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The NYC Pied-à-Terre Tax Survival Guide

Four pages that tell you exactly where you stand and exactly what to file: the surcharge rate tables, the four legal exemption pathways, the step-by-step DOF process, and the documentation checklist — with the September 18, 2026 deadline front and center.

Conquest Advisors · Reviewed by a licensed New York real estate broker · Also available en español

First page of the NYC Pied-à-Terre Tax Survival Guide PDF
  • Phase One vs. Phase Two rate tables — why co-ops and condos face a $1M threshold and up to 6.5% today, and what changes July 2028.
  • The four exemption pathways — owner/family occupancy, qualifying 12-month leases, LLC and trust look-through rules.
  • The filing process, step by step — your DOF notice, PIN, the nyc.gov/npsurcharge portal, and what happens after you file.
  • The documentation checklist — the exact primary and secondary documents for every occupant category.
  • Deadlines and penalties — September 18, 2026, the 30-day appeal window, and the 50% inaccuracy penalty.

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Prefer to listen? The same material is covered in our 22-minute podcast episode — or go straight to the free DOF market-value check to see your own number.