Get Ny Dtf-664 2022

The NY DTF-664 form is essential for material advisors seeking to disclose information related to tax shelters. This guide provides a clear and structured approach to completing the form online, ensuring users can navigate each section with confidence.

Follow the steps to fill out the NY DTF-664 online accurately.

1. Click the ‘Get Form’ button to access the NY DTF-664 form and open it for editing.
2. Enter the material advisor’s name, employer identification number (EIN) or Social Security number, and mailing address which includes the street number or PO Box, city, state, and ZIP code.
3. Provide the material advisor’s telephone number and email address to ensure proper communication.
4. Indicate the aggregate material advisor’s fees. Ensure you attach all relevant documentation, including a copy of the statement or return filed with the IRS pursuant to Internal Revenue Code (IRC) section 6111.
5. In the tax shelter information section, mark the applicable type of business organization by placing an X in the boxes that pertain to your organization. If applicable, fill in the 'Other' box with the appropriate designation.
6. Enter the six-digit NAICS business code number associated with the tax shelter from the federal tax return.
7. Confirm that all entered information is true, correct, and complete by signing the certification section of the form.
8. If a paid preparer is involved, ensure they complete their section by providing their signature, firm information, and any necessary identification numbers.
9. After reviewing all entries for accuracy, you can save your changes, download, print, or share the completed form.

Complete your documents online today to ensure timely and accurate submissions.