Get Instructions For Form Dtf-686-att - Tax.ny.gov

Filling out the Instructions For Form DTF-686-ATT is essential for reporting specific tax shelter transactions. This guide provides clear, step-by-step instructions to help users complete the form online effectively.

Follow the steps to complete your form accurately.

1. Click the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Begin by entering the tax period start and end dates as required at the top of the form.
3. Provide your name(s) as they appear on your tax return and include your taxpayer identification number as shown on page 1 of your tax return.
4. If applicable, enter your spouse’s name and identification number for personal income tax.
5. Fill in your mailing address including the number and street or PO Box, city or village, state, and ZIP code.
6. Enter your email address in the designated box for future correspondence.
7. Specify the type of federal reportable transactions by marking an X in the appropriate box or boxes.
8. Indicate the total number of IRS Form(s) 8886 that you are attaching, as mentioned on the form.
9. Provide the applicable code(s) for each federal listed transaction that you are reporting.
10. Identify the type of New York reportable transactions by marking an X in the relevant box or boxes.
11. Indicate the total number of New York Form(s) DTF-686-ATT that you are attaching.
12. Consent to the waiver of the secrecy provisions by signing where indicated and providing the name, email address, title, and telephone number of the authorized officer.
13. After completing the form, ensure to save your changes, and you may choose to download, print, or share the form as needed.

Take action now to complete your document online.