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Free Ny It 203 Form

The NY IT-203 form is the Nonresident and Part-Year Resident Income Tax Return for New York State, New York City, and Yonkers. This form is essential for individuals who lived outside New York for part of the year but earned income from New York sources. It allows taxpayers to report their income and calculate their tax obligations accurately.

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The NY IT-203 form is essential for nonresidents and part-year residents of New York State who need to file their income tax returns. This form covers income earned from January 1 to December 31, 2021, or during a specified fiscal year. Taxpayers will need to provide personal information, including names, Social Security numbers, and dates of birth for themselves and their spouses, if applicable. The form also requires details about residency status, such as the number of months lived in New York City and the date of moving into or out of the state. It includes sections for reporting various types of income, such as wages, dividends, and rental income, along with adjustments to federal income. Taxpayers must indicate whether they itemized deductions on their federal return and whether they can be claimed as dependents. Additionally, the form allows for the calculation of New York State tax, applicable credits, and any taxes owed or refunds due. Proper completion of the NY IT-203 is crucial for ensuring compliance with state tax laws and maximizing potential refunds.

Similar forms

The NY IT-203 form is a tax return specifically for nonresidents and part-year residents of New York. It shares similarities with several other tax documents. Below are four forms that are comparable to the NY IT-203, along with a brief explanation of how they are similar:

Form IT-201: This is the New York Resident Income Tax Return. Like the IT-203, it is used to report income and calculate tax liabilities, but it is specifically for full-year residents of New York.
Form IT-204: This form is the New York Partnership Return. It is similar in that it requires the reporting of income and deductions, but it is specifically for partnerships rather than individual taxpayers.
Form IT-150: This is the New York State Tax Return for Certain Nonresidents and Part-Year Residents. It serves a similar purpose as the IT-203, allowing individuals who do not reside in New York for the entire year to report their income earned within the state.
Form IT-360.1: This form is the New York City Part-Year Resident Income Tax Return. It is similar to the IT-203 because it is designed for individuals who lived in New York City for part of the year and need to report their income accordingly.

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Department of Taxation and Finance

Nonresident and Part-Year Resident

Income Tax Return New York State • New York City • Yonkers • MCTMT

For the year January 1, 2021, through December 31, 2021, or fiscal year beginning ...........

and ending ...........

IT-203

For help completing your return, see the instructions, Form IT-203-I.

Your first name and middle initial	Your last name (for a joint return, enter spouse’s name on line below)					Your date of birth (mmddyyyy)		Your Social Security number

Spouse’s first name and middle initial	Spouse’s last name					Spouse’s date of birth (mmddyyyy)		Spouse’s Social Security number

Mailing address (see instructions, page 12) (number and street or PO Box)							Apartment number	New York State county of residence

City, village, or post office		State	ZIP code		Country			School district name

Taxpayer’s permanent home address (see instr., pg. 12) (no. and street or rural route)				Apartment no.			City, village, or post office		School district
									School district
									code number

State

ZIP code

Country

Taxpayer’s date of death Spouse’s date of death

Decedent information

A Filing 

status

(mark an  X in one box): 





Single

Married filing joint return

(enter both spouses’ Social Security numbers above)

Married filing separate return

(enter both spouses’ Social Security numbers above)

Head of household (with qualifying person)

Qualifying widow(er)

ENew York City part-year residents only (see page 13)

(1) Number of months you lived in NY City in 2021 .....

(2)Number of months your spouse lived

in NY City in 2021 ....................................................

FEnter your 2-character special condition code(s) if applicable (see page 13) ...............

G New York State part-year residents (see page 14)

Enter the date you moved into

or out of NYS (mmddyyyy)

B Did you itemize your deductions on your 2021
B Did you itemize your deductions on your 2021
federal income tax return?	Yes	No
federal income tax return?	Yes	No
C Can you be claimed as a dependent on another
C Can you be claimed as a dependent on another
taxpayer’s federal return?	Yes	No
taxpayer’s federal return?	Yes	No
D1 Did you have a financial account located in a
D1 Did you have a financial account located in a
foreign country? (see page 13)	Yes	No
foreign country? (see page 13)	Yes	No
D2 Were you required to report any nonqualified deferred
compensation, as required by IRC § 457A, on your
2021 federal return? (see page 13)	Yes	No

On the last day of the tax year (mark an X in one box):
1)	Lived in NYS
2)	Lived outside NYS; received income from
	NYS sources during nonresident period
3)	Lived outside NYS; received no income from
	NYS sources during nonresident period

HNew York State nonresidents (see page 14)

Did you or your spouse maintain
living quarters in NYS in 2021?	Yes	No

(if Yes, complete Form IT-203-B)

IDependent information (see page 14)

First name and middle initial

Last name

Relationship

Social Security number

Date of birth (mmddyyyy)

If more than 6 dependents, mark an X in the box.

203001210094

For office use only

Page 2 of 4 IT-203 (2021)		Enter your Social Security number
Federal income and adjustments			(see page 16)
1	Wages, salaries, tips, etc.	..............................................	1
2	Taxable interest income		2
3	Ordinary dividends	..............................................	3

4Taxable refunds, credits, or offsets of state and local

	income taxes (also enter on line 24)	4
5	Alimony received	5
6	Business income or loss (submit a copy of federal Sch. C, Form 1040)	6
7	Capital gain or loss (if required, submit a copy of federal Sch. D, Form 1040)	7
8	Other gains or losses (submit a copy of federal Form 4797)	8
9	Taxable amount of IRA distributions. Beneficiaries: mark X in box	9
10	Taxable amount of pensions/annuities. Beneficiaries: mark X in box	10

11Rental real estate, royalties, partnerships, S corporations,

trusts, etc. (submit a copy of federal Schedule E, Form 1040) 11

12 Rental real estate included
in line 11 (federal amount) 12.	.00

Federal amount

Whole dollars only

.00

	New York State amount
	Whole dollars only

1	.00
2	.00
3	.00

4	.00
5	.00
6	.00
7	.00
8	.00
9	.00
10	.00

11	.00

13	Farm income or loss (submit a copy of federal Sch. F, Form 1040)		13	.00
14	Unemployment compensation		14	.00
15	Taxable amount of Social Security benefits (also enter on line 26)		15	.00
16	Other income (see page 22)	Identify:	16	.00
17	Add lines 1 through 11 and 13 through 16		17	.00

18Total federal adjustments to income (see page 22)

	Identify:	18	.00
19	Federal adjusted gross income (subtract line 18 from line 17) ..	19	.00
19a	Recomputed federal adjusted gross income (see page 23, Line 19a worksheets)	19a	.00

13	.00
14	.00
15	.00
16	.00
17	.00

18	.00
19	.00
19a	.00

New York additions (see page 24)

20Interest income on state and local bonds and obligations

(but not those of New York State or its localities) ................

21Public employee 414(h) retirement contributions ...........

22Other (Form IT-225, line 9) ..................................................

23Add lines 19a through 22 ...............................................

.00

20	.00
21	.00
22	.00
23	.00

New York subtractions (see page 25)

24Taxable refunds, credits, or offsets of state and

	local income taxes (from line 4)	24	.00	24
25	Pensions of NYS and local governments and the
	federal government (see page 25)	25	.00	25
26	Taxable amount of Social Security benefits (from line 15)	26	.00	26
27	Interest income on U.S. government bonds	27	.00	27
28	Pension and annuity income exclusion	28	.00	28
29	Other (Form IT-225, line 18)	29	.00	29
30	Add lines 24 through 29	30	.00	30
31	New York adjusted gross income (subtract line 30 from line 23)	31	.00	31

.00

32 Enter the amount from line 31, Federal amount column ..........................................................

.00

203002210094

Name(s) as shown on page 1	Enter your Social Security number

Standard deduction or itemized deduction (see page 27)

IT-203 (2021) Page 3 of 4

33 Enter your standard deduction (table on page 27) or your itemized deduction (from Form IT-196).
	Mark an X in the appropriate box: ...	Standard – or –	Itemized	33	.00
	Mark an X in the appropriate box: ...	Standard – or –	Itemized	33	.00
34 Subtract line 33 from line 32 (if line 33 is more than line 32, leave blank)				34	.00
35 Dependent exemptions (enter the number of dependents listed in Item I; see page 27)				35	000.00
36 New York taxable income (subtract line 35 from line 34)				36	.00
Tax computation, credits, and other taxes

37	New York taxable income (from line 36)			37	.00
38	New York State tax on line 37 amount (see page 28)			38	.00
39	New York State household credit (page 28, table 1, 2, or 3)			39	.00
40	Subtract line 39 from line 38 (if line 39 is more than line 38, leave blank)			40	.00
41	New York State child and dependent care credit (see page 29)	.....................................................		41	.00
42	Subtract line 41 from line 40 (if line 41 is more than line 40, leave blank)			42	.00
43	New York State earned income credit (see page 29)			43	.00

44	Base tax (subtract line 43 from line 42; if line 43 is more than line 42, leave blank)			44	.00

45Income percentage

(see page 29)

New York State amount from line 31

.00

Federal amount from line 31

.00

Round result to 4 decimal places

46	Allocated New York State tax (multiply line 44 by the decimal on line 45)	46	.00
47	New York State nonrefundable credits (Form IT-203-ATT, line 8)	47	.00
48	Subtract line 47 from line 46 (if line 47 is more than line 46, leave blank)	48	.00
49	Net other New York State taxes (Form IT-203-ATT, line 33)	49	.00
50	Total New York State taxes (add lines 48 and 49)	50	.00

New York City and Yonkers taxes, credits, and surcharges, and MCTMT

51	Part-year New York City resident tax (Form IT-360.1)		.......	51	.00
52	Part-year resident nonrefundable New York City
	child and dependent care credit			52	.00
52a	Subtract line 52 from 51			52a	.00
52b	MCTMT net
	earnings base....	52b	.00
52c	MCTMT			52c	.00
53	Yonkers nonresident earnings tax (Form Y-203)			53	.00

54Part-year Yonkers resident income tax surcharge

(Form IT-360.1)

.00

55Total New York City and Yonkers taxes / surcharges and MCTMT (add lines 52a, and 52c through 54)

56Sales or use tax (See the instructions on page 31. Do not leave line 56 blank.) ..............................

57Voluntary contributions (Form IT-227, Part 2, line 1) ...................................................................

58Total New York State, New York City, Yonkers, and sales or use taxes, MCTMT,

and voluntary contributions (add lines 50, 55, 56, and 57) .....................................................

See instructions on pages 29 through 31 to compute New York City and Yonkers taxes, credits, and surcharges, and MCTMT.

55		.00
56		.00
56		.00
57		.00
57		.00
58
58		.00

203003210094

Page 4 of 4 IT-203 (2021)

Enter your Social Security number

59 Enter amount from line 58	59
Payments and refundable credits	(see page 32)

.00

60	Part-year NYC school tax credit (fixed amount) (also complete E on front)	60	.00
60a	NYC school tax credit (rate reduction amount)	60a	.00
61	Other refundable credits (Form IT-203-ATT, line 17)	61	.00
62	Total New York State tax withheld	62	.00
63	Total New York City tax withheld	63	.00
64	Total Yonkers tax withheld	64	.00
65	Total estimated tax payments/amount paid with Form IT-370	65	.00
66	Total payments and refundable credits (add lines 60 through 65)		.............................................

If applicable, complete

Form(s) IT-2 and/or IT-1099-R and submit them with your return (see pages 10 and 11).

Do not send federal

Form W-2 with your return.

.00

Your refund, amount you owe, and account information				(see pages 34 through 36)

67	Amount overpaid (if line 66 is more than line 59, subtract line 59 from line 66; see page 34)					67	.00
68	Amount of line 67 available for refund (subtract line 69 from line 67)					68	.00
	TIP: Use this amount to check your refund status online.
68a	Amount of line 68 that you want to deposit into a NYS 529 account (Form IT-195, line 4) (also submit Form IT-195)					68a	.00
68b Total refund after NYS 529 account deposit (subtract line 68a from line 68)						68b	.00
		direct deposit to checking or			paper		Refund? Direct deposit is the
	Mark one refund choice:	savings account (fill in line 73) - or -			check		Refund? Direct deposit is the
	Mark one refund choice:	savings account (fill in line 73) - or -			check		easiest, fastest way to get your
69	Amount of line 67 that you want applied to your 2022						easiest, fastest way to get your
69	Amount of line 67 that you want applied to your 2022						refund.
	estimated tax (see instructions)			69	.00		See page 35 for payment
70	Amount you owe (if line 66 is less than line 59, subtract line 66 from line 59). To pay by electronic						See page 35 for payment
70							options.
	funds withdrawal, mark an X in the box		and fill in lines 73 and 74. If you pay by check				options.
	funds withdrawal, mark an X in the box		and fill in lines 73 and 74. If you pay by check

	or money order you must complete Form IT-201-V and mail it with your return					70	.00

71Estimated tax penalty (include this amount on line 70,

or reduce the overpayment on line 67; see page 35)	71	.00	See page 38 for the proper
			assembly of your return.
72 Other penalties and interest (see page 35)	72	.00

73Account information for direct deposit or electronic funds withdrawal (see page 36).

If the funds for your payment (or refund) would come from (or go to) an account outside the U.S., mark an X in this box (see pg. 36)

73a	Account type:	Personal checking - or -
73b	Routing number
73b	Routing number

Personal savings - or -

73c Account number

Business checking - or -

Business savings

74 Electronic funds withdrawal (see page 36)

Date

Amount

.00

Third-party

designee? (see instr.)

Yes No

Print designee’s name	Designee’s phone number
	(	)

Email:

Personal identification

number (PIN)

▼ Paid preparer must complete ▼	Preparer’s NYTPRIN			NYTPRIN
(see instructions)				excl. code
Preparer’s signature		Preparer’s printed name

Firm’s name (or yours, if self-employed)			Preparer’s PTIN or SSN

Address			Employer identification number

Date

Email:

▼ Taxpayer(s) must sign here ▼

Your signature

Your occupation

Spouse’s signature and occupation (if joint return)

Date	Daytime phone number
	(	)

Email:

See instructions for where to mail your return.

203004210094

Common mistakes

Filling out the New York IT-203 form can be a complex process, and mistakes can lead to delays or issues with tax returns. Here are nine common errors that individuals often make when completing this form.

One frequent mistake is failing to include all required personal information. This includes not only the taxpayer's name and Social Security number but also the spouse's details in the case of a joint return. Omitting any of this information can result in processing delays.

Another common error involves the selection of filing status. Taxpayers sometimes choose the wrong category, such as marking “Single” when they should have selected “Married Filing Jointly.” This misclassification can significantly impact the tax calculation and credits available.

Inaccurate reporting of income is also a prevalent issue. Taxpayers may forget to include all sources of income or misreport amounts. For example, failing to report taxable interest or business income can lead to penalties and interest on unpaid taxes.

Additionally, many individuals overlook the importance of checking the residency status. Part-year residents must accurately report the number of months lived in New York City. Inaccuracies here can lead to incorrect tax calculations.

Taxpayers often neglect to sign the form. A missing signature can result in the return being considered incomplete. It is essential to ensure that both the taxpayer and spouse sign, if applicable.

Another mistake is failing to claim all eligible deductions and credits. For instance, not taking advantage of the standard deduction or itemized deductions can lead to a higher tax liability than necessary. Taxpayers should review all available options to maximize their deductions.

Many individuals also forget to include their dependents correctly. This includes not only listing their names but also ensuring that the relationship and Social Security numbers are accurate. Errors in this section can affect eligibility for certain credits.

Another common error is not keeping copies of submitted documents. While it may seem trivial, having a record of what was submitted can be invaluable in case of future inquiries or audits by the tax authorities.

Finally, failing to review the instructions thoroughly can lead to various mistakes. Each year, tax laws may change, and new instructions are issued. Taxpayers should take the time to read through the guidelines provided with the form to ensure compliance.

More About Ny It 203

What is the NY IT-203 form?
The NY IT-203 form is the Nonresident and Part-Year Resident Income Tax Return for New York State. It is used by individuals who do not reside in New York for the entire year but earned income from New York sources or lived in New York for part of the year.
Who needs to file the NY IT-203 form?
Individuals who are nonresidents or part-year residents of New York State and have earned income from New York sources must file this form. This includes those who lived in New York for part of the year or earned income while residing outside the state.
What information is required to complete the NY IT-203 form?
You will need to provide personal information, including your name, Social Security number, date of birth, and mailing address. Additionally, you must report your income, deductions, and any applicable credits. Details about your residency status and any dependents must also be included.
When is the deadline for filing the NY IT-203 form?
The deadline for filing the NY IT-203 form is typically April 15 of the year following the tax year. If you are unable to file by this date, you may request an extension, but any taxes owed must still be paid by the original deadline to avoid penalties.
Can I file the NY IT-203 form electronically?
Yes, you can file the NY IT-203 form electronically through the New York State Department of Taxation and Finance website or through authorized e-file providers. Electronic filing is often faster and more efficient than paper filing.
What if I owe taxes after filing the NY IT-203 form?
If you owe taxes after filing the NY IT-203 form, you must pay the amount due by the deadline to avoid interest and penalties. Payment can be made online, by mail, or through various electronic payment options provided by the state.
How do I check the status of my NY IT-203 form?
You can check the status of your NY IT-203 form by visiting the New York State Department of Taxation and Finance website. You will need to provide your Social Security number and other identifying information to access your status.
What should I do if I made a mistake on my NY IT-203 form?
If you discover an error after submitting your NY IT-203 form, you should file an amended return using Form IT-203-X. This form allows you to correct any mistakes and ensure your tax records are accurate.
Are there any credits available for nonresidents filing the NY IT-203 form?
Yes, nonresidents may be eligible for certain credits, such as the New York State household credit or the child and dependent care credit. Review the instructions for the NY IT-203 form to determine your eligibility for these credits.
Where can I find additional help with the NY IT-203 form?
For additional help, you can refer to the instructions provided with the NY IT-203 form, available on the New York State Department of Taxation and Finance website. You may also contact their customer service for specific questions or concerns.

Misconceptions

Misconception 1: The IT-203 form is only for New York residents.

The IT-203 form is designed for nonresidents and part-year residents of New York State. It allows individuals who do not reside in New York full-time to report income earned from New York sources.

Misconception 2: You must file the IT-203 if you have any income from New York.

Not all income from New York requires filing. Only individuals who earn income from New York sources while being a nonresident or part-year resident need to file the IT-203.

Misconception 3: The IT-203 form is the same as the federal tax return.

The IT-203 is a state-specific form that focuses on New York State tax obligations. It does not replace your federal tax return, which must be filed separately.

Misconception 4: You cannot claim deductions on the IT-203.

Taxpayers can claim certain deductions on the IT-203, including itemized deductions or a standard deduction, similar to what is available on the federal return.

Misconception 5: Filing the IT-203 is optional for part-year residents.

Part-year residents must file the IT-203 if they have New York-source income during the time they were residents, as this is a requirement under New York State tax law.

Misconception 6: You cannot receive a refund if you file the IT-203.

Taxpayers can receive refunds if they overpaid their New York taxes. The IT-203 allows for the calculation of any refund due based on the income reported.

Misconception 7: You need to attach your federal tax return to the IT-203.

Unlike some state tax forms, the IT-203 does not require you to attach your federal return. However, you should keep it on hand for reference while completing the state form.

Misconception 8: All New York City taxes are included in the IT-203.

While the IT-203 covers New York State taxes, additional forms may be necessary to address New York City taxes, particularly for part-year residents.

Misconception 9: You cannot amend the IT-203 after submission.

Taxpayers can amend their IT-203 by filing a corrected return if they realize they made an error after submission. This ensures that any discrepancies can be addressed.

Misconception 10: The IT-203 can be filed anytime during the year.

The IT-203 must be filed by the tax deadline, typically April 15, following the end of the tax year. Late filings may incur penalties and interest.

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Key takeaways

Key Takeaways for Filling Out and Using the NY IT-203 Form:

Ensure all personal information is accurate. This includes names, Social Security numbers, and addresses. Any errors can delay processing.
Be aware of your filing status. Choose the correct option, such as single or married filing jointly, as it impacts your tax calculations.
Report all income sources accurately. Include wages, interest, and any other income to avoid penalties or audits.
Understand the deadlines. Submit your completed form by the due date to avoid late fees and interest charges.

Ny It 203: Usage Guide

Completing the NY IT-203 form is an essential step for nonresidents and part-year residents filing their income tax return in New York State. This form gathers personal information, income details, and applicable deductions to determine tax liability. Below are the steps to accurately fill out the form.

Begin by entering your first name, middle initial, and last name in the designated fields.
Provide your date of birth in the format mmddyyyy.
Input your Social Security number.
If filing jointly, enter your spouse's first name, middle initial, last name, date of birth, and Social Security number.
Fill in your mailing address, including the apartment number, county of residence, city, state, ZIP code, and country.
Next, enter your permanent home address if different from the mailing address.
Indicate your filing status by marking an X in the appropriate box (e.g., Single, Married filing jointly, etc.).
If applicable, provide the number of months you and your spouse lived in New York City during the tax year.
Enter your special condition code(s) if applicable.
For part-year residents, note the date you moved into or out of New York State.
Answer questions regarding itemized deductions and dependency status.
Provide information about any foreign financial accounts or nonqualified deferred compensation.
List your income sources, such as wages, interest, and dividends, in the designated lines.
Include any federal adjustments to income, if applicable.
Calculate your New York adjusted gross income by following the instructions provided on the form.
Determine your standard or itemized deduction and enter the appropriate amount.
Calculate your New York taxable income by subtracting dependent exemptions from your adjusted gross income.
Complete the tax computation section, including any credits and taxes owed.
Fill out the payment and refundable credits section, detailing any taxes withheld or estimated payments made.
Finally, sign and date the form, ensuring all information is accurate before submission.

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