DTF-686 - Department of Taxation and Finance - New York State 2026

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  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 for proper identification.
  3. Fill in the contact information including email address and telephone number. This is crucial for any follow-up communication regarding your submission.
  4. In the 'Aggregate material advisor’s fees' section, input the total fees related to the tax shelter. Attach any necessary documentation as specified.
  5. Mark the appropriate boxes under 'Type of business organization' to indicate your business structure. If applicable, provide a description in the 'Other' section.
  6. Enter the six-digit NAICS business code from your federal tax return. This helps categorize your business activity accurately.
  7. Complete the certification section by signing and dating the form, ensuring that all information provided is true and complete.

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Under the agreement, youll make monthly payments toward your unpaid tax balance. The fastest and easiest way to request an IPA is through your Online Services account. Through your account, you can request an IPA for a balance of $20,000 or less, and with 36 or fewer scheduled monthly payments.
Inflation refund checks This one-time check provides relief to New Yorkers who have paid increased sales taxes due to inflation. To stay up to date on news about the inflation refund check, subscribe to Inflation refund check emails.
The New York State Department of Taxation and Finance (NYSDTF) is the department of the New York state government responsible for taxation and revenue, including handling all tax forms and publications, and dispersing tax revenue to other agencies and counties within New York State.
We may communicate with you by mail for many reasons, including: to send you a check for your refund or an additional payment; to let you know we adjusted your refund; to request information that supports what you reported on a return; and.
We may send you a notice or letter if: You have a balance due. Your refund has changed. We have a question about your return.

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