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

1. Press the ‘Get Form’ button to retrieve the NY DTF-664 form and open it for editing.
2. Enter the material advisor’s name clearly in the designated field. Ensure the information is accurate for proper identification.
3. Input the employer identification number (EIN) or Social Security number as applicable. This identification is crucial for the processing of the form.
4. Fill in the mailing address of the material advisor, including number and street or PO Box, followed by city, state, and ZIP code.
5. Provide the telephone number and email address of the material advisor to facilitate communication.
6. State the aggregate material advisor’s fees in the relevant section, including all applicable fees as required.
7. Attach a copy of the IRS statement or return filed pursuant to Internal Revenue Code section 6111, specifically federal Form 8918, along with any related documentation.
8. Mark the appropriate type of business organization by selecting the boxes that apply, and specify if necessary.
9. Enter the six-digit NAICS business code for the tax shelter as reported on the federal return.
10. Certify the completeness and accuracy of the disclosure by signing in the designated area. Include the official title and firm’s name if applicable.
11. If applicable, the paid preparer must sign and complete their section, providing necessary identifiers such as the NYTPRIN or exclusion code.
12. Review all entered information for accuracy and completeness. Save your changes, and proceed to download, print, or share the completed form as needed.

Start filling out the NY DTF-664 online today to ensure compliance with tax shelter disclosures.