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Instructions for Form IT-221
for the current year.
Instructions for Form IT-221 Disability Income Exclusion - New York
This document contains official instructions for Form IT-221 , Disability Income Exclusion - a form released and collected by the New York State Department of Taxation and Finance. An up-to-date fillable Form IT-221 is available for download through this link.
FAQ
Q: What is Form IT-221?
A: Form IT-221 is a tax form in New York used to claim the Disability Income Exclusion.
Q: What is the Disability Income Exclusion?
A: The Disability Income Exclusion is a tax benefit that allows qualifying individuals to exclude a portion of their disability income from their New York State taxable income.
Q: Who is eligible for the Disability Income Exclusion?
A: To be eligible, you must be a New York State resident and have received disability income during the tax year.
Q: What types of disability income can be excluded?
A: Social Security disability benefits, certain employer-provided disability benefits, and other disability benefits received under certain circumstances may qualify for exclusion.
Q: How do I claim the Disability Income Exclusion?
A: You can claim the Disability Income Exclusion by completing and filing Form IT-221 with your New York State tax return.
Q: What supporting documentation do I need to provide?
A: You may need to provide documentation such as copies of your disability award letter, pay stubs, or other proof of disability income.
Q: Is the Disability Income Exclusion available for federal taxes?
A: No, the Disability Income Exclusion applies only to New York State taxes.
Q: What is the deadline to file Form IT-221?
A: The deadline to file Form IT-221 is the same as the deadline for filing your New York State tax return, generally April 15th.
Q: Can I claim the Disability Income Exclusion if I am married?
A: Yes, if you are married, you and your spouse may each be eligible to claim a separate Disability Income Exclusion.
Q: What if I have further questions or need assistance?
A: If you have further questions or need assistance, you can contact the New York State Department of Taxation and Finance for more information.
Instruction Details:
- This 2-page document is available for download in PDF;
- Actual and applicable for this year;
- Complete, printable, and free.
Download your copy of the instructions by clicking the link below or browse hundreds of other forms in our library of forms released by the New York State Department of Taxation and Finance.
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