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In 2 steps check if you qualify to claim this credit
In 2 steps check if you qualify to claim this credit
If your mortgage meets the 3 requirements listed here, please follow the next steps to determine if you qualify.
#1 - Look up your mortgage recording document.
#1 - Look up your mortgage recording document.
In the "taxes" section find a field for “Spec (Additional)”, see screenshot. If there is a value in this field (such as 9,750.00 in the screenshot example), you should probably be qualified.
💡Tip: mortgage documents in NYC 4 boroughs are available online here. Look up either by name or block and lot numbers.
#2 - Check your tax return if the credit was already claimed
#2 - Check your tax return if the credit was already claimed
Get your NYS tax return (IT-201) of that particular year. Look for the line “Other refundable credits (Form IT-201-ATT, line 18)”. If the value is 0, you did not claim this credit yet.
If it does have a value, you likely already claimed the credit. If you'd like to verify this, check your form IT-201-ATT (should be attached to your tax return) at section D. If code 256 is filled in, you already claimed it. If not, you have not.
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