Ny it 272 2026

1. Click ‘Get Form’ to open the IT-272 in the editor.
2. Begin by entering your name and Social Security number as shown on your tax return. If applicable, include your spouse’s information.
3. Answer the dependency question. If you are claimed as a dependent, you do not qualify for the credit; otherwise, proceed to the next question.
4. Confirm residency status for the entire tax year. If you or your spouse were not residents, you may still qualify for an itemized deduction.
5. In Part 1, provide details for up to three eligible students. Fill in their names, Social Security numbers, dates of birth, and whether they are dependents.
6. Indicate if tuition expenses were for undergraduate studies and enter the amount paid. Ensure to follow instructions regarding limits.
7. Complete Parts 2 or 3 based on total qualified expenses and calculate your credit accordingly.
8. If itemizing deductions, mark the appropriate box in Part 4 and follow through with Worksheet calculations as instructed.

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