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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 Instruc-
tions 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
2020?
(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.
If you are eligible for a state credit or deduction not listed, please let us know.
AL
Drivers License information required to E-File
Taxpayer DL #: Issue Date: Expiration Date: Issue State:
Spouse DL #: Issue Date: Expiration Date: Issue State:
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
$
ID Cost of insulation installed in primary residence during 2020. (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)
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 2020 taxable value of your home.
$
MN Send statement of property taxes “payable in 2021”. You should receive this statement in March of 2021.
OH
Amount of job training expenses incurred during 12 months after employment layoff.
$
EDUCATION SAVINGS ACCOUNTS
You must provide the end of the year statement for all plans. Some states may allow carryover of credits for Education Savings Plans. If you are a new client, please provide prior year state return.
Education Savings Plans Only list contributions made on or before 12/31/20
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:
$
RENTER’S CREDIT
If you paid rent at your TAX ADDRESS during year 2020, 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). Note: For NJ residents to qualify for the credit, all roommate information must be provided.
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
$
K–12 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 & fees paid to public or private schools. Other education
supplies including up to $400 for the purchase of a home
computer & 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.