IT-227: New York State Voluntary Contributions: Attachment to Form IT-201 or IT-203 (2024)
New York · NY DTF · Used for tax years 2024
Form IT-227 is an attachment to New York Form IT-201 or IT-203 that lists your voluntary contributions to the funds shown on the form. It reports each contribution and the total, which reduces your refund or increases your tax payment.
Who files this form
Complete Form IT-227 if you want to make voluntary contributions to any of the funds listed in Part 1. Submit it with your New York State income tax return:
- Form IT-201, Resident Income Tax Return; or
- Form IT-203, Nonresident and Part-Year Resident Income Tax Return.
What you'll need
- Your Form IT-201 or IT-203. Enter your name or names as shown on that return and your Social Security number on Form IT-227.
- The whole-dollar amounts you want to contribute to the funds you choose.
- If filing an amended return, a copy of the original Form IT-227 submitted with your original return.
How to file
- Enter your name or names and Social Security number.
- In Part 1, lines 1 through 36, enter each contribution in whole dollars. Zeros for cents are already printed.
- Add all contributions and enter the total in Part 2, line 1.
- Enter that same total on Form IT-201, line 60, or Form IT-203, line 57.
- Submit Form IT-227 with Form IT-201 or IT-203.
If you file an amended return using Form IT-201-X or IT-203-X, submit a copy of your original Form IT-227 with it.
Common mistakes
- Entering cents: Contributions must be in whole dollars.
- Expecting to change a contribution later: You cannot change contribution amounts after filing, even if the Tax Department later adjusts your return.
- Using the wrong Olympic Fund amount: Each individual may contribute only $2. On a joint return, enter $4 if both spouses contribute or $2 if only one contributes.
- Overlooking Campaign Finance Fund restrictions: Only New York State residents and part-year residents may contribute. Each individual may contribute only $40. On a joint return, enter $80 if both spouses contribute or $40 if only one contributes.
- Leaving out the original form when amending: An amended return must include a copy of the original Form IT-227 submitted with the original return.
Questions people ask
How do contributions affect my refund or payment?
Your total contributions reduce your refund or increase your tax payment.
Can I change my contributions after I file?
No. You cannot change the amounts after filing, even if the Tax Department later adjusts your return.
Where can I learn more about the funds?
Visit www.tax.ny.gov and search for “IT-227” for detailed descriptions of the funds.
What do I submit if I amend my return?
Submit a copy of the original Form IT-227 with your amended return, Form IT-201-X or IT-203-X.