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How do I fill this out?

To fill out this form, start by providing your personal details including your name and social security number. Next, indicate your military address and permanent home address. Ensure that you complete all sections accurately to avoid delays.

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How to fill out the New York Military Service Personnel Tax Exemption?

  1. 1

    Begin by entering your first and last name.

  2. 2

    Provide your social security number and military address.

  3. 3

    Fill in your permanent address details.

  4. 4

    Check the eligibility conditions that apply to you.

  5. 5

    Sign and date the form before submission.

Who needs the New York Military Service Personnel Tax Exemption?

  1. 1

    Active military personnel who are stationed outside New York.

  2. 2

    Service members who maintain a permanent residence in New York but are on active duty elsewhere.

  3. 3

    Military families that require tax exemption status for their income.

  4. 4

    Individuals in the military seeking to reduce withholding amounts.

  5. 5

    Members of the armed forces looking to fulfill state tax obligations.

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What are the instructions for submitting this form?

To submit the IT-2104-MS form, hand it over to your designated military finance officer. Ensure that the form is completed accurately to prevent any processing issues. If emailing is an option, ask your finance officer for the preferred email address for submission.

What are the important dates for this form in 2024 and 2025?

The deadline for submitting the NY IT-2104-MS form varies, but typically it should be submitted before the tax filing date each year. For 2024, ensure forms are submitted by April 15, 2024. Stay updated with tax deadlines for continuing eligibility in 2025.

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What is the purpose of this form?

The purpose of the IT-2104-MS is to allow military service personnel to obtain an exemption from withholding on their military pay while stationed outside New York State. This form ensures service members maintain their tax residency in New York even when deployed elsewhere. Understanding the detailed eligibility conditions will empower military personnel to effectively manage their state tax obligations.

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Tell me about this form and its components and fields line-by-line.

The form contains multiple fields that need to be filled out accurately to apply for the tax exemption.
fields
  • 1. First Name and Middle Initial: Enter your first name and middle initial as per official documents.
  • 2. Last Name: Provide your surname as it appears on your identification.
  • 3. Social Security Number: Input your valid social security number without dashes.
  • 4. Military Address: Fill in your current military address including number and street.
  • 5. Permanent Place of Abode: Enter your permanent home address.
  • 6. Eligibility Group: Specify which eligibility criteria apply to your situation.

What happens if I fail to submit this form?

Failure to submit this form may lead to unintended higher tax withholding on your military pay. You could also risk being ineligible for specified tax exemptions in New York State if not properly filled out.

  • Increased Tax Withholding: Without this form, your military pay may be subject to standard tax withholding rates.
  • Potential Tax Liabilities: Improper withholding could create unexpected tax liabilities at year-end.
  • Delay in Tax Exemptions: Missing this form may delay or deny tax exemption eligibility.

How do I know when to use this form?

Use this form when you are an active duty member of the military and are stationed outside New York but wish to retain your tax residency. It's necessary to complete the form at the start of your service or when your status changes. This ensures you can qualify for withholding exemptions based on your military status.
fields
  • 1. Deployment Outside New York: For military members deployed away from New York who maintain residence there.
  • 2. New Military Personnel: New recruits starting their service outside New York.
  • 3. Change in Military Status: When a service member's assignment or deployment status changes.

Frequently Asked Question

Who should fill out this form?

This form should be filled out by active military personnel stationed outside New York.

How do I submit this form?

You can submit this form by sending it to your military finance officer.

Can dependents use this form?

Yes, military family members can also use this form for tax exemption.

What happens if I fill out the form incorrectly?

Filling it out incorrectly may lead to delays in processing your exemption.

Is there a deadline for submission?

It's best to submit this form promptly to avoid unnecessary withholding.

Can I edit this form after filling it out?

Yes, you can edit the form easily using PrintFriendly before submission.

Do I need to attach any documents?

Typically, no additional documents are required, but check specific instructions.

What if I change my service status?

Notify your military finance officer immediately if your status changes.

Are there penalties for false information?

Yes, providing false information may result in penalties.

Where can I find more information about this form?

More information can be found on the New York State Tax Department's website.

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New York Military Service Personnel Tax Exemption

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