ChristinaS
Expert Alumni

State tax filing

Having had NYC taxes withheld for an extra 2 months wouldn't guarantee you a refund on the New York tax return.

NYC resident tax is a component of your NYS tax return- IT-201. In the beginning of the interview, you indicate your NYC residency period. Your NYC tax is assessed based on this period, and this tax is added as a component of the IT-201.

Your NYS tax is also assessed on the IT-201, based on all of your income for the year.

Both your NYC and NYS withholding are added as payments on the return, against the liability that you owe. The extra withholding from NYC might reflect an extra few hundred in withholding, which by no means guarantees that your NYS would reflect a refund. Even with the extra withholding for a few months, your New York return could still show a tax due.

  • Please verify that you did show your residency period in the City at the beginning of the interview, so your NYC tax liability is not overstated
  • Review your overall return to see how your total withholding (NYC, NYS) compares with your total tax liability. You could have under-withheld in general, or had income with no tax withholding whatsoever. You can look at a copy of your actual IT-201 before you pay, or a general overview from My Account- Tools- View Tax Summary- Preview 1040.

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