Taxpayer Information (Refer to the instructions before completing Part 1 2025

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Where to mail your income tax return New York Form IT-201 Resident Income Tax Return Receiving a Refund Making a Payment State Processing Center PO Box 61000 Albany NY 12261-0001 State Processing Center PO Box 15555 Albany NY 12212-5555
Form 1099-INT is issued by all entities that pay interest income to investors during the tax year. It includes a breakdown of all types of interest income and related expenses. Payers must issue a 1099-INT by Jan. 31 of the new year for any party to whom they paid at least $10 of interest during the preceding year.
The account number is a unique reference number that can be used to differentiate multiple 1099-NEC Forms filed for the same recipient (for the same tax year). Lets say you have filed multiple 1099-NEC Forms for a recipient. Now, you need to file a correction for one of those 1099-NEC Forms.
A pension exclusion will calculate on Form IT-201, line 29 if: Youve entered an amount on line 9 or 10 that wasnt from a NYS or local government pension plan or federal government pension plan. The taxpayer was aged 59 1/2 before January 1 of the current year.
Enter Your Income If you have a W-2, you will need to enter the earnings information from that form here. You also need to attach any W-2 forms you have. Then, you can enter information on any interest, dividends, pensions, annuities, individual retirement account (IRA) distributions or Social Security benefits.
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Box 6: The acquisition premium reported in Box 6 may reduce the amount of the OID reported as interest income on your tax return when it is a taxable covered security. If there are amounts reported in Boxes 6 and 11 for a tax-exempt security, it may reduce the amount of tax-exempt OID for the year.
Form 1099-DIV is used by banks and other financial institutions to report dividends and other distributions to taxpayers and to the IRS.

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