Title:  NY State 2024 Tax Form IT-201 - EXAMPLE

{ --- EXAMPLE --- }

Round_to_Whole_Dollars

	{ Data for NY Lines 1-19 is collected by scanning Federal return to avoid re-entering it. }
FileName   tax_form_files/US_1040/US_1040_example_out.txt { File-name of Federal Return output file. }

{ --- Your Info --- (fieldsz=12) }

YourDOB   11/11/1988	{ Your Date of Birth (mm/dd/yyyy) }
SpouseDOB   1/2/1991	{ Spouse Date of Birth (mm/dd/yyyy) or leave blank. }

County		Putnam	  { County }
SchooldDist	Wilshire  { School District (for PDF form). }
SchoolCode	R456	  { School Code (for PDF form). }

D1_ForeignAcct	   n	{ Did you have a foreign account? (answer: y, n) }
D2_1-YonkRelCred  n/a  { Yonker resident recv. Prop. relief credit? (answer: y, n, n/a)) }
D2_2-YRCamount	   	{ Enter amount of Yonkers Relief Credit (or leave blank). }
D3-NonQualComp	   n	{ Required to report NonQualified Deferred Comp? (answer: y, n) }
E1_LivedNYC	   n	{ Did you or spouse maintain living quarters in NYC? (answer: y, n) }
E2_DaysNYC              { Days NYC? (or leave blank) }
F1_MonthsYouNYC   	{ Months You lived in NYC }
F2_MonthsSpNYC	   	{ Months Spouse lived in NYC }
G_SpecCondCode	    	{ 2-character special condition code if applicable. }

Dependent  	no	{ Are you a Dependent on another's return? (answer: yes, no) }

	{ ----- NY Additions ----- }
L20	    20	;	{ Interest income from non-NY state or local bonds }
L21	    21	;	{ Public employee retirement contributions (pg 17) }
L22	    22	;	{ New York's 529 college savings program distributions (pg 17) }
L23	    23	;	{ Other (Form IT-225, line 9) }

	{ ----- NY Subtractions ----- }
L26	    26	;	{ Pensions of NYState, local & fed gov'ts (see page 18) }
L28	    28	;	{ US Gov't Bond Interest }
L29	    29	;	{ Pension and annuity income exclusion }
L30	    30	;	{ New York's 529 college savings program deduction/earnings }
L31	    31	;	{ Other (Form IT-225, line 18) }

LTcare%	    10  ;	{ Percent of long-term care premiums in Fed-Sched-A line 1, if any. }	
AddAdj	    20  ;	{ Any additional itemization adjustments (worksheet line k pg 26) }
CollegeDed  30  ;	{ College tuition itemized deduction (Form IT-272 ) }
IT196_41	;	{ State, local, and foreign income tax subtraction adjustments }
IT196_43	;	{ College tuition itemized deduction. }
IT196_44	;	{ Addition adjustments (see IT-196 instructions)}
IT196_48	;	{ College tuition itemized deduction. }

L36	    1	;	{ Number of Dependent Exemptions (Pg 21) }
Exemptions  1		{ Number of NY dependent exemptions, Pg 21. }

L41	    41	;	{ Resident credit, Form IT-112-R or IT-112-C, pg 23 }
L42	    42	;	{ Other New York State nonrefundable credits }
L45	    45	;	{ Net Other New York State taxes, Form IT-201-ATT, line 30 }
NYC_Resident  no ;      { City of New York Resident (answer: yes, no) }

 { ----- City of New York taxes and credits -- ONLY ----- }
  L50           ;       { Part-year New York City resident tax }
  L51           ;       { Other NYC taxes (from IT-201-ATT part III, line 4) }
  L53           ;       { NYC nonrefundable credits (from IT-201-ATT part IV, line 6-7) }
  L54a          ;       { MCTMT net earnings base for Zone 1 }
  L54b          ;       { MCTMT net earnings base for Zone 2 }
  L54c          ;       { MCTMT for Zone 1 }
  L54d          ;       { MCTMT for Zone 2 }
  L55           ;       { Yonkers resident income tax surcharge }
  L56           ;       { Yonkers non-resident earnings tax (Form &-203) }
  L57           ;       { Part-year Yonkers resident income tax surcharge }
 { -- }

L59	    59	;	{ Sales or use tax, pg 27. }
L60	    60	;	{ Voluntary Gift contributions, pg 28. }
L63         63  ;       { Empire State child credit (attach new Form IT-213) }
L64         64  ;       { NY Child care/dependent credit. Form IT-216. }
L65	    65	;	{ NY Earned income credit. Form IT-213. }
L66	    66	;	{ NY State noncustodial parent EIC (attach new Form IT-209) }
L67	    67	;	{ Real property credit. Form IT-214. }
L68	    68	;	{ College tuition credit. Form IT-272. }

L71	    71	;	{ Other refundable credits, IT-201-ATT line 18)}
L72	  1503	;	{ Total NY State tax withheld. }

 { ----- NYC Residents ONLY  --- City and Yonkers tax withheld ----- }
  L73      	; 	{ Total City of NY tax withheld. }
  L74      	; 	{ Yonkers tax withheld. }
 { -- }

L75	    75	;	{ Total estimated tax payments (from IT-370) }
