New York Form IT-2104-P

What Is the NY State Tax Form IT 2104 P?

The IT-2104 P form is specific to New York State.

Importance of New York State Tax Form IT 2104 P

The tax form IT 2104 P is designed specifically for recipients of pensions and annuities in New York State. It helps determine the proper withholding amount for state taxes based on your individual circumstances. This could include factors such as your filing status, other sources of income, and tax credits or deductions to which you're entitled.

How to Fill Out the NYS Tax Form IT 2104 P

Filling out tax forms can be daunting, but a step-by-step approach can make the process smoother. Here’s a brief guide on completion:

1. Start by entering your first name and middle initial in the designated field.
2. Move to the next field and provide your last name.
3. Enter your social security number in the specified space.
4. Type in your permanent mailing address, including the number and street, or a P.O. box if applicable.
5. If you live in an apartment, fill in your apartment number in the next field.
6. In case there is an annuity contract claim or identification number, input it in the corresponding field.
7. Write down the name of the city, village, or post office where you reside.
8. Fill in the ZIP code for your mailing address.
9. Enter the dollar amount you wish to have withheld for New York State income tax from each payment.
10. If you're a New York City resident, specify the desired withholding amount for New York City income tax.
11. Yonkers residents should indicate the withholding amount for the Yonkers income tax surcharge.
12. Confirming your request for voluntary withholding by entering your signature.
13. Finally, add the date of the signature right next to it.