Form Nyc-210 , 2015, Instructions (Page 2 of 3) in pdf

NYC-210-I (2015) (back)

Line 5 – You must mark an X in only one box at line 5 to indicate your

Any refund that you may be entitled to will be reflected in your bank

refund choice. You have three ways to receive your refund: direct

statement.

deposit into your bank account, debit card by mail, or paper check by

For information relating to the collection of debts and disclaiming of

mail.

spouse’s debt see the instructions for Form IT-201.

Direct deposit – The Tax Department will deposit the amount of your

refund into your bank account. Direct deposit is secure and is the fastest

Third-party designee

way to get your refund.

Do you want to authorize a friend, family member, return preparer, or any

other individual (third-party designee) to discuss your claim with the New

Debit cards – Debit cards are secure, easy to use, and flexible. If you

York State Tax Department?

filed a combined claim, separate debit cards will be sent in one envelope

to you and your spouse. One or both of you can activate your card(s).

If No, mark an X in the No box.

Once activated, either card can access the entire amount of the refund.

If Yes, mark an X in the Yes box. Print the designee’s name, phone

In most instances, there’s no charge to you for using the card. You

number, and any five numbers the designee chooses as his or her

can get cash from a bank (you do not need an account, but will need

personal identification number (PIN). If you want to authorize the paid

to show ID; no fee for the first withdrawal, which can be for the entire

preparer who signed your claim to discuss it with the Tax Department,

refund amount, $1 fee for each withdrawal after that); deposit it into

print the preparer’s name and phone number in the spaces for the

your bank account (consider direct deposit instead); make purchases;

designee’s name and phone number (you do not have to provide a PIN).

make ATM withdrawals; and pay bills online. There may be a fee for

using an ATM that is not in the issuer’s network and for certain other

If you mark the Yes box, you (and your spouse, if filing a joint claim)

activities (more information will be provided with the card, or you can

are authorizing the Tax Department to discuss with the designee any

visit for details).

questions related to this claim. You are also authorizing the designee to

give and receive confidential taxpayer information relating to:

Paper check refunds – We will mail your refund check to the mailing

address entered on your claim. Paper checks for combined claim filers

• this claim, including missing information,

will be issued with both names and must be signed by both spouses.

• the status of your claim or refund, and

Paper checks take weeks to be processed, printed, and mailed. If you

• any notices arising from this filing that you share with the designee

don’t have a bank account, you will likely be charged a fee to cash your

(they will not be sent to the designee).

check. You may want to consider a debit card refund instead (see Debit

cards above for more information).

This authorization will not expire but will only cover matters relating to

this claim. If you decide to revoke this designee’s authority at any time,

Line 6 – Enter account information for direct deposit

call us (see Need help?).

If you marked the box that indicates your refund would go to an account

You are not authorizing the designee to receive your refund, bind you to

outside the U.S., stop. Do not complete lines 6a, 6b, or 6c (see Note

anything, or otherwise represent you before the Tax Department. If you

below). All others, supply the information requested for lines 6a, 6b,

want someone to represent you or perform services for you beyond the

and 6c.

scope of the third-party designee, you must designate the person using

Note: Banking rules prohibit us from honoring requests for direct deposit

another method such as Form DTF-280, Tax Information Authorization,

when the funds for your refund would go to an account outside the U.S.

or a power of attorney. For additional information on third-party

Therefore, if you marked this box, we will send a check to the mailing

designees and other types of authorizations, visit our Web site.

address on your claim form.

Paid preparer’s signature

If you chose direct deposit at line 5, enter your account information at

If you pay someone to prepare your form, the paid preparer must also

line 6 for a fast and secure direct deposit of your refund. If you do not

sign it and fill in the other blanks in the paid preparer’s area of your form.

enter complete and correct account information at line 6, the deposit

A person who prepares your form and does not charge you should not fill

cannot be done, and you will receive a check in the mail.

in the paid preparer’s area.

Line 6a – Mark an X in the box for the type of account.

Paid preparer’s responsibilities

Line 6b – Enter your bank’s 9-digit routing number. If the first two

Under the law, all paid preparers must sign and complete the paid

digits are not 01 through 12, or 21 through 32, the direct deposit will be

preparer section of the form. Paid preparers may be subject to civil and/

rejected and a refund check sent instead. On the sample check below,

or criminal sanctions if they fail to complete this section in full.

the routing number is 090090099. If your check states that it is payable

through a bank different from the one where you have your checking

When completing this section, enter your New York tax preparer

account, do not use the routing number on that check. Instead, contact

registration identification number (NYTPRIN) if you are required to have

your bank for the correct routing number to enter on line 6b.

one. If you are not required to have a NYTPRIN, enter in the NYTPRIN

excl. code box one of the specified 2-digit codes listed below that

Line 6c – Enter the account number where you want your New York City

indicates why you are exempt from the registration requirement. You

school tax credit deposited. If you mark personal or business checking

must enter a NYTPRIN or an exclusion code. Also, you must enter your

on line 6a, enter the account number shown on your checks. (On the

federal preparer tax identification number (PTIN) if you have one; if not,

sample check, the account number is 1357902468. Do not include the

you must enter your social security number.

check number.) If you mark personal or business savings on line 6a, you

can get your savings account number from a preprinted savings account

deposit slip, your passbook or other bank records, or from your bank.

Code Exemption type

The account number can be up to 17 characters (both numbers and

Attorney

Employee of attorney

letters). Include hyphens but omit spaces and special symbols.

CPA

Employee of CPA

1234

JOHN SMITH

PA (Public Accountant)

Employee of PA

MARY SMITH

15-0000/0000

999 Maple Street

Enrolled agent

Employee of enrolled agent

Someplace, NY 10000

Date

Volunteer tax preparer

Employee of business

Pay to the

Order of

preparing that business’

return

Dollars

Routing

Account

number

SOME BANK

(line 6b)

(line 6c)

Someplace, NY 10000

See our Web site for more information about the tax preparer registration

Do not include the

requirements.

For

check number

090090099 1357902468

1234

Note: The routing and account numbers may appear in different places on your check.

Form Nyc-210 , 2015, Instructions Page 2

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