Persons Not Eligible for the Standard Deduction

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1 Exhibit 1 Standard Deduction for Most People* This table provides the standard deduction amounts for tax year If the taxpayer s filing status is... Your standard deduction is... Single or married filing separate return $6,300 Married filing joint return or qualifying widow(er) with dependent child $12,600 Head of household $9,300 *Don t use this chart if the taxpayer was born before January 2, 1952, or is blind, or if someone else can claim an exemption for the taxpayer (or their spouse if married filing jointly). TIP Persons Not Eligible for the Standard Deduction Your standard deduction is zero and you should itemize any deductions you have if: Your filing status is married filing separately, and your spouse itemizes deductions on his or her return, You are filing a tax return for a short tax year because of a change in your annual accounting period, or You are a nonresident or dual-status alien during the year. You are considered a dual-status alien if you were both a nonresident and resident alien during the year. If you are a nonresident alien who is married to a U.S. citizen or resident alien at the end of the year, you can choose to be treated as a U.S. resident. (See Publication 519, U.S. Tax Guide for Aliens.) If you make this choice, you can take the standard deduction. If an exemption for you can be claimed on another person s return (such as your parents return), your standard deduction may be limited. F-1

2 Standard Deduction Chart for People Born Before January 2, 1952, or Who are Blind Check the correct number of boxes below. Then go to the chart. You: Born before January 2, 1952 Blind Your spouse, if claiming spouse s exemption: Total number of boxes checked Born before January 2, 1952 Blind Standard Deduction Worksheet for Dependents Use this worksheet only if someone else can claim you (or your spouse if filing jointly) as a dependent. Check the correct number of boxes below. Then go to the worksheet. You: Your spouse, if claiming spouse s exemption: Total number of boxes checked Born before January 2, 1952 Blind Born before January 2, 1952 Blind IF your filing status is... AND the number in box above is... THEN your standard deduction is Enter your earned income (defined below). If none, enter Additional amount. 2. $350 Single 1 $7,850 Married filing jointly or Qualifying widow(er) with dependent child 2 9,400 1 $13, , , ,600 Married filing separately 1 $7, , , ,300 Head of household 1 $10, ,400 *If someone else can claim you (or your spouse if filing jointly) as a dependent, use standard deduction worksheet for dependents. 3. Add lines 1 and Minimum standard deduction. 4. $1, Enter the larger of line 3 or line Enter the amount shown below for your filing status. Single or Married filing separately $6,300 Married filing jointly $12,600 Head of household $9, Standard deduction. a. Enter the smaller of line 5 or line 6. If born after January 1, 1952, and not blind, stop here. This is your standard deduction. Otherwise, go on to line 7b. 6. 7a. b. If born before January 2, 1952, or blind, multiply $1,550 ($1,250 if married) by the number in the box above. 7b. c. Add lines 7a and 7b. This is your standard deduction for c. Earned income includes wages, salaries, tips, professional fees, and other compensation received for personal services you performed. It also includes any amount received as a scholarship that you must include in your income. F-2

3 interview tips Interview Tips Itemized Deductions These interview tips will assist you in determining whether a taxpayer s itemized deductions are more than their standard deduction amount. It may be more advantageous for a taxpayer to itemize their deductions if the amount is larger than the allowable standard deduction amount. 1 2 Do you have expenses in the following categories: medical and dental expenses, taxes you paid, home mortgage interest you paid, gifts to charity, job expenses, and certain miscellaneous deductions? Note: Casualty and theft losses and some miscellaneous deductions are beyond the scope of VITA/TCE. Were the medical and dental expenses paid by an employer under a pre-tax plan (not included in box 1 of the customer s Form W-2) or were the expenses reimbursed by an insurance company? If YES, go to Step 2. If NO, generally speaking, you should take the standard deduction if eligible. For further explanation see exceptions in Publication 17, Standard Deduction chapter. If YES, you can t deduct reimbursed expenses. Go to Step 4. If NO, you can claim these expenses. Go to Step Were the medical and dental expenses more than 10% of your adjusted gross income (7.5% If one spouse is 65 or older)? Note: You can include medical and dental bills you paid for: Yourself and your spouse All dependents you claim on your return Your child whom you don t claim as a dependent because of the rules for children of divorced or separated parents Any person you could have claimed as a dependent on your return except that person received $4,050 or more of gross income or filed a joint return Any person you could have claimed as a dependent except that you, or your spouse if filing jointly, can be claimed as a dependent on someone else s 2016 return Were the following taxes you paid imposed on you: state, local or foreign income taxes, real or personal property taxes, sales tax? Did you pay these taxes during this tax year? If YES, you can claim qualified expenses. Go to Step 4. If NO, you can t deduct these expenses. Go to Step 4. If YES, go to Step 5. If NO, you can t claim this expense as a deduction because you weren t obligated to pay the taxes. Go to Step 6. If YES, you can claim these expenses and go to Step 6. If NO, you can t deduct taxes for this year that were paid in another year. Go to Step 6. 6 Are you legally liable for a home mortgage loan? If YES, go to Step 7. If NO, you can t take an interest expense for a mortgage for which you aren t legally liable. Go to Step 12. NTTC 1/11/2017 F-3

4 interview tips Interview Tips Itemized Deductions (continued) 7 Was the mortgage a secured debt on a main or second home? If YES, go to Step 8. If NO, you can t take an interest expense. Go to Step Did you pay the mortgage interest in this tax year? If YES, go to Step 9. If NO, you can t take the mortgage interest deduction. Go to Step Did you take out the mortgage on or before October 13, 1987? Did you pay premiums in 2016 for qualified mortgage insurance for a home acquisition debt that was issued afer 2006 Did you pay points to obtain a home mortgage (on a main home or second home or home improvement loan or to refinance your home)? Did you make a cash contribution to a qualified organization? Did you make a noncash donation to a qualified organization? Note: Generally the value of a donation is the lesser of your cost or fair market value. Is the total of all noncash donations $5,000 or less? Note: If more than $500, enter each as a non-cash donation.. Do you have any employee, job hunting or investment expenses? If YES, your mortgage interest is fully deductible. Go to Step 10. If NO, follow the flowchart, Is My Home Mortgage Interest Fully Deductible in Publication 17 to determine what is deductible. Go to Step 12. If YES, you can take a deduction for qualified mortgage insurance as home mortgage interest with AGI limitations. If NO, you can t take a deduction for qualified mortgage insurance as home mortgage interest. Go to Step 12 If YES, follow the Are My Points Fully Deductible This Year flowchart in Publication 17 and then go to Step 12. If NO, go to Step 12. See note If YES, you must have a written record from that particular organization, and then go to Step 13. If NO, go to Step 13.. If YES, advise the taxpayer that generally he or she must have a written receipt from that particular organization. Go to Step 14. If NO, Go to Step 15. If YES, see Publication 17 for more details. If NO, this is beyond the scope of VITA/TCE. Refer taxpayer to a professional tax preparer. If YES, report the expenses on Schedule A, Job Expenses and Certain Miscellaneous Deductions. If NO, your employee and investment expenses aren t deductible. Note: If you refinanced in an earlier year, and weren t eligible to take all the points in that year, you can add in this year s portion of those prior year points. F-4 NTTC 12/28/2016

5 Schedule A Itemized Deductions If itemizing deductions, select itemized deductions. If MFS and spouse itemizes, taxpayer must also itemize. Standard deduction can t be used. It doesn t matter which spouse files first. Select to force itemized deduction. Select to enter medical expenses. Select to enter state and local taxes paid during the tax year in addition to income tax withheld. Schedule A Nondeductible Items Medical: cosmetic surgery; funeral/ burial; nonprescription drugs (except insulin) or prescribed drugs which were purchased over the counter; weight loss program not prescribed; diet food. Taxes: fees/licenses (drivers, marriage, dog); assessments for improvements that increase property value; assessments for services to the property (sewer, trash collection, etc.). Contributions: political; country club/fraternal lodge; raffle, bingo, or lottery tickets; tuition; value of time/services; gifts to lobby groups; civic leagues, social clubs; labor unions. Miscellaneous: commuting; home repair; rent; loss from sale of home; personal legal expenses; lost/misplaced cash or property; fines/penalties. NTTC 12/28/2016 F-5

6 Schedule A - Itemized Deductions (continued) Note: For 2016, medical and dental floor percentage is 10% if under 65 and 7.5% if 65 or older. Some senior residences have an amount in the monthly cost which is a medical expense. Schedule A - Taxes You Paid TaxSlayer will apply limits Click here to calculate sales tax. Be sure to base sales tax on total income - taxable and non taxable. Enter real estate taxes that are reported on Form 1098 with the mortgage interest on the mortgage interest screen. Enter vehicle license registration fee if based on value under Personal Property taxes. F-6 NTTC 1/28/2017 If taxpayers purchased or sold home in tax year, they may not be able to deduct all Real Estate Taxes. Subtract any property tax refund received at closing. (see Publication 17, Real Estate Taxes for more information).

7 General Sales Tax Deduction Income Worksheet (for use with IRS Sales Tax Calculator) Name: Number of Exemptions (line 6d): Tax Year: Zip Code: From IRS Calculator Total Sales Tax: Local Tax Rate (%): State Tax Rate (%): Enter in TaxSlayer at Override Income Description Source Amount ADD Adjusted Gross Income Form 1040, Line 37 + ADD Tax-exempt Interest Form 1040, Line 8b + SUBTRACT Taxable IRA Distributions Form 1040, Line 15b** - ADD Total IRA Distributions* Form 1040, Line 15a + SUBTRACT Taxable Pensions and Annuities Form 1040, Line 16b** - ADD Total Pensions and Annuities* Form 1040, Line 16a + SUBTRACT Taxable Social Security Benefits Form 1040, Line 20b - ADD Total Social Security Benefits Form 1040, Line 20a + ADD Medicare Waiver Payments Form 1099-Misc + ADD Nontaxable Combat Pay Form W-2 + ADD Workers Compensation Payments Taxpayer + ADD Disability Insurance Payments Taxpayer + ADD Veterans Benefits (VA not DFAS) Taxpayer + ADD Public Assistance Payments Taxpayer + ADD Cash Gifts and Inheritances Taxpayer + ADD Residential Rental (less than 15 days) Taxpayer + ADD Prior Year Nontaxable Tax Refunds Prior Year Form ADD Supplemental Social Security Benefits Taxpayer + ADD Any Other Nontaxable Income*** Taxpayer + Income for Sales Tax Calculator = * Do not include rollovers ** Skip this and next entry if 1040 line in TaxSlayer is blank as there is no nontaxable distribution *** See Publication 4012, Page D-1, Table B for additional examples of non-taxable income. Sales Tax on Large Item Purchases Source Tax Motor Vehicle (including RVs, ATVs etc.) Taxpayer + Watercraft or Aircraft Taxpayer + Building Materials for home construction or remodel (if identified separately) Taxpayer + House (if general sales tax applies) Taxpayer + Total Sales Tax on Large Item Purchases = NTTC 1/ /2017

8 1. Where is your tax home? TRAVEL EXPENSES TAX HOME: Regular place of business or post of duty, regardless of where you maintain your family home. It includes the en. re city or general area in which your business or work is located. Is the job loca on expected to last (or has lasted) more than one year? Yes Your tax home is the job loca on. No Do you have a place where you regularly live (a family home)? Yes If you have no regular place of business, your tax home is the place where you regularly live. No If you do not have a regular or main place of business and there is no place where you regularly live, you are considered an i nerant (transient), and your tax home is wherever you work. You cannot claim travel expenses. 2. Did you travel away from your tax home? TRAVELING AWAY FROM HOME: Du es require you to be away from your tax home substan ally longer than a day s work, and you need to sleep or rest while away from home. No Yes 3. Did you have deduc ble travel expenses? Transporta on: Travel by airplane, bus or car between your tax home and your work, includes baggage fees, taxi, tolls and parking Lodging: Actual costs Meals: 50% of either actual costs or standard meal allowance (M&IE*) M&IE = $51/day or see Per Diem Rates for high cost areas Miscellaneous: Cleaning, phone calls, ps, other Going home on days off: You can claim these expenses up to the amount it would have cost you to stay at your temporary place of work No No deduc ble travel expenses Yes For self employment travel, enter expenses on Schedule C. For unreimbursed employee expenses, enter on Form 2106 from Schedule A, Line 21. If par ally reimbursed, return is OUT OF SCOPE. * M&IE = Meals and Incidental Expenses NTTC 12/28/2016

9 Schedule A - Itemized Deductions (continued) Select for mortgage interest reported on Form Enter amount from Form 1098, box 1 (and box 2, if applicable). Points from refinancing must be spread over the life of the mortgage unless used to remodel (see Publication 17, Points). Enter loan origination fee from closing statement as Points not reported on Form 1098 if not included as points on Form 1098 If there are multiple mortgages, make additional Schedule A Interest entries. Click here for cash or noncash donations Click here to enter Form 2106 or Form 2106-EZ. On the entry screen for Form 2106, there is a box to check near the top for a reservist, performing artist, or qualifying government employee. (Military Certification required) Hint: Job-related education expenses not used elsewhere can be entered here. For other unreimbursed employee expenses see Pub 17. NTTC 12/28/2016 F-7

10 Schedule A - Itemized Deductions (continued) Note: Enter amounts given by cash or check under Cash Gifts to Charity. The 30% & 50% refer to the percentage of your AGI that can be deducted this year. See Publication 17 for definitions. Enter the value of noncash items donated under Non-Cash Gifts to Charity. Be careful to list them separately. If noncash contributions are greater than $500 Form 8283 must be completed and this form is out-of-scope. Schedule A - Miscellaneous Deductions Gambling losses (all bets placed) up to the amount of winnings are deducted here. F-8 NTTC 1/3/2017

11 Travel Expenses See Page F-6.2 This chart summarizes expenses you can deduct when you travel away from your home for business purposes. (See publication 17 for definition of tax home) Note: If you are an employee, travel expenses are deductible on Schedule A, Job Expenses and Certain Miscellaneous Deductions subject to the 2% of AGI Limit. If you are self employed, travel expenses are deductible as business expenses on Schedule C. IF you have expenses for... transportation taxi, commuter bus, and airport limousine baggage and shipping car lodging and meals cleaning telephone tips other THEN you can deduct the cost of... travel by airplane, train, bus, or car between your home and your business destination. If you were provided with a ticket or you are riding free as a result of a frequent traveler or similar program, your cost is zero. If you travel by ship, see Luxury Water Travel and Cruise Ships (under Conventions) for additional rules and limits. fares for these and other types of transportation that take you between: The airport or station and your hotel, and The hotel and the work location of your customers or clients, your business meeting place, or your temporary work location. sending baggage and sample or display material between your regular and temporary work locations. operating and maintaining your car when traveling away from home on business. You can deduct actual expenses or the standard mileage rate, as well as business-related tolls and parking. If you rent a car while away from home on business, you can deduct only the business-use portion of the expenses. Important note: The actual expense method is out of scope for the VITA/TCE program. If the taxpayer is using actual expenses for car expenses, refer the taxpayer to a professional tax preparer. your lodging and meals if your business trip is overnight or long enough that you need to stop for sleep or rest to properly perform your duties. Meals include the actual cost or standard deduction for meals and incidental expenses (M&IE). See Meals in Publication 17, Car Expenses and Other Employee Business Expenses for additional rules and limits. dry cleaning and laundry. business calls while on your business trip. This includes business communication by fax machine or other communication devices. tips you pay for any expenses in this chart. other similar ordinary and necessary expenses related to your business travel. These expenses might include transportation to or from a business meal, public stenographer s fees, computer rental fees, and operating and maintaining a house trailer. NTTC 12/28/2016 F-9

12 Deductible Entertainment Expenses When Are Entertainment Expenses Deducted? General rule You can deduct ordinary and necessary expenses to entertain a client, customer, or employee if the expenses meet the directly-related test or the associated test. If you deduct travel, entertainment, gift, or transportation expenses, you must be able to prove (substantiate) certain elements of the expense. Definitions Entertainment includes any activity generally considered to provide entertainment, amusement, or recreation, and includes meals provided to a customer or client. An ordinary expense is one that is common and accepted in your trade or business. A necessary expense is one that is helpful and appropriate. Tests to be met Directly-related test Entertainment took place in a clear business setting, or Main purpose of entertainment was the active conduct of business, and You did engage in business with the person during the entertainment period, and You had more than a general expectation of getting income or some other specific business benefit. Associated test Entertainment is associated with your trade or business, and Entertainment directly before or after a substantial business discussion. Other rules You can t deduct the cost of your meal as an entertainment expense if you are claiming the meal as a travel expense. You can t deduct expenses that are lavish or extravagant under the circumstances. You generally can deduct only 50% of your unreimbursed entertainment expenses (see 50% Limit). F-10

13 50% Limit Table 3. Does the 50% Limit Apply to Your Expenses? There are exceptions to these rules. See Publication 463 for additional guidance. All employees and self-employed persons can use this chart. Start Here Were your meal and entertainment expenses reimbursed? (Count only reimbursements your employer didn't include in box 1 of your Form W-2. If self-employed, count only reimbursements from clients or customers that aren't included on Form 1099-MISC, Miscellaneous Income.) No Yes If an employee, did you adequately account to your employer under an accountable plan? If self-employed, did you provide the payer with adequate records? (See chapter 6.) No Yes No Did your expenses exceed the reimbursement? Yes For the amount reimbursed... For the excess amount... Your meal and entertainment expenses AREN'T subject to the 50% limit. However, since the reimbursement wasn't treated as wages or as other taxable income, you can't deduct the expenses. Your meal and entertainment expenses ARE subject to the 50% limit. * *50% limit for most taxpayers; 80% for those subject to Department of Transportation hours of service. See Publication 463 for more information. F-11

14 Deductible Transportation Expenses Most employees and self-employed persons can use this chart. (Don t use this chart if your home is your principal place of business.) Deductible if you have a regular or main job at another location Temporary work location Always deductible Always deductible Never deductible Home Regular or main job Never deductible Always deductible Second job Home: The place where you reside. Transportation expenses between your home and your main or regular place of work are personal commuting expenses. Regular or main job: Your principal place of business. If you have more than one job, you must determine which one is your regular or main job. Consider the time you spend at each, the activity you have at each, and the income you earn at each. Temporary work location: A place where your work assignment is realistically expected to last (and does in fact last) one year or less. Unless you have a regular place of business, you can only deduct your transportation expenses to a temporary work location outside your metropolitan area. Second job: If you regularly work at two or more places in one day, whether or not for the same employer, you can deduct your transportation expenses of getting from one workplace to another. If you don't go directly from your first job to your second job, you can only deduct the transportation expenses of going directly from your first job to your second job. You can't deduct your transportation expenses between your home and a second job on a day off from your main job. F-12

15 Recordkeeping How to Prove Certain Business Expenses If you have expenses for... THEN you must keep records that show details of the following elements... Amount Time Place or Description Business Purpose Business Relationship Travel Cost of each separate expense for travel, lodging, and meals. Incidental expenses may be totaled in reasonable categories such as taxis, fees and tips, etc. Dates you left and returned for each trip and number of days spent on business. Destination or area of your travel (name of city, town, or other designation). Purpose: Business purpose for the expense or the business benefit gained or expected to be gained. Relationship: N/A Entertainment Cost of each separate expense. Incidental expenses such as taxis, telephones, etc., may be totaled on a daily basis. Date of entertainment. (Also see Business Purpose.) Name and address or location of place of entertainment. Type of entertainment if not otherwise apparent. (Also see Business Purpose.) Purpose: Business purpose for the expense or the business benefit gained or expected to be gained. For entertainment, the nature of the business discussion or activity. If the entertainment was directly before or after a business discussion: the date, place, nature, and duration of the business discussion, and the identities of the persons who took part in both the business discussion and the entertainment activity. Relationship: Occupations or other information (such as names, titles, or other designations) about the recipients that shows their business relationship to you. For entertainment, you must also prove that you or your employee was present if the entertainment was a business meal. Gifts Cost of the gift. Date of the gift. Description of the gift. Transportation Cost of each separate expense. For car expenses, the cost of the car and any improvements, the date you started using it for business, the mileage for each business use, and the total miles for the year. Date of the expense. For car expenses, the date of the use of the car. Your business destination. Purpose: Business purpose for the expense. Relationship: N/A F-13

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