2023 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-196 (Fill-in) | IT-196-I (Instructions) | New York Resident, Nonresident, and Part-Year Resident Itemized Deductions. |
| IT-201 (Fill-in) | IT-201-I (Instructions) | Resident Income Tax Return for Full-Year State Residents Only. |
| IT-201-ATT (Fill-in) | IT-201-I (Instructions) | Other Tax Credits and Taxes |
| IT-201-D | IT-201-I (Instructions) | Resident Itemized Deduction Schedule. This form has been discontinued. |
| 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 2022 |
| IT-203 (Fill-in) | IT-203-I (Instructions) | Nonresident and Part-Year Resident Income Tax Return. |
| IT-203-ATT (Fill-in) | IT-203-I (Instructions) | Other Tax Credits and Taxes |
| IT-203-A (Fill-in) | IT-203-A-I (Instructions) | Nonresident Business Allocation Schedule |
| IT-203-B (Fill-in) | IT-203-I (Instructions) | 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 | IT-203-I (Instructions) | Resident Itemized Deduction Schedule. This form has been discontinued. |
| 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 2022 |
| 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) | Child Information 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 | Discontinued | General Corporation Tax Credit for Full-Year New York City Resident Individuals, Estates, and Trusts - This form was discontinued. |
| IT-223 (Fill-in) | Instructions on form | Innovation Hot Spot Deduction |
| IT-225 (Fill-in) | IT-225-I (Instructions) | New York State Modifications |
| IT-226 (Fill-in) | Instructions on form | Employer Compensation Expense Program Wage Credit |
| IT-227 (Fill-in) | Instructions on form | New York State Voluntary Contributions: Attachment to Form IT-201 or IT-203 |
| IT-228 (Fill-in) | IT-228-I (Instructions) | Contributions to Certain Funds Credit |
| IT-229 (Fill-in) | IT-229-I (Instructions) | Real Property Tax Credit |
| 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 | Discontinued | Claim for Biofuel Production Credit - This form was discontinued. |
| 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. This form has been discontinued. |
| 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) | IT-257-I (Instructions) | 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-267 (Fill-in) | IT-267-I (Instructions) | Geothermal Energy System 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-558 (Fill-in) | Discontinued | New York State Adjustments due to Decoupling from the IRC |
| IT-601 (Fill-in) | IT-601-I (Instructions) | Claim for EZ Wage Tax Credit |
| 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. This form has been discontinued. |
| IT-639-ATT (Fill-in) | IT-639-I (Instructions) | Eligible Employee Information for the Minimum Wage Reimbursement Credit - Attachment to Form IT-639. This form has been discontinued. |
| 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-648 (Fill-in) | IT-648-I (Instructions) | Life Sciences Research and Development Tax Credit |
| IT-649 (Fill-in) | IT-649-I (Instructions) | Farm Donations to Pantries Credit |
| IT-650 (Fill-in) | IT-650-I (Instructions) | Empire State Apprenticeship Tax Credit |
| IT-651 (Fill-in) | IT-651-I (Instructions) | Recovery Tax Credit |
| IT-652 (Fill-in) | IT-652-I (Instructions) | Employer-Provided Childcare Credit |
| IT-653 (Fill-in) | Instructions on form | Pass-Through Entity Tax Credit |
| IT-654 (Fill-in) | IT-654-I (Instructions) | New York City Musical and Theatrical Production Tax Credit |
| IT-655 (Fill-in) | Instructions on form | Restaurant Return-to-Work Credit |
| IT-656 (Fill-in) | IT-656-I (Instructions) | Grade Number 6 Heating Oil Conversion Credit |
| IT-657 (Fill-in) | IT-657-I (Instructions) | Covid-19 Capital Costs Credit |
| IT-658 (Fill-in) | IT-658-I (Instructions) | Additional Restaurant Return-to-Work Credit |
| IT-660 (Fill-in) | IT-660-I (Instructions) | Empire State Digital Gaming Media Production Credit |
| IT-662 (Fill-in) | IT-662-I (Instructions) | Child Care Creation and Expansion 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, 2023, and January 16, 2024. 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 2023 |
| IT-2106 (Fill-in) | IT-2106-I (Instructions) Fiduciaries | Estimated Income Tax Payment Voucher for Fiduciaries - Payments due April 18, June 15, September 15, 2023, and January 16, 2024. 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) (2023) | IT-2658-I (Instructions) | Report of Estimated Tax for Nonresident Individual Partners and Shareholders - Payments due April 18, June 15, September 15, 2023, and January 16, 2024 |
| IT-2658-MTA (Fill-in) (2023) | 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 18, June 15, September 15, 2023, and January 16, 2024 |
| IT-2658-NYS (Fill-in) (2023) | 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, 2023, and January 16, 2024 |
| IT-2658-E (Fill-in) (12/23) | IT-2658-E-I (Instructions) | 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, 2026). |
| IT-2659 (Fill-in) | IT-2659-I (Instructions) | Estimated Tax Penalties for Partnerships and New York S Corporations |
| NYC-208 | Discontinued | Claim for New York City Enhanced Real Property Tax Credit For Homeowners and Renters -This form was discontinued. |
| 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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