[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-304895-105":53,"doc-detail-304895-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","tenantcooperator-instructions-for-completing-income-affidavit","Tenant/Cooperator Instructions for Completing Income Affidavit","","Tenant/cooperator instructions explain how to complete and submit a 2023 income affidavit to the managing agent by April 30, 2024, including retaining a copy for records. Guidance covers entering household composition details, gross income by each occupant, dependent exemptions, dependent and taxpayer deductions, and allowable medical and dental expenses with required IT-196 documentation. The flyer also details tax-return amendment timing, audit and discrepancy consequences versus New York State filings, and fees or maximum surcharges for late or incomplete submissions, including monthly charges.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/tenantcooperator-instructions-for-completing-income-affidavit/304895/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/tenantcooperator-instructions-for-completing-income-affidavit/304895.png","ImageObject",442,249,{"name":88,"@type":89},"Emma Wilson","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-27","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":9},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What happens if I fail to submit my 2023 Income Affidavit by April 30?","Question",{"text":108,"@type":109},"A nonrefundable administrative fee of $50 is charged if the affidavit is not submitted by April 30. An additional ongoing non-refundable fee of $150 per month applies if a fully completed affidavit is not submitted by June 30, and the tenant may also be subject to a maximum surcharge.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Can I choose not to report my income and accept a maximum surcharge?",{"text":113,"@type":109},"No. If residents submit an income affidavit but do not disclose income, the affidavit is considered incomplete and will be subject to both the maximum surcharge and an additional ongoing charge of $150 per month.",{"name":115,"@type":106,"acceptedAnswer":116},"If I had medical and dental expenses but did not itemize, can I still claim them on line 9?",{"text":117,"@type":109},"No. Medical and dental expenses must be itemized to be claimed on line 9, and a copy of IT-196 must be submitted with the income affidavit to receive the deduction.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},304895,1790523172,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},3848291630094,"https://eur-avatar.wpscdn.com/davatar_085a072bc5b1113ac321206ff7593b45","`  \nFebruary 2024  \nTenant/Cooperator Instructions for Completing Income Affidavit  \nComplete the attached income affidavit and return it, plus one copy, to the managing agent by April 30 , 2024.  \nRetain a copy for your records. Please note that you still must submit your affidavit by April 30 , even if you have filed for an extension of time to submit your income tax return with the IRS. In that case, estimate your income and note\"estimated\" on your income affidavit. File an amended affidavit once you have filed your tax return or you will be subject to the maximum surcharge.  \nHPD will compare the information supplied on the income affidavits with your New York State tax filing and where there is a discrepancy between your income affidavit and your tax filing, management will audit you. Failure of any tenant/shareholder to comply with the management's directive to supply official verification of tax return information from the NYS Department of Taxation will result in a 50% surcharge. If income was not properly declared and a surcharge or higher surcharge is required as a result of the audit, a penalty fee may be imposed.  \nPrint or type all answers. Please write legibly.  \nSTEP ONE: Complete upper left-hand section with your information: Fill in names, address, phone number, building number, apartment number, and date.  \nSTEP TWO: Complete appropriate information for all apartment occupants under “Household Composition”. Enter name and Social Security number of every person residing in your apartment. (Enter last name first, then firstname) and the type of return filed (i.e. Joint or Individual) or check the box \"No Return Filed.\" Make sure to write legibly to avoid discrepancies.  \nSTEP THREE: In column headed \"Gross Income\", enter the amount shown on line 19 on NY State Tax Form IT-201 for each member of the household. If a joint return is filed, list income for each resident separately, so that secondary wage earner's deduction can be calculated. If no tax return was filed for 2023 , list total amount of income received.  \nSTEP FOUR: If a full-time student twenty-one (21) years of age and over resides in the household, check the appropriate box to indicate this. If any income was received by this person, enter the annual income under \"Gross Income.\"  \nSTEP FIVE: On line 7, enter the total amount of gross income of all members of household.  \nSTEP SIX: On line 8a, enter dollar amount of \"Dependent Exemptions\" as shown on Line 36 (IT 201) on their N.Y. State Tax Returns for 2023.  \nSTEP SEVEN: On line 8b, enter $1,000 per taxpayer deduction for all persons who filed a 2023 N.Y S. Tax Return and were not claimed as a dependent by another taxpayer.  \nSTEP EIGHT: On line 9, enter amount of “Medical and Dental Expenses” as reported on Line 1 of your NYS Tax Form IT- 196 “Resident Itemized Deduction Schedule” These deductions must be itemized. Important: you must submit a copy of your IT-196 with your income affidavit or you will not receive the deduction.  \nSTEP NINE: On line 10, enter amount of \"Taxable Social Security Benefits\" taken from line 15 on Form IT-201 of N.Y.  \nState Tax Return for 2023 or total amount of Social Security benefits if a 2023 N.Y State Tax Return was not filed.  \nSTEP TEN: On line 11, add lines 8a, 8b, 9 and 10.  \nSTEP ELEVEN: On line 12, subtract line 11 from line 7 to obtain Adjusted Household Income.  \nSTEP TWELVE: Have each adult occupant of the unit sign and date the income affidavit in the space provided at the bottom.  \nSTEP THIRTEEN: Return the original and one (1) copy of the completed affidavit to your managing agent and keep one copy foryour records.  \nIMPORTANT REMINDER: Tenant/shareholders cannot accept a maximum surcharge instead of fully disclosing their household income. All adult household members must supply income information. Income affidavits will be considered incomplete if the information is not provided and tenant/shareholders will be subject to a monthly fee of $150 as well a","cbCaidQWfowESFgs","https://ap.wps.com/l/cbCaidQWfowESFgs","pdf",249903,"English","# Submission Deadlines and Requirements\n## Household Information and Return Type\n## Income, Deductions, and Calculations\n## Signatures, Copies, and Amendments\n## Penalties, Surcharges, and Audits\n## Questions and Answers","[{\"question\":\"What happens if I fail to submit my 2023 Income Affidavit by April 30?\",\"answer\":\"A nonrefundable administrative fee of $50 is charged if the affidavit is not submitted by April 30. An additional ongoing non-refundable fee of $150 per month applies if a fully completed affidavit is not submitted by June 30, and the tenant may also be subject to a maximum surcharge.\"},{\"question\":\"Can I choose not to report my income and accept a maximum surcharge?\",\"answer\":\"No. If residents submit an income affidavit but do not disclose income, the affidavit is considered incomplete and will be subject to both the maximum surcharge and an additional ongoing charge of $150 per month.\"},{\"question\":\"If I had medical and dental expenses but did not itemize, can I still claim them on line 9?\",\"answer\":\"No. Medical and dental expenses must be itemized to be claimed on line 9, and a copy of IT-196 must be submitted with the income affidavit to receive the deduction.\"}]","Tenant/Cooperator Instructions for Completing Income Affidavit | PDF",1789819180]