Follow the steps to successfully complete the form online.

1. Click the ‘Get Form’ button to access the form and open it in the editor. This action will provide you with the necessary layout and fields to begin filling out the required information.
2. Enter your first name and middle initial, followed by your last name. If filing jointly, enter your partner's name on the designated line below. Include your date of birth in the format mm-dd-yyyy.
3. Input your partner’s first name and middle initial, last name, and date of birth in the required fields, along with their social security number.
4. Complete your mailing address, ensuring you include the number and street or rural route, city or village, state, and ZIP code. Don't forget to provide the apartment number if applicable and specify your country if it is not the United States.
5. Specify your county of residence while living in New York City during 2013 and provide the address of the New York City residence that qualifies you for this credit if it differs from your mailing address.
6. Indicate the type of claim you are filing by marking an X in the appropriate box. You may choose from single, married but filing a separate claim, married filing a combined claim, or qualifying widow(er) with dependent child.
7. Answer line 1 by indicating if you can be claimed as a dependent on another taxpayer’s 2013 federal return. If applicable, refer to the guidance provided to determine if you qualify for the credit.
8. Continue with line 2, entering the number of months during 2013 that you lived in New York City. If filing as married, proceed to line 3; others, skip to line 5.
9. If married, on line 3, confirm if your partner can be claimed as a dependent on another taxpayer’s 2013 federal return. If necessary, proceed to line 4.
10. In line 4, enter the number of months your partner lived in New York City during 2013.
11. On line 5, choose your refund preference by marking an X for direct deposit, debit card, or paper check, and ensure to fill out the necessary details for your chosen method.
12. If choosing direct deposit, follow the instructions to complete the routing and account number fields, including specifying if the funds will be directed to an account outside of the U.S.
13. In the signature section, ensure both parties sign where indicated, providing any additional contact information and details about preparer if applicable.
14. Lastly, save your changes. You can also download, print, or share the form as needed for your records.

Complete your form online today to ensure timely processing of your claim for the New York City school tax credit.