IT-214
New York State Department of Taxation and Finance
Claim for Real Property Tax Credit
For Homeowners and Renters
Step 1 – Enter identifying information
Your first name and middle initial
Your last name
Your date of birth
Your social security number
(for a joint claim, enter spouse’s name on line below)
(mm-dd-yyyy)
Spouse’s first name and middle initial Spouse’s last name
Spouse’s date of birth
Spouse’s social security number
(mm-dd-yyyy)
Current mailing address
Apartment number
New York State county of residence
(number and street or rural route)
City, village, or post office
State
ZIP code
Country
(if not United States)
You must enter date(s) of birth
and social security number(s)
above.
Street address of New York residence that qualifies you for this credit, if different from above
City, village, or post office
State
ZIP code
NY
Step 2 – Determine eligibility
(For lines 1 through 6, mark an X in the appropriate box.)
1 Were you a New York State resident for all of 2012? ..................................................................................
1
Yes
No
2 Did you occupy the same residence for at least six months during 2012?..................................................
2
Yes
No
If you marked an X in the No box on line 1 or 2, stop; you do not qualify for this credit.
3 Did you own real property with a current market value of more than $85,000 during 2012? ......................
3
Yes
No
4 Can you be claimed as a dependent on another taxpayer’s 2012 federal return? ......................................
4
Yes
No
5 Did you reside in public housing, or other residence completely exempted from real property taxes in 2012?
5
Yes
No
(see instr.)
If you marked an X in the Yes box on line 3, 4, or 5, stop; you do not qualify for this credit.
6 Did you live in a nursing home during 2012?
......................
6
Yes
No
(If you mark an X in the Yes box, see instructions.)
7 Complete below for the qualifying household member 65 or older
.
(see instructions)
A – First name
Last name
B – Social security number
C – Date of birth
(mm-dd-yyyy)
8 Complete below for all household members not included on line 7
.
(submit additional sheets if needed; see instructions)
A – First name
Last name
B – Social security number
C – Date of birth
(mm-dd-yyyy)
Step 3 – Determine household gross income
Enter the total of all amounts, even if not taxable, that you, your spouse (if married), and all other household members received during 2012.
9 Federal adjusted gross income
.
If any household members do not have to file a federal return, see instructions ..................................
9
00
.
10 New York State additions to federal adjusted gross income ..................................................................... 10
00
.
11 Social security payments not included on line 9 ........................................................................................ 11
00
.
12 Supplemental security income (SSI) payments ......................................................................................... 12
00
.
13 Pensions and annuities (including railroad retirement benefits) not included on lines 9 through 12 ......... 13
00
.
14 Cash public assistance and relief ............................................................................................................... 14
00
.
15 Other income ............................................................................................................................................. 15
00
.
16 Household gross income
......................................................................................... 16
(add lines 9 through 15)
00
If line 16 is more than $18,000, stop; you do not qualify for this credit.
17 Enter rate from Table 1
...................................................................................................... 17
(see instructions)
.
18 Multiply line 16 by line 17 ........................................................................................................................... 18
00
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