Get NY DTF-664 2023-2024

For more information see TSB M 05 2 C or TSB M 05 4 I Disclosure of Certain Transactions and Related Information Regarding Tax Shelters and TSB-M-05 2. You must enter a NYTPRIN or an exclusion code. Also you must enter your federal preparer tax identification number PTIN if you have one if not you must enter your social security number. Code Exemption type Attorney Employee of attorney CPA Employee of CPA PA Public Accountant Enrolled agent Employee of enrolled agent Volunteer tax preparer Employee of business preparing that business return See our website for more information about the tax preparer registration requirements. 1 C or TSB-M-05 4. 1 I. DTF-664 2016 back When to file Form DTF-664 and the accompanying duplicate statement or return must be filed with the Commissioner of Taxation and Finance by whichever of the following dates occurs last 60 days from the date required for filing the statement or return with the IRS described under Who must file first applies or September 9 2005. If more than one federal Form 8918 is attached include a listing showing each tax shelter that is being disclosed. Paid preparer s signature If you pay someone to prepare your form the paid preparer must also sign it and fill in the other blanks in the paid preparer s area of your form. A person who prepares your form and does not charge you should not fill in the paid preparer s area. must sign and complete the paid preparer section of the form. Paid preparers may be subject to civil and/or criminal sanctions if they fail to complete this section in full. When completing this section enter your New York tax preparer registration identification number NYTPRIN if you are required to have one. If you are not required to have a NYTPRIN enter in the Excl. code box one of the specified 2-digit codes listed below that indicates why you are exempt from the registration requirement. 1 C or TSB-M-05 4. 1 I Supplement to the Disclosure of Certain Transactions and Related Tax Shelters. The Tax Law also imposes penalties for nondisclosure and the underpayment of taxes due to participation in these transactions and extends the statute of limitations for assessments relating to these transactions. Also include all documentation submitted to the IRS in connection with the statement or return and mail to the address shown below. Certification I certify that this disclosure and any attachments are to the best of my knowledge and belief true correct and complete. These requirements are similar to the tax shelter disclosure requirements for federal income tax purposes. However if at a later date you need to establish the date you filed or paid your tax you cannot use the date recorded by a designated by the U*S* Secretary of the Treasury or the Commissioner of in Publication 55 Designated Private Delivery Services. The designated material advisor must furnish a copy of the list to the Commissioner of Taxation and Finance within 20 days after written request for the list is made.