Cindy0H
New Member

Retirement tax questions

If you had to file a federal return, you will have to file a New York return. If you are not sure if you need to file a federal return, try this interactive IRS tax assist: https://www.irs.gov/help/ita/do-i-need-to-file-a-tax-return

Here is what New York states:

If you are a New York State resident you must file Form IT-201, Resident Income Tax Return, if you meet any of the following conditions:

  • You have to file a federal return.
  • You did not have to file a federal return but your federal adjusted gross income plus New York additions was more than $4,000 ($3,100 if you are single  and can be claimed as a dependent on another taxpayer's federal return).
  • You want to claim a refund of any New York State, New York City, or Yonkers income taxes withheld from your pay.

New York document:

https://www.tax.ny.gov/pit/file/residents.htm

If you have other questions about this, ask in the comment section below.