New York Tax Form 3601 Fill in and Calculate New York State tax Online

New York Tax Form 3601: Change of City Resident Status

Use the New York Tax Form Calculator New York Tax Form 3601: Change of City Resident Status as a stand alone tax form calculator to quickly calculate specific amounts for your 2023 New York state tax return. New York Tax Form 3601: Change of City Resident Status is also integrated into our comprehensive New York State Tax Calculator where you can complete and save your calculations for later use. Alternatively you can use one of our Combined Federal and New York State Tax Estimator to quickly calculate your salary, tax and take home pay in New York.

Change of City Resident Status
Part 1 – New York adjusted gross income (see instructions, page 3)		Column A Federal income and adjustments (all sources)	Column B Amount of Column A for New York City resident period		Column C Amount of Column A for Yonkers resident period
1	Wages, salaries, tips, etc	1
2	Taxable interest income	2
3	Ordinary dividends	3
4	Taxable refunds, credits, or offsets of state and local income taxes	4
5	Alimony received	5
6	Business income or loss (submit copy of federal Schedule C or C-EZ, Form 1040)	6
7	Capital gain or loss (submit copy of federal Schedule D, Form 1040)	7
8	Other gains or losses (submit copy of federal Form 4797)	8
9	Taxable amount of IRA distributions	9
10	Taxable amount of pensions and annuities	10
11	Rental real estate, royalties, partnerships, S corporations, trusts, etc. (submit copy of federal Schedule E, Form 1040)	11
12	Farm income or loss (submit copy of federal Schedule F, Form 1040)	12
13	Unemployment compensation	13
14	Taxable amount of social security benefits	14
15	Other income Identify:	15
16	Total (add lines 1 through 15)	16
17	Total federal adjustments to income Identify:	17
18	Federal adjusted gross income (subtract line 17 from line 16)	18
19	New York adjustments (submit schedule)	19
20	New York adjusted gross income (line 18 and add or subtract line 19; transfer the amount from Column B to line 43)	20
Part 2 – Itemized deductions for New York City (see instr., page 3) If you are claiming the standard deduction, do not complete Part 2				Column A	Column B Amount of Column A for New York City resident period
21	Medical and dental expenses		21
22	Taxes you paid		22
23	Interest you paid		23
24	Gifts to charity		24
25	Casualty and theft losses		25
26	Job expenses and most other miscellaneous deductions		26
27	Other miscellaneous deductions		27
28	Add lines 21 through 27		28
29	Reduction for federal itemized deduction limitation (from federal Form 1040 Schedule A instr., Itemized Deductions Worksheet, line 9)		29
30	Total itemized deductions (subtract line 29 from line 28)		30
31	State, local, and foreign income taxes (or general sales tax, if applicable) and other subtraction adjustments				31
32	Subtract line 31 from line 30				32
33	Addition adjustments and college tuition itemized deduction (see instructions)				33
34	Add lines 32 and 33				34
35	Itemized deduction adjustment (if line 20, Column B, is more than $100000, see instructions, page 5; all others enter 0 on line 35)				35
36	Itemized deduction (subtract line 35 from line 34, enter here and on line 44)				36
Part 3 – Dependent exemptions (see instructions, page 5)
37	Enter the period you were a New York City resident during 2017; use a two-digit number to represent the month and day (see instructions) From: month (mm) day (dd) To: month (mm) day (dd)
38	Enter the county where you resided while a nonresident of New York City
39	Enter the number of full months in the New York City resident period				39
40	Enter the prorated value of one dependent exemption (use Proration chart; see instructions, page 2)				40
41	Enter the number of dependent exemptions you claimed on Form IT-201, line 36, or Form IT-203, line 35				41
42	Multiply the amount on line 40 by the number of dependent exemptions claimed on line 41 (enter here and on line 46)				42
Part 4 – Part-year New York City resident tax (see instructions, page 5)
43	New York adjusted gross income (from line 20, Column B)				43
44	Resident period standard deduction (see instructions, page 2) or resident period itemized deduction (from line 36)				44
45	Subtract line 44 from line 43				45
46	Dependent exemption amount (from line 42)				46
47	New York City taxable income (subtract line 46 from line 45)				47
48	New York City tax on line 47 amount (see instructions, page 5)				48
49	Total New York City household credit and accumulation distribution credit (see instructions, page 6)				49
50	Subtract line 49 from line 48 (if line 49 is larger than line 48, enter 0)				50
51	Part-year New York City separate tax on lump-sum distributions (from Form IT-230)				51
52	Part-year New York City resident tax on capital gain portion of lump-sum distributions (from Form IT-230)				52
53	Add lines 50, 51, and 52				53
54	Credit for part-year New York City unincorporated business tax paid (see instructions, page 8)				54
55	Part-year New York City resident tax (subtract line 54 from line 53 and enter tax on Form IT-201, line 50, or Form IT-203, line 51; if line 54 is larger than line 53, enter 0)				55
Part 4 – Part-year New York City resident tax (see instructions, page 5)
				Full-year NYS resident	Part-year NYS resident
56	Total New York State taxes (Form IT-201, line 46)		56
57	Empire State child credit (Form IT-201, line 63)		57
58	NYS child and dependent care credit (Form IT-216, line 14)		58
59	Earned income credit (Form IT-201, line 65)		59
60	Noncustodial parent New York State earned income credit (Form IT-201, line 66)		60
61	Real property tax credit (Form IT-201, line 67)		61
61a	New York City school tax credit (Form IT-201, lines 69 and 69a)		61a
62	College tuition credit (Form IT-201, line 68)		62
62a	Property tax relief credit (see instructions)		62a
63	Amount from Form IT-201-ATT, line 13		63
64	Add lines 57 through 63		64
65	Subtract line 64 from line 56 (if line 64 is more than line 56, enter 0 here and on Form IT-201, line 57)		65
66	Base tax (Form IT-203, line 44)		66
67	New York State nonrefundable credits (Form IT-203-ATT, line 8)		67
68	Subtract line 67 from line 66 (if line 67 is more than line 66, enter 0)		68
69	Net other New York State taxes (Form IT-203-ATT, line 33)		69
70	Add lines 68 and 69		70
71	Total of amounts from Form IT-203-ATT, lines 9, 10, and 12		71
71a	Property tax relief credit (see instructions)		71a
71b	New York City school tax credit (Form IT-203, lines 60 and 60a)		71b
71c	Add lines 71, 71a and 71b		71c
72	Subtract line 71c from line 70 (if line 71c is more than line 70, enter 0)		72
73	Income percentage (see worksheet on page 8 of the instructions)		73
74	Multiply line 65 by line 73. This is the net state tax for full-year state residents		74
75	Multiply line 72 by line 73. This is the net state tax for part-year state residents		75
76	Yonkers resident tax rate		76	0.1675
77	Part-year Yonkers resident income tax surcharge (Full-year NYS residents: Multiply line 74 by line 76. Part-year NYS residents: Multiply line 75 by line 76.) Enter the line 77 amount on Form IT-201, line 57, or Form IT-203, line 54.		77
See Form Y-203, Yonkers Nonresident Earnings Tax Return, and instructions, Form Y-203-I, if you received wages or net earnings from self-employment from Yonkers sources during your nonresident period.

Tip: use the New York Tax Calculator to edit your refundable and non-refundable tax credits including New York Tax Form 3601: Change of City Resident Status. Complete, Calculate, print and or save your tax calculation for later use.

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