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New York Sets Fall Mailing for 8.2 Million Inflation Refund Checks

Payments return surplus sales-tax revenue, relying on 2023 filings to set eligibility.

Overview

  • Checks ranging from $150 to $400 will begin mailing in late September and continue in batches through November, not by ZIP code.
  • Eligibility requires a 2023 Form IT-201 as a full-year New York resident who was not claimed as a dependent.
  • Income thresholds include AGI up to $150,000 for single, head of household, or married filing separately and up to $300,000 for married filing jointly or qualifying surviving spouse.
  • Amounts vary by filing status and income tier, with examples including $150 or $200 for single filers and $300 or $400 for joint filers.
  • Payments are mailed automatically to the address on the most recent return, no application or status lookup is available, refunds will not offset state tax debts, and New York City, Long Island, and the Mid-Hudson region account for the largest shares of recipients.