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Department of Taxation and Finance

Form 1099-G

You may view and print Form 1099-G, Statement for Recipients of State Income Tax Refunds directly from our website. We do not mail Form 1099-G.

The Tax Department will report your 1099-G information to the Internal Revenue Service (IRS) if you:

  • had an overpayment from your New York State income tax return, and
  • itemized your deductions on your federal income tax return for that same tax year.

Note: if you had an overpayment of your MCTMT for tax years 2014 or prior you may need to know the overpayment amount to complete your federal personal income tax return.

Your 1099-G amount

Your 1099-G amount reflects the amount of state and local taxes you overpaid through withholding or estimated tax payments. For most people, the amount shown on your 2017 Form 1099-G is the same as the 2016 New York State income tax refund you actually received.

If you do not have a Form 1099-G even though you received a refund or your 1099-G amount is different from your refund amount, see More information about 1099-G.

Get Started

Before you begin, you will need your New York State income tax return (Form IT-201, IT-201-X, IT-203 or IT-203-X) filed for one of the past five years. You must enter the total payments amount from the return you use for verification.

Get form 1099-G

If you had an overpayment, credit, or offset of New York State income tax or the Metropolitan Commuter Transportation Mobility Tax, you may need to report it on your federal income tax return in the following year. To find out if you need to report this information as income on a 2017 federal income tax return, see the instructions for that return, or contact the IRS or a tax preparer.

Note: A 1099-G issued by the Tax Department does not include unemployment compensation and is not reported to the IRS by the Tax Department. If you received unemployment compensation in 2017, including any taxes withheld, visit the New York State Department of Labor website. Log in to your NY.Gov ID account, select Unemployment Services and View/Print 1099-G.

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