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● and you and your spouse file a joint |
there are no applicable special condition |
the year, enter on line 1 the amount from |
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New York State return and were |
codes for tax year 2020. |
Check the |
line 47 of Form IT-360.1 calculated as if |
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both subject to Section 1127 for the |
Finance website for updated special con- |
the period of employment is the period |
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same period of time, you and your |
dition codes. If applicable, enter the two |
of NYC residence. |
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spouse must file a joint Form NYC- |
charactercodeintheboxprovidedonthe |
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1127. |
form. |
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LINE 2 - LIABILITYAMOUNT |
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Employees who are married and include |
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PreparerAuthorization: Ifyouwantto |
In order to complete lines 1 through 6 of |
spouse’s income in Form NYC-1127, |
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allow the Department of Finance to dis- |
Form NYC-1127, it will be necessary for |
use Liability Table A on page 2 to com- |
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cuss your return with the paid preparer |
you to refer to the instructions for filing |
pute the liability amount. |
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who signed it, you must check the "yes" |
Form IT-201 (Resident Income Tax |
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box in the signature area of the return. |
Form - State of New York) or Form IT- |
Married employees who choose not to |
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This authorization applies only to the |
203 (Nonresident and Part--Year |
include their spouse’s income on Form |
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individual whose signature appears in |
Resident Income Tax Form - State of |
NYC-1127, use Liability Table C to |
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the "Preparer's Use Only" section of |
NewYork). Booklets IT-201-I or IT-203- |
compute the liability amount. |
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yourreturn. Itdoesnotapplytothefirm, |
I, issued by the New York State |
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if any, shown in that section. By check- |
Department of Taxation and Finance, |
LIABILITYFOR OTHER NEW |
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ing the "Yes" box, you are authorizing |
can be obtained from any District Tax |
YORK CITY TAXES |
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the Department of Finance to call the |
Office of the New York State Income |
Include on line 2 the sum of your 1127 |
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preparer to answer any questions that |
Tax Bureau. |
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liability and the total of your liability for |
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may arise during the processing of your |
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other New York City taxes from New |
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return. Also,youareauthorizingthepre- |
LINE 1 - NEWYORK STATE |
York State Form IT-201, line 51. |
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parer to: |
TAXABLE INCOME |
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If you file NYS Form IT-201, enter the |
LINE 3 - NEWYORK CITY |
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● Give the Department any informa- |
amount on line 37. If you |
file NYS |
SCHOOLTAX CREDITS |
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tion missing from your return, |
Form IT-203, enter the amount on line |
Add lines a1 through g on page 2, |
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36. If the amount withheld pursuant to |
Schedule B, to report credits and pay- |
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● Call the Department for information |
Section 1127 was included in itemized |
ments that would have reduced your |
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about the processing of your return |
deductions when calculating your New |
New York City resident income tax lia- |
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or the status of your refund or pay- |
York State Personal IncomeTax liability, |
bility had you been a City resident. No |
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ment(s), and |
you must add back that amount to the |
amount reported on line 3 is refundable. |
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amount from line 37 of NYS IT-201 or |
Refunds of overpayments of tax and |
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● Respond to certain notices that you |
line 36 of NYS IT-203, as applicable, on |
refundable credits available to NewYork |
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have shared with the preparer |
this line. |
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State residents and part-year New York |
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aboutmatherrors,offsets,andreturn |
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City residents must be claimed by filing |
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preparation. The notices will not be |
NOTE: If you file a joint Federal tax |
forms IT-201 or IT-203. |
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sent to the preparer. |
return but elect to exclude a spouse’s |
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income, see the special computation |
LINE 4 - PAYMENTS |
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You are not authorizing the preparer to |
Schedule A on the back of this form and |
Enter on line 4 the amount withheld by |
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receive any refund check, bind you to |
use Filing Status C. |
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theCityfromyourwagesduring2020for |
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anything(includinganyadditionalliabil- |
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the amount due under Charter Section |
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ity), or otherwise represent you before |
If you contributed to a New York State |
1127 as shown on your City Wage and |
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the Department. The authorization can- |
Charitable Gifts Trust Fund, claim a |
Withholding Tax Statements for 2020. |
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not be revoked, however, the authoriza- |
New York State itemized deduction for |
(Attach a copy of Form NYC-1127.2.) |
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tion will automatically expire no later |
that contribution, and the period of your |
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than the due date (without regard to any |
NYC employment encompassed the full |
LINE 5 - BALANCE DUE |
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extensions) for filing next year's return. |
year, enter on line 1 the amount that you |
After completing this return, enter the |
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Failure to check the box will be |
would have entered on line 47 of Form |
amount of your remittance on line A, |
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deemed a denial of authority. |
IT-201 (see the instructions to line 47 of |
page 1. Remittances must be made |
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FormIT-201includingtheworksheet).If |
payable to the order of: NYC DEPART- |
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SPECIFIC INSTRUCTIONS |
you contributed to a New York State |
MENTOFFINANCE |
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Charitable Gifts Trust Fund, claim a |
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Special Condition Codes |
New York State itemized deduction for |
LINE 6 - OVERPAYMENT |
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that contribution and the period of your |
Ifline2islessthanthesumoflines3and |
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At the time this form is being published, |
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NYC employment encompassed part of |
4 you may be entitled to a refund. Note: |
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