The NY Department of Taxation and Finance (NYDTF) manages the administration and collection of taxes and related programs for individuals and corporations in the state.
Generally, you have to file a state tax return if you’re an income earning resident or part-year resident or a non-resident who earned income from a source in the state.
You can also file certain forms (discussed below) to avoid double taxation if you work in New York, but live in a neighboring state.
You can use the same tax software to file federal and state tax returns. If your Adjusted Gross Income (AGI) is below certain levels (see free file section) you can also file for your tax return for free.
The focus in this article is around state specific taxes and changes for the latest tax season. For federal tax changes that will impact the latest tax season, see this article.
Checking the Status of Your Refund and Expected Refund Processing Time
As was the case with federal tax return processing, residents have also faced long delays in getting their state refunds. Pandemic related staffing shortages and the introduction of many federal and state tax breaks placed extra burdens on local agencies which in turn delayed validation and processing of many state tax returns.
It typically takes up to three weeks to process refunds for e-filed state returns, and up to four weeks for mailed returns. Some returns may take additional time to review, if manual verification or additional information is required, impacting overall refund processing and payment.
Filing an Extension
You must file return or an extension request on or before the tax season filing deadline. An extension of the time to file does not extend your tax liabilities due date. You must make an estimated payment for your liability by the tax deadline.
Respond to Tax Notices to Avoid Refund Payment Delays
If the NY Tax Department needs more information to process your return, they will send you a Request for Information Form (DTF-948 and DTF-948-O).
Ensure you respond to these in a timely fashion to allow the agency to finish processing your return. Otherwise you could see extended delays in getting paid.
You can also view notices in your Individual Online Services account, if you cannot find your mailed letter.
Living in a Neighboring State (E.g. New Jersey) And Avoid Double Taxation
If you live in a neighboring state (e.g. New Jersey) but work in New York, you are required to file a Form IT-203, Nonresident and Part-Year Resident Income Tax Return
This will allow you to claim a refund of all New York income tax withheld from your pay and avoid double taxation of your income.
How Can I Contact a Live Agent?
You can contact the NY refund status phone support line (1-518-457-5149) to get more information on your refund payment.
For general tax information, call 1-518-457-5181. See this article for calling an IRS agent for your federal return.
Free Filing Options
Thanks to the Free File Alliance, qualifying residents can file their federal and state returns for free if they meet the following criteria.
- Federal (IRS 1040 form) adjusted gross income (AGI) is $41,000 or less regardless of age, or
- you are 57 years old or younger with a federal adjusted gross income (AGI) of $60,000 or less, or
- your federal AGI was $73,000 or less and you served as Active Duty Military (including Reservists and National Guard).
Also remember to try and get your refund payment via Direct Deposit, which the IRS’s recommends as the fastest and most secure method.