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Instructions for Form DTF-686-ATT - Tax NY 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by entering the tax period, including the start and end dates. This is crucial for accurate reporting.
- Fill in your name as shown on your tax return, along with your taxpayer identification number. If applicable, include your spouse’s name and identification number.
- Provide your mailing address, ensuring all details are correct for correspondence purposes.
- Enter your email address for any follow-up communications regarding this form.
- Identify the type of federal reportable transactions by marking an X in the appropriate boxes. Refer to the instructions for guidance on which categories apply.
- Indicate the total number of IRS Forms 8886 attached to this form and enter any applicable codes for federal listed transactions.
- Mark the type of New York reportable transactions that apply and enter the total number of New York Forms DTF-686-ATT attached.
- Complete the waiver section by providing details of the authorized officer, including their printed name, signature, title, email address, telephone number, and date.
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If you participated in a New York reportable transaction, you must complete and attach Form DTF-686-ATT to Form DTF-686, Tax. Shelter Reportable Transactions.Read more
Use Form: to: IT-2 report wages and NYS, NYC, or Yonkers tax withheld. IT-203-ATT report other NYS or NYC taxes or to claim credits other than those reported