New York Other Tax Credits and Taxes, Description of Form IT-201-ATT

Other Tax Credits and Taxes, Description of Form IT-201-ATT
Form IT-201-ATT Other Tax Credits and Taxes: Attachment to Form IT-201 Tax Year 2023
IT-201-ATT

Department of Taxation and Finance

Other Tax Credits and Taxes
Attachment to Form IT-201

See the instructions for completing Form IT-201-ATT in the instructions for Form IT-201. Submit this form with your Form IT-201.
	 Name(s) as shown on your Form IT-201	

Your Social Security number

	A	 Have you (or an entity of which you are an owner) been convicted of Bribery Involving Public Servants and
  Related Offenses, Corrupting the Government, or Defrauding the Government (NYS Penal Law Article 200,
  496, or section 195.20)? (see instructions).............................................................................................................. 	Yes	

No

Part 1 – Other New York State, New York City, and Yonkers tax credits
Section A – New York State nonrefundable, non‑carryover credits used

	

	 1	 Accumulation distribution credit (submit computation) ....................................................................	

	2	 Other nonrefundable, non-carryover credits
		

Code		

Code	

Amount

Whole dollars only

1	

.00

2	

.00

Amount

	 2a	 	
.00	2b	
.00
		 Total other nonrefundable, non-carryover credits (add lines 2a and 2b) ........................................	

Section B – New York State nonrefundable, carryover credits used
	3	
	 4	
	 5	
	6	

Long-term care insurance credit .................................................................................................	 3	
Investment credit .........................................................................................................................	4	
Solar energy system equipment credit ........................................................................................	 5	
Other nonrefundable, carryover credits

		

Code		

Code	

Amount

.00
.00
.00

Amount

	 6a	 		
.00	6h	
.00
	 6b	 		
.00	
6i	
.00
6j	
	 6c	 		
.00	
.00
	 6d	 		
.00	
6k	
.00
	 6e			
.00	
6l	
.00
	 6f			
.00	
6m	
.00
	 6g			
.00	
6n	
.00
		 Total other nonrefundable, carryover credits (add lines 6a through 6n) ..........................................	
  7	 Total New York State nonrefundable credits used
		 (add lines 1 through 6; enter here and on Form IT-201, line 42) .......................................................	

6	

.00

7	

.00

	8	 New York City resident UBT credit ..............................................................................................	 8	
	8a	 This line intentionally left blank ...................................................................................................	 8a
	9	 New York City accumulation distribution credit (submit computation) ............................................	 9	
	9a	 Part-year resident nonrefundable NYC child and dependent care credit ...................................	 9a	
	 10	 Total other New York City nonrefundable credits used
		  (add lines 8, 9, and 9a; enter here and on Form IT-201, line 53) ......................................................	 10	

.00

Section C – New York City nonrefundable, non-carryover credits used
.00
.00
.00

Section D – New York State, New York City, Yonkers, and MCTMT refundable credits
	11	 Farmers’ school tax credit ...........................................................................................................	 11	
	12	 Other refundable credits
		

Code		

Amount

Code	

Amount

	 12a	 		
.00	
.00
	12b	 		
.00	
.00
	 12c	 		
.00	
.00
	12d	 		
.00	
.00
	12e			
.00	
.00
	12f			
.00	
.00
		 Total other refundable credits (add lines 12a through 12l) ...............................................................	 12	
	  13	 Add lines 11 and 12 .....................................................................................................................	 13	
12g	
12h	
12i	
12j	
12k	
12l	

(continued on back)
241001230094

.00

.00
.00

IT-201-ATT (2023) (back)

Your Social Security number

Part 1, Section D – New York State, New York City, Yonkers, and MCTMT refundable credits (continued)
	14	 Enter amount from line 13 on the front page ..............................................................................	 14	

.00

	 15	 New York State claim of right credit ...........................................................................................	 15	
	 16	 New York City claim of right credit .............................................................................................	 16	
	17	 Yonkers claim of right credit .......................................................................................................	 17	
	17a	MCTMT (metropolitan commuter transportation mobility tax) claim of right credit ......................	 17a	
	18	 Total New York State, New York City, Yonkers, and MCTMT other refundable credits
		  (add lines 14 through 17a; enter here and on Form IT-201, line 71) ..................................................	 18	

.00
.00
.00
.00
.00

Part 2 – Other New York State taxes	 (submit all applicable forms)
If you are subject to other New York State taxes, complete Part 2.
	19	 New York State tax on capital gain portion of lump-sum distributions (Form IT-230) ....................	 19	
	20	 Other New York State taxes
		

Code		

Amount

Code	

.00

Amount

	20a	 		
.00	 20g	
.00
	20b	 		
.00	 20h	
.00
	20c	 		
.00	
20i	
.00
20j	
	20d	 		
.00	
.00
	20e			
.00	 20k	
.00
	 20f			
.00	
20l	
.00
		
Total other New York State taxes (add lines 20a through 20l) .........................................................	 20	

.00

	21	 Add lines 19 and 20 ....................................................................................................................	 21	

.00

	22	 See instructions for line 22 ................................................ 	 22	
.00
	23	 Enter amount from Form IT-201, line 39 .......................... 	 23	
.00
	24	 Subtract line 23 from line 22 (if line 23 is more than line 22, leave blank) .........................................	 24	
	25	 Subtract line 24 from line 21 (if line 24 is more than line 21, leave blank) .........................................	 25	

.00
.00

	26	 New York State separate tax on lump-sum distributions
		  (Form IT-230).............................................................................	 26	

.00

	 27	 Resident credit against separate tax on lump-sum
		  distributions.................................................................... 	 27	
.00
	28	 Subtract line 27 from line 26 .......................................................................................................	 28	

.00

	29	 This line intentionally left blank ...................................................................................................	 29	
	 30	 Net other New York State taxes
		  (add lines 25 and 28; enter here and on Form IT-201, line 45) .........................................................	30	

.00

Part 3 – Other New York City taxes	 (submit all applicable forms)
	31	 This line intentionally left blank ...................................................................................................	
	32	 New York City resident separate tax on lump‑sum distributions (Form IT-230) ............................	
	33	 New York City tax on capital gain portion of lump‑sum distributions (Form IT-230) ......................	
	 34	 Total other New York City taxes
		  (add lines 32 and 33; enter here and on Form IT-201, line 51) .........................................................	

241002230094

31	
32	
33	

.00
.00

34	

.00