IT-201-ATT: Other Tax Credits and Taxes (2024)
New York · NY DTF · Used for tax years 2024
Form IT-201-ATT is an attachment to Form IT-201 for reporting other tax credits and taxes. It lists refundable and nonrefundable credits for New York State, New York City, Yonkers, and MCTMT, along with other New York State and New York City taxes. Submit it with your Form IT-201
Who files this form
Form IT-201-ATT is an attachment to Form IT-201 for reporting other tax credits and taxes. It covers:
- Other New York State and New York City nonrefundable credits.
- Other New York State, New York City, Yonkers, and MCTMT refundable credits.
- Other New York State and New York City taxes.
If you are subject to other New York State taxes, the form directs you to complete Part 2. Submit IT-201-ATT with your Form IT-201.
What you'll need
The form calls for the following, as applicable:
- Your Form IT-201, including the names shown on it, your Social Security number, and the amount from line 39 for IT-201-ATT line 23.
- A computation for the accumulation distribution credit on line 1 or the New York City accumulation distribution credit on line 9.
- Form IT-230 for the lump-sum distribution taxes identified on lines 19, 26, 32, and 33.
- All applicable forms supporting the other New York State and New York City taxes reported in Parts 2 and 3.
IT-201-ATT directs you to the Form IT-201 instructions for help completing this attachment.
How to file
Submit Form IT-201-ATT with your Form IT-201. Submit the computations requested on lines 1 and 9 and all applicable forms for Parts 2 and 3.
Transfer these totals from IT-201-ATT to Form IT-201:
| IT-201-ATT line | Form IT-201 line |
| --- | --- |
| 7 | 42 |
| 10 | 53 |
| 18 | 71 |
| 30 | 45 |
| 34 | 51 |
Common mistakes
- Entering cents: The form requires whole dollars only.
- Filling in intentionally blank lines: Leave lines 8a, 29, and 31 blank.
- Overlooking the subtraction rules: Leave line 24 blank if line 23 is more than line 22. Leave line 25 blank if line 24 is more than line 21.
- Omitting supporting material: Submit computations for credits on lines 1 and 9, and all applicable forms for Parts 2 and 3.
- Submitting the attachment by itself: The form says to submit it with Form IT-201.
Questions people ask
Where can I find instructions for IT-201-ATT?
The form says its completion instructions are in the instructions for Form IT-201.
Where do I report the solar energy system equipment credit?
Report it on line 5, in Part 1, Section B, for New York State nonrefundable, carryover credits used.
Does this form include claim of right credits?
Yes. Lines 15, 16, 17, and 17a cover New York State, New York City, Yonkers, and MCTMT claim of right credits, respectively.
Where does the total for other refundable credits go?
Add lines 14 through 17a and enter the total on IT-201-ATT line 18 and Form IT-201 line 71.