Instructions for Form DTF-686-ATT - Tax NY 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the tax period, including the start and end dates. This is crucial for accurate reporting.
3. 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.
4. Provide your mailing address, ensuring all details are correct for correspondence purposes.
5. Enter your email address for any follow-up communications regarding this form.
6. 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.
7. Indicate the total number of IRS Forms 8886 attached to this form and enter any applicable codes for federal listed transactions.
8. Mark the type of New York reportable transactions that apply and enter the total number of New York Forms DTF-686-ATT attached.
9. 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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