2019 federal income tax returns—supplement to N-20-7

Due to changes in the Tax Law as part of the 2020-2021 New York State budget, any amendments made to the Internal Revenue Code (IRC) after March 1, 2020, will not apply to New York State or New York City personal income tax. For more information on the impact of these changes, see Important Notice N-20-7, Impact of Changes to the Internal Revenue Code (IRC) on the 2019 New York State Personal Income Tax Returns.

In the sections below we provide links to versions of the 2019 federal income tax forms and publications that the IRS made available before updating them for any retroactive changes made to the IRC after March 1, 2020. The federal forms available on this webpage are only to be used for the purpose of filing your 2019 New York State personal income tax return; they should not be filed with the IRS.

2019 personal income tax returns

Individuals

Main forms

2019 federal Form 1040, U.S. Individual Income Tax Return, and its instructions
2019 federal Form 1040-SR, U.S. Tax Return for Seniors, and its instructions
2019 federal Tax and Earned Income Credit tables, for use with Forms 1040 and 1040-SR
2019 federal Form 1040-NR, U.S. Nonresident Alien Income Tax Return, and its instructions
2019 federal Form 1040-NR-EZ, U.S. Income Tax Return for Certain Nonresident Aliens With No Dependents, and its instructions
2019 federal Form 1040-C, U.S. Departing Alien Income Tax Return, and its instructions
2019 federal Form 1040-ES(NR), U.S. Estimated Tax for Nonresident Alien Individuals
2019 federal Form 1040-ES(PR), Contribuciones Federales Estimadas del Trabajo por Cuenta Propia y sobre el Empleo de Empleados Domésticos —Puerto Rico
2019 federal Form 1040-PR, Planilla para la Declaración de la Contribución Federal sobre el Trabajo por Cuenta Propia (Incluyendo el Crédito Tributario Adicional por Hijos para Residentes Bona Fide de Puerto Rico), and its instructions
2019 federal Form 1040-PRH, Contribuciones sobre el Empleo de Empleados Domésticos
2019 federal Form 1040-X, Amended U.S. Individual Income Tax Return, and its instructions
2019 federal Schedule 1 (Form 1040 or 1040-SR), Additional Income and Adjustments to Income
2019 federal Schedule 2 (Form 1040 or 1040-SR), Additional Taxes
2019 federal Schedule 3 (Form 1040 or 1040-SR), Additional Credits and Payments
2019 federal Schedule 8812 (Form 1040 or 1040-SR), Additional Child Tax Credit, and its instructions
2019 federal Schedule A (Form 1040 or 1040-SR), Itemized Deductions, and its instructions
2019 federal Schedule B (Form 1040 or 1040-SR), Interest and Ordinary Dividends, and its instructions
2019 federal Schedule C (Form 1040 or 1040-SR), Profit or Loss From Business, and its instructions
2019 federal Schedule D (Form 1040 or 1040-SR), Capital Gains and Losses, and its instructions
2019 federal Schedule E (Form 1040 or 1040-SR), Supplemental Income and Loss, and its instructions
2019 federal Schedule EIC (Form 1040 or 1040-SR), Earned Income Credit
2019 federal Schedule F (Form 1040 or 1040-SR), Profit or Loss From Farming, and its instructions
2019 federal Schedule H (Form 1040 or 1040-SR), Household Employment Taxes, and its instructions
2019 federal Schedule J (Form 1040 or 1040-SR), Income Averaging for Farmers and Fishermen, and its instructions
2019 federal Schedule R (Form 1040 or 1040-SR), Credit for the Elderly or the Disabled, and its instructions
2019 federal Schedule SE (Form 1040 or 1040-SR), Self-Employment Tax, and its instructions

Other forms you may need

2019 federal Form 1042-S, Foreign Person’s U.S. Source Income Subject to Withholding
2019 federal Form 1065, U.S. Return of Partnership Income, and its instructions
2019 federal Form 1095-A, Health Insurance Marketplace Statement, and its instructions
2019 federal Form 1095-C, Employer-Provided Health Insurance Offer and Coverage, and its instructions
2019 federal Form 1099-B, Proceeds From Broker and Barter Exchange Transactions, and its instructions
2019 federal Form 1099-C, Cancellation of Debt, and its instructions
2019 federal Form 1099-DIV, Dividends and Distributions, and its instructions
2019 federal Form 1099-G, Certain Government Payments, and its instructions
2019 federal Form 1099-INT, Interest Income, and its instructions
2019 federal Form 1099-MISC, Miscellaneous Income
2019 federal Form 1099-OID, Original Issue Discount
2019 federal Form 1099-R, Distributions From Pensions, Annuities,Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
2019 federal Form 1116, Foreign Tax Credit (Individual, Estate, or Trust), and its instructions
2019 federal Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer
2019 federal Form 2106, Employee Business Expenses (for use only by Armed Forces reservists, qualified performing artists, fee-basis state or local government officials, and employees with impairment-related work expenses), and its instructions
2019 federal Form 2210, Underpayment of Estimated Tax by Individuals, Estates, and Trusts, and its instructions
2019 federal Form 2350, Application for Extension of Time To File U.S. Income Tax Return
2019 federal Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains
2019 federal Form 2441, Child and Dependent Care Expenses, and its instructions
2019 federal Form 2555, Foreign Earned Income, and its instructions
2019 federal Form 3520, Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts, and its instructions
2019 federal Form 3800, General Business Credit, and its instructions
2019 federal Form 3903, Moving Expenses, and its instructions
2019 federal Form 4029, Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits
2019 federal Form 4137, Social Security and Medicare Tax on Unreported Tip Income
2019 federal Form 4506T-EZ, Short Form Request for Individual Tax Return Transcript
2019 federal Form 4506T, Request for Transcript of Tax Return
2019 federal Form 4506, Request for Copy of Tax Return
2019 federal Form 4563, Exclusion of Income for Bona Fide Residents of American Samoa
2019 federal Form 461, Limitation on Business Losses
2019 federal Form 4684, Casualties and Thefts, and its instructions
2019 federal Form 4797, Sales of Business Property (Also Involuntary Conversions and Recapture Amounts Under Sections 179 and 280F(b)(2)), and its instructions
2019 federal Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return
2019 federal Form 4972, Tax on Lump-Sum Distributions (From Qualified Plans of Participants Born Before January 2, 1936)
2019 federal Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts, and its instructions
2019 federal Form 5405, Repayment of the First-Time Homebuyer Credit, and its instructions
2019 federal Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations, and its instructions
2019 federal Form 5695, Residential Energy Credits, and its instructions
2019 federal Form 6251, Alternative Minimum Tax—Individuals, and its instructions
2019 federal Form 6252, Installment Sale Income
2019 federal Form 6781, Gains and Losses From Section 1256 Contracts and Straddles
2019 federal Form 8288-A, Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests
2019 federal Form 8332, Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent
2019 federal Form 8379, Injured Spouse Allocation, and its instructions
2019 federal Form 8453, U.S. Individual Income Tax Transmittal for an IRS e-file Return
2019 federal Form 8606, Nondeductible IRAs, and its instructions
2019 federal Form 8615, Tax for Certain Children Who Have Unearned Income, and its instructions
2019 federal Form 8805, Foreign Partner's Information Statement of Section 1446 Withholding Tax, and its instructions
2019 federal Form 8814, Parents’ Election To Report Child’s Interest and Dividends
2019 federal Form 8822, Change of Address (For Individual, Gift, Estate, or Generation-Skipping Transfer Tax Returns)
2019 federal Form 8824, Like-Kind Exchanges (and section 1043 conflict-of-interest sales)
2019 federal Form 8843, Statement for Exempt Individuals and Individuals With a Medical Condition (For use by alien individuals only)
2019 federal Form 8857, Request for Innocent Spouse Relief, and its instructions
2019 federal Form 8862, Information To Claim Certain Credits After Disallowance (Earned Income Credit (EIC), American Opportunity Tax Credit (AOTC), Child Tax Credit (CTC), Additional Child Tax Credit (ACTC), and Credit for Other Dependents (ODC)), and its instructions
2019 federal Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits), and its instructions
2019 federal Form 8880, Credit for Qualified Retirement Savings Contributions
2019 federal Form 8885, Health Coverage Tax Credit, and its instructions
2019 federal Form 8888, Allocation of Refund (Including Savings Bond Purchases)
2019 federal Form 8889, Health Savings Accounts (HSAs), and its instructions
2019 federal Form 8910, Alternative Motor Vehicle Credit, and its instructions
2019 federal Form 8911, Alternative Fuel Vehicle Refueling Property Credit, and its instructions
2019 federal Form 8917, Tuition and Fees Deduction
2019 federal Form 8919, Uncollected Social Security and Medicare Tax on Wages
2019 federal Form 8938, Statement of Specified Foreign Financial Assets, and its instructions
2019 federal Form 8949, Sales and Other Dispositions of Capital Assets, and its instructions
2019 federal Form 8958, Allocation of Tax Amounts Between Certain Individuals in Community Property States
2019 federal Form 8959, Additional Medicare Tax, and its instructions
2019 federal Form 8962, Premium Tax Credit (PTC), and its instructions
2019 federal Form 8963, Report of Health Insurance Provider Information, and its instructions
2019 federal Form 8978, Partner’s Additional Reporting Year Tax, and its instructions
2019 federal Form 8992, U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI), and its instructions
2019 federal Form 8995-A, Qualified Business Income Deduction, and its instructions
2019 federal Form 8995, Qualified Business Income Deduction Simplified Computation, and its instructions
2019 federal Form 8997, Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments
2019 federal Form W-2G, Certain Gambling Winnings
2019 federal Schedule K-1 (Form 1065), Partner's Share of Income, Deductions, Credits, etc., and its instructions

Publications

2019 federal Publication 17, Tax Guide 2019
2019 federal Publication 501, Dependents, Standard Deduction, and Filing Information
2019 federal Publication 504, Divorced or Separated Individuals
2019 federal Publication 519, U.S. Tax Guide for Aliens
2019 federal Publication 525, Taxable and Nontaxable Income
2019 federal Publication 526, Charitable Contributions
2019 federal Publication 529, Miscellaneous Deductions
2019 federal Publication 535, Business Expenses
2019 federal Publication 536, Net Operating Losses (NOLs) for Individuals, Estates, and Trusts
2019 federal Publication 555, Community Property
2019 federal Publication 556, Examination of Returns, Appeal Rights, and Claims for Refund
2019 federal Publication 590-a, Contributions to Individual Retirement Arrangements (IRAs)
2019 federal Publication 596, Earned Income Credit (EIC)
2019 federal Publication 721, Tax Guide to U.S. Civil Service Retirement Benefits
2019 federal Publication 907, Tax Highlights for Persons With Disabilities
2019 federal Publication 915, Social Security and Equivalent Railroad Retirement Benefits
2019 federal Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans
2019 federal Publication 970, Tax Benefits for Education
2019 federal Publication 972, Child Tax Credit and Credit for Other Dependents
2019 federal Publication 974, Premium Tax Credit (PTC)
2019 federal Publication 4681, Canceled Debts, Foreclosures, Repossessions, and Abandonments (for Individuals)

Partnerships

Main forms

2019 federal Form 1065, U.S. Return of Partnership Income, and its instructions
2019 federal Schedule B-1 (Form 1065), Information on Partners Owning 50% or More of the Partnership
2019 federal Schedule C (Form 1065), Additional Information for Schedule M-3 Filers, and its instructions
2019 federal Schedule D (Form 1065), Capital Gains and Losses, and its instructions
2019 federal Schedule K-1 (Form 1065), Partner's Share of Income, Deductions, Credits, etc., and its instructions
2019 federal Schedule M-3 (Form 1065) , Net Income (Loss) Reconciliation for Certain Partnerships, and its instructions

Other forms you may need

2019 federal Form 1120-S, U.S. Income Tax Return for an S Corporation, and its instructions
2019 federal Form 1125-A, Cost of Goods Sold
2019 federal Schedule F (Form 1040 or 1040-SR), Profit or Loss From Farming, and its instructions
2019 federal Form 4562, Depreciation and Amortization, and its instructions
2019 federal Form 4797, Sales of Business Property, and its instructions
2019 federal Form 8825, Rental Real Estate Income and Expenses of a Partnership or an S Corporation
2019 federal Form 8949, Sales and Other Dispositions of Capital Assets, and its instructions

Estates and trusts

Main forms

2019 federal Form 1041, U.S. Income Tax Return for Estates and Trusts, and its instructions
2019 federal Form 1045, Application for Tentative Refund, and its instructions
2019 federal Schedule C (Form 1040 or 1040-SR), Profit or Loss From Business, and its instructions
2019 federal Schedule D (Form 1041), Capital Gains and Losses, and its instructions
2019 federal Schedule E (Form 1040 or 1040-SR), Supplemental Income and Loss, and its instructions
2019 federal Schedule F (Form 1040 or 1040-SR), Profit or Loss From Farming, and its instructions
2019 federal Schedule J (Form 1041), Accumulation Distribution for Certain Complex Trusts, and its instructions
2019 federal Schedule K-1 (Form 1065), Partner’s Share of Income, Deductions, Credits, etc., and its instructions
2019 federal Form 990-T, Exempt Organization Business Income Tax Return, and its instructions

Other forms you may need

2019 federal Form 1120S, U.S. Income Tax Return for an S Corporation, and its instructions
2019 federal Form 4562, Depreciation and Amortization, and its instructions
2019 federal Form 4684, Casualties and Thefts, and its instructions
2019 federal Form 4797, Sales of Business Property, and its instructions
2019 federal Form 4970, Tax on Accumulation Distribution of Trusts
2019 federal Form 6252, Installment Sale Income
2019 federal Form 8824, Like-Kind Exchanges, and its instructions
2019 federal Form 8995, Qualified Business Income Deduction Simplified Computation, and its instructions
2019 federal Form 8995-A, Qualified Business Income Deduction, and its instructions
2019 federal Schedule A (Form 8995-A), Specified Service Trades or Businesses
2019 federal Schedule B (Form 8995-A), Aggregation of Business Operations
2019 federal Schedule C (Form 8995-A), Loss Netting and Carryforward
2019 federal Schedule D (Form 8995-A), Special Rules for Patrons of Agricultural or Horticultural Cooperatives

Updated: April 22, 2024