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Name: Fillable Online Tax Shelter Disclosure for Material Advisors Fax Email Print - pdfFiller
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This form is used for tax shelter disclosure required by the New York State Department of Taxation and Finance for material advisors under Tax Law Section 25(b)(1). It includes information on the

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How to fill out dtf-664 - tax ny

How to fill out DTF-664

01

Start by downloading the DTF-664 form from the New York State Department of Taxation and Finance website.

02

Fill out the taxpayer’s name, address, and Social Security number or Employer Identification Number (EIN) at the top of the form.

03

Indicate the tax year for which you are filing the form.

04

Provide details about the type of income being reported, including amounts and sources.

05

Complete the section regarding any credits or deductions claimed.

06

Review the instructions carefully to ensure all required fields are filled out accurately.

07

Sign and date the form at the bottom.

08

Submit the completed DTF-664 form to the appropriate address provided in the instructions.

Who needs DTF-664?

01

Individuals or businesses that are requesting a refund for overpaid tax.

02

Taxpayers seeking to amend previous tax filings.

03

Those who need to claim certain credits or facilitate tax adjustments.

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What is DTF-664?

DTF-664 is a form used by taxpayers in New York to report various types of tax information related to the state's income tax.

Who is required to file DTF-664?

Individuals or entities who have certain tax obligations in New York State are required to file DTF-664.

How to fill out DTF-664?

To fill out DTF-664, taxpayers must provide their personal information, income details, and any applicable deductions or credits, following the instructions provided with the form.

What is the purpose of DTF-664?

The purpose of DTF-664 is to ensure compliance with New York State tax laws by reporting necessary financial information to the tax authority.

What information must be reported on DTF-664?

DTF-664 requires reporting of taxpayer identification, income sources, deductions, credits, and any relevant tax payments.

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