Who Is Required to File a New York State Tax Return?

Wondering if you need to file a New York State tax return? We can help you figure it out. First you will need to determine whether you are a New York resident or part-year resident.


Who is a New York State resident?

You are considered a resident if you maintained a permanent place of residence in NYS and spent more than 184 days there during the tax year.


Who is a New York part-year resident?

You are a part-year resident if you moved into or out of New York at some point during the year.


What are the filing requirements for New York State residents?
  • You are required to file a federal income tax return.
  • Your federal adjusted gross income plus New York additions was more than $4,000 ($3,100 if you are single and can be claimed as someone‚Äôs dependent).
  • You would like to claim a refund of any New York State, New York City, or Yonkers income taxes withheld from your paycheck.
  • You want to claim any of the refundable or carryover credits that are available.

Do not file Form IT-201 if you were a New York State resident for only part of the year. If you moved into New York State on any day other than January 1, or moved out of New York State on any day other than December 31, see Filing information for New York State part-year residents. (not supported currently by EZTaxReturn)


What form does a full year resident of NYS file?

Full year New York State residents must file Form IT-201, Resident Income Tax Return.


What is the filing deadline for my New York income tax return?

The filing deadline for your 2023 New York income tax return is April 15, 2024. If you requested an extension, the extended due date is October 15, 2024.

Are you ready to start your return?