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The NY TR-579-IT form plays a crucial role in the electronic filing process for personal income tax returns in New York State. This form serves as a signature authorization that allows Electronic Return Originators (EROs) to e-file various tax forms, including IT-201, IT-201-X, IT-203, IT-203-X, IT-214, and NYC-210. By completing this form, taxpayers grant permission for their ERO to submit their tax returns electronically, which streamlines the filing process and can expedite refunds. The form is divided into several parts, each requiring specific information. Taxpayers must provide details such as their federal adjusted gross income, refund amounts, and banking information for electronic funds withdrawal. Importantly, both taxpayers and their spouses, if filing jointly, need to sign the form, affirming that the information provided is accurate and complete. EROs, too, have responsibilities, including signing the form to confirm that they have received the correct information from the taxpayer. It’s essential to note that this form should not be mailed to the Tax Department; instead, it must be kept by the ERO for a minimum of three years. Understanding the nuances of the NY TR-579-IT form can significantly ease the tax filing experience for individuals and families alike, ensuring compliance and efficiency in managing their tax obligations.
Similar forms
- Form IT-201: This is the Resident Income Tax Return for individuals living in New York State. Like the TR-579-IT, it is used for filing personal income taxes and requires accurate financial information.
- Form IT-201-X: This is the Amended Resident Income Tax Return. Similar to the TR-579-IT, it allows taxpayers to correct errors on their original IT-201, ensuring accurate tax reporting.
- Form IT-203: This form is for Nonresident and Part-Year Resident Income Tax Returns. It serves a similar purpose to the TR-579-IT by allowing individuals who do not reside in New York for the full year to file their taxes.
- Form IT-203-X: This is the Amended Nonresident and Part-Year Resident Income Tax Return. It functions like the TR-579-IT by allowing corrections to previously filed IT-203 forms.
- Form IT-214: This form is a Claim for Real Property Tax Credit. It is similar to the TR-579-IT in that it involves the filing of tax-related documents to claim credits.
- Form NYC-210: This is the Claim for New York City School Tax Credit. Like the TR-579-IT, it is used to authorize claims related to tax credits for residents of New York City.
- Form IT-370: This is the Application for Automatic Six-Month Extension of Time to File for Individuals. While it does not require the TR-579-IT, it still involves the authorization of tax filing extensions.
- Form TR-579.1-IT: This form is the New York State Taxpayer Authorization for Electronic Funds Withdrawal. It is similar to the TR-579-IT as it authorizes electronic transactions related to tax payments.
- Publication 58: This document provides information for income tax return preparers. It shares similarities with the TR-579-IT in terms of guidelines for electronic filing and authorizations.
Form Preview
Department of Taxation and Finance
New York State
For Forms
Electronic return originator (ERO): Do not mail this form to the Tax Department. Keep it for your records.
Taxpayer’s name
Spouse’s name ( jointly filed return only)
Purpose
Form
EROs must complete Part C prior to transmitting electronically filed income tax returns (Forms
information for the electronic funds withdrawal.
General instructions
Taxpayers must complete Part B before the ERO transmits the taxpayer’s electronically filed Forms
Return,
Amended Nonresident and
for New York City School Tax Credit. Note that an electronic signature can be used as described in
Authorizations
For returns filed jointly, both spouses must complete and sign
Both the paid preparer and the ERO are required to sign Part C.
However, an individual performing as both the paid preparer and
the ERO is only required to sign as the paid preparer. It is not
necessary to include the ERO signature in this case. Note that an alternative signature can be used as described in Publication 58, Information for Income Tax Return Preparers, available on our
website.
This form is not required for electronically filed Form
Application for Automatic
Authorization for Electronic Funds Withdrawal for Tax Year 2022 Form
Form
Part A – Tax return information
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.........................................................................................Federal adjusted gross income (from applicable line) |
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1. |
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2 |
Refund |
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2. |
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3 |
Amount you owe |
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3. |
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4 |
Financial institution routing number |
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4. |
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5 |
Financial institution account number |
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5. |
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6 |
Account type: |
Personal checking |
Personal savings |
Business checking |
Business savings |
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Part B – Declaration of taxpayer and authorizations for Forms
Under penalty of perjury, I declare that I have examined the information on my 2022 New York State electronic personal income tax return, including any accompanying schedules, attachments, and statements, and certify that my electronic return is true, correct, and complete. The ERO has my consent to send my 2022 New York State electronic return to New York State through the Internal Revenue Service (IRS). In addition, by using a computer system and software to prepare and transmit my form electronically, I consent to the disclosure to New York State of all information
pertaining to the transmission of my tax form electronically. I understand that by executing this Form
the ERO’s submission of my personal income tax return to the
IRS, together with this authorization, will serve as the electronic
signature for the return and any authorized payment transaction.
If I am paying my New York State personal income taxes due by electronic funds withdrawal, I certify that the account holder has authorized the New York State Tax Department and its designated financial agents to initiate an electronic funds withdrawal from the financial institution account indicated on my 2022 electronic return, and authorized the financial institution to withdraw the amount from that account. As New York does not support International ACH Transactions (IAT), I attest the source for these funds is within the United States. I understand and agree that I may revoke this
authorization for payment only by contacting the Tax Department no later than two (2) business days prior to the payment date.
Taxpayer’s signature
Date
Spouse’s signature (jointly filed return only)
Date
Part C – Declaration of electronic return originator (ERO) and paid preparer
Under penalty of perjury, I declare that the information contained in this 2022 New York State electronic personal income tax
return is the information furnished to me by the taxpayer. If the taxpayer furnished me a completed paper 2022 New York State return signed by a paid preparer, I declare that the information contained in the taxpayer’s 2022 New York State electronic return
is identical to that contained in the paper copy of the return. If I am the paid preparer, under penalty of perjury I declare that I have examined this 2022 New York State electronic personal income tax return, and, to the best of my knowledge and belief, the return is true, correct, and complete. I have based this declaration on all
information available to me.
Do not mail Form
EROs must keep this form for three years and present it to the Tax Department upon request.
ERO’s signature |
Print name |
Date |
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Paid preparer’s signature |
Print name |
Date |
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www.tax.ny.gov |
Common mistakes
Completing the NY TR-579-IT form accurately is crucial for ensuring a smooth e-filing process. However, many individuals make common mistakes that can lead to delays or issues with their tax returns. Understanding these pitfalls can help taxpayers navigate the form more effectively.
One frequent mistake is failing to include both taxpayer and spouse signatures when filing jointly. It is essential that both parties sign the form to authorize the e-filing. Omitting one signature can result in the return being rejected or delayed.
Another common error involves incorrectly entering financial institution details. Taxpayers often miswrite the routing or account numbers, which can lead to failed electronic funds withdrawals. Double-checking these numbers before submission is vital to avoid complications.
Many individuals also neglect to complete Part B of the form before the ERO transmits the tax return. This part is critical as it confirms the taxpayer's declaration under penalty of perjury. Incomplete information here can cause significant issues with the filing process.
Some taxpayers mistakenly believe that an electronic signature is optional. In fact, it is a required component of the form. Failing to provide a valid electronic signature can lead to the return being deemed invalid.
Additionally, taxpayers sometimes overlook the necessity of providing accurate account type information. Indicating the wrong type, such as business instead of personal, can create complications with the electronic funds withdrawal process.
Another mistake involves failing to retain a copy of the form for personal records. While the ERO keeps the form for three years, it is advisable for taxpayers to maintain their own copy for reference and verification purposes.
Some individuals also misunderstand the requirement for the ERO's signature. If the ERO is also the paid preparer, only one signature is necessary. Misinterpreting this can lead to unnecessary confusion and delays.
Lastly, not adhering to the two-business-day rule for revoking authorization can result in payments being processed that the taxpayer did not intend to authorize. It is crucial to understand this timeline to manage payment expectations effectively.
More About Ny Tr 579 It
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What is the purpose of Form TR-579-IT?
Form TR-579-IT is used to authorize an Electronic Return Originator (ERO) to e-file your personal income tax return with New York State. This form allows the ERO to transmit your tax information electronically and to process any electronic funds withdrawal for payment.
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Who needs to sign Form TR-579-IT?
Both the taxpayer and, if applicable, the spouse must sign the form when filing jointly. Additionally, the ERO and the paid preparer must also sign the form. If the same individual acts as both the ERO and paid preparer, only one signature is required.
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Is it necessary to mail Form TR-579-IT to the Tax Department?
No, do not mail this form to the Tax Department. Instead, keep it for your records. The ERO is responsible for retaining the form for three years and must provide it to the Tax Department upon request.
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What tax returns require Form TR-579-IT?
This form is necessary for electronically filed Forms IT-201, IT-201-X, IT-203, IT-203-X, IT-214, and NYC-210. If you are filing any of these forms electronically, you must complete and sign Form TR-579-IT.
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Can I use an electronic signature on Form TR-579-IT?
Yes, an electronic signature can be used as outlined in TSB-M-20(1)C, (2)I. This applies to taxpayers using a paid preparer for their electronically filed tax returns.
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What if I owe taxes and want to pay electronically?
If you are paying your New York State personal income taxes due by electronic funds withdrawal, you must authorize the withdrawal by completing the relevant sections of Form TR-579-IT. Ensure that the account holder has authorized this transaction.
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Can I revoke my electronic funds withdrawal authorization?
Yes, you can revoke your authorization for payment. However, you must do so by contacting the Tax Department at least two business days before the scheduled payment date.
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What types of bank accounts can I use for electronic funds withdrawal?
You can choose from several account types, including personal checking, personal savings, business checking, or business savings. Make sure to indicate the correct type on the form.
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Is Form TR-579-IT required for all tax filings?
No, Form TR-579-IT is not required for electronically filed Form IT-370, which is an application for an automatic six-month extension of time to file for individuals. You only need it for specific income tax returns.
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Where can I find more information about this form?
For additional details, you can visit the New York State Department of Taxation and Finance website. They provide comprehensive resources, including instructions and guidance for taxpayers and EROs.
Misconceptions
Understanding the NY TR-579-IT form is crucial for taxpayers who want to authorize an electronic return originator (ERO) to e-file their personal income tax returns. However, several misconceptions can lead to confusion. Here are ten common misconceptions about this form, along with clarifications to help you navigate the process effectively.
- It must be mailed to the Tax Department. Many believe that the TR-579-IT form needs to be submitted to the Tax Department. In reality, you should keep it for your records and not mail it.
- Only one spouse needs to sign for a joint return. Some taxpayers think that only one spouse's signature is necessary. Both spouses must sign the form when filing jointly.
- Electronic signatures are not valid. There is a misconception that electronic signatures cannot be used. However, electronic signatures are acceptable as outlined in specific guidelines.
- The ERO can file without taxpayer consent. Some individuals assume that the ERO can file the return without explicit authorization. The taxpayer must authorize the ERO to file on their behalf.
- Part C can be skipped. Many mistakenly believe that Part C of the form can be ignored. However, both the paid preparer and the ERO must complete this section unless they are the same person.
- The form is only for certain tax years. Some think the TR-579-IT is only applicable for one tax year. It's essential to check which tax years the form applies to, as it can change.
- It’s unnecessary for electronic funds withdrawal. There is a belief that the form is irrelevant if paying taxes electronically. In fact, it is required to authorize the electronic funds withdrawal.
- All tax preparers can act as EROs. Not every tax preparer is qualified to act as an ERO. Only those who meet specific criteria can file electronically on behalf of taxpayers.
- Revocation of authorization is easy. Some taxpayers think they can easily revoke authorization at any time. Revocation must occur at least two business days before the payment date.
- The form is not needed if filing a paper return. It is often assumed that if you are filing a paper return, the TR-579-IT is unnecessary. However, it is still essential if you are using an ERO to file electronically.
Being aware of these misconceptions can help ensure that you complete the NY TR-579-IT form correctly and avoid potential issues with your tax filing. Always consult the latest guidelines and instructions to stay informed.
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Key takeaways
Filling out and using the NY TR-579-IT form is an important step in the electronic filing process for New York State personal income taxes. Here are some key takeaways to help you navigate this form effectively:
- Purpose of the Form: The NY TR-579-IT form authorizes an Electronic Return Originator (ERO) to e-file your personal income tax return.
- Keep it Safe: Do not mail this form to the Tax Department. Instead, keep it for your records.
- Part B Completion: Taxpayers must fill out Part B before the ERO can transmit the electronically filed tax returns.
- Joint Filers: If you are filing jointly, both spouses need to sign the form.
- Signature Authorization: An electronic signature can be used, as outlined in TSB-M-20(1)C, (2)I.
- ERO Requirements: Both the ERO and the paid preparer must sign Part C, unless the ERO is also the paid preparer.
- Electronic Funds Withdrawal: If you choose to pay taxes via electronic funds withdrawal, ensure the account holder authorizes this transaction.
- Revocation of Authorization: You can revoke the authorization for payment, but do so at least two business days before the payment date.
- Retention of the Form: EROs must retain this form for three years and provide it to the Tax Department upon request.
Understanding these points can streamline your filing process and help ensure compliance with New York State tax regulations. Always double-check your information for accuracy before submission!
Ny Tr 579 It: Usage Guide
Completing the NY TR-579-IT form is essential for authorizing an Electronic Return Originator (ERO) to e-file your personal income tax return. This form must be filled out accurately to ensure that your tax return is processed correctly. Below are the steps to fill out the form properly.
- Begin with Part A. Enter your Federal adjusted gross income in the first line.
- In the second line, indicate the refund amount you expect.
- On the third line, specify the amount you owe if applicable.
- Next, provide the financial institution routing number in the fourth line.
- In the fifth line, fill in your financial institution account number.
- Choose the account type from the options provided: Personal checking, Personal savings, Business checking, or Business savings.
- Move to Part B. Read the declaration carefully, then sign and date the form. If filing jointly, your spouse must also sign and date.
- Proceed to Part C. The ERO or paid preparer must sign and print their name along with the date.
- Make sure to keep a copy of the completed form for your records, as you do not need to mail it to the Tax Department.