What to include when filing IT-201 by mail after e-filing federal

Here is exactly what you need to include in your mailing envelope, based on the NY Department of Taxation and Finance guidelines.

• Form IT-201: All pages, in numerical order, signed and dated.
• Form IT-201-ATT: Only if you are reporting "Other Tax Credits and Taxes" or "Other New York State Taxes."
• Do NOT mail your actual Federal W-2s. New York requires you to use their "Summary of W-2 Statements."
• Form IT-2: You must complete this form using the information from your W-2s (the program should have generated this for you.).  NY uses an "Enhanced Form" system with 2D barcodes; their scanners are designed to read Form IT-2, not the various layouts of federal W-2s.

Since you are filing Married Filing Separately for New York and your spouse had no NY income, you do not include their W-2 information on your IT-2 or in the envelope.

If you e-filed your federal return and it was accepted, you do not need to include a copy of your Federal Form 1040 with your mailed IT-201.  New York receives your federal data directly from the IRS.

Check your TurboTax printout for these common attachments:

• Form IT-196: If you chose to take the New York Itemized Deduction instead of the standard deduction.
• Form IT-225: If you have New York modifications (additions or subtractions) that weren't listed directly on the IT-201.
• If you claimed specific credits (like the Child and Dependent Care Credit, Earned Income Credit, or Solar Energy Credit), the corresponding form (e.g., IT-215, IT-216) must be attached.
• If you owe money and didn't pay online, include Form IT-201-V (Payment Voucher) with your check.

Note: Do not staple the pages together. Use a paper clip. Staples can interfere with the high-speed scanners.

Mailing Address...

If you are expecting a refund: 

• STATE PROCESSING CENTER, PO BOX 61000, ALBANY NY 12261-0001

If you are enclosing a payment:

• STATE PROCESSING CENTER, PO BOX 15555, ALBANY NY 12212-5555