Get Form Dtf 664 Fillable Form

Filling out the Form Dtf 664 Fillable Form online is a structured process that ensures you provide all necessary information required for tax shelter disclosure. This guide offers a comprehensive, step-by-step approach to assist you in accurately completing the form.

Follow the steps to fill out the form efficiently.

1. Click ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Begin by entering the material advisor’s name in the designated field. Make sure to provide the full legal name without any abbreviations.
3. Input the employer identification number (EIN) or social security number in the respective area. Ensure the number is accurate to prevent any issues.
4. Fill in the mailing address for the material advisor. This includes the number and street or rural route, city or town, state, and ZIP code.
5. Enter the material advisor’s email address and telephone number. Check that the email is valid as it may be used for future correspondence.
6. Input the aggregate material advisor’s fees in the specified field. This should reflect the total fees received related to the tax shelter.
7. Attach a copy of the statement or return filed with the IRS as required. Ensure that all accompanying documentation is included.
8. Indicate the type of business organization related to the tax shelter by marking an X in the appropriate box. If ‘Other’ is selected, specify the type accordingly.
9. Enter the six-digit NAICS business code number associated with the tax shelter. This should be referenced from the federal tax return.
10. Review the certification statement carefully. Sign and date the form, providing your official title if applicable.
11. If applicable, fill in the signature of the individual preparing this disclosure, and include their address and firm name.
12. Once all fields are accurately completed, save the changes. You may also download, print, or share the form as needed.

Complete your tax documentation confidently by filling out the Form Dtf 664 online today.