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NY DTF-664 2012 free printable template

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DTF664 New York State Department of Taxation and Finance Tax Shelter Disclosure for Material Advisors Tax Law Article 1, Section 25(b)(1) Material advisors name Employer identification number (EIN)
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How to fill out NY DTF-664

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How to fill out NY DTF-664

01
Begin by downloading the NY DTF-664 form from the New York State Department of Taxation and Finance website.
02
Fill out the taxpayer information section at the top of the form, including your name, address, and taxpayer identification number.
03
Specify the type of credit you are claiming by checking the appropriate box.
04
Provide the details of the payment or amount being claimed on the form, ensuring all calculations are accurate.
05
If applicable, attach any necessary supporting documentation that backs up your claim.
06
Review the completed form for accuracy and completeness.
07
Mail the form to the specified address provided in the instructions.

Who needs NY DTF-664?

01
Individuals who are claiming certain tax credits or refunds related to New York State taxes.
02
Tax professionals preparing returns for clients who qualify for specific credits in New York.
03
Business owners claiming credits for business-related activities in New York State.
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People Also Ask about

You may also contact the NYS Department of Taxation and Finance at (518) 457-5431 for a paper copy of the form.
1. Who must file Form 8918? Generally, every material advisor to a reportable transaction is required to file Form 8918. A material advisor can be an individual, trust, estate, partnership, or corporation.
Form 8918, or the “Material Advisor Disclosure Statement,” is a form used by material advisors to report information to the Internal Revenue Service (IRS) regarding transactions related to their tax advice.
Form IT-201, Resident Income Tax Return.
Form 8918 replaces Form 8264, Application for Registration of a Tax Shelter. Material advisors who file a Form 8918 will receive a reportable transaction number from the IRS.
If you are trying to locate, download, or print state of New York state tax forms, you can do so on the New York Department of Taxation website.

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NY DTF-664 is a form used in New York State for reporting certain tax information related to the sale or transfer of a cooperative apartment.
Individuals or entities that sell or transfer an interest in a cooperative apartment in New York State are required to file NY DTF-664.
To fill out NY DTF-664, gather the required information about the seller, buyer, and transaction details, then complete each section of the form accurately, and submit it to the New York State Department of Taxation and Finance.
The purpose of NY DTF-664 is to document and report the sale or transfer of cooperative apartments for tax assessment purposes and to ensure compliance with state tax laws.
Information that must be reported on NY DTF-664 includes the names and addresses of the seller and buyer, the cooperative apartment details, the sale price, and any applicable tax information.
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