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IT 201 NEW YORK STATE RESIDENT RETURN

IT 201 NEW YORK STATE RESIDENT RETURN. REFS NYS PUB 80 NYS PUB 99-IND IT-201 INSTR. YOU MUST FILE A NY RETURN IF. YOU FILE A FEDERAL RETURN OR FEDERAL AGI+NY ADDITIONS IS AT LEAST $4,000 ($3,000 IF DEPENDENT) OR YOU WANT TO CLAIM A REFUND OR YOU WANT TO CLAIM A CREDIT.

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IT 201 NEW YORK STATE RESIDENT RETURN

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  1. IT 201 NEW YORK STATE RESIDENT RETURN REFS NYS PUB 80 NYS PUB 99-IND IT-201 INSTR NY-3 NY TRAINING-2009

  2. NY-3 NY TRAINING - 2009 YOU MUST FILE A NY RETURN IF YOU FILE A FEDERAL RETURN OR FEDERAL AGI+NY ADDITIONS IS AT LEAST $4,000 ($3,000 IF DEPENDENT) OR YOU WANT TO CLAIM A REFUND OR YOU WANT TO CLAIM A CREDIT

  3. NY IT-201Pg 1

  4. NY IT-201Pg 2

  5. NY IT-201Pg 3

  6. NY IT-201Pg 4

  7. NY-3 NY TRAINING - 2009 IT 201 PAGE BY PAGE PAGE 1 PERSONAL INFORMATION FEDERAL AGI PAGE 2 NY ADDITIONS NY SUBTRACTIONS DEDUCTION AND EXEMPTIONS

  8. NY-3 NY TRAINING - 2009 IT 201 PAGE BY PAGE PAGE 3 TAX CALCULATION NONREFUNDABLE CREDITS SALES TAX & CONTRIBUTIONS PAGE 4 REFUNDABLE CREDITS TAX DUE/REFUND

  9. NY-3 NY TRAINING - 2009 RESIDENT RETURN EXAMPLE JOINT RETURN, DEPENDENT AGE 9 FEDERALLY TAXABLE WAGES $12,000 414(h) CONTRIBUTION $1,000 BANK INTEREST $1000 US GOV. BOND INTEREST $500 FIDELITY MUNI INTEREST $5,000 FEDERAL PENSION $15,000 PRIVATE PENSION $7,000 FEDERAL AGI $35,500

  10. NY-3 NY TRAINING - 2009 IT 201 SCHOOL AND COUNTY ENTRIES

  11. NY-3 NY TRAINING - 2009 SCHOOL DISTRICT NAMES AND CODES F1 KEY IN ANY OF THE 3 BOXES EXPAND NEW YORK CODES (+) SELECT COUNTY AND SCHOOL DISTRICT CODES

  12. NY-3 NY TRAINING - 2009 IT 201 NYC RESIDENCY ENTRIES

  13. NY-3 NY TRAINING - 2009 IT 201 INCOME

  14. NY-3 NY TRAINING - 2009 NY AGI NY AGI=FEDERAL AGI +NY ADDITIONS -NY SUBTRACTIONS

  15. NY-3 NY TRAINING - 2009 NY ADDITIONS NON NY MUNI INTEREST PUBLIC EMPLOYEE 414H CONTBUTIONS NONQUALIFIED NY 529 COLLEGE SAVINGS DISTRIBUTIONS NYC FLEXIBLE BENEFITS PROGRAM IRC 125

  16. NY-3 NY TRAINING - 2009 MUNI FUND 1099-INT FIDELITY MUNI FUND 82 DEVONSHIRE STREET BOSTON MA 02109 JOHN SMITH 200 MAIN STREET ALBANY NY 12206 5000.00

  17. NY-3 NY TRAINING - 2009 TAXWISE INTEREST STATEMENT

  18. NY-3 NY TRAINING - 2009 IT 201ADDITIONSNON-NY MUNI

  19. NY-3 NY TRAINING - 2009 414H ON W-2 STATE OF NEW YORK 100 STATE STREET ALBANY NY 12206 JOHN SMITH 200 MAIN STREET ALBANY NY 12206 414H 1000

  20. NY-3 NY TRAINING - 2009 ENTERING 414H ON W2 IN TAXWISE

  21. NY-3 NY TRAINING - 2009 IT 201 ADDITIONS 414(h)

  22. NY-3 NY TRAINING - 2009 NYC IRC 125 BENEFITS NEW YORK CITY EMPLOYEES FLEXIBLE PROGRAM BOX 14 OF PAPER W-2 REPORTS AMOUNT OF IRC 125 BENEFITS ENTER IRC125S AND AMOUNT IN BOX 14 OF W-2 TAXWISE ENTERS AMOUNT ON LINE 23 OF IT201 WITH CODE A-3

  23. NY-3 NY TRAINING - 2009 NY SUBTRACTIONS TAXABLE STATE INCOME TAX REFUNDS PUBLIC PENSION EXEMPTION TAXABLE SOCIAL SECURITY US GOVERNMENT BOND INTEREST PRIVATE PENSION EXCLUSION 529 PLAN CONTRIBUTIONS

  24. NY-3 NY TRAINING - 2009 LOCAL BANK 1099-INT LOCAL BANK 25 CHURCH STREET ALBANY NY 12206 1000.00 500.00 JOHN SMITH 200 MAIN ST ALBANY NY 12206

  25. NY-3 NY TRAINING - 2009 TAXWISE INTEREST STATEMENT

  26. NY-3 NY TRAINING - 2009 IT 201 SUBTRACTIONS US GOVT BOND INTEREST

  27. NY-3 NY TRAINING - 2009 PUBLIC PENSION 1099R IN TAXWISE

  28. NY-3 NY TRAINING - 2009 IT 201 SUBTRACTIONS US GOVT PENSION

  29. NY-3 NY TRAINING - 2009 PRIVATE PENSION 1099RIN TAXWISE

  30. NY-3 NY TRAINING - 2009 IT 201 SUBTRACTIONS PRIVATE PENSION

  31. NY-3 NY TRAINING - 2009 IT 201NY AGI

  32. NY-3 NY TRAINING - 2009 NY TAXABLE INCOME NY TAXABLE INCOME= NY AGI -DEDUCTION -DEPENDENT EXEMPTIONS

  33. NY-3 NY TRAINING - 2009 NY STANDARD DEDUCTIONS SINGLE (Dependent) $3000 SINGLE $7500 MARRIED – JOINT $15,000 MARRIED – SEPARATE $7500 HEAD OF HOUSEHOLD $10,500 QUALIFYING WIDOW(ER) $15,000

  34. NY-3 NY TRAINING - 2009 ITEMIZED OR STD? FEDERAL STATE STD STD ITEMIZED LARGER

  35. NY-3 NY TRAINING - 2009 IT 201DEDUCTION AND EXEMPTION(S)

  36. NY-3 NY TRAINING - 2009 NEW YORK STATE CREDITS NONREFUNDABLE CREDITS REFUNDABLE CREDITS

  37. NY-3 NY TRAINING - 2009 IT 201 TAX AND NONREFUNDABLE CREDITS AUTOMATIC

  38. NY-3 NY TRAINING - 2009 HOUSEHOLD AND RESIDENT CREDITS HOUSEHOLD CREDIT AUTOMATIC IN TAXWISE INCOME, STATUS, DEPENDENTS NON REFUNDABLE RESIDENT CREDIT 112R INCOME TAX PAID TO ANOTHER STATE NONREFUNDABLE SEE SEPARATE FILE

  39. NY-3 NY TRAINING - 2009 IT 201 SALES TAX AND CONTRIBUTIONS

  40. NY-3 NY TRAINING - 2009 IT 201 REFUNDABLE CREDITS

  41. NY-3 NY TRAINING - 2009 EMPIRE STATE CHILD CREDIT IT 213 AUTOMATIC IN TAXWISE FULL YEAR RESIDENT ONLY FEDERAL CHILD TAX CREDIT OR ADDITIONAL CHILD TAX CREDIT OR INCOME BELOW FEDERAL CAP CHILD AGE 4 TO 16 33% OF FEDERAL CREDIT

  42. NY-3 NY TRAINING - 2009 CHILD & DEPENDENT CARE CREDIT IT-216 AUTOMATIC IN TAXWISE FEDERAL CHILD AND DEP. CARE RES, PY RES, NONRES FEDERAL RULES: USUALLY ELIMINATE MARRIED FILING SEPARATE A PERCENTAGE OF FEDERAL CREDIT REFUNDABLE TO FULL AND PY RESIDENTS NONREFUNDABLE TO NONRESIDENTS ADDITIONAL CREDIT FOR NYC RESIDENTS

  43. NY-3 NY TRAINING - 2009 EARNED INCOME CREDIT IT-215 AUTOMATIC IN TAXWISE MUST CLAIM FEDERAL EIC NOT MARRIED FILING SEPARATE RES AND PY RES ONLY 30% OF FEDERAL CREDIT LESS HOUSEHOLD CREDIT ADDITIONAL CREDIT FOR NYC RESIDENTS

  44. NY-3 NY TRAINING - 2009 NON-CUSTODIAL PARENT EIC IT-209 SEE NY CREDITS FILE NOT MARRIED FILING SEPARATE CHILD DID NOT RESIDE WITH TAXPAYER FULL YEAR RESIDENT ONLY AGE 18 OR OLDER CHILD UNDER 18 MUST PAY CHILD SUPPORT COURT ORDER AND COLLECTION UNIT ADDITIONAL CREDIT FOR NYC RESIDENTS

  45. NY-3 NY TRAINING - 2009 IT 201 PAYMENTS AND REFUNDABLE CREDITS

  46. NY-3 NY TRAINING - 2009 TAX DUE/REFUND

  47. NY-3 NY TRAINING - 2009 PAYMENT/DEPOSIT INFORMATION

  48. NY-3 NY TRAINING - 2009 EFILE AUTHORIZATION TR-579 EFILE SIGNATURE AUTHORIZATION

  49. NY-3 NY TRAINING - 2009 CREDITS IN INDIVIDUAL FILES RESIDENT CREDIT IT 112R REAL PROPERTY TAX CREDIT IT 214 COLLEGE TUITION CREDIT IT 272

  50. NY-3 NY TRAINING - 2009 CREDITS IN NY CREDITS FILE VOLUNTEER FIREFIGHTER & AMBULANCE WORKER CREDIT IT 245 LONG TERM CARE INSURANCE CREDIT IT 249 NURSING HOME ASSESSMENT CREDIT IT 258

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