Fillable FTX Organizer2016 2016 Client Organizer (Flightax)

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FTX Organizer2016 2016 Client Organizer (Flightax)

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1
PERSONAL DATA
(Please Print)
First Name M.I. Last Name (as on your SS Card) Social Security Number Date of Birth Sex
Taxpayer:
M F
Spouse:
M F
Street Address Apt. # City State Zip Code
Current Tax Address:
Mailing Address:
Tax Address: The current state to which you pay tax and the address we use on your tax return. Note: Must be able to receive mail.
Mailing Address: The address where we mail your documents if different from your tax address.
Occupation Airline Base Employee # Date of Hire Preferred Name/Nickname
Taxpayer:
Spouse:
Email: Home Phone Number: Cell Phone Number:
Spouse’s Email: Spouse’s Home Number: Spouse’s Cell Number:
Best way to contact you:
May we notify you via text messages to your cell phone when your return is complete?
Yes No
If yes, tell us which carrier to use (e.g. Verizon, Sprint, etc.)
DEPENDENT INFORMATION
Dependent’s income must be under $4,050 unless they are a full time student under the age of 24. If your dependent children do not live
Dep. Tax
Return
Filed?
with you, YOU MUST PROVIDE CURRENT FORM 8332 RELEASE OF CLAIM IN ORDER FOR IRS TO GRANT THE EXEMPTION.
# Months
at home
Full Time
Student?Name (as it appears on the SS Card) Date of Birth SSN Relationship Income
$
Yes Yes No
$
Yes Yes No
$
Yes Yes No
$
Yes Yes No
$
Yes Yes No
Divorced/Separated Parents: Do you alternate claiming child(ren) in even/odd years? Yes No If yes, please provide details.
FILING STATUS
(Check One)
Single Married Filing Joint Qualifying Widow(er) Spouse’s date of death
Married Filing Separate
If you file MFS and itemize your deductions,
your spouse must itemize their deductions
as well.
Spouse Name: Spouse Soc. Sec. #:
Did you live with your spouse any time during 2016? Yes No
If yes, did you live with your spouse any time after June 30? Yes No
Head of Household
If you are the custodial parent & someone else is
taking the exemption for your child, complete this
section. Otherwise, list all dependents in the
following section.
Name: Soc. Sec. #:
Relationship:
Date of Birth:
# of months lived with you:
Who is claiming this person on their tax return?
Domestic Partner/Civil Union
If you are in a legal union recognized by your state
(e.g. civil union, registered domestic partnership).
List State(s) where your relationship is registered:
For your state return(s), please identify your preferred filing status: Married Filing Joint Married Filing Separate
2016 Tax Year
Please make sure this Organizer is
complete and all requested materials
are provided. Provide original W-2s
and 1099 statements and copies of
all other documents.
2
A. INCOME SOURCES
STATE RESIDENCY INFORMATION FOR 2016
All clients complete this section, even if you only lived in one state or lived in a state with no income tax.
If you paid taxes to more than one state, you may receive a separate W-2 for each state. We must have ALL of these W-2’s.
State Own Rent Other Date Moved In Date Moved Out Still a Resident? County School District
Yes No
Yes No
Yes No
If you are required to file a state return and DO NOT want Flightax to prepare your state return for you, initial here.
(Remember, you should not file your state return before you file your federal return.)
DO NOT
File my State
Initial
Here
Yes No Please Answer All Questions Amount
Did you receive any alimony during 2016?
$
Did you pay any alimony in 2016?
To:
SSN:
$
Did you receive any unemployment during 2016?
If yes, please provide Form 1099 G.
$
Did you receive a K-1 from any entities–Corporation,
Estate, Trust, Partnership, etc.? If yes, enclose.
$
Did you receive any Social Security during 2016?
(Enclose SSA - 1099)
$
1099 Misc.—income should be reported in Small Business/Self Employment Section.
Yes No Please Answer All Questions Amount
Did you receive any type of additional income during
2016? (jury duty pay, training stipends, duty free
commissions, taxable prizes, trustee fees, etc.)
Specify type of income and provide amount. Provide
1099-MISC if applicable.
Taxpayer
$
Spouse
$
Gambling losses may only be used to offset winnings. Losses greater than winnings are
not deductible. You need to have documentation of your gambling losses.
Note: Provide Forms W-2G reporting state where winnings were paid.
Did you have any gambling winnings in 2016?
$
Did you have any gambling losses in 2016?
$
C. ESTIMATED TAX PAYMENTS
The quarterly payments made to the IRS and/or your state. These payments are usually for tax on self-employment/investment income.
Federal Amount Date of Payment State Amount Date of Payment Local Amount Date of Payment
$ $ $
$ $ $
$ $ $
$ $ $
B. FORM W2: WAGE & TAX STATEMENT
Please list the 2016 employers for you and your spouse, indicate whether the employer is the Taxpayer’s or Spouse’s, and provide the original Forms W-2.
Employer
Taxpayer or Spouse?
Employer
Taxpayer or Spouse?
Employer
Taxpayer or Spouse?
T/P S T/P S T/P S
T/P S T/P S T/P S
IMPORTANT QUESTIONS
FOREIGN ACCOUNTS
Yes No Please Answer All Questions Amount
Did you make any out of state purchases without paying
sales tax that you need to claim on your state return?
$
Do you have any children under age 24 with investment income
over $2,100? If yes, please provide 1099 statements.
Did you adopt a child during 2016? If yes, contact us for additional information.
Do you owe any back taxes to the IRS or your state?
Do you have any delinquent student loans or owe back child support?
Did the IRS garnish your refund last year?
Did you have any debts cancelled or forgiven? If yes, provide explanation
in Comments on pg. 10. Provide Form 1099-A and/or 1099-C.
Do you agree to allow Flightax to discuss this return with
the IRS should questions arise?
What is your maiden name or previous married name?
NEW CLIENTS ONLY
Yes No New Clients Please Answer All Questions Amount
Did Flightax prepare your 2015 tax return?
Did you receive a federal refund last year?
If yes, amount?
$
Did you receive a state and/or local tax
refund last year? If yes, amount?
$
Did you pay additional tax when you filed your state
or local tax return last year? If yes, amount?
$
Did you itemize your deductions for 2015?
Did you take a distribution from a retirement plan
(401K, IRA, SEP, Roth) during 2014 or 2015?
Have you been (or are you being) audited for 2014 or 2015?
Did you claim a Net Operating Loss (NOL) or carry over loss in 2015?
Who referred you to Flightax?
Yes No Please Answer All Questions
At any time during 2016, did you have a financial interest in, or a
signature authority over a financial account located in a foreign country?
(Foreign Bank, Securities or other financial account)
If you live in the U.S. and the balance of your foreign account(s) exceeds $50,000
for Single/MFS or $100,000 for Joint filers on the last day of the year OR the
balance exceeds $100,000/$150,000 at any point during the year, you are
required to file form 8938 with your tax return. Taxpayers living outside of the
U.S. have higher thresholds and are only required to file the form if the foreign
account(s) balance exceeds $200,000 for Single/MFS or $400,000 for Joint filers on
the last day of the year OR exceeds $300,000/$600,000 at any point during the
year. If you are required to file form 8938, please visit our website and download
the Foreign Accounts Worksheet.
Did the combined value of these accounts exceed $10,000 at any time
during 2016? If yes, provide the Country(ies) as these must be
reported on your tax return.
Additionally, you are required to submit an FBAR–FinCEN Report
114 electronically via the BSA E-Filing System; a link is available on
our website. Must be filed by April 15, 2017.
3
D. FORM 1099INT: INTEREST INCOME
Please list the institutions for which 2016 interest income was received for you, your spouse, and any dependents under the age of 24. If your child files their own tax return and their interest and dividends
are over $2,100, it must be reported on your return or be taxed at your tax rate on their return. Please provide the original Forms 1099-INT or other statements reporting interest income.
Institution
Taxpayer, Spouse or Dependent?
Institution
Taxpayer, Spouse or Dependent?
Institution
Taxpayer, Spouse or Dependent?
T/P S D T/P S D T/P S D
T/P S D T/P S D T/P S D
F. FORM 1099B: STOCKS AND BONDS SOLD*
The information below MUST be provided. Provide your complete year-end statement including Form 1099-B from your broker. Purchase price (cost basis) must be provided.
Description and Quantity Purchase Date Sale Date Proceeds
Purchase Price
Cost Basis
$ $
$ $
G. FORM 1099R: DISTRIBUTIONS FROM PENSIONS, ANNUITIES, RETIREMENT, IRAs, ETC.*
Please list the institutions and provide the following information for which 2016 distributions were received for you and your spouse. Please provide the original Forms 1099-R.
Institution
Taxpayer or
Spouse?
Date of
Distribution
Reason for Distribution
Amount rolled
over, if any
T/P S
$
T/P S
$
H. IRA & SELF EMPLOYED RETIREMENT CONTRIBUTIONS*
Traditional IRA
Taxpayer Spouse
Do you want us to calculate the maximum amount you may contribute for 2016?
Not available if tax return is filed after 4/15/17. ($10 additional fee)
Yes No Yes No
Do you want to make this contribution even if it is non-deductible? (Required form and fee)
Yes No Yes No
Have you ever made non-deductible contributions to any Traditional IRA? (If yes, we must have the
amount of non-deductible contributions made.)
Yes No Yes No
2016 contribution already made, if any. (May qualify for tax credit.)
$ $
Roth IRA
Do you want us to calculate the maximum amount you may contribute for 2016?
Not available if tax return is filed after 4/15/17. ($10 additional fee)
Yes No Yes No
2016 Roth contribution already made, if any. (May qualify for tax credit.)
$ $
Self Employment Retirement Plan
Do you want us to calculate the maximum amount you may contribute for 2016? ($10 additional fee)
Yes No Yes No
2016 contribution already made, if any. (May qualify for tax credit.)
$ $
I. EDUCATIONAL DEDUCTION* & STUDENT LOAN INTEREST
Did you pay any student loan interest in 2016? If so, provide Form 1098E.
T/P S D
$
To claim an Education Credit or Deduction for yourself, your spouse and/or your dependent children: You must provide a copy of the 1098-T and the
Account Transcript showing proof of tuition payment made. This information may be found in the students’ online account.
For Tuition and Fees Deduction and the American Opportunity Tax Credit, the IRS defines Qualified Expenses as: tuition and fees, books and other required
materials an individual is required to pay in order to be enrolled in an eligible institution.
529 Plan Qualified Expenses and Withdrawals are expanded to include: room and board, computer or peripheral equipment.
Please provide Form 1098T Student #1 Student #2 Student #3 Student #4
Name of Student
Name of Institution
Year in College 1
ST
2
ND
3
RD
4
TH
Grad 1
ST
2
ND
3
RD
4
TH
Grad 1
ST
2
ND
3
RD
4
TH
Grad 1
ST
2
ND
3
RD
4
TH
Grad
Was student at least halftime?
Yes No Yes No Yes No Yes No
Has student ever been convicted of a
Federal or State Felony Drug Offense?
Yes No Yes No Yes No Yes No
Amount of Tuition Paid
$ $ $ $
Amount of 529 Plan Withdrawals
$ $ $ $
Amount of 529 Plan Withdrawals
used for Qualified Expenses
$ $ $ $
E. FORM 1099DIV: DIVIDENDS AND DISTRIBUTIONS
Please list the institutions for which 2016 dividends and capital gains distributions were received by you, your spouse, and any dependents under the age of 24. If your child files their
own tax return and their interest and dividends are over $2,100, it must be reported on your return or be taxed at your tax rate on their return. Please provide the original Forms
1099-DIV and all year-end summary statements.
Institution
Taxpayer, Spouse or Dependent?
Institution
Taxpayer, Spouse or Dependent?
Institution
Taxpayer, Spouse or Dependent?
T/P S D T/P S D T/P S D
T/P S D T/P S D T/P S D
4
L. SALES TAX
For the Sales Tax Deduction—you have the option of taking the standard deduction plus major purchases (auto, boat, RV, aircraft) or providing a total amount of sales tax
paid for all purchases during the year. The IRS requires you keep all receipts used for this deduction—provide total amount below. (Do not send receipts except for major
purchases listed below.)
Sales tax paid on the purchase of an automobile, boat, RV, or aircraft during 2016. (Enclose copy of receipts.)
$
Sales tax paid on all items purchased during 2016—IRS requires documentation for all items purchased.
$
J. MOVING EXPENSES*
Only report job related relocations of primary residence below. See Professional Deductions for relocation of commuter pad.
Moved Primary Residence From: Old Base: Number of Vehicles driven:
#
Moved Primary Residence To: New Base: Miles driven for move:
#
Distance (Miles from old home to new workplace):
mi. Lodging Expense (only while in transit):
$
Distance (Miles from old home to old workplace):
mi. Moving Expense (material, rental, movers, & storage):
$
Date Moved: Was this move for change of job for spouse?
Yes No
K. CHILD CARE EXPENSES*
Qualifying expense for care which allows you to work, look for work, or go to school full time. Deduction only allowed for children under age 13.
NOTE: Provider Social Security Number or ID Number is required to receive credit! This information must be provided even if you have dependent care benefits
through your employer.
Provider Name Provider Address Provider I.D.# or SS# Child’s Name Amount
$
$
O. MEDICAL EXPENSES
Do not include amounts paid by insurance or with pre-tax dollars (HSA’s or FSA’s). Out-of-pocket expenses must exceed 10% of your income. Your state may allow a medical
deduction. Therefore, please complete this section to enable you to get the maximum federal and state medical deductions. Do not include premiums for Accident or Disability
insurance.
Prescriptions
$
Physician/Dentist/Chiropractor
$
Long-Term Care Insurance
Premiums Paid
Taxpayer
$
Spouse
$
Long-Term Care Expenses
(not covered by insurance)
Taxpayer
$
Spouse
$
Insurance Premiums—Not
Pre-Tax
$
Contacts/Glasses
$
Lab Fees
$
COBRA Premiums
$
Psychotherapy/Counseling
$
Laser Eye Surgery/Lasik
$
Co-Pays
$
Hospital
$
Miles Driven for Medical
mi.
Health Care Tax Credit—send us Form 8885 or Form 1099-H. You should receive either of these forms if you are eligible.
N. HEALTH SAVINGS ACCOUNTS HSA
If you or your spouse has a Health Savings Account, please provide the following information. Please provide Forms 5498-SA and/or 1099-SA, as applicable.
What type of high deductible
health plan do you have?
Self Only
Family
Number of months in the
high deductible health plan
in 2016
months
Was high deductible
health plan in effect for the
month of December 2016?
Yes No
Total HSA contributions for 2016 made through
payroll deduction
$
Total HSA distributions for 2016
$
Total HSA contributions for 2016 made by cash or
check to your account (Do not include payroll
deductions).
$
How much of this distribution was used for medical
expenses?
$
M. FLEXIBLE SPENDING ARRANGEMENTS FSA
A Flexible Spending Arrangement (FSA) is the “use it or lose it” account that allows you to contribute pre-tax dollars through payroll deduction to an account used for reimbursement
of medical expenses incurred in 2016. These reimbursed expenses cannot subsequently be used as medical expenses for the purpose of a deduction on your tax return.
Did you contribute to an FSA in 2016?
Yes No
Amount contributed?
$
P. AFFORDABLE CARE ACT ACA***REQUIRED ANNUAL REPORTING**
If your coverage was Employer-Provided, you must provide Form 1095-C or 1095-B. If your coverage was obtained through the Insurance Marketplace, you must
provide Form 1095-A.
Was your entire family covered for the full year with minimum essential health care coverage?
Yes No
If no, please download and complete the Affordable Care Act Worksheet from our website. Submit with this organizer and other tax information.
If yes, how was your coverage provided? Employer Insurance Marketplace Government
5
Q. CHARITABLE CONTRIBUTIONS*
IRS Requirements for Cash Contributions: You cannot deduct a cash contribution, regardless of the amount, unless you keep as a record of the contribution a bank record (such as a
cancelled check, a bank copy of a cancelled check, or a bank statement containing the name of the charity, the date, and the amount) or a written communication from the charity.
The written communication must include the name of the charity, date of the contribution, and amount of the contribution.
Cash
Church
$
Official Charities
$
Airline Charity
$
School/Education Contributions
$
Charitable Miles Driven
mi.
IRS Requirements for Vehicle Contributions: The IRS requires written acknowledgement (1098-C) received from the charitable organization be attached to the return if you are
taking a deduction over $500. If your donation was valued at less than $500 please complete the following:
Vehicle
Name of Charitable Organization:
Date of Donation
Method to determine value:
Original Purchase Date & Price
$
Fair Market Value under $500
$
Make and Model of Vehicle: How acquired?
IRS Requirements for Non-Cash Contributions: The IRS requires an itemized list of all items donated and a receipt from the charitable organization.
Name and address are required for any donation over $500. Please make sure your receipt has a dollar value on it; if over $500, you must submit the receipts.
Non-Cash
Charitable Organization receiving donated goods:
Address of this organization:
Do you have an itemized list and the corresponding receipt?
Yes No
Date of Donation Resale Value of Furniture
$
Original Purchase Date: Resale Value of Clothing
$
How acquired? (purchase, inheritance, gift): Resale Value of Appliances
$
Original Purchase Price:
$
Resale Value of Household Items
$
Non-Cash
Charitable Organization receiving donated goods:
Address of this organization:
Do you have an itemized list and the corresponding receipt?
Yes No
Date of Donation Resale Value of Furniture
$
Original Purchase Date: Resale Value of Clothing
$
How acquired? (purchase, inheritance, gift): Resale Value of Appliances
$
Original Purchase Price:
$
Resale Value of Household Items
$
S. FIRSTTIME HOMEBUYER FTHB CREDIT RECAPTURE*
Did you take the FTHB credit of up to $7,500 for a new home purchased in 2008 that must be paid back on a yearly basis?
Yes No
If Flightax did not prepare your 2008 return, you must provide a full copy of the 2008 return.
R. HOMEOWNER INFORMATION (Principal Residence and 2nd Home within the U.S.)
Note:
If you own a Principal Residence or 2nd Home outside of the U.S., complete section U. Foreign Residence Information.
Do not include rental property expenses
—
see Section Y. Provide 1098 statement from mortgage company. If you purchased, sold, or refinanced, send a copy of the closing statement.
Mortgage Interest on Principal Residence
$
Real Estate Taxes on Principal Residence
$
Home Equity Interest or 2nd Mortgage
on your Principal Residence
$
All other Real Estate taxes paid on personal
residences, including vacant land
$
Mortgage Interest on 2nd Home
$
Real Estate Taxes on 2nd Home
$
Mortgage Interest on Vacant Land
$
Is this a Construction Loan on Vacant Land?
Yes No
At any time in 2016, did the mortgage balances on your principal and/or second homes exceed $1,100,000?
Yes No
Did you pay any Mortgage Insurance Premiums (PMI) during 2016? If yes, must be shown on the 1098 statement?
Yes No
$
Interest paid on a boat/RV may qualify as a deduction if it has a lavatory and a range. HOA—Homeowner Association Fees are not deductible for primary residence.
Did you refinance your home in 2016?
Yes No
If yes, please provide number of years you refinanced & closing statement.
Did you spend the proceeds from the refinance
on anything other than home improvements?
Yes No
If yes, enter the amount
spent for each
Home Improvements
$
Other
$
Did you sell your home in 2016?
Yes No
If yes, provide purchase & sale closing statements.
If yes, what was the sale price?
$
Sale Date:
What was the original purchase price?
$
Original Purchase Date:
Was the property you sold your primary
residence for 2 of the past 5 years?
Yes No
Number of years in home before sale:
Was an office in home deduction ever taken?
Yes No
If yes, please provide tax return from each year taken (new clients).
Was this home ever used as a rental property?
Yes No
If yes, please provide tax return from each year rented (new clients).
Did you purchase your home in 2016?
Yes No
If yes, a copy of your closing statement is required.
6
V. CASUALTY THEFT & LOSS
Only net amounts over 10% of your income are deductible. Please provide itemized insurance list or police report.
Type of Property
Reason for
Damage
Date of Event Date Acquired
Value Before
Loss/Damage
Value After
Loss/Damage
Insurance
Reimbursement
$ $ $
W. MISCELLANEOUS EXPENSES
Tax Prep Fees Paid in 2016 (Mailing Fees not allowed)
$
Investment Expense $
Tax Prep Books/Software
$
IRA Fees (not paid out of IRA account) $
Safe Deposit Box Rental
$
Personal Property Tax $
Margin or Investment Interest Paid
$
Vehicle Excise/Ad Valorem Tax $
X. NON AIRLINE EMPLOYEE BUSINESS DEDUCTIONSW2 INCOME ONLY*
If you have a 2nd job, or your spouse has a job with non-reimbursed employee business expenses, please list them below. If you are a Policeman or Fireman, we have a detailed
professional worksheet designed for your deductions. Call us or download one at www.flightax.com.
Name of Employer: Office Equip. (Provide list)
$
Travel
$
Name of Employee: Uniform Items
$
Company Business Cards
$
Union Dues/Initiation Fee
$
Uniform Maint./Alterations
$
Cell Phone (if required for job)
$
Professional Publications
$
Company Related Phone Calls
$
Job Related Education Expense
$
Office Supplies
$
Licenses
$
Meals/Entertainment
$
Were you reimbursed or paid for any of the above expenses? Yes No
If yes, what was the amount?
$
Vehicle Expense Please answer ALL questions below! The IRS requires written evidence of business miles to qualify for the deduction!
Type & Year of Vehicle: Miles Driven for Business Jan. 1–June 30
mi.
Date First Used for Business
Miles Driven for Business July 1–Dec. 31
mi.
Do you have another car for personal use?
Yes No
Miles Driven for Commuting Jan. 1–June 30
mi.
Do you have evidence to support the deduction?
Yes No
Miles Driven for Commuting July 1–Dec. 31
mi.
Is this evidence written?
Yes No
Were you reimbursed or paid for any
of your vehicle expenses?
Yes No
Miles Driven for Personal Jan. 1–Dec. 31
mi.
If yes, what was the amount?
$
Home Office Must be required by Employer!
Square Footage of Home
sq./ft
Cost of Utilities during 2016 (excluding water)
$
Square Footage of Space/Room Used
sq./ft
Amount of Rent Paid per Month
$
Lesser of Purchase Price of Home or Fair Market Value
$
Insurance—Homeowners/Renters
$
Months Office was in Home during 2016 Other —Specify
$
Educator Expenses Classroom expenses for K thru 12 educators may qualify for a special above the line deduction up to $250.
Total Classroom Expenses (keep receipts)
$
Grade level taught
NON-AIRLINE
T. RESIDENTIAL ENERGY CREDITS*
If you made qualifying energy improvements to your home, you may be eligible for an energy credit.
Did you install alternative energy equipment, such as solar hot water heaters, geothermal heat pumps, or wind turbines?
If yes, you must provide a copy of the manufacturer’s certificate and a copy of your sales receipt.
Yes No
U. FOREIGN RESIDENCE INFORMATION (Principal and 2nd Home located outside the U.S.)
Provide information below for Mortgage Interest and/or property taxes you paid in a country other than the U.S. Please list all amounts in U.S. dollars.
Mortgage interest on principal residence
$
Real Estate taxes on principal residence $
Mortgage interest on 2nd home
$
Real Estate taxes on 2nd home $
Name of Lender Lenders’ Street Address City State Zip
7
Are you a Real Estate Agent? Call us for a special RE Professional Worksheet or download one at www.flightax.com
Y. SMALL BUSINESS—SELF EMPLOYED—1099-MISC. INCOME*
Includes acting & modeling income. Send last year’s return if you had the business and we did not prepare the return for you.
Name of Business: Type of Business:
Taxpayer Name: Taxpayer SSN: EIN:
Note: If you are incorporated, please download the Corporate Organizer or submit your K-1.
1099 Income
(provide any 1099’s)
$
Additional Income not reported on 1099
$
Total Gross Income
$
Expenses
Advertising
$
Supplies
$
Postage & Shipping
$
Business Insurance (not health)
$
Taxes
(Not Estimated Payments)
$
Telephone/Internet Services
$
Interest: Mortgage
$
Travel
$
Bank Charges
$
Other Interest
$
Entertainment
$
Self Employed Health Insurance
$
Legal & Professional Fees
$
Meals
$
Other (specify)
$
Rent (outside of home)
$
Utilities (outside of home)
$
Equipment Purchases (complete information below)
Repairs & Maintenance
$
Dues & Publications
$
Date you started your business
Contract Labor
$
Taxpayer Responsibility: You must file a 1099-Misc. for
each Contract Laborer paid more than $600. This may
include money paid for repairs or maintenance services.
Did you issue any 1099-Misc. forms for 2016?
If yes, provide copies of all forms issued.
Yes No
List Equipment Purchased in 2016 Date Purchased Placed in Service Cost
$
$
$
$
$
Inventory If you purchase goods to have available for resale or you manufacture goods for resale in your business, you may carry an inventory. Beginning inventory should be the
same as ending inventory for the previous tax year. Please include, in the cost of inventory purchased during the year, only the cost of materials and supplies which became a part of
the product which you sell. All other materials and supplies related to your business should be listed separately in the categories above.
Inventory at beginning of year. If different from last year’s closing inventory, attach explanation. Provide Cost, not Retail Amount.
$
Inventory purchased during the year—less the cost of items withdrawn for personal use.
$
Inventory at the end of the year.
$
Vehicle Expense Please answer ALL questions below! The IRS requires written evidence of business miles to qualify for the deduction!
Type & Year of Vehicle: Miles Driven for Business Jan. 1–June 30
mi.
Date First Used for Business Miles Driven for Business July 1–Dec. 31
mi.
Do you have another car for personal use?
Yes No
Miles Driven for Commuting Jan. 1–June 30
mi.
Do you have evidence to support the deduction?
Yes No
Miles Driven for Commuting July 1–Dec. 31
mi.
Is this evidence written?
Yes No
Were you reimbursed or paid for any
of your vehicle expenses?
Yes No
Miles Driven for Personal Jan. 1–Dec. 31
mi.
If yes, what was the amount?
$
Home Office Must be used exclusively and regularly for business.
Square Footage of Home
sq./ft
Cost of Utilities during 2016 (excluding water)
$
Square Footage of Space/Room Used
sq./ft
Amount of Rent Paid per Month
$
Lesser of Purchase Price of Home or Fair Market Value
$
Insurance—Homeowners/Renters
$
Months Office was in Home during 2016 Other —Specify
$
Small Business Comments and Other Expenses
Estimated Tax Payments should be included in Section C.
0.00
8
Z. RENTAL INCOME AND EXPENSE*
If you have more than three properties, download additional form from www.flightax.com. Use yearly totals below! Send last year’s tax return with this organizer if Flightax did not
prepare your return. If you own only a portion of the property or only a portion is rented out, please include only the amounts that apply.
Property 1 Property 2 Property 3
Date First Used as a Rental
Lesser of Purchase Price of Home or Fair Market Value
$ $ $
Ownership %
% % %
Type of Property
Street Address of Property
City, State
Total Rent Received in 2016
$ $ $
Annual Expenses Property 1 Property 2 Property 3
Advertising
$ $ $
Travel / Hotel Expense
$ $ $
Cleaning / Maintenance
$ $ $
Commissions
$ $ $
Insurance
$ $ $
Legal / Professional Fees
$ $ $
Management Fees
$ $ $
Mortgage Interest
$ $ $
Real Estate Tax
$ $ $
Supplies
$ $ $
Repairs
If total exceeds $1,000–please provide itemized list
$ $ $
Utilities
$ $ $
Telephone
$ $ $
Condo / HOA Fees
$ $ $
Lawn Care
$ $ $
Bank Fees
$ $ $
Personal Auto Miles Driven for Rental Activity
mi. mi. mi.
Other—Specify:
$ $ $
List Furniture & Equipment Purchased and Major Improvements made in 2016 (not included above)
Description of Purchase/Major
Improvement
Do not include routine maintenance or minor repair items.
Property 1 Property 2 Property 3
Cost
Purchase/
Improvement
Date
Cost
Purchase/
Improvement
Date
Cost
Purchase/
Improvement
Date
$ $ $
$ $ $
$ $ $
Important Questions Property 1 Property 2 Property 3
Enter the number of months that this property was rented this year.
Enter the number of months that this property was available for rent this year.
List the number of days each property was used for personal use.
If you do not have full ownership, do these amounts reflect your share of income and expenses?
Yes No Yes No Yes No
Did you pay anyone a fee to manage this property for you this year?
Yes No Yes No Yes No
Do you actively participate in the management of this property?
Yes No Yes No Yes No
If yes, did you maintain a log of the number of hours that you personally worked on this property
during this year?
Yes No Yes No Yes No
Is the average rental period/lease for the property 7 days or less?
Yes No Yes No Yes No
Sale of Rental Property New clients should send prior year tax returns where the property was claimed as a rental.
Date of Original Purchase
(Must provide copy of settlement/closing statement)
Date of Sale
(Must provide copy of settlement/closing statement)
Did you receive a 1099-C for this property?
(If yes, you must provide copy of the 1099-C)
Yes No Yes No Yes No
Vehicle Expense Must answer ALL questions and have written evidence as required by the IRS to qualify for this deduction.
Type and Year of Vehicle: Date First Used for Rental Activity
Total Miles Driven for Personal
mi.
Do you have evidence to support the deduction?
Yes No
Total Miles Driven for Rental Activity —All Properties
mi.
Is the evidence written?
Yes No
Rental Car Expenses (rental fee & gas), please total them here and do not include the mileage above!
$
Rental Comments and Other Expenses
9
LOCAL ISSUES—Residents of OH only
ATTENTION OHIO RESIDENTS: We will prepare your Ohio state and school district return, where appropriate; however, we will not prepare any local
or municipality returns (RITA, CCA, COL, CIN, etc.).
LOCAL ISSUES—Residents of DE, MI, MO and PA only
ATTENTION RESIDENTS OF DE, MI, MO, and PA: Clients with local returns must be received by March 1st. If you want Flightax to prepare your city
return, please complete the section below and provide the proper form or earnings statement required by the taxing location. Local tax paid with the
filing of your return last year should be entered under Important Questions on page 2. Please send Instructions with forms to be completed. (No
additional forms for NYC are required.)
Do you want Flightax to prepare your local earnings or income tax return?
(If yes, provide tax form.)
Yes No
Name of Locality:
Did you pay any estimated tax to your locality during 2016?
(Do not include amounts withheld on your W-2.)
$
STATE SPECIFIC ISSUES
Residence State Only
If you are eligible for a state credit or deduction not listed, please let us know.
AK
Did you, your spouse, or dependent receive an AK Permanent Fund Dividend?
(If yes, please send statements) Yes No
$
CA
Carryover of prior year Solar Energy Equipment Credit.
$
CT
Residents—Need Date Paid and Amount Paid on Home and Auto Property Tax.
(Maximum total credit is $300)
Property Date Paid Amount Paid Property Date Paid Amount Paid Property Date Paid Amount Paid
Home
$
Auto 1
$
Auto 2
$
DE Clothing or other expenses incurred for the active volunteer firefighter.
$
GA Amount spent on home care services for person(s) over 62 years old.
$
HI Cost of child restraint seat purchased during 2016.
ID Cost of insulation installed in primary residence during 2016.
(Home must have been built or started prior to 1/1/02.)
$
IL Property owners provide PIN #. (PIN=Property Index Number on Property Tax Statement)
IN
Insulation Installed
(include store where purchased,
date of purchase and installation, and cost)
Where Purchased Purchase Date Install Date Amount Paid Age of House
$
years
LA
Provide copy of homeowner’s or property’s insurance declaration page showing
the separate line item charges for LA Citizens assessments not already claimed.
$
MA
Please provide qualified commuter expenses
(public transportation only).
$
Please provide Form 1099-HC. This form is required to claim health coverage exemption and avoid penalty.
MI Provide the property tax statement showing 2016 taxable value of your home.
$
MN Send statement of property taxes “payable in 2017”. You should receive this statement in March of 2017.
MT Contributions to First Time Homebuyers Savings Account
$
NH If you have interest/dividends in excess of $2400, do you want Flightax to prepare your state return?
Yes No
OH Amount of job training expenses incurred during 12 months after employment layoff.
$
TN
If you have interest/dividends in excess of $1250 (single) or $2500 (MFJ), do you want Flightax to prepare your state return?
Yes No
10
EDUCATION SAVINGS ACCOUNTS
You must provide the end of the year statement for all plans.
Education Savings Plans Only list contributions made on or before 12/31/16
Account Number Beneficiary/Student Amount
Contributions to Coverdell Education Savings Plan
$
Contributions to Coverdell Education Savings Plan
$
Contributions to State College Savings 529 Plan St. Plan Name:
$
Contributions to State Prepaid Tuition Program St. Plan Name:
$
Some states may allow carryover of credits for Education Savings Plans. If you are a new client, please provide prior year state return.
K12 EDUCATION CREDITS
K–12 Education Credits for AZ, IL, IN, IA, LA, MN & WI See state specific qualified expenses below. Keep all related receipts!
Name of Student
Grade
Qualified
Expenses
Name of School Address State Zip
$
$
$
$
$
Arizona Only fees or donations to a public or charter school located in Arizona, for extracurricular activities or character education programs
qualify. Expenses in excess of the $250 maximum credit may be carried forward.
Illinois Fees, book rental, band or lab equipment rental, or tuition paid directly to public, private or religious schools qualify (must be over $250).
Indiana List children enrolled in non-public private, parochial or home school for grades K–12.
Iowa Fees for tuition and textbooks to an Iowa accredited not-for-profit school. Some extracurricular expenses qualify, such as activity/club
fees or dues, fees to participate in school sports, etc.
Louisiana Expenses for required school uniforms, tuition, fees, textbooks, curricula, instructional materials and educational supplies.
Minnesota Tuition and fees paid to public or private schools. Other education supplies including up to $400 for the purchase of a home computer
and educational software.
Wisconsin Fees for tuition and textbooks paid to a private school. Tuition does not include amounts paid with a voucher or amounts paid as a
separate charge for other items or fees.
ADDITIONAL COMMENTS
RENTER’S CREDIT
If you paid rent at your TAX ADDRESS during year 2016, and it is in IN, MA, MI, MN, NJ, WI, or CA or a state with a renter’s credit, complete the following section.
MN residents send us your Certificate of Rent Paid (CRP).
Landlord’s Name: Landlord’s Phone Number:
Landlord’s Address:
Total Monthly Rent
$ # of Months Rented:
Your Portion of Monthly Rent
$
Apartment Address:
NJ Residents—Do you have a roommate? If yes, roommate’s name: Roommate’s SSN:
NJ Roommate’s Number of Months Rented
mos.
NJ Roommate’s Monthly Rent
$
Note: For NJ residents to qualify for the credit, all roommate information must be provided.
11
Uniform Items Purchased
Enter the total amount of payroll deducted uniform
items. For most airlines, this amount can be found on the last
pay check stub of the year.
$
Enter additional “out of pocket” uniform expenses below. Do not include items
provided by the company through replacement programs. You need a receipt for
each item purchased, regardless of the amount. The $75 rule does not apply as this is
not a travel related deduction. Uniform items must have a company insignia or logo;
no type of “street” clothes qualify for this deduction.
Uniform Items Amount
Uniform Belt
$
Uniform Dress
$
Uniform Epaulets
$
Uniform Jacket
$
Uniform Hat
$
Uniform Maternity Dress
$
Uniform Pants
$
Uniform Purse
$
Uniform Scarf
$
Uniform Serving Garment/Apron
$
Uniform Shirt
$
Uniform Skirt
$
Uniform Sweater
$
Uniform Tie
$
Uniform Winter Coat, Gloves, Cap
$
Uniform Shoes (must be purchased from a Uniform Store) Amount
Uniform Shoes
$
Shoe Repair
$
Shoe Shine
$
Support Hose (medical deduction) Amount
Number of Pair used per Month
Amount Per Pair
$
Uniform Maintenance Amount
Uniform Alterations
yearly amount $
Home Laundering
monthly amount $
Laundering
monthly amount $
Dry Cleaning
monthly amount $
Airline Reimbursement Amount
$
If you were reimbursed for any of your uniform maintenance expenses such as
alterations or dry cleaning, do not include these amounts. We cannot take a deduction
for any expense for which you were reimbursed. IRS regulations go even a little further.
We cannot take a deduction for any expense for which you COULD have been
reimbursed. For example: if your airline will reimburse you for your uniform alteration
expenses but you just did not get around to submitting your receipts for reimbursement.
The IRS will not allow this expense as a deduction because you ‘could’ have been
reimbursed. Thus, do not include any expenses for which you were reimbursed, or any
expenses for which you could have been reimbursed, but were not.
PROFESSIONAL DEDUCTIONS
Transportation Expenses
Layover Transportation
Transportation between places of lodging and places where meals are taken, are
included in the "Incidental Expenses" portion of your per diem; therefore, no separate
deduction is allowed. See IRS Pub. 463
Satellite/Co-Terminal Transportation Amount
Three Letter Airport Code
Number of Round Trips Per Year
Cost Per Round Trip or Mileage Driven
Three Letter Airport Code
Number of Round Trips Per Year
Cost Per Round Trip or Mileage Driven
If you cover more than one airport, transportation between your base (company
mailbox) and another airport is deductible. Do not include expenses for transportation
to your base (company mailbox) or home.
Other Related Expenses Amount
Airport Parking Expense
$
Reserve Emergency Cab Fares
$
Computer & Related Expenses
Computers are not deductible. The IRS has issued a Letter Ruling (#8615024 & Bryant,
U.S. Ct. App. 3rd cir. 74 AFTR2d 94-5440) disallowing a deduction for home computers.
The ruling states…”Despite legitimate business use, employees generally may not write
off the cost of their computer. By law, a computer must be used for the convenience of the
employer and required as a condition of employment.” In private rulings, the IRS ruled
an individual may not claim depreciation when the purchase of a computer is optional
and not absolutely required by their employer as a condition of employment. All airlines
provide computers for their employees to use. Although they are a huge asset to our jobs,
the airline does not require that we have a personal computer or laptop.
Printer/Software Deductions Amount
Yearly Cost of Paper for Company Usage
$
Yearly Cost of Toner/Ink Cartridges for Company Usage
$
Bidding Computer Software
$
Trip Trading Computer Software
$
Internet/Online Services Amount
Airline Schedule Service Fees
i.e. Flightline, FLICA, etc.
$
Yearly Cost of Home Internet Access Fees,
DSL, Cable, Aircard, VoIP, Skype
$
Yearly Cost of Hotel Access Fees (paid while on layovers)
$
Please be aware that you, as the taxpayer, are responsible for
keeping all evidence and support of all items reported on your
tax return (flight schedules, log book, receipts, wage forms,
and all other support) for a period of at least five years.
FLIGHTAX
12
Travel/Required Items
Your profession requires you to have specific items for travel and to perform your job in areas of service and safety. Enter the expense below for the items you have purchased during
the applicable tax year. Receipts are required for items priced over $75 each. If you purchase an item that is under $75 you need to make a record of that purchase in your log book or
on your schedule. You must have documentation, either a receipt or log book/schedule entry, for each item you list below.
Communications
Your profession requires you to keep in touch with your employer, your fellow flight attendants and crew scheduling. We can take a portion of your cell phone expenses for business
related calls. Provide your expenses in the area below.
Travel Related Expenses
Monthly Amount
Yearly Amount
Tips to Hotel Van Drivers
$ $
ATM Fees (while on layovers)
$ $
Check Cashing Fees (while on layovers)
$ $
Safety and Professional Items Amount
Luggage Items
(wheels, repairs, locks, lunch bag)
$
Garment Bag
$
Luggage Tags
$
Name Tags (lanyard, badge holder)
$
Wings
$
Watch Battery/Repair Expenses
$
Airline Access Keys
$
Personal Organizer
$
Logbook
$
Galley Supplies (corkscrew, can opener, tape, etc.)
$
Flashlight
$
Batteries
$
Portable Alarm Clock
$
Portable Curling Iron
$
Portable Hair Dryer
$
Portable Iron
$
Safety and Professional Items Amount
Portable Security Device
$
International Voltage Converter
$
International Currency Converter
$
Manual Replacement
$
Update and Revision Services
$
ID Replacement
$
Company Business Cards
$
Foreign Visa Expense
$
Global Entry Fee
$
Passport Fee
$
Passport Photo Expense
$
Professional Publications
$
Bid Service Fees
$
Trading Service Fees
$
If you pay a service to trade your trips or rearrange your schedule, these fees may be
deductible. In order for you to deduct this expense, you must pick up trips of higher time
or end up with a line of higher time or greater paying trips. If you trade from domestic to
international, this would qualify since international pays more per hour than domestic. If
you trade from an aisle position to a galley position at some airlines, this also qualifies since
this position has a higher per hour pay.
If you drop your trips and don’t fly a full schedule, your trading fees generally are not
deductible. If you have any questions, please contact us at 317-984-5812.
LinkPay Expense (UA only)
$
2nd Language Education Expense
$
Drug Testing Fees
$
Cell Phone Yearly Amount
Cell Phone Purchase
(your phone only)
$
Cell Phone Base Charge per Month (single line)
$
% Airline Business Usage per Month:
Choose One:
40%
50%
60%
Other
%
Home phone or basic home phone service is not deductible. The IRS believes that the
basic home land line service is an expense that most Americans have regardless of
their profession. Cell phones, in time, will probably be included in this category.
Many of us don’t even have a land line anymore and use our cell phone as our
exclusive contact number. Make sure that the amounts you provide to us are for your
single phone only. If your plan covers 3 phones, make sure to subtract the added
cost of the additional phones.
Because your job requires you to be directly accessible to the company, we have the
grounds for a deduction of the expenses which are incurred. If you are on reserve, this is
obvious, but you must also be available for contact by or to contact crew scheduling for
non-routine situations, cancellations and mechanicals. You are also using your cell phone
to call your supervisor, union or fellow crew members.
We have asked you for the amount of your monthly base. Be sure to include taxes and
fees. From this base, we will take the deduction based on the percentage of business usage.
As a general rule, very few deductions which can also have a personal use pass
IRS scrutiny at 100% business. Most of our clients tell us the business use percentage is
between 50% and 70%. If you believe you have a percentage of business use other than
this, please provide the amount in the space provided. Don’t hesitate to call us if you
have any questions about this deduction!
Calling Card Amount
Direct Bill Calling Card per month
$
International Prepaid Calling Card per month
$
If you fly domestic and don’t have a cell phone (yes, it does happen) or are flying
international and do not have international service on your cell, the amount you place
on a calling card or prepaid calling card is deductible under the same qualifications as
your cell phone.
Please provide the monthly or yearly dollar amount on your business/layover usage calls.
Additional Communication Expenses Amount
Company Fax Expense
$
Company Copy Expense
$
Company Mailing Expense
$
Company Overnight Expense
$
If you have any expenses related to required communication between you and the
company or the union, these expenses are deductible. If you are required to fax a copy of
a doctor’s note to your supervisor and Kinko’s charges you to do this, make sure you save
the receipt or put it on a credit card. Enter any expenses for copying, faxing or mailing in
these specific entry areas.
FLIGHTAX
FLIGHTAX
13
Temporary Duty/Special Assignment
If you are on Temporary Duty assigned by the company for any reason, your related
expenses may be deductible. The IRS defines Temporary Duty as any assignment that
has an expected completion date of less than one year. If your assignment is greater than
one year, you do not qualify for this deduction.
You may also qualify for some very substantial deductions if you are on a special assign-
ment away from your base. For example, if you are based in New York and accept a
training position in Dallas; your housing, meal and transportation expenses are all de-
ductible (assuming these expenses are not provided by the airline).
Do NOT enter any TDY or SPA days that are on your schedule. If you are providing your
schedules to us or using our online per diem calculator, we/you will include these dates
and locations in your schedule per diem calculations. Only enter days below that are
NOT included on your flight schedule.
Temporary Duty/Special Assignment Expenses Entry
Number of Days on TDY at Location
Do not include any days that you had scheduled flying, this
deduction will be taken in the per diem section.
From:
To:
Three Letter City Code
of TDY Location
Number of Days on TDY at 2nd Location
From:
To:
Three Letter City Code
of 2nd TDY Location
Local Transportation Expense
(rental car, public transportation, etc.)
$
Were you provided housing for your TDY?
Yes No
If no, enter cost of housing during TDY.
$
Commuting Expense during TDY
$
Utility Expense during TDY
$
Local/Long Distance Phone Usage during TDY
$
If you drove to the TDY location and used your car
while on assignment, enter the total miles driven
from departure until your return.
mi.
Purpose of TDY?
Training
Your job requires, at a minimum, yearly training per the FAA. You are allowed to
take a per diem deduction for each day that you spend in training. For example,
if you have training in Atlanta, you are allowed a deduction of $52 for each day
you are in Atlanta for training. We are, however, required to subtract the amount
of per diem that your airline paid you for your time in training.
If you are based where your training is held, you are NOT allowed to take a per
diem deduction for training. As in the example above, if you are based in Atlanta,
you are not eligible for this deduction.
An easy way to determine this deduction, in general, if your airline pays you a per
diem for your meal expenses during training, you are able to take the per diem
deduction based on the city of training. If you are not paid a per diem (excluding
initial training) you generally will not qualify for this deduction.
You may also have additional expenses for your time in training. Transportation
expenses, housing, cell phone, etc. We have done our best to break down each
type of training below for you to benefit from this deduction.
Initial Training Entry
Number of Days you were in Initial Training
Three Letter City Code of Training Location
Days Spent in Initial Training at a Different Location
Three Letter City Code of 2nd Training Location
Date Initial Training Started
Date Initial Training Ended
Amount of Per Diem Paid for Training
(if not included in yearly amount provided by your airline)
$
Hotel Expense while in Initial Training
$
Transportation Expense while in Initial Training
$
Phone Expense while in Initial Training
$
Recurrent/Upgrade Training Entry
Number of Days you were in Training
Three Letter City Code of Training Location
Days Spent in Training at a Different Location
Three Letter City Code of 2nd Training Location
Hotel Expense if not Provided by Airline
$
Transportation Expense while at Training
$
Union Expenses
As a unionized employee, your union dues, initiation fee and any union publications are all
deductible. If you actually work for the union as a union rep. or direct employee, you will have
additional deductions. Please download our Union Rep. Worksheet at www.flightax.com.
Union Expenses Amount
Union Dues
(amount actually paid during year)
$
Union Initiation Fees
$
Union Publications
$
Travel Expense for Union Meetings/Events
$
Amounts are annual totals
Remember! unless otherwise specified.
American Airlines
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14
Foreign Domicile*
Address City Country Postal Code
Date
Established
Foreign
Address:
Prior Foreign
Address(es):
Foreign Employer
Address:
Note: Your foreign address will be used on the tax return unless your residency ended after January 1 of this year.
U.S. RESIDENCE INFORMATION (Home maintained in the U.S. while abroad)
Did you maintain a home in the U.S. while abroad? Yes
No
Street Address
Name of Current Occupant Relationship City
Is the property rented? Yes
No
State Zip
Job Search
Due to the instability of the airline industry, more and more of our clients are having job search related expenses. Your cost of finding a job within the airline industry is deductible. What does
this mean? The job search expenses of finding another position within the same industry are deductible, the job search expenses of looking outside of the airline industry are NOT deductible.
This is one of those IRS regulations that sometimes does not make sense. If you are a flight attendant and update your resume or fly to an interview, these expenses are deductible. If you
do the same for another position outside of the industry, such as a retail position or professional job, these expenses may not be taken as a deduction.
Several of our clients have requested a deduction for the purchase of a new suit or professional attire for the interviewing process. Although this is an additional expense to you, it is not
a recognized deduction by the IRS. The only type of clothing that is deductible is that which has a company logo or insignia, such as a uniform.
Qualified Job Search Expense Amount
Resume Expenses
$
Fax/Postage/Overnight Delivery
$
Airline Job Placement Services
$
Application Fees
$
Simulator Prep Time for Interview
$
Qualified Job Search Expense Amount
Airfare for Interview
$
Airfare for Physical
$
Hotel Expense for Interview
$
Hotel Expense for Physical
$
If you drove to your interview or physical, list the
total miles driven round trip for all.
mi.
Have you ever filed form 2555 to claim the foreign Yes No
income earned income exclusion? If yes, what year:
Date Foreign Residence Began
Date Foreign Residence Ended
Principal Country of Employment
Of What Country are you a Citizen/National?
Do you own or rent your foreign abode?
Own Rent
Type of Visa Issued to you?
Have you submitted a statement to the authorities of the foreign
country where you claim bona fide residence that you Yes
are not a resident of that country? No
Are you required to pay income tax to the country where you Yes
claim bona fide residence?
If a foreign Income Tax Return was filed, No
please provide a copy with the relevant information translated to English.
Total Foreign Tax Paid Jan. 1–Dec. 31 of 2016 (In U.S. Dollars)
$
At any time during 2016, did you have an interest in, or a
signature or other authority over a financial account in a
foreign country, such as a bank account, securities Yes
account or other financial account? No
If yes, Country name required:
If yes, did the combined value of these accounts Yes
exceed $10,000 at any time during 2016? No
If yes, did this amount exceed $50,000 at the end of 2016 or Yes
surpass a value of $75,000 anytime during the year? No
If yes you are required to file Form 8938 as part of your tax return.
If family members lived abroad with you during the tax year, please list
relationship (spouse, child, etc.) and duration (all year, 6 mos., etc.) for each.
This form is for United Airlines Flight Attendants only! If
you have other sources of foreign earned income, please refer
to the Foreign Income Worksheet at www.flightax.com/down-
load or call us at 317-984-5812 and we can fax/mail you a
worksheet.
If you were based at a foreign domicile for any part of 2016, you
have a couple of options in filing your income tax return. You
can receive a credit for any taxes that you have paid to a foreign
country and/or you may qualify to claim a Foreign Income
Exclusion for a portion of the income you earned. Chances are
you will be able to take advantage of both of these situations
to reduce your tax obligation to the US.
Foreign Tax Credit: If you pay income tax to another country,
you may take a credit of this tax towards your US obligation. If
you were based in the UK we will need the December 15th
paystub showing London PAYE tax paid (US dollars) to deter-
mine the amount of foreign tax paid for the year..
Foreign Income Exclusion: The IRS allows you to exclude income
earned while on or flying over foreign soil. Income earned while
flying over international waters or the US is tax as earned in the
US. In order to exclude the foreign portion of your earned in-
come, you must qualify as a Bona Fide Resident of a foreign
country. To qualify, you must be out of the U.S. for one complete
calendar year—January 1 to January 1. For example, if you
were not based in LHR until July of 2016, you will not be able to
file your 2016 Federal Income Tax Return until January 1 of 2018.
Your qualifying period to meet the Bona Fide Residency Test is
January 1, 2017 to January 1, 2018 You will need to file a special
extension until this qualification can be met - which we can file
for you. You do not have to be based in the same foreign coun-
try to meet this qualification, just out of the U.S. In order to claim
the income exclusion you must also pay income tax to the
foreign country where you claim residency - if that country
requires you to do so.
Duty Time Apportionment: If you qualify as a Bona Fide resident
of a foreign country, we will have to calculate the amount of
income that is taxable to the US by a process called Duty Time
Apportionment. We must have a copy of your Year End Audit
Report providing the number of trips and each destination.
Our base fee for a Foreign Income return is $299 (income
exclusion only) and $329 (income exclusion and foreign tax
credit).
15
Military Worksheet
Branch of Military & Rank:
Are you Active Duty?
Reservist? National Guard?
1st Post of Duty: Three Letter Code:
2nd Post of Duty: Three Letter Code:
Number of miles from Home to 1st Post: 2nd Post:
Reservist
Travel expenses related to your Reservist Activities are deductible. This deduction includes
meals, lodging and transportation expense, and is based on the rates applied to federal
employees. If you travel over 100 miles from your post of duty, you are no longer required
to itemize your deductions in order to receive this benefit, as these expenses are now
deducted on the front of the tax return. If you travel 100 miles or less, your deduction will
be taken as itemized deductions.
1st Post 2nd Post
Number of Nights Spent at Post
From: To:
Number of round trips driven to/from Post
Did the military provide housing?
Yes No Yes No
Hotel/Housing Expense Paid by You
$ $
Miles driven while at post in personal car
mi. mi.
Rental Car Expense
$ $
Were you paid a per diem?
Yes No Yes No
What was the total per diem paid?
$ $
General Military Deductions Do not include airline expenses.
Dress Uniform Purchase
$
Dress Uniform Shoes
$
Uniform Accompaniments
$
General Military Deductions Do not include airline expenses.
Subscriptions to Military Related Publications
$
Professional Dues
$
Job Related Training
$
Personal Organizer
$
Log Book
$
Foreign Visa
$
Passport Fee
$
Passport Photo
$
Uniform Maintenance:
Home Laundering Expense
$
Professional Laundering Expense
$
Dry Cleaning Expense
$
Shoe Shine/Supplies
$
Military Business Cards
$
Military Copy/Fax Expense
$
Military Mailing Expense
$
Military Phone Expense
$
Office Supplies
$
Misc. (specify)
$
Commuter Pad Moving Expense
If you transferred bases but did not move your primary home, these expenses are
considered a professional deduction versus a moving deduction. If you had any
expenses related to moving your crash pad or airport car from one base to another,
list these expenses below. You must have receipts!
If you changed your tax address and had a full blown move, complete the section
in the Organizer for moving expenses.
Commuter Pad Moving Expenses Entry
Old Base
New Base
Distance Driven to Transport Belongings/Vehicle
mi.
Date Moved
Travel Expense
$
Shipping Expense
$
Lodging Expense (only while in transit)
$
You may see us in your company publication, on the internet or on
your paycheck stub…but nothing is as effective as you telling your
friends about Flightax! To say “thank you” we will give you a referral
reward of $25.00 for each Flight Attendant or Pilot you refer to us or
our sister company Pilot-Tax.
Keep your receipts at all
Remember!
times, even if the item is less
than $75—this will help us in the case of an audit. The IRS will not
accept cancelled checks or credit card statements as receipts.
16
Provide Schedules
Provide all 12 months of schedules as indicated below by airline. If your airline is not listed, provide schedules which include the required
information of three-letter layover city codes, dates and times of each trip. Call our office if you have any questions.
AMERICAN
Flight schedule data will only be accepted electronically via the Flightax App...saves time and paper! Download the
Flightax App for your Droid phone, or go directly to our website at www.flightax.com under START THE PROCESS go to
GET SCHEDULES and select your airline.
From either place you will be able to securely sign in to our app which will extract your
schedules and send them directly to us. If you don’t have a Droid or can’t access thru our website, give us a call and we can help.
Was the app used to send your schedules? Yes No
Comments:
US AIRWAYS
Provide “Trip Sheets” for all trips during the year showing the layover city codes. If you prefer, you may complete the “Transfer
Schedule from Logbook” grid on the next page.
Comments:
DELTA
Sign into “iCrew” and select “F/A Preference” from the “Schedules” drop down menu. Click on “Schedule Leg Data Extract”.
Select “send email to your Delta email” by entering a Y in the appropriate box. DO NOT SELECT SEND TO VENDOR. Upon
receipt of email to your Delta email, forward to us at schedules@flightax.com. DO NOT OPEN THE EXCEL FILE BEFORE
FORWARDING TO US AS IT CAN CORRUPT THE DATA FILE.
Comments:
UNITED
Flight schedule data will only be accepted electronically via the Flightax App...saves time and paper! Download the
Flightax App for your Droid phone, or go directly to our website at www.flightax.com under START THE PROCESS go to
GET SCHEDULES and select your airline. From either place you will be able to securely sign in to our app which will extract
your “Crew Pay Registers” or your “Annual Per Diem Letter” and send to us directly. If you don’t have a Droid or can’t access
thru our website, give us a call and we can help.
Was the app used to send your schedules?
Yes No
Comments:
COMPASS, FREEDOM,
FRONTIER, GO-JET,
JETBLUE, MESA,
REPUBLIC, SHUTTLE
AMERICA,
SPIRIT,
TRANS STATES,
VIRGIN AMERICA
Provide “Schedule Detail Report” for all 12 months. These can be printed from Sabre CrewTrac; be sure to print each month
individually to get the correct detail.
If you prefer to utilize Flightline Services, you must contact them directly at 800-659-9859 or www.flightline.com to order your
Expense Report and Flight Log. Submit all pages of both reports with your tax documents. Flightline does not make these
reports available to you until mid February at the earliest. Not available for Freedom Airlines.
Comments:
Comments:
PER DIEM DEDUCTION INFORMATION
The government allows a deduction for each day that you are away from base. The IRS states that you can either itemize each layover city or you may
take a standard rate per day. It is to your advantage to provide your schedules so your per diem allowance can be calculated based on your specific
flying. The IRS will not allow a mix of schedules and days flown! All schedules must include three-letter layover city codes, dates and times of each trip.
Provide all 12 months of Flight Schedules —OR— complete the Log Book Grid
PER DIEM PAID
We must have the non-taxable per diem amount you were paid! This amount may be found on your W-2 next to the
letter “L”, or on your last pay stub of the year. If you can’t locate it, contact your employer for this required amount.
$
MONTHS
FLOWN
Total Months Flown
months
Did you fly Domestic International Both
Did you fly for more than one airline during the year? Yes No If yes, provide schedules, last pay stub and W-2’s for each airline.
For any month during the year in which you were eligible to fly but did not, please explain.
(examples: Retired in May, Off work April to August due to reserve activity, Began Maternity Leave in November)
BASE
LOCATION
Base at Start of 2016: Transfer Date:
Base at End of 2016:
18
—IMPORTANT—
Please Complete each Section Below!
Electronic Filing—No additional fee for this service!
Ye s ! Electronically file my federal and state returns. No! I do not want to electronically file my returns.
What you need to do:
(yes…it’s free)
1. Check the above box.
2. Keep the yellow copy of Form 8879 with you.
3. We will contact you with the final numbers.
4. Fill in the final numbers on the form.
5. Select any 5 digit PIN and sign the form.
See instructions on the back of form.
6. Fax it to us at 800-951-8879.
What you need to do: ($20 additional fee)
1. Check the above box.
2. When you receive your information back from us,
sign the federal & state tax returns.
3. Mail them in the appropriate envelopes (they will be
included with your returns).
Additional Fee of $20.00 for all Mail-In Returns
Direct Deposit—No additional fee for this service!
Ye s ! Have my refund deposited! No! Do not deposit my refund into my account!
What you need to do:
(yes…it’s free)
1. Check the above box.
2. Send a voided check. Take an actual check of the account
you want the deposit to go into and write VOID across it.
What you need to do:
1. Check the above box.
2. The refund will be mailed to your TAX ADDRESS.
Allow an extra 2–4 weeks to receive your refund.
Payment Method—We require all tax preparation fees to be Paid in Full by credit card,
check, or online bill pay before we will Electronically File or Mail a
Paper Return. Again, payment is required before filing of return.
We no longer offer “Fee From Refund” as a payment option.
Check or Money Order Make payable to Flightax. ($25.00 charge for all returned checks.)
Credit/Debit Card
Visa MasterCard Discover American Express
(Will appear on your receipt as Specialty Tax Services, Inc.)
Card Number Exp. Date
/
3 or 4 digit
Security Code*
Cardholder
Name
Signature
of Cardholder
Billing Zip Code
Online Bill Payment via Flightax.com
If you would like to pay by Credit Card online, check the box. Once your return has been completed, we will contact you
with instructions and the final invoice amount for you to submit payment. This correct amount must be paid prior to the
processing of your return with the IRS.
*How to find your
security code:
FREE!
0000 000000 00000
12/09 THRU 12/17
CARDHOLDER NAME
94
0000
4-DIGIT
SECURITY
CODE
The security code is on the front
of American Express cards.
The security code is on the back of
MasterCard, VISA and Discover cards.
How to find your security code:
0000000 0000 0000 0000
3-DIGIT
SECURITY
CODE
Cardholder Signature
0000 000000 00000
12/09 THRU 12/17
CARDHOLDER NAME
94
0000
4-DIGIT
SECURITY
CODE
The security code is on the front
of American Express cards.
The security code is on the back of
MasterCard, VISA and Discover cards.
How to find your security code:
0000000 0000 0000 0000
3-DIGIT
SECURITY
CODE
Cardholder Signature
20
Privacy Policy
We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permit-
ted by law. Permitted disclosures include, for example, providing information to our employees and those of our affiliates,
Pilot-Tax, Specialty Tax Services, Inc. and to our tax return processing center for purposes of preparing and processing your
tax return. In all situations we stress the confidential nature of information being shared. In order to guard your nonpublic
personal information, we maintain physical, electronic, and procedural safeguards that comply with professional standards
and the law.
All Clients MUST Sign Below for Return to be Processed!
I certify that the information provided in this organizer is accurate and complete. I understand it is my responsibility to include
any and all information concerning income, deductions and other information necessary for the preparation of my personal tax
return. All returns in house after March 15th will have an extension automatically filed. The forms listed in the Pricing Informa-
tion section are the most common forms used. Additional forms not listed may result in per form fees. Administrative fees will
apply for more complex returns. I will be responsible for any collection fees due to nonpayment. (If filing a joint return, both
you and your spouse must sign.)
Signature Signature of Spouse Date
Final Checklist
U.S. Postal Mailing Address:
P.O. Box 139
Cicero, IN 46034
www.flightax.com
phone
317-984-5812
fax 800-951-8879
local fax 317-984-5841
FedEx / UPS Shipping:
220 West Jackson Street
Cicero, IN 46034
Originals of all W-2’s
Copy of Last Pay Stub of 2016
Original Employer-Provided Health Insurance Offer and
Coverage 1095-C or 1095-B
Original Health Insurance Marketplace Statement 1095-A
Originals of Interest Statements 1099 INT
Original Tuition Statement 1098T
Original Dividend Statements 1099 DIV
Copies of Sale of Stock/Bonds 1099B
Copies of Brokerage Statements for All Sales
Original Retirement Statements 1099R
Copies of Mortgage Statements 1098
Copy of Closing Statement if Bought/Sold Home
Copy of Receipt for Sales Tax on Car or Boat
Copies of Monthly Flight Schedules
Original Voided Check for Direct Deposit
Original Local Tax Forms with Instructions
Copy of Last Year’s Federal and State Tax Return
if you are a New Client
Copy of Any Statement of which you are unsure
Copy of K-1’s for Partnership, S-Corp, or Trusts
Payment
Signed Back Page!
Complete Organizer!
Form 8879
Department of the Treasury
Internal Revenue Service
IRS e-file Signature Authorization
▶
Don’t send to the IRS. This isn’t a tax return.
▶
Keep this form for your records.
▶
Information about Form 8879 and its instructions is at www.irs.gov/form8879.
OMB No. 1545-0074
2016
Submission Identification Number (SID)
▲
Taxpayer’s name Social security number
Spouse’s name
Spouse’s social security number
Part I Tax Return Information — Tax Year Ending December 31, 2016 (Whole dollars only)
1 Adjusted gross income (Form 1040, line 38; Form 1040A, line 22; Form 1040EZ, line 4; Form 1040NR,
line 37) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
2 Total tax (Form 1040, line 63; Form 1040A, line 39; Form 1040EZ, line 12; Form 1040NR, line 61) . . 2
3 Federal income tax withheld from Forms W-2 and 1099 (Form 1040, line 64; Form 1040A, line 40;
Form 1040EZ, line 7; Form 1040NR, line 62a) . . . . . . . . . . . . . . . . . . .
3
4
Refund (Form 1040, line 76a; Form 1040A, line 48a; Form 1040EZ, line 13a; Form 1040-SS, Part I, line 13a;
Form 1040NR, line 73a) . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
5
Amount you owe (Form 1040, line 78; Form 1040A, line 50; Form 1040EZ, line 14; Form 1040NR, line 75)
5
Part II Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return)
Under penalties of perjury, I declare that I have examined a copy of my electronic individual income tax return and accompanying schedules and statements
for the tax year ending December 31, 2016, and to the best of my knowledge and belief, it is true, correct, and accurately lists all amounts and sources of income
I received during the tax year. I further declare that the amounts in Part I above are the amounts from my electronic income tax return. I consent to allow my
intermediate service provider, transmitter, or electronic return originator (ERO) to send my return to the IRS and to receive from the IRS (a) an acknowledgement
of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I
authorize the U.S. Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution
account indicated in the tax preparation software for payment of my federal taxes owed on this return and/or a payment of estimated tax, and the financial
institution to debit the entry to this account. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the
authorization. To revoke (cancel) a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment cancellation requests must be
received no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic
payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I further acknowledge that the
personal identification number (PIN) below is my signature for my electronic income tax return and, if applicable, my Electronic Funds Withdrawal Consent.
Taxpayer’s PIN: check one box only
I authorize
ERO firm name
to enter or generate my PIN
Enter five digits, but
don’t enter all zeros
as my signature on my tax year 2016 electronically filed income tax return.
I will enter my PIN as my signature on my tax year 2016 electronically filed income tax return. Check this box only if you are
entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
Your signature
▶
Date
▶
Spouse’s PIN: check one box only
I authorize
ERO firm name
to enter or generate my PIN
Enter five digits, but
don’t enter all zeros
as my signature on my tax year 2016 electronically filed income tax return.
I will enter my PIN as my signature on my tax year 2016 electronically filed income tax return. Check this box only if you are
entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
Spouse’s signature
▶
Date
▶
Practitioner PIN Method Returns Only—continue below
Part III Certification and Authentication — Practitioner PIN Method Only
ERO’s EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN.
Don’t enter all zeros
I certify that the above numeric entry is my PIN, which is my signature for the tax year 2016 electronically filed income tax return for
the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the requirements of the Practitioner PIN
method and Pub. 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.
ERO’s signature
▶
Date
▶
ERO Must Retain This Form — See Instructions
Don’t Submit This Form to the IRS Unless Requested To Do So
For Paperwork Reduction Act Notice, see your tax return instructions.
Cat. No. 32778X
Form 8879 (2016)
Flightax/Specialty Tax Services
Flightax/Specialty Tax Services
✓
✓
ELECTRONIC FILING
INSTRUCTIONS
For your refund to be electronically filed by
Flightax, you must complete the following:
Specify that you would like to electronically file your return in the Client
Organizer.
You must fill in your Name and Social Security number on the top portion of the
8879 form.
Select a personal identification number (PIN) as your signature for your
electronic income tax return. This five digit PIN can be any combination of
numbers you choose. Most of our clients choose to use their Zip Code. You will
not be asked to remember this number for any future purpose.
Under Part II, You (and spouse if applicable) must SIGN and enter your PIN
number(s) where appropriate.
Return this SIGNED copy of the 8879 Electronic Filing Authorization form to our
office no later than April 18th, 2017.
You may fax the form to us at 800-951-8879
You also may email signed form to: 8879@flightax.com
You can snap a photo with your phone and text it to us at: 317-658-7268
Or you may mail it: Flightax, P.O. Box 139, Cicero, IN 46034
Most important!! Call us at (317) 984-5812 and confirm receipt of your fax/email.
Your Name:__________________________________________________________
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FTX Organizer2016 2016 Client Organizer (Flightax)

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