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2017 personal income tax forms


2017 personal income tax forms
Form number Instructions Form title
DTF-620 DTF-620-I (Instructions) Application for Certification of a Qualified Emerging Technology Company
DTF-621 (Fill-in) DTF-621-I (Instructions) Claim for QETC Employment Credit
DTF-622 (Fill-in) DTF-622-I (Instructions) Claim for QETC Capital Tax Credit
DTF-624 (Fill-in) DTF-624-I (Instructions) Claim for Low-Income Housing Credit
DTF-625 (Fill-in) DTF-625-I (Instructions) Low-Income Housing Credit Allocation and Certification
DTF-625-ATT (Fill-in) DTF-625-ATT-I (Instructions) Low-Income Housing Credit Annual Statement
DTF-626 (Fill-in) DTF-626-I (Instructions) Recapture of Low-Income Housing Credit
DTF-630 (Fill-in) Instructions on form Claim for Green Building Credit
DTF-664 Instructions on form Tax Shelter Disclosure for Material Advisors
DTF-686 (Fill-in) DTF-686-I (Instructions) Tax Shelter Reportable Transactions - Attachment to New York State Return
DTF-686-ATT (Fill-in) DTF-686-ATT-I (Instructions) New York Reportable Transaction Disclosure Statement and Request for a Determination
IT-2 (Fill-in) Instructions on form Summary of W-2 Statements
IT-6-SNY (Fill-in) Instructions on form Metropolitan Commuter Transportation Mobility Tax (MCTMT) for START-UP NY
IT-59 (Fill-in) IT-59-I (Instructions) Tax Forgiveness for Victims of the September 11, 2001, Terrorist Attacks
IT-112-C (Fill-in) IT-112-C-I (Instructions) New York State Resident Credit for Taxes Paid to a Province of Canada
IT-112-R (Fill-in) IT-112-R-I (Instructions) New York State Resident Credit
IT-112.1 (Fill-in) Instructions on form New York State Resident Credit Against Separate Tax on Lump-Sum Distributions
IT-114 (Fill-in) Instructions on form Claim for Family Tax Relief Credit. This form was discontinued.
IT-119 (Fill-in) Instructions on form STAR Credit Advance Payment Reconciliation
IT-135 (Fill-in) Instructions on form Sales and Use Tax Report For Purchases of Items and Services Costing $25,000 or More
IT-182 (Fill-in) Instructions on form Passive Activity Loss Limitations For Nonresidents and Part-Year Residents
IT-195 (Fill-in) IT-201-I (Instructions) Allocation of Refund
IT-201 (Fill-in) IT-201-I (Instructions) Resident Income Tax Return for Full-Year State Residents Only. See updated information available for the instructions.
IT-201-ATT (Fill-in) IT-201-I (Instructions) (page 37) Other Tax Credits and Taxes
IT-201-D (Fill-in) IT-201-I (Instructions) (pages 37-39) Resident Itemized Deduction Schedule
IT-201-V (Fill-in) Instructions on form Instructions and Payment Voucher for Income Tax Returns
IT-201-X (Fill-in) IT-201-X-I (Instructions) Amended Resident Income Tax Return (long form) for 2017. See updated information available for this form.
IT-203 (Fill-in) IT-203-I (Instructions) Nonresident and Part-Year Resident Income Tax Return. See updated information available for the instructions.
IT-203-ATT (Fill-in) IT-203-I (Instructions) (page 41) Other Tax Credits and Taxes
IT-203-A (Fill-in) Instructions on form Nonresident Business Allocation Schedule
IT-203-B (Fill-in) IT-203-I (Instructions) (pages 42-44) Nonresident and Part-Year Resident Income Allocation and College Tuition Itemized Deduction Worksheet
IT-203-C (Fill-in) Instructions on form Nonresident or Part-Year Resident Spouse's Certification
IT-203-D (Fill-in) IT-203-I (Instructions) (pages 44-46) Nonresident and Part-Year Resident Itemized Deduction Schedule
IT-203-F (Fill-in) IT-203-F-I (Instructions) Multi-Year Allocation Form
IT-203-GR (Fill-in) IT-203-GR-I (Instructions) Group Return for Nonresident Partners
IT-203-GR-ATT-A (Fill-in) IT-203-GR-I (Instructions) Schedule A - New York State Group Return for Nonresident Partners
IT-203-GR-ATT-B (Fill-in) IT-203-GR-I (Instructions) Schedule B - Yonkers Group Return for Nonresident Partners
IT-203-GR-ATT-C (Fill-in) IT-203-GR-I (Instructions) Schedule C - Nonresident partners qualifying and participating in a metropolitan commuter transportation mobility tax (MCTMT) group return
IT-203-S (Fill-in) IT-203-S-I (Instructions) Group Return for Nonresident Shareholders of New York S Corporations
IT-203-S-ATT (Fill-in) IT-203-S-I (Instructions) Attachment to Form IT-203-S
IT-203-TM (Fill-in) IT-203-TM-I (Instructions) Group Return for Nonresident Athletic Team Members
IT-203-TM-ATT-A (Fill-in) IT-203-TM-I (Instructions) Schedule A - New York State Group Return for Nonresident Athletic Team Members
IT-203-TM-ATT-B (Fill-in) IT-203-TM-I (Instructions) Schedule B - Yonkers Group Return for Nonresident Athletic Team Members
IT-203-X (Fill-in) IT-203-X-I (Instructions) Amended Nonresident and Part-Year Resident Income Tax Return for 2017. See updated information available for this form.
IT-204 (Fill-in) IT-204-I (Instructions) Partnership Return. The instructions are for partnerships completing Forms IT-204, IT-204-IP, IT-204.1, and IT-204-CP.
IT-204.1 (Fill-in) IT-204-I (Instructions) New York Corporate Partners' Schedule K
IT-204-CP (Fill-in) IT-204-CP-I (Instructions) New York Corporate Partner's Schedule K-1. (The instructions are for the partner. Partnership instructions are in Form IT-204-I.)
IT-204-IP (Fill-in) IT-204-IP-I (Instructions) New York Partner's Schedule K-1. (The instructions are for the partner. Partnership instructions are in Form IT-204-I.)
IT-204-LL (Fill-in) IT-204-LL-I (Instructions) Partnership, Limited Liability Company, and Limited Liability Partnership Filing Fee Payment Form
IT-205 (Fill-in) IT-205-I (Instructions) Fiduciary Income Tax Return
IT-205-A (Fill-in) IT-205-A-I (Instructions) Fiduciary Allocation
IT-205-C (Fill-in) IT-205-I (Instructions) New York State Resident Trust Nontaxable Certification
IT-205-J (Fill-in) IT-205-J-I (Instructions) New York State Accumulation Distribution for Exempt Resident Trusts
IT-205-T (Fill-in) Instructions on form Allocation of Estimated Tax Payments To Beneficiaries
IT-205-V (Fill-in) Instructions on form Instructions and Payment Voucher for Fiduciary Income Tax Returns
IT-209 (Fill-in) IT-209-I (Instructions) Claim for Noncustodial Parent New York State Earned Income Credit. 
IT-211 (Fill-in) IT-211-I (Instructions) Special Depreciation Schedule
IT-212 (Fill-in) IT-212-I (Instructions) Investment Credit
IT-212-ATT (Fill-in) IT-212-ATT-I (Instructions) Claim for Historic Barn Rehabilitation Credit and Employment Incentive Credit
IT-213 (Fill-in) IT-213-I (Instructions) Claim for Empire State Child Credit. 
IT-213-ATT (Fill-in) IT-213-I (Instructions) Claim for Empire State Child Credit. 
IT-214 (Fill-in) IT-214-I (Instructions) Claim for Real Property Tax Credit for Homeowners and Renters
IT-215 (Fill-in) IT-215-I (Instructions) Claim for Earned Income Credit. See Form DTF-215 for recordkeeping suggestions for self-employed persons claiming the earned income credit. 
IT-216 (Fill-in) IT-216-I (Instructions) Claim for Child and Dependent Care Credit. See Form DTF-216 for recordkeeping suggestions for child care expenses.
IT-217 (Fill-in) IT-217-I (Instructions) Claim for Farmers' School Tax Credit
IT-219 (Fill-in) IT-219-I (Instructions) Credit for New York City Unincorporated Business Tax
IT-220 Discontinued Minimum Income Tax - This form was discontinued (after tax year 2013)
IT-221 (Fill-in) IT-221-I (Instructions) Disability Income Exclusion
IT-222 (Fill-in) Instructions on form General Corporation Tax Credit for Full-Year New York City Resident Individuals, Estates, and Trusts
IT-223 (Fill-in) Instructions on form Innovation Hot Spot Deduction
IT-225 (Fill-in) IT-225-I (Instructions) New York State Modifications. See updated information available for the instructions.
IT-230 (Fill-in) IT-230-I (Instructions) Separate Tax on Lump-Sum Distributions
IT-236 (Fill-in) IT-236-I (Instructions) Credit for Taxicabs and Livery Service Vehicles Accessible to Persons with Disabilities - For costs incurred on or after January 1, 2011
IT-237 (Fill-in) IT-237-I (Instructions) Claim for Historic Homeownership Rehabilitation Credit
IT-238 (Fill-in) IT-238-I (Instructions) Claim for Rehabilitation of Historic Properties Credit
IT-239 (Fill-in) Instructions on form Claim for Credit for Taxicabs and Livery Service Vehicles Accessible to Persons with Disabilities - For costs incurred before January 1, 2011
IT-241 (Fill-in) IT-241-I (Instructions) Claim for Clean Heating Fuel Credit
IT-242 (Fill-in) IT-242-I (Instructions) Claim for Conservation Easement Tax Credit
IT-243 (Fill-in) IT-243-I (Instructions) Claim for Biofuel Production Credit
IT-245 (Fill-in) Instructions on form Claim for Volunteer Firefighters’ and Ambulance Workers’ Credit
IT-246 (Fill-in) IT-246-I (Instructions) Claim for Empire State Commercial Production Credit
IT-248 (Fill-in) IT-248-I (Instructions) Claim for Empire State Film Production Credit
IT-249 (Fill-in) IT-249-I (Instructions) Claim for Long-Term Care Insurance Credit
IT-250 (Fill-in) IT-250-I (Instructions) Claim for Credit for Purchase of an Automated External Defibrillator
IT-251 (Fill-in) IT-251-I (Instructions) Credit for Employment of Persons with Disabilities
IT-252 (Fill-in) IT-252-I (Instructions) Investment Tax Credit for the Financial Services Industry
IT-252-ATT (Fill-in) Instructions on form Employment Incentive Credit for the Financial Services Industry
IT-253 (Fill-in) Instructions on form Claim for Alternative Fuels Credit
IT-255 (Fill-in) IT-255-I (Instructions) Claim for Solar Energy System Equipment Credit
IT-256 (Fill-in) IT-256-I (Instructions) Claim for Special Additional Mortgage Recording Tax Credit
IT-257 (Fill-in) Instructions on form Claim of Right Credit
IT-258 (Fill-in) Instructions on form Claim for Nursing Home Assessment Credit
IT-259 Discontinued Claim for Fuel Cell Electric Generating Equipment Credit - This form was discontinued (after tax year 2013)
IT-260 (Fill-in) IT-260-I (Instructions) New York State and New York City Surety Bond Form - Change of Resident Status - Special Accruals
IT-260.1 (Fill-in) IT-260-I (Instructions) Change of Resident Status - Special Accruals
IT-261 (Fill-in) IT-261-I (Instructions) Claim for Empire State Film Post-Production Credit
IT-272 (Fill-in) IT-272-I (Instructions) Claim for College Tuition Credit or Itemized Deduction (full-year New York State residents only)
IT-280 (Fill-in) Instructions on form Nonobligated Spouse Allocation
IT-285 (Fill-in) IT-285-I (Instructions) Request for Innocent Spouse Relief (and Separation of Liability and Equitable Relief). Also see Publication 89, Innocent Spouse Relief (And Separation of Liability And Equitable Relief), for additional information.
IT-360.1 (Fill-in) IT-360.1-I (Instructions) Change of City Resident Status
IT-398 (Fill-in) Instructions on form New York State Depreciation Schedule for IRC Section 168(k) Property
IT-399 (Fill-in) Instructions on form New York State Depreciation Schedule
IT-501 (Fill-in) Instructions on form Temporary Deferral Nonrefundable Payout Credit
IT-502 (Fill-in) Discontinued Temporary Deferral Refundable Payout Credit. This form has been discontinued.
IT-601 (Fill-in) Instructions on form Claim for EZ Wage Tax Credit. See updated information available for this form.
IT-601.1 Discontinued Claim for ZEA Wage Tax Credit. This form was merged onto Form IT-601
IT-602 (Fill-in) Instructions on form Claim for EZ Capital Tax Credit
IT-603 (Fill-in) IT-603-I (Instructions) Claim for EZ Investment Tax Credit and EZ Employment Incentive Tax Credit
IT-604 (Fill-in) IT-604-I (Instructions) Claim for QEZE Tax Reduction Credit
IT-605 (Fill-in) IT-605-I (Instructions) Claim for EZ Investment Tax Credit and EZ Employment Incentive Credit for the Financial Services Industry
IT-606 (Fill-in) IT-606-I (Instructions) Claim for QEZE Credit for Real Property Taxes
IT-607 (Fill-in) IT-607-I (Instructions) Claim for Excelsior Jobs Program Tax Credit
IT-611 (Fill-in) IT-611-I (Instructions) Claim for Brownfield Redevelopment Tax Credit - For Qualified Sites Accepted into the Brownfield Cleanup Program Prior to June 23, 2008
IT-611.1 (Fill-in) IT-611.1-I (Instructions) Claim for Brownfield Redevelopment Tax Credit - For Qualified Sites Accepted into the Brownfield Cleanup Program on or After June 23, 2008, and Prior to July 1, 2015
IT-611.2 (Fill-in) IT-611.2-I (Instructions) Claim for Brownfield Redevelopment Tax Credit - For Qualified Sites Accepted into the Brownfield Cleanup Program on or After July 1, 2015
IT-612 (Fill-in) IT-612-I (Instructions) Claim for Remediated Brownfield Credit for Real Property Taxes - For Qualified Sites Accepted into the Brownfield Cleanup Program on or After July 1, 2015
IT-613 (Fill-in) IT-613-I (Instructions) Claim for Environmental Remediation Insurance Credit - For Qualified Sites Accepted into the Brownfield Cleanup Program on or After July 1, 2015
IT-631 (Fill-in) Instructions on form Claim for Security Officer Training Tax Credit
IT-633 (Fill-in) IT-633-I (Instructions) Economic Transformation and Facility Redevelopment Program Tax Credit
IT-634 (Fill-in) IT-634-I (Instructions) Empire State Jobs Retention Program Credit
IT-635 (Fill-in) IT-635-I (Instructions) New York Youth Jobs Program Tax Credit
IT-636 (Fill-in) IT-636-I (Instructions) Alcoholic Beverages Production Credit
IT-637 (Fill-in) IT-637-I (Instructions) Alternative Fuels and Electric Vehicle Recharging Property Credit
IT-638 (Fill-in) IT-638-I (Instructions) START-UP NY Tax Elimination Credit
IT-639 (Fill-in) IT-639-I (Instructions) Minimum Wage Reimbursement Credit
IT-639-ATT (Fill-in) IT-639-I (Instructions) Eligible Employee Information for the Minimum Wage Reimbursement Credit - Attachment to Form IT-639
IT-640 (Fill-in) IT-640-I (Instructions) START-UP NY Telecommunication Services Excise Tax Credit
IT-641 (Fill-in) IT-641-I (Instructions) Manufacturer's Real Property Tax Credit
IT-642 (Fill-in) IT-642-I (Instructions) Empire State Musical and Theatrical Production Credit
IT-643 (Fill-in) IT-643-I (Instructions) Hire a Veteran Credit
IT-644 (Fill-in) IT-644-I (Instructions) Workers with Disabilities Tax Credit
IT-645 (Fill-in) IT-645-I (Instructions) Recapture of START-UP NY Tax Benefits
IT-646 (Fill-in) IT-646-I (Instructions) Employee Training Incentive Program Tax Credit
IT-647 (Fill-in) IT-647-I (Instructions) Farm Workforce Retention Credit
IT-647-ATT (Fill-in) IT-647-I (Instructions) Eligible Farm Employee Information for the Farm Workforce Retention Credit
IT-1099-R (Fill-in) Instructions on form Summary of Federal Form 1099-R Statements
IT-1099-UI Discontinued Summary of Unemployment Compensation Payments. This form was discontinued.
IT-2102.6 (Fill-in) Instructions on form Certificate of Income Tax Withheld
IT-2105 (Fill-in) IT-2105-I (Instructions) Individuals Estimated Tax Payment Voucher for Individuals - Payments due April 18, June 15, September 15, 2017, and January 16, 2018. Important information for NYC residents with taxable income over $500,000. Click here to see details
IT-2105.1 (Fill-in) Instructions on form Reconciliation of Estimated Income Tax Account for Individuals
IT-2105.9 (Fill-in) IT-2105.9-I (Instructions) Underpayment of Estimated Income Tax By Individuals and Fiduciaries for tax year 2017
IT-2106 (Fill-in) IT-2106-I (Instructions) Fiduciaries Estimated Income Tax Payment Voucher for Fiduciaries - Payments due April 18, June 15, September 15, 2017, and January 16, 2018. Important information for NYC residents with taxable income over $500,000. Click here to see details
IT-2106.1 (Fill-in) Instructions on form Reconciliation of Estimated Income Tax Account for Fiduciaries
IT-2658 (Fill-in) (2017) IT-2658-I (Instructions) Report of Estimated Tax for Nonresident Individual Partners and Shareholders - Payments due April 18, June 15, September 15, 2017, and January 16, 2018
IT-2658-MTA (Fill-in) (2017) IT-2658-I (Instructions) Attachment to Form IT-2658, Report of Estimated Metropolitan Commuter Transportation Mobility Tax (MCTMT) for New York Nonresident Individual Partners; Payments due April 15, June 15, September 15, 2016, and January 15, 2017
IT-2658-NYS (Fill-in) (2017) IT-2658-I (Instructions) Attachment to Form IT-2658, Report of Estimated Personal Income Tax for Nonresident Individuals; Payments due April 18, June 15, September 15, 2017, and January 16, 2018
IT-2658-E (Fill-in) (12/17) Instructions on form Certificate of Exemption from Partnership or New York S Corporation Estimated Tax Paid on Behalf of Nonresident Individual Partners and Shareholders (this version expires on February 1, 2020).
IT-2659 (Fill-in) IT-2659-I (Instructions) Estimated Tax Penalties for Partnerships and New York S Corporations
NYC-208 (Fill-in) NYC-208-I (Instructions) Claim for New York City Enhanced Real Property Tax Credit For Homeowners and Renters
NYC-210 (Fill-in) NYC-210-I (Instructions) Claim for New York City School Tax Credit
TP-290 Instructions on form Application for Family Tax Relief Credit - This form is only for tax year 2014; see Form IT-114, Family Tax Relief Credit, for tax year 2016
Y-203 (Fill-in) Y-203-I (Instructions) Yonkers Nonresident Earnings Tax Return
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