DTF664Department of Taxation and FinanceTax Shelter Disclosure for Material Advisors Tax Law Article 1, Section 25(b)(1)Material advisors nameEmployer identification number (EIN) or Social Security.
Open form follow the instructions
Easily sign the form with your finger
Send filled & signed form or save
How to fill out the NY DTF-664 online
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.
- Click the ‘Get Form’ button to access the NY DTF-664 form and open it for editing.
- 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.
- Provide the material advisor’s telephone number and email address to ensure proper communication.
- 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.
- 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.
- Enter the six-digit NAICS business code number associated with the tax shelter from the federal tax return.
- Confirm that all entered information is true, correct, and complete by signing the certification section of the form.
- If a paid preparer is involved, ensure they complete their section by providing their signature, firm information, and any necessary identification numbers.
- 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.
Experience a faster way to fill out and sign forms on the web. Access the most extensive library of templates available.
Related content
Mail Form DTF-664 and a copy of federal Form 8918 to: NYS TAX DEPARTMENT. TAX...
Mark your choice at line 68: • Direct deposit is still the easiest, fastest way to get...
... form av ujevnheter, for å bremse biler. For planlagte distrikter anbefaler ... ny...
Get answers to your most pressing questions about US Legal Forms API.
What is the statute of limitations on a tax lien in NY?
That is, New York tax liens have a 20 year statute of limitations). So, while the State has six years from the time of assessment to file a tax warrant, the related lien remains in place for 20 years once the warrant has been filed.
What is the statute of limitations on NY state income tax?
New York State Tax Law generally places a three-year statute of limitations on tax audits, beyond which the Tax Department may not audit without your written consent.
What is the statute of limitations on tax returns in NY?
New York State Tax Law generally places a three-year statute of limitations on our right to assert additional tax due (generally, three years after your return was filed).
What happens if you owe New York state taxes?
If you do not pay your tax when due, we will charge you a penalty in addition to interest. The penalty may be waived if you can show reasonable cause for paying late. The penalty charge is: 0.5% of the unpaid amount for each month (or part of a month) it is not paid, up to a maximum of 25%
What is the statute of limitations on payroll taxes in NY?
New York State generally has a three-year statute of limitations on their right to impose additional tax due [ generally, three years after you filed your income tax return].
How long can NY State collect back taxes?
The New York State Department of Taxation and Finance cannot collect on you forever. Generally, the NYS Tax Department will have 20 years to collect a liability from the date that the tax liability has been warranted.
What is the statute of limitations on a tax warrant in NY?
New York State tax warrants expire after 20 years. Importantly, the statute of limitations period starts to run on the first day a tax warrant could have been filed by the Tax Department, not when the warrant was actually filed.
What is the statute of limitations for tax evasion in New York?
protect you from arbitrary actions. New York State Tax Law generally places a three-year statute of limitations on our right to assert additional tax due (generally, three years after your return was filed).
Use professional pre-built templates to fill in and sign documents online faster. Get access to thousands of forms.
If you believe that this page should be taken down, please follow our DMCA take down process here.
This form is available in several versions. Select the version you need from the drop-down list below.