Instructions For Form It-214 - Claim For Real Property Tax Credit For Homeowners And Renters - New York State Department Of Taxation And Finance - 2005 Page 4

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Page 4 of 4 IT-214-
I
(2005)
Line 35a —
Enter your nine-digit routing
benefit corporation, council, office, or other
Important reminder to file a
number. If the first two digits are not 01
entity performing a governmental or proprietary
complete return
through 12, or 21 through 32, the direct deposit
function for the state or a social services
You must complete all required schedules and
will be rejected and a check sent instead. On
district.
forms that make up your return, and include
the sample check on the previous page, the
If you have questions about whether you owe a
all pages of those forms and schedules when
routing number is 090090099.
past-due legally enforceable debt to the IRS or
you file. Attach only those forms and schedules
Your check may state that it is payable through
to a state agency, contact the IRS or the state
that apply to your return, and be sure that you
a bank different from the one where you have
agency.
have made all required entries. Returns that
your checking account. If so, do not use the
are missing required pages or that have pages
For New York State tax liabilities or New York
routing number on that check. Instead, contact
with missing entries are considered incomplete
City or Yonkers personal income tax liabilities,
your bank for the correct routing number to
and cannot be processed, and may subject
call 1 800 835-3554 (from areas outside the
enter on this line.
taxpayers to penalty and interest.
U.S. and outside Canada, call (518) 485-6800)
Line 35b —
Mark an X in the box for the
or write to: NYS Tax Department, Tax
Privacy notification — The Commissioner of
type of account, checking or savings.
Compliance Division, W A Harriman Campus,
Taxation and Finance may collect and maintain
Albany NY 12227.
personal information pursuant to the New York
Line 35c —
Enter the account number
State Tax Law, including but not limited to,
where you want your real property tax credit
For information relating to a New York City tax
sections 171, 171-a, 287, 308, 429, 475,
deposited. If you selected Checking on
warrant judgment debt, call (212) 232-3550.
505, 697, 1096, 1142, and 1415 of that Law;
line 35b, enter the account number shown
and may require disclosure of social security
Disclaiming of spouse’s debt
on your checks. (On the sample check on
numbers pursuant to 42 USC 405(c)(2)(C)(i).
the previous page, the account number is
If you marked filing status  and you do not
1357902468. Be sure not to include the check
This information will be used to determine and
want to apply your part of the overpayment
number.) If you chose Savings on line 35b, you
administer tax liabilities and, when authorized
to your spouse’s non-IRS debt because you
can get your savings account number from a
by law, for certain tax offset and exchange of
are not liable for it, complete Form IT-280,
preprinted savings account deposit slip, your
tax information programs as well as for any
Nonobligated Spouse Allocation, and attach it
passbook or other bank records, or from your
other lawful purpose.
to your original return. We need the information
financial institution. The account number can
on Form IT-280 to process your refund as
Failure to provide the required information may
be up to 17 characters (both numbers and
quickly as possible. You cannot file an amended
subject you to civil or criminal penalties, or
letters). Include hyphens but omit spaces and
return to disclaim your spouse’s non-IRS debt
both, under the Tax Law.
special symbols. Enter the number from left to
after you have filed your original return.
This information is maintained by the Director
right and leave any unused boxes blank.
We will notify you if we keep your overpayment
of Records Management and Data Entry, NYS
The department will not notify you that your
because of a past-due legally enforceable debt
Tax Department, W A Harriman Campus,
refund of your real property tax credit has been
to the IRS. If your spouse owes the debt and
Albany NY 12227; telephone 1 800 225-5829.
deposited. However, if the amount we deposit
you do not want your part of the overpayment
From areas outside the United States and
to be used to pay the debt, you cannot use
is different from the amount of real property
outside Canada, call (518) 485-6800.
tax credit you claimed on your Form IT-214,
Form IT-280 to disclaim your spouse’s debt.
we will send you a written explanation of the
Instead, you will need to file federal Form 8379,
Need help?
adjustment within two weeks from the date
Injured Spouse Claim and Allocation, with the
your refund of your real property tax credit is
IRS.
Internet access:
deposited.
Access our Answer Center for answers
Make sure you receive your refund
We will make every effort to comply with
to frequently asked questions; check your
your request for direct deposit. However, we
Every year a large number of refund checks
refund status; check your estimated tax
cannot be responsible when a bank refuses a
are returned to the Tax Department, mainly
account; download forms, publications; get tax
direct deposit. Some financial institutions, for
because of mailing address problems. Many
updates and other information.
example, do not allow a joint credit claim to be
of these checks eventually reach their owners
Fax-on-demand forms: Forms are
deposited into an individual account. If your
after this delay, but many others never do,
available 24 hours a day,
bank refuses the direct deposit or the deposit
despite our best efforts.
7 days a week.
1 800 748-3676
cannot be made for any other reason, we will
You can receive your refund check without
send a check to the mailing address shown on
Telephone assistance is available from
delay. Please remember these important points:
your return. If you encounter any problem
8:00 A.M. to 5:00 P.M. (eastern time),
• Make sure you enter your social security
with the direct deposit of your claim of your
Monday through Friday.
number(s) at the top of your return.
real property tax credit to your account, call
Refund status:
1 800 443-3200
toll free 1 800 321-3213. The processing time
• We mail the refund to the current mailing
(Automated service for refund status is available
is approximately six to eight weeks.
address shown on the return.
24 hours a day, 7 days a week.)
Collection of debts from your
• Don’t assume that we already have your
To order forms and publications: 1 800 462-8100
overpayment — We will keep all or part of
correct address. Check it.
Personal Income Tax
your overpayment (refund) if you owe a New
• Make sure the address is complete - include
Information Center:
1 800 225-5829
York State tax liability or a New York City or
c/o if necessary, and PO Box and apartment
From areas outside the U.S. and
Yonkers personal income tax liability, if you
numbers, if any.
outside Canada:
(518) 485-6800
owe past-due support or a past-due legally
• If you’re moving, notify the U.S. Postal
Hearing and speech impaired:
enforceable debt to the IRS, to a New York
Service of the new address.
(telecommunications device for
State agency, or to another state, if you
the deaf (TDD) callers only): 1 800 634-2110
defaulted on a guaranteed student, state
• If you use a computer, make sure your
university, or city university loan, or if you owe
software is printing your address properly.
Persons with disabilities: In compliance
a New York City tax warrant judgment debt. We
• Make sure everything is legible.
with the Americans with Disabilities Act,
will refund any amount that exceeds your debt.
we will ensure that our lobbies, offices,
• If someone else is preparing your return,
A New York State agency includes any
meeting rooms, and other facilities are accessible
make sure they have your correct address.
to persons with disabilities. If you have questions
state department, board, bureau, division,
about special accommodations for persons with
commission, committee, public authority, public
disabilities, please call 1 800 225-5829.

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