Looking for a New York State Tax Forms And Templates? Download it for free!

Page 2 of 4 IT-215-I (2004)

If you marked the box Person with

to show a loss. Mark an X in the

Line 3 — File Form IT-215 with your

original 2004 New York State income tax

disability , and your qualifying person is

appropriate box on line 8 to indicate if the

return. If you have already filed your

24 years of age or older, you must

amount reported is a profit or a loss. Be

original return, you may file Form IT-215

attach a letter from a physician stating

sure to enter your employer identification

by itself. If you haven’t previously filed

that the person is disabled. When we

number (EIN) for your business. If you

your income tax return for this year, you

receive a letter from your qualifying

have income or loss from more than one

must file one with this claim.

person’s doctor stating that your

business, enter the EIN representing your

qualifying person is, by definition,

primary business activity. If your primary

permanently and totally disabled, we will

business activity doesn’t have an EIN,

Line 4 — If you claimed qualifying

keep that statement on file, and you will

enter your social security number.

children on your 2004 federal EIC, list the

not have to provide this information again.

Line 10 — This amount can be found on

same children (up to two) in the spaces

Line 6 — Complete Worksheet A below

the appropriate line of your federal

provided on line 4 of Form IT-215. If you

to determine the amount to enter on

return. However, if you owe the federal

claimed more than two qualifying children

line 6.

alternative minimum tax, enter the

on your 2004 federal EIC, enter the

amount of the federal earned income

required information for two qualifying

Worksheet A

credit, as originally computed in the EIC

Wages, salaries, tips, etc.

children in the spaces provided on the

Worksheet in your federal instructions

1. Enter the amount from federal

form and attach a statement to your

Form 1040EZ, line 1;

before any reduction for the alternative

return with the required identifying

Form 1040A, line 7; or

minimum tax.

information for each additional child. Be

Form 1040, line 7;

sure to include your name and social

Line 11 — For 2004, the New York State

security number on your attachment.

earned income credit is 30% (.30) of the

if you are a member of

the clergy or a church

federal earned income credit reduced by

Caution: To be eligible to claim the

employee who checked

any household credit allowed. The rate

New York State and city of New York

the Yes box in step 5,

has already been filled in for you.

earned income credits, you must provide

line 1, of the federal

a correct and valid social security number

Form 1040 instructions

Line 12 — This amount represents your

for lines 65a and 65b,

(SSN) for each child listed on line 4.

New York State earned income credit

enter the amount from

before it has been reduced by the

If you have applied for a social security

the first space of step 5,

line 2, of the

amount of household credit allowed.

number by filing federal Form SS-5 with

Form 1040

the Social Security Administration, but

If the amount on line 12 is more than 0,

instructions ........... 1.

you have not received it by April 15, 2005:

and you are a full-year city of New York

2. Enter the amount,

resident or a part-year city of New York

if any, from federal

Form 1040EZ, line 8b;

resident, be sure to complete

1) File Form IT-370 requesting an

Form 1040A line 41b; or

Worksheet C, City of New York earned

automatic extension of time to file until

Form 1040, line 65b .. 2.

income credit, on page 3 to compute

August 15, 2005. (This extension does

3. Add lines 1 and 2.

your CNY EIC. Enter the amount of your

not give you any extra time to pay any

Enter here and on

CNY EIC on Form IT-215, line 27.

tax owed. You should pay any

Form IT-215,

line 6. .................. 3.

New York taxes you expect to owe to

•

Form IT-100 filers, stop; the Tax

avoid interest or penalty charges. For

Department will compute your

Line 7 — If you received a taxable

more information, see Form IT-370,

New York State earned income credit

scholarship or fellowship grant that was

Application for Automatic Extension of

for you.

not reported on a federal Form W-2, if you

Time to File for Individuals.) or

were paid an amount as an inmate in a

Lines 13, 14, and 15 — Form IT-200

penal institution for work, or if you

filers, continue with line 13. Form IT-201

2) File your return on time without

received an amount as a pension or

or IT-203 filers, complete Worksheet B on

claiming the earned income credits

annuity from a nonqualified deferred

the back of Form IT-215. Then continue

and do not attach Form IT-215. After

compensation plan or a nongovernmental

with line 13.

receiving the SSN, file Form IT-215

section 457 plan (this amount may be

Line 16 — If you are attaching this claim

and claim the credits.

shown on your wage and tax statement(s)

to your original 2004 New York State

federal Form W-2, box 11), enter the

Be sure to mark an X in the box under the

income tax return and you answered No

amount from your federal Form 1040A

heading Full-time student if your child

at line 3:

instructions for line 41a, or from your

was born before 1986 and was a full-time

For filing status ➀, ➁, ➃, or ➄

federal Form 1040 instructions for

student under 24. Mark an X in this box

line 65a, the amount in the second space

•

Residents - Transfer the line 16

only if you marked the Yes box on your

(the subtract line) of step 5, line 2.

amount to Form IT-200, line 31, or

2004 federal Schedule EIC, line 4a.

Form IT-201, line 60.

Line 8 — Business income or loss

Be sure to mark an X in the box under the

•

Nonresidents - Transfer the line 16

applies only to federal Form 1040 filers.

heading Person with disability if your child

amount to Form IT-203, line 41.

Enter the amount of business income or

was born before 1986 and was

loss from your federal Form 1040

•

permanently disabled during any part of

Part-year residents - Transfer the

instructions, Earned Income Credit

2004. Mark an X in this box only if you

line 16 amount to Form IT-203,

Worksheet B, the total of lines 1e, 2c and

marked the Yes box on your 2004 federal

line 41, and continue on line 18.

3. Do not use a minus sign or brackets

Schedule EIC, line 4b.

(continued)

Instructions For Form It-215 - Claim For Earned Income Credit - New York State Department Of Taxation And Finance - 2004 Page 2

Related Articles

Related forms

Related Categories