Home
Forms Library
Form DTF-664 Tax Shelter Disclosure for Material Advisors Tax Year 2022

Form DTF-664 Tax Shelter Disclosure for Material Advisors Tax Year 2022-2025

Form DTF-664 Tax Shelter Disclosure for Material Advisors Tax Year 2022 Preview on Page 1

See details

4.1 out of 5

26 votes

The document DTF-664 is a tax shelter disclosure form for material advisors, outlining the requirements for reporting transactions that may lead to tax avoidance. It includes sections for the advisor's information, tax shelter details, and instructions on filing with the New York State Department of Taxation and Finance. The form mandates compliance with federal IRC section 6111 and specifies penalties for nondisclosure. It also provides guidelines on maintaining records and additional reporting obligations.

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 use or fill out Form DTF-664 Tax Shelter Disclosure for Material Advisors Tax Year 2022 with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open it in the editor.
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.
In the 'Aggregate material advisor’s fees' section, input the total fees received related to the tax shelter. This includes all forms of compensation such as contingent fees and equity interests.
For tax shelter information, mark an X next to the type of business organization that applies. If you select 'Other', specify the type in the provided space.
Enter the six-digit NAICS business code associated with your tax shelter as reported on your federal return.
If applicable, ensure that a paid preparer signs and completes their section, including their NYTPRIN or exclusion code.

Start using our platform today for free to streamline your form completion process!

See more Form DTF-664 Tax Shelter Disclosure for Material Advisors Tax Year 2022 versions

We've got more versions of the Form DTF-664 Tax Shelter Disclosure for Material Advisors Tax Year 2022 form. Select the right Form DTF-664 Tax Shelter Disclosure for Material Advisors Tax Year 2022 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 can I generate an eSignature on my Form DTF-664 Tax Shelter Disclosure for Material Advisors Tax Year 2022 from Google Chrome?

Managing your paperwork with DocHub this way is extremely straightforward after you have downloaded its extension for Google Chrome. Go to the Chrome Web Store and set up DocHub - Sign PDF from Gmail to get it. Give our tool access to your Google account, and then open an email with the Form DTF-664 Tax Shelter Disclosure for Material Advisors Tax Year 2022 attached and point to the file with your cursor - the DocHub extension button will automatically show up there. Click on it to open your document in our editor. Make any essential edits, complete the blanks, and click Sign to create your legally-binding electronic signature.

How to manage my Form DTF-664 Tax Shelter Disclosure for Material Advisors Tax Year 2022 from Gmail?

If your go-to email service is Gmail, it is simple to integrate your DocHub editor in your work. Edit your Form DTF-664 Tax Shelter Disclosure for Material Advisors Tax Year 2022 with DocHub instruments and attach it to your drafts in Gmail. See how easy it can be to exchange files and work together having a swift PDF editing solution at hand.

What is the difference between a reportable transaction and a listed transaction?

A reportable transaction is a transaction described in one or more of the following categories. A listed transaction is a transaction that is the same as or substantially similar to one of the types of transactions that the IRS has determined to be a tax avoidance transaction.

What qualifies for for casualty loss deduction under IRS Code section 165?

except as provided in subsection (h), losses of property not connected with a trade or business or a transaction entered into for profit, if such losses arise from fire, storm, shipwreck, or other casualty, or from theft.

What is a 165 loss reportable transaction?

The taxpayers share of an IRC 165 loss reported on its tax return from the transaction is: (a) if a C corporation or a partnership in which all partners are C corporations, at least $10 million in a single year or $20 million in any combination of taxable years; (b) if an individual or trust, at least $2 million in

How do I report a section 165 loss?

Losses that must be reported on Forms 8886 and 8918 If a taxpayer claims a loss under 165 of at least one of the following amounts on a tax return, then the taxpayer has participated in a loss transaction and must file Form 8886.

Is a capital loss a section 165 loss?

Under 165(g)(1), if any stock that is a capital asset in the hands of a taxpayer, Page 2 - 2 - such as stock purchased as an investment, becomes worthless during a taxable year, the resulting loss is treated as a loss from the sale or exchange of a capital asset (i.e., a capital loss).

How do I report a casualty loss to the IRS?

For tax years 2018 through 2025, if you are an individual, casualty or theft losses of personal-use property are deductible only if the loss is attributable to a federally declared disaster. You must use a separate Form 4684 (through line 12) for each casualty or theft event involving personal-use property.

What is form 8918 material advisor disclosure statement?

What is Form 8918? IRS Form 8918, known as the Material Advisor Disclosure Statement, is a form material advisors file to disclose their participation in reportable transactions. Its similar to Form 8886, Reportable Transaction Disclosure Statement, which taxpayers involved in reportable transactions must file.

Form DTF-664 Tax Shelter Disclosure for Material Advisors Tax Year 2022-2025

Here's how it works

How to use or fill out Form DTF-664 Tax Shelter Disclosure for Material Advisors Tax Year 2022 with our platform