New York Form IT-2104-E

What Is A NY Form IT 2104 E

Understanding the nuances of tax forms can be quite the task, but New York form IT-2104-E, known as the Certificate of Exemption from Withholding, is a crucial document for certain employees in the Empire State. This form is intended for individuals who expect to incur no state income tax liability for the current year. Completing the IRS form IT 2104 E will notify employers that an employee is exempt from New York state income tax withholding.

When to Use NY State Tax Form IT 2104 E

Several situations may necessitate the use of NY State Tax form IT-2104-E; they include but are not limited to:

• Individuals who are students may qualify if they meet specific criteria regarding their income and student status.
• Those with income below the specified threshold for tax liability might be eligible for this exemption.
• Temporary workers who do not surpass the income level will incur tax liability over a year.
• Employees claimed as dependents on another person's tax return might need to submit this form if their income exceeds the exemption limit.
• Special rules apply for individuals over a certain age or who are blind that might exempt them from withholding requirements.

How To Fill Out New York Form IT 2104 E

This guide intends for employees to specify their income tax withholding preferences for New York State, New York City, and Yonkers.

Step 1: Personal Information

Enter your first name and middle initial.

Enter your last name.

Provide your Social Security number (SSN).

Write your permanent home address, including number, street, or rural route.

Fill in the name of your city, village, or post office.

Enter the state abbreviation.

If applicable, enter your apartment number.

Provide the ZIP code for your address.

Step 2: Filing Status

Indicate your filing status by selecting "Single," "Head of household," "Married," or "Married, but withhold at the higher single rate." Mark the appropriate option.

Step 3: Residency Information

Answer whether you are a New York City and/or Yonkers resident by marking "Yes" or "No."

Step 4: Allowances and Additional Withholding

Refer to the instructions and complete the worksheet to calculate the number of allowances. Then enter the following:

Line 1: Total number of allowances you claim for New York State and Yonkers (if applicable).

Line 2: Total number of allowances you claim for New York City.

Step 5: Additional Withholding

If you want additional amounts withheld from your pay, specify additional withholding amounts for New York State, New York City, and Yonkers on lines 3, 4, and 5, respectively.

Step 6: Signature and Date

Sign your name to certify that you are entitled to the number of withholding allowances claimed.