Who is Eligible and What is the Amount?
Eligibility for this one-time refund is based primarily on your 2023 New York State Resident Income Tax Return (Form IT-201). If you meet the following criteria, you should automatically receive a check:
You were a full-year New York resident and filed Form IT-201 for the 2023 tax year.
You were not claimed as a dependent on another taxpayer’s return.
Your 2023 New York Adjusted Gross Income (AGI) fell within the specified qualifying thresholds.
The amount of the refund check varies depending on your filing status and AGI for the 2023 tax year, with a maximum payment of $400.
Filing Status | 2023 New York Adjusted Gross Income (AGI) | Refund Amount |
Married filing jointly or Qualifying surviving spouse | $150,000 or less | $400 |
Married filing jointly or Qualifying surviving spouse | $150,001 to $300,000 | $300 |
Single filers, Married filing separately, or Head of household | $75,000 or less | $200 |
Single filers, Married filing separately, or Head of household | $75,001 to $150,000 | $150 |
When Were the Checks Mailed?
The New York State Department of Taxation and Finance began mailing these one-time Inflation Refund Checks at the end of September 2025. Due to the large volume (over 8 million checks), the mailing process continued for several weeks into the autumn and early winter.
Important Notes on Payment:
No Application Required: If you are eligible, the check is mailed to you automatically.
Paper Checks Only: Even if you received your prior tax refund via direct deposit, the Inflation Refund is being issued as a paper check.
No Taxable Income: This refund is not considered taxable income for state or federal purposes.
Beware of Scams: The Department of Taxation and Finance will not call, mail, or text you to ask for additional information (like bank details or payment) to receive this check.
The refund checks were announced by Governor Hochul, who highlighted the program as a way to return money to hard-working New Yorkers amid high costs.
If you’re unsure whether you qualify for the check — Dimov NYC CPA can present professional assistance. Reach out to us today to confirm your eligibility and next steps.
