Get the up-to-date Form DTF-664 Tax Shelter Disclosure for Material Advisors Tax Year 2023-2024 now

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1 C or TSB-M-05 4. 1 I. DTF-664 2016 back When to file 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 occurs last 60 days from the date required for filing the statement or return with the IRS described under Who must file first applies or September 9 2005. If more than one federal Form 8918 is attached include a listing showing each tax shelter that is being disclosed. Paid prepare ...

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What is an IRS listed transaction?

A listed transaction is a transaction that is the same as, or substantially similar to, one that the IRS has determined to be a tax avoidance transaction and identified by IRS notice or other form of published guidance.

What is a reportable transaction 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.

What is considered a reportable transaction?

A reportable transaction is one that the IRS requires to be separately disclosed because it has a higher potential to be a tax avoidance transaction. Reportable transactions are required to be disclosed on various forms, including Form 8886, Reportable Transaction Disclosure Statement.

What are abusive transactions?

An abusive tax avoidance transaction means any plan or arrangement devised for the principal purpose of evading federal income tax, and includes but is not limited to, listed transactions as defined by the IRS.

Which of the following are included in the five categories of reportable transactions?

There are five categories of reportable transactions; confidential transactions, transactions with contractual protection, loss transactions, transactions of interest and listed transactions.

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