Get Ny Dtf-664 2016

The NY DTF-664 form is essential for material advisors who need to disclose information regarding tax shelters. This guide outlines a clear process for completing this form online, ensuring you can provide the required details accurately and efficiently.

Follow the steps to complete the NY DTF-664 form online.

1. Press the ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Fill in the material advisor's name in the designated field, ensuring accuracy in spelling and formatting.
3. Enter the employer identification number (EIN) or social security number in the corresponding section.
4. Provide the mailing address of the material advisor, including the number and street or P.O. Box, city, state, and ZIP code.
5. Input the telephone number and email address of the material advisor to ensure contact information is current.
6. Disclose the aggregate material advisor's fees by entering the total fees that may be received from organizing the tax shelter.
7. Attach a copy of the statement or return filed with the IRS as required, typically federal Form 8918, and any related documentation.
8. Mark an X in the box for the type of business organization that applies, checking all applicable options.
9. Enter the tax shelter’s six-digit NAICS business code number from the federal tax return.
10. Ensure you or your preparer signs the form, provides their official title, and dates the filing.
11. If applicable, include the paid preparer's information in the designated section, making sure all details are correctly filled out.
12. Once all fields are completed, you can save your changes, download the form, print it for your records, or share it as needed.

Complete your NY DTF-664 form online today to stay compliant with tax regulations.