Follow the steps to complete the NY DTF-686 online.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Enter the tax period by filling in the beginning and ending dates of the tax period for which this form is being filed.
3. Provide the name(s) exactly as shown on your tax return, followed by the taxpayer identification number indicated on page one of your tax return.
4. If applicable, enter your spouse’s name and identification number.
5. Complete the mailing address section by including the number and street or PO Box, city or town, state, and ZIP code.
6. Fill out the taxpayer’s email address for communication purposes.
7. Identify the type of federal reportable transactions by marking an X in the appropriate box(es) that apply.
8. Indicate the total number of attached IRS Form(s) 8886 in the specified box.
9. Enter the applicable code(s) for each federal listed transaction being reported in the provided boxes.
10. Identify the type of New York reportable transactions by marking an X in the applicable box(es).
11. Enter the total number of New York Form(s) DTF-686-ATT that are attached to this form.
12. As an authorized officer, consent to the waiver of the secrecy provisions of the Tax Law, and enter your printed name, email address, signature, official title, and telephone number.
13. Finally, ensure all information is accurate before saving changes, downloading, printing, or sharing the form.

Complete your tax documentation online today to ensure compliance and avoid penalties.