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This version of the form is not currently in use and is provided for reference only. Download this version of
Form DTF-664
for the current year.
Form DTF-664 Tax Shelter Disclosure for Material Advisors - New York
What Is Form DTF-664?
This is a legal form that was released by the New York State Department of Taxation and Finance - a government authority operating within New York. As of today, no separate filing guidelines for the form are provided by the issuing department.
FAQ
Q: What is Form DTF-664?
A: Form DTF-664 is the Tax Shelter Disclosure for Material Advisors form in New York.
Q: Who needs to file Form DTF-664?
A: Material Advisors in New York who provide tax shelter services need to file Form DTF-664.
Q: What is a tax shelter?
A: A tax shelter is a legal way to reduce a person's or business's taxable income.
Q: What is a Material Advisor?
A: A Material Advisor is a person or entity who provides tax shelter services for a fee or other consideration.
Q: Why do Material Advisors need to file Form DTF-664?
A: Material Advisors in New York need to file Form DTF-664 to disclose certain information about tax shelters they are involved with.
Q: What information is required on Form DTF-664?
A: Form DTF-664 requires Material Advisors to disclose information about the tax shelter, including its description, the tax benefits claimed, and the clients involved.
Q: When is Form DTF-664 due?
A: Form DTF-664 is typically due by the last day of the month following the end of the material advisor's tax year.
Q: Are there any penalties for not filing Form DTF-664?
A: Yes, failure to file Form DTF-664 or filing an incomplete or inaccurate form can result in penalties and other enforcement actions.
Form Details:
- The latest edition provided by the New York State Department of Taxation and Finance;
- Easy to use and ready to print;
- Quick to customize;
- Compatible with most PDF-viewing applications;
- Fill out the form in our online filing application.
Download a printable version of Form DTF-664 by clicking the link below or browse more documents and templates provided by the New York State Department of Taxation and Finance.
Download Form DTF-664 Tax Shelter Disclosure for Material Advisors - New York
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