit . If you are having difficulty accessing GTP, visit our Tax FAQ for instructions.

If you were employed at NYU or received an NYU scholarship or fellowship you may have already logged into Glacier. GTP would populate the information from Glacier to expedite the process. Log in using the user ID and password you created when you first started an account on Glacier. If you have forgotten your user ID or password click on Forgot ID to reset your user ID or password.

Residency Status Information For New York Returns

Residents: A resident is an individual who is either domiciled in New York State or whose domicile is not New York State but they maintained a permanent place of abode in New York State for more than 11 months of the year and spent 184 days or more in New York State during the taxable year. There are exceptions to these rules, however. See “Nonresidents” below.

Part-year resident: You are a part-year resident if you meet the definition of resident or nonresident for only part of the year.

Nonresidents: A nonresident was not a resident of New York State for any part of the year. Additionally, an individual domiciled in New York State is not a resident if they meet all three of the conditions in either Group A or Group B as follows:

Group A

They did not maintain any permanent place of abode in New York State during the taxable year and
They maintained a permanent place of abode outside New York State during the entire taxable year and
They spent 30 days or less in New York State during the taxable year.

Group B

New York City and Yonkers Residency – Residency in New York City and Yonkers is determined along the same lines as above. Thus, you can substitute “New York City” or “Yonkers” for “New York State” in the above descriptions.

Be Aware Of Tax Scams And Fraud

Each year, scammers claiming to be IRS or other government employees ask students and scholars for money that is “owed” to avoid any so-called tax penalties or fees. Please be aware and cautious of such calls, emails, letters or unusual contacts. These scammers might even say that they will call the police if you hang up or you will get deported if you do not comply with their requests. Review our Tips to Avoid Scams and Fraud to protect yourself.

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How To Get Your 1099

You may choose one of the two methods below to get your 1099-G tax form:

Online:The 1099-G form for calendar year 2021 will be available in your online account at labor.ny.gov/signin to download and print by mid-January 2022.

If you do not have an online account with NYSDOL, you may call:1-888-209-8124 This is an automated phone line that allows you to request your 1099-G via U.S. Mail. The form will be mailed to the address we have on file for you.

What Are The Filing Requirements For New York As A Part

According to Form IT-203-I, you must file a New York part-year or nonresident return if:

You have any income from a New York source and your New York AGI exceeds your New York State standard deduction.
You want to claim a refund for any New York State, New York City, or Yonkers taxes that were withheld from your pay.
You want to claim any of the refundable or carryover credits for New York State, New York City, or Yonkers listed on page 7 of the New York IT-203-I instructions.
You were a part-year resident and you are subject to a separate tax on any lump-sum distributions for your resident period connected with or derived from a New York source.
You incurred a new operating loss for New York state personal income tax purposes for the tax year without incurring a similar NOL for federal income tax purposes.

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New York State Tax Payments

New York has many income tax payment options. Find the option that works best for you below.

New York Income Tax Payment Options

Pay with Direct Debit

All payments are due by April 18, 2023 whether or not an extension was filed.

New York Department of Taxation and Finance Contact Information:Phone: 457-5181Website

Notice To Representatives Of Deceased Claimants

Q: How do I access the 1099-G tax form if I am the representative of a deceased claimant?

A: For the New York State Department of Labor to provide you with information belonging to a deceased unemployment insurance claimant, you must first show that you are legally authorized to receive this information. Authorization often comes from the New York State Surrogate Court, and may be one of the following:

Appointment as an Executor
Letters of Administration
Appointment as a Voluntary Administrator

If the deceased claimant had no assets, or all property owned by the deceased claimant was owned in common with someone else, then no Executor or Administrator may have been appointed. The representative of the deceased claimant must provide proof that they are authorized to obtain the information. In this case, a surviving spouse should provide NYS DOL with:

A copy of the first page and signature page from the last federal tax return showing that the representative and deceased claimant filed jointly or that the representative filed as a qualifying widow of the deceased claimant. , AND

A copy of the death certificate noting the representative as the spouse and a copy of their marriage certificate.

Please submit proof that you are authorized to receive the deceased claimants information using one of the following methods:

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More Help With State And Federal Taxes

Its important to avoid state tax issues and potential financial liability. If you need help navigating your state tax obligations, get help with H& R Block Virtual! With this service, well match you with a tax pro with New York tax expertise. Then, you will upload your tax documents, and our tax pros will do the rest! We can help with your NY taxes, including federal deductions for paying state taxes.

Prefer a different way to file? No problem you can find New York state tax expertise with all of our ways to file taxes.

Business Return General Information

Clinton Foundation files three years of missing tax forms

Important resources for Corporate filers can be found .

Due Dates for New York Business Returns

Corporations

Original returns: April 15, or same as IRS, or for fiscal year filers the 15th day of the fourth month following the close of the year.
Returns on Extension: Corporations can file for a six month extension by filing Form CT-5 by the due date of the return. Two additional three month extensions can also be filed.

S-Corporations

Original returns: March 15, or same as IRS, or for fiscal year filers the 15th day of the third month following the close of the year.
Returns on Extension: S Corporations can file for an automatic six month extension by filing Form CT-5.4 by the due date of the return.

Partnerships

Original returns: March 15, or same as IRS, or for fiscal year filers the 15th day of the third month following the close of the year.
Returns on Extension: Partnerships can file for an automatic six month extension by filing Form IT-370-PF by the due date of the return.

Fiduciary

Original returns: April 15, or same as IRS, or for fiscal year filers the 15th day of the fourth month following the close of the year.
Returns on Extension: Fiduciaries can file for an automatic six month extension by filing Form IT-370-PF by the due date of the return.

Business Extensions

Extension requests can be filed through TaxSlayer Pro as well as online at the Department of Taxation and Finance website here.

Amended Business Returns

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Do I Have To Pay New York State Income Tax

Generally, you have to file a New York state tax return if:

Youre a New York resident and youre required to file a federal tax return or your federal gross income plus New York additions was more than $4,000 .
Youre not a New York resident but got income from a source in New York during the tax year.

If youre not a resident of New York but your primary workplace is there, your days telecommuting during the pandemic are still considered days worked in New York unless your employer established an office at your telecommuting location. Generally, you will continue to owe New York State income tax on income earned while telecommuting.

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RESIDENT STATUS RULES

In general, youre a resident of New York for tax purposes if your permanent home is there , or if you leased or owned a place there and spent 184 days or more in New York state during the tax year.

New York considers your permanent home the place you intend to return to after things like vacations, business trips, military assignments or the end of a college semester.

There are special rules for people who were in a foreign country for at least 450 of 548 consecutive days.
Where you vote, where your drivers license and registration are issued or where your will is are not primary factors in establishing domicile. Its more about where your stuff is and where you spend your time.

PART-YEAR RESIDENT STATUS RULES

NONRESIDENT STATUS RULES

If You Had Us Income During 2021 You May Need To File A State Tax Return

State taxes may have different residency guidelines than US taxes. For a fee, you can use Sprintax to file your state taxes. There are two easy ways to access Sprintax:

Use GTP and follow the internal link there for Sprintax or

Go directly to Sprintax. In either case, use your @nyu.edu email address to get a special discounted rate. Stern and Law School students must use their @nyu.edu email address for the discounted rate as the system will not recognize your @stern.nyu.edu or @law.nyu.edu email address.

You may need to file for every state you lived and/or worked in for 2021. Remember, you cannot electronically file your tax return if you’re using Sprintax and filing as a nonresident for US tax purposes.

NEW YORK STATE and CITY TAX

You must file a NY Tax Return if:

You are a NY resident and you filed a US tax form for 2021 or
You had NY income greater than $4,000 in 2021 or
You want a refund of NY State or City taxes withheld from your paycheck in excess of what you actually owed.

NEW JERSEY STATE TAX

International students, professors and scholars are considered non-residents for NJ state tax purposes unless they had a permanent home in NJ.
Make sure to confirm your own tax residency to determine your tax filing status NJ state.
Use the appropriate NJ tax form:
Either NJ resident tax form NJ-1040
or NJ nonresident tax form NJ-1040NR.

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