New York State Department of Taxation and Finance
New York State Department of Taxation and Finance
For office use only
For office use only
Claim for Real Property Tax Credit for Homeowners and Renters
Claim for Real Property Tax Credit for Homeowners and Renters
IT-214
IT-214
Please enter your first name first. For a joint claim, use both name lines.
Please enter your first name first. For a joint claim, use both name lines.
M
M
Your first name and middle initial
Your first name and middle initial
Your last name
Your last name
Your social security number
Your social security number
(for a joint claim, enter spouse’s name on line below)
(for a joint claim, enter spouse’s name on line below)
M
M
Spouse’s first name and middle initial
Spouse’s first name and middle initial
Spouse’s last name
Spouse’s last name
Spouse’s social security number
Spouse’s social security number
NY State county of residence
NY State county of residence
Mailing address
Mailing address
(number and street or rural route)
(number and street or rural route)
Apartment number
Apartment number
City, village or post office
City, village or post office
State
State
ZIP code
ZIP code
Qualifying social security number if
Qualifying social security number if
different from above
different from above
Address of New York residence that qualifies you for this credit, if different from above
Address of New York residence that qualifies you for this credit, if different from above
•
•
•
•
City, village or post office
City, village or post office
State
State
ZIP code
ZIP code
NY
NY
1
1
Were you a New York State resident for all of 1999? ...................................................................................................
Were you a New York State resident for all of 1999? ...................................................................................................
1
1
Yes
Yes
No
No
2
2
Did you occupy the same residence for at least six months during 1999? ..................................................................
Did you occupy the same residence for at least six months during 1999? ..................................................................
2
2
Yes
Yes
No
No
3
3
If you owned real property, was the current market value of your real property more than $85,000? .........................
If you owned real property, was the current market value of your real property more than $85,000? .........................
3
3
Yes
Yes
No
No
4
4
Can you be claimed as a dependent on another taxpayer’s 1999 federal return? .......................................................
Can you be claimed as a dependent on another taxpayer’s 1999 federal return? .......................................................
4
4
Yes
Yes
No
No
If you checked No on lines 1 or 2, or Yes on lines 3 or 4, stop; you do not qualify for this credit.
5
5
Did you live in a nursing home, public housing, or other residence completely exempted from real property taxes in 1999?
Did you live in a nursing home, public housing, or other residence completely exempted from real property taxes in 1999?
5
5
Yes
Yes
No
No
(If you checked Yes, you must attach an explanation to your real property tax credit claim. See instructions.) ..................................
(If you checked Yes, you must attach an explanation to your real property tax credit claim. See instructions.) ..................................
6
6
Including yourself, how many members of your household are filing Form IT-214? Enter number .............................
Including yourself, how many members of your household are filing Form IT-214? Enter number .............................
6
6
7
7
Were any of the household members included on line 6 (or your spouse, if this is a joint claim) 65 or older on
Were any of the household members included on line 6 (or your spouse, if this is a joint claim) 65 or older on
December 31, 1999?
December 31, 1999?
7
7
Yes
Yes
No
No
(If you checked Yes, enter qualifying social security number in the box above line 1.) ................................
(If you checked Yes, enter qualifying social security number in the box above line 1.) ................................
8
8
Did you own or pay rent for your residence during 1999? ............................................................................................
Did you own or pay rent for your residence during 1999? ............................................................................................
8
8
Own
Own
Rent
Rent
Complete Schedule A or B, and Schedule C, on the back before continuing.
Complete Schedule A or B, and Schedule C, on the back before continuing.
9
9
Did you enter an amount for the exemption on line 20 of this claim? ..........................................................................
Did you enter an amount for the exemption on line 20 of this claim? ..........................................................................
9
9
Yes
Yes
No
No
10
10
Homeowners: enter amount from line 21. Renters: enter amount from line 25 .........................................................
Homeowners: enter amount from line 21. Renters: enter amount from line 25 .........................................................
10
10
11
11
Enter household gross income from line 34 (If more than $18,000, stop;
Enter household gross income from line 34 (If more than $18,000, stop;
0 0
0 0
you do not qualify. If “0” or less, leave lines 12 and 13 blank) .....................
you do not qualify. If “0” or less, leave lines 12 and 13 blank) .....................
11
11
Be sure to
Be sure to
sign and
sign and
12
12
Enter from the table below the rate that applies to your household gross income .................
Enter from the table below the rate that applies to your household gross income .................
12
12
If the amount on line 11 is:
If the amount on line 11 is:
Your rate is:
Your rate is:
If the amount on line 11 is:
If the amount on line 11 is:
Your rate is:
Your rate is:
date
date
$.01 to $3,000
$.01 to $3,000
.035
.035
$9,001 to $11,000
$9,001 to $11,000
.055
.055
this form.
this form.
$3,001 to $5,000
$3,001 to $5,000
.040
.040
$11,001 to $14,000
$11,001 to $14,000
.060
.060
$5,001 to $7,000
$5,001 to $7,000
.045
.045
$14,001 to $18,000
$14,001 to $18,000
.065
.065
$7,001 to $9,000
$7,001 to $9,000
.050
.050
13
13
Multiply line 11 by line 12 .................................................................................................................................................
Multiply line 11 by line 12 .................................................................................................................................................
13
13
14
14
Subtract line 13 from line 10.
Subtract line 13 from line 10.
.........................................................
.........................................................
14
14
(If line 13 is more than line 10, stop; no credit is allowed.)
(If line 13 is more than line 10, stop; no credit is allowed.)
15
15
If you entered an amount on line 20, enter 25% of line 14 or, if no entry was made on line 20,
If you entered an amount on line 20, enter 25% of line 14 or, if no entry was made on line 20,
enter 50% of line 14 ..................................................................................................................................................
enter 50% of line 14 ..................................................................................................................................................
15
15
16
16
Credit limitation
Credit limitation
16
16
(see instructions; enter amount from table) .............................................................................................................
(see instructions; enter amount from table) .............................................................................................................
17
17
Enter the amount from line 15 or 16, whichever is less. This is the credit for your household. (If more
Enter the amount from line 15 or 16, whichever is less. This is the credit for your household. (If more
than one member of your household is filing Form IT-214, see instructions.) .........................................................
than one member of your household is filing Form IT-214, see instructions.) .........................................................
17
17
• Transfer the amount on line 17 of this form to Form IT-200, line 36, or to Form IT-201, line 59. Attach Form IT-214 to your return.
• Transfer the amount on line 17 of this form to Form IT-200, line 36, or to Form IT-201, line 59. Attach Form IT-214 to your return.
• If you are not filing a New York State income tax return, mail this form to:
• If you are not filing a New York State income tax return, mail this form to:
STATE PROCESSING CENTER, PO BOX 61000, ALBANY NY 12261-0001.
STATE PROCESSING CENTER, PO BOX 61000, ALBANY NY 12261-0001.
• For direct deposit information, see lines 35a through 35c on the back.
• For direct deposit information, see lines 35a through 35c on the back.
Preparer’s signature
Preparer’s signature
Date
Date
Mark “X” if self-
Mark “X” if self-
Your signature
Your signature
Paid
Paid
employed
employed
preparer’s
preparer’s
Sign
Sign
Spouse’s signature
Spouse’s signature
(if joint claim)
(if joint claim)
Firm’s name
Firm’s name
Preparer’s SSN or PTIN
Preparer’s SSN or PTIN
(or yours, if self-employed)
(or yours, if self-employed)
use only
use only
here
here
Date
Date
Daytime phone number (optional)
Daytime phone number (optional)
Employer identification number
Employer identification number
Address
Address
(
(
)
)
141994
This is a scannable form; please file this original with the Tax Department.
This is a scannable form; please file this original with the Tax Department.
IT-214 1999
IT-214 1999