Form DTF-664:2016:Tax Shelter Disclosure for Material Advisors:DTF664-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the material advisor’s name, employer identification number (EIN) or social security number, and mailing address. Ensure all details are accurate to avoid processing delays.
3. Fill in the city, state, ZIP code, and telephone number. Don’t forget to include the material advisor’s email address for communication purposes.
4. In the section for aggregate material advisor’s fees, input the total fees received related to the tax shelter. This includes all forms of compensation.
5. Mark an X next to the type of business organization that applies. If you select 'Other', specify the type in the provided space.
6. Enter the six-digit NAICS business code number associated with your tax shelter as reported on your federal return.
7. Finally, ensure that both you and any paid preparer sign and date the form before submission.

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