2021-2025 Form

What is the IT 2104 Form

The IT 2104 Form is a New York State withholding allowance certificate used by employees to determine the amount of state tax to withhold from their paychecks. This form is essential for both employees and employers, as it helps ensure that the correct amount of state income tax is withheld based on the employee's personal circumstances. The IT 2104 Form allows employees to claim allowances based on their filing status, number of dependents, and other factors that may affect their tax situation.

How to Obtain the IT 2104 Form

Employees can easily obtain the IT 2104 Form from the New York State Department of Taxation and Finance website. It is available for download in a printable format. Additionally, employers may provide copies of the form to their employees upon request. It is important to ensure that the most current version of the form is used, as tax regulations may change from year to year.

Steps to Complete the IT 2104 Form

Completing the IT 2104 Form involves several straightforward steps:

• Begin by entering your personal information, including your name, address, and Social Security number.
• Indicate your filing status, which can be single, married, or head of household.
• Claim the number of allowances you are entitled to based on your personal situation, such as dependents and other deductions.
• Sign and date the form to verify that the information provided is accurate.

Once completed, the form should be submitted to your employer, who will use it to calculate the appropriate withholding amount from your paycheck.

Legal Use of the IT 2104 Form

The IT 2104 Form is legally binding and must be completed accurately to ensure compliance with New York State tax laws. Employers are required to withhold the correct amount of state income tax based on the information provided on this form. Failing to submit a valid IT 2104 Form may result in incorrect withholding, leading to potential tax liabilities for both the employee and employer.

Filing Deadlines / Important Dates

It is crucial for employees to submit the IT 2104 Form to their employers promptly, especially at the beginning of the tax year or when there are changes in personal circumstances. While there are no specific deadlines for submitting the IT 2104 Form itself, timely submission ensures that withholding adjustments are made as soon as possible, preventing under-withholding or over-withholding of state taxes throughout the year.

Form Submission Methods

The IT 2104 Form can be submitted to your employer in several ways:

• In-person delivery: Hand the completed form directly to your employer or payroll department.
• Mail: Send the completed form via postal service if your employer allows for this method.
• Email: Some employers may accept scanned copies of the completed form sent via email.

It is advisable to confirm with your employer the preferred submission method to ensure proper processing.