Get Ny Dtf-664 2017

The NY DTF-664 form is essential for tax shelter disclosure for material advisors under New York state tax law. This guide will guide you through the process of filling out the form online in a clear and user-friendly manner.

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

1. Press the ‘Get Form’ button to acquire the NY DTF-664 form and open it in the editor.
2. Fill in the material advisor's name, employer identification number (EIN) or social security number, mailing address, and contact details such as email address and telephone number.
3. Enter the aggregate amount of material advisor’s fees, including any related persons as per IRS guidelines.
4. Provide detailed tax shelter information, marking the appropriate types of business organization by placing an 'X' in the respective checkboxes.
5. Input the tax shelter’s six-digit NAICS business code number, ensuring accuracy as it must correspond with the federal return.
6. Certify the information by including the official title, date, and signature of the person completing the form.
7. If using a paid preparer, ensure they complete their section, providing necessary identifiers such as PTIN or SSN.
8. Once all fields are completed, save your changes, and you can download, print, or share the form as required.

Complete your documents online for efficient processing and submission.