Get Instructions For Form It-214 Claim For Real Property Tax Credit For Homeowners And Renters Tax Year

Filing for the IT-214 claim is an important step for eligible homeowners and renters seeking real property tax credits in New York State. This guide will provide comprehensive, step-by-step instructions to fill out the form online with clarity and ease.

Follow the steps to complete your IT-214 claim accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your identifying information, including your name, date of birth, and Social Security number, along with your mailing address. Make sure to include your county of residence and the street address that qualifies you for this credit, if different from your mailing address.
3. Determine eligibility by answering the questions regarding your household gross income, residency duration, dependency status, and whether your residence is exempt from real property taxes.
4. Calculate your household gross income. Include income from wages, pensions, and other sources as specified in the instructions. Make sure to mark who qualifies as household members.
5. Compute the total real property taxes or adjusted rent paid. Differentiate between homeowners and renters, and follow the respective lines applicable to each.
6. Complete the section for direct deposit information if you wish to receive your refund directly. Enter your routing and account numbers as instructed.
7. Sign Form IT-214 and submit it according to the filing instructions provided, keeping a copy for your records.

Take the necessary steps and complete your IT-214 claim online today for potential tax credits.