How to use or fill out IT-221 with our platform
- Click ‘Get Form’ to open IT-221 in the editor.
- Begin by entering your name(s) and Social Security number as shown on your tax return.
- Fill in your employer’s name and the date you retired, if applicable. If you are married, also provide your spouse's retirement date.
- Indicate if you did not live with your spouse during any part of the tax year by marking an X in the designated box.
- Use Column A to enter your disability income amounts. If applicable, enter your spouse’s amounts in Column B.
- Follow the instructions for each line carefully, entering total disability pay received, excludable amounts, and any adjustments as specified.
- Complete the Physician’s statement section if required, ensuring all necessary signatures are included before submission.
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