Form DTF-686 Tax Shelter Reportable Transactions Attachement to New York State Return Tax Year 2023-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the tax period dates at the top of the form, specifying the beginning and ending dates.
3. Fill in your name(s) as shown on your return, along with your taxpayer identification number. If applicable, include your spouse’s name and identification number.
4. Provide your mailing address, including street or PO Box, city, state, and ZIP code. Don’t forget to add your email address for correspondence.
5. Identify the type of federal reportable transactions by marking an X in the appropriate boxes. Refer to Form DTF-686-I for guidance on which types apply.
6. Enter the total number of IRS Forms 8886 attached to this form in the designated box.
7. List applicable codes for each federal listed transaction being reported in the provided section.
8. Mark an X for any New York reportable transactions that apply to you.
9. Complete the waiver of secrecy provisions if necessary by signing and providing details of the authorized officer.

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