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How to use or fill out Form DTF-664 Tax Shelter Disclosure for Material Advisors Tax Year 2023 with our platform
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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 number associated with your tax shelter as reported on your federal return.
If applicable, have your paid preparer sign in the designated area and complete their information including their PTIN or SSN.
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Form 8275, also called the Disclosure Statement, is a form that taxpayers can use to disclose certain incomes or positions that are not covered by other forms. This form helps taxpayers avoid liabilities that the IRS can impose under Section 6662, which relates to underpayments of income tax.
What is a material advisor disclosure statement?
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.
Who has to file form 8918 material advisor disclosure statement?
Who Must File? Generally, every material advisor to a reportable transaction is required to file Form 8918.
Where can I find 2023 tax forms online?
Get the current filing years forms, instructions, and publications for free from the IRS. Download them from IRS.gov. Order online and have them delivered by U.S. mail. Order by phone at 1-800-TAX-FORM (1-800-829-3676)
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Download form dtf 664 tax shelter disclosure for material advisors tax year 2023Form 8886Form 8918
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DTF-664 | Tax Shelter Disclosure for Material Advisors
Form DTF-664 and the accompanying duplicate statement or return must be filed with the Commissioner of Taxation and Finance by whichever of the following dates
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