Home
Forms Library
Form dtf 664 fillable form

Form dtf 664 fillable form 2025

Form dtf 664 fillable form Preview on Page 1

Show details

4.9 out of 5

38 votes

The document DTF-664 is a tax shelter disclosure form required by the New York State Department of Taxation and Finance for material advisors. It outlines the necessary information to be reported, including the advisor's details, fees, and tax shelter information. The form must be filed alongside federal Form 8918 if certain conditions apply, such as being organized or doing business in New York. It emphasizes compliance with tax law reporting requirements to avoid penalties and maintain proper documentation for six years.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to edit Form dtf 664 fillable form in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Handling paperwork with our comprehensive and intuitive PDF editor is easy. Follow the instructions below to complete Form dtf 664 fillable form online easily and quickly:

Sign in to your account. Sign up with your credentials or register a free account to test the product before upgrading the subscription.
Import a form. Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Form dtf 664 fillable form. Effortlessly add and highlight text, insert pictures, checkmarks, and icons, drop new fillable fields, and rearrange or delete pages from your document.
Get the Form dtf 664 fillable form accomplished. Download your modified document, export it to the cloud, print it from the editor, or share it with other people via a Shareable link or as an email attachment.

Take advantage of DocHub, the most straightforward editor to promptly handle your documentation online!

See more Form dtf 664 fillable form versions

We've got more versions of the Form dtf 664 fillable form form. Select the right Form dtf 664 fillable form version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2023	4.1 Satisfied (45 Votes)
2022	4.1 Satisfied (26 Votes)
2017	4.9 Satisfied (30 Votes)
2016	4.6 Satisfied (46 Votes)
2012	4.5 Satisfied (29 Votes)
2010	4.9 Satisfied (38 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to file Form 8689?

File a signed copy of your tax return (with all attachments, forms, and schedules, including Form 8689) with the Islands Bureau of Internal Revenue, 6115 Estate Smith Bay, Suite 225, St. Thomas, VI 00802. They will accept a signed copy of your U.S. return and process it as an original return. Amended returns.

Is there a penalty for filing an amended tax return?

There is no penalty for simply filing an amended return. But if your mistake caused you to underpay tax, you will owe that additional tax. If you amend your tax return before the April deadline and pay the remaining tax you owe, you wont have to pay a penalty.

How to fill out a tax amendment form?

Youll need the information from your original tax return for the given tax year, any new documentation or forms, and the reason for the amendment. 3. Complete Form 1040-X: Add your personal information, details of whats changed, and your explanation for the changes.

How much does it cost to do an amended tax return?

Average cost for amended tax return. The fee for filing an amended tax return can vary significantly, but a general range is between $200 and $1,500. Here is a more detailed breakdown of these costs based on different factors.

Is it a good idea to amend a tax return?

The rule of thumb is that if the additional information will increase your tax liability, you must file an amended return. If the additional information will decrease your tax liability, you should file an amended return, to claim a refund.

How do you fill out an amended tax form?

On Form 1040-X, enter your income, deductions, and credits from your return as originally filed or as previously adjusted by either you or the IRS, the changes you are making, and the corrected amounts. Then, figure the tax on the corrected amount of taxable income and the amount you owe or your refund.

What form do I use to release tax information?

File Form 8821 to: Authorize any individual, corporation, firm, organization, or partnership you designate to inspect and/or receive your confidential information verbally or in writing for the type of tax and the years or periods listed on the form.

How to order NYS tax forms?

You can order forms using our automated forms order telephone line: 518-457-5431. Its compatible with TTY equipment through NY Relay (Dial 711) and with Internet and mobile relay services (see Assistance for the hearing and speech impaired for more information).

Form dtf 664 fillable form 2025

Here's how it works

How to edit Form dtf 664 fillable form in PDF format online