Get Ny Dtf-664 2012

This guide provides a step-by-step approach for filling out the NY DTF-664 form online. The DTF-664 is essential for material advisors to disclose information regarding tax shelters, ensuring compliance with New York State Tax Law.

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

1. Click the ‘Get Form’ button to obtain the NY DTF-664 form and open it in your preferred editor.
2. Begin filling out the form by entering the material advisor's name and Employer Identification Number (EIN) or Social Security Number in the designated fields.
3. Provide the mailing address of the material advisor, including the number and street or rural route, city, state, and ZIP code.
4. Input the telephone number and email address of the material advisor in the respective sections.
5. Enter the aggregate material advisor's fees received in connection with the tax shelter, ensuring to include all relevant fees.
6. Attach a copy of the statement or return filed with the IRS, including any documentation connected with the IRS submission.
7. Complete the tax shelter information section by marking the types of business organizations that apply, and entering the six-digit NAICS business code from the federal tax return.
8. Affirm the accuracy of the information by signing in the certification area, providing your name and official title.
9. For paid preparers, complete the required sections with the firm’s name, address, and tax identification numbers as applicable.
10. Review all the information for accuracy and completeness before finalizing your submission.
11. Save any changes, then download, print, or share the completed form as needed.

Complete your NY DTF-664 form online to ensure compliance with New York State Tax Law.