***A check payable to NASCA & ASSOCIATES must be included with your organizer!

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1 NASCA & ASSOCIATES Attn: Dean Nasca - Certified Public Accountant 89 Gillette Avenue Bayport, NY Phone: Phone: (631) Fax: (631) NASCACPA@aol.com Organizer for HAWAIIAN AIRLINES FLIGHT ATTENDANTS 2016 INCOME TAX RETURN INFORMATION *** HAWAIIAN AIRLINES EMPLOYEES: Please enclose a copy of your PaySummary report for 2016, your one page per diem letter from the company, and your CrewTrac Activity Statements for each month of Please see Page 6 of the organizer for instructions on how to access this information. We will calculate your meal expenses pursuant to Revenue Procedure FEE STRUCTURE** Return prepared *Return filed Filing Status for filing via mail via electronic filing 1. Single, Married filing separately $ $ Head of Household $ $ Married, filing joint return, one taxpayer is a flight attendant $ $ Married, filing joint return, both taxpayers are flight attendants $ $ ** The standard fee includes a state income tax return and all federal forms, except Sch C, D and E. * Upon acceptance of your return from the Internal Revenue Service, your refund will be direct deposited into your account within 14 days. Your state refund will also be direct deposited into your account. Please indicate your choice of filing: I wish to have my return prepared for filing via the mail I wish to have my return prepared so it may be electronically filed * * This year we will again submit returns that will no longer require individuals to send any papers to the IRS. Simply select a 5 digit pin number (a joint return requires a spouse pin number also) and you will not be required to submit Form TAXPAYER PIN: SPOUSE PIN: Your refund will be direct deposited into the bank account that the check to pay for our services, is drawn on. If you wish to have the refund deposited into an alternative account, please enclose a voided check from that account with the organizer! ADDITIONAL CHARGES: Amount => Each additional state or local income tax return $ => Schedule C (Profit/loss business) - Complete Page 7 $ => Schedule D/Form 8949 (Capital Gain/Loss) - See Page 3 $ => Schedule E (Each Rental income/partnership/"s" Corp/Estate & Trust) - Complete Page 8 $ ***A check payable to NASCA & ASSOCIATES must be included with your organizer!

2 Questions regarding your tax return 1. At any time during the calendar year of 2016, were you not covered by a medical insurance policy? Yes No (If you were a Nasca & Associates Client in 2015, it is not necessary to complete questions 2-5) 2. Circle the 2015 Federal tax form filed with the IRS Form 1040 Form 1040A Form 1040EZ 3. a) Enter the amount of your total 2015 Federal Tax Liability. If you filed Form 1040, Line 63 Form 1040A, Line 39 Form 1040EZ, Line 12 b) Enter the amount of your 2015 Adjusted Gross Income. If you filed Form 1040, Line 37 Form 1040A, Line 21 Form 1040EZ, Line 4 4. Enter the amount of your 2015 Federal Refund or Balance Due: Refund Balance Due 5. If you itemized deductions on your 2015 Federal Return, Enter the amount from Schedule A, Line Did you get married at any time during 2016? Yes No 7. If you were married, did you separate or were you separated from your spouse during 2016? Yes No 7a. If you were separated from your spouse, did you live apart at any time during 2016? Yes No 8. Did you purchase or sell a home that was used as your principal residence in 2016? Yes No 9. Did you refinance your home at any time after the original purchase? Yes No If yes, enter the date of the most recent refinance _ 10. Enter your occupation Enter your spouse s occupation (if applicable) 11. Did you pay an individual or company to care for a child during 2016? Yes No If Yes, enter the following information: Name: ID #: Address: Amount Paid: _ 12. Did you adopt a child in 2016? Yes No 13. Did you or your spouse pay for educational expenses in 2016 at a postsecondary institution for you, your spouse or a dependent listed on page 1 of the organizer? Yes No If yes, please enclose all Form(s) 1098-T. If yes, is the individual taking at least 1/2 the normal full-time workload for his/her course of study? Yes No If yes, does the program lead to a degree, certificate or other recognized credential? Yes No If yes, has the individual completed his/her sophomore year? Yes No If yes, enter the month and year completed? Enter the name(s) of the individuals and the institution they are attending: Enter the name(s) of the individuals and the amount and dates paid for tuition and fees at the institution attended: Name Amount Paid Date Paid Name Amount Paid Date Paid 14. Enter your Date of Birth _ Enter your spouse s Date of Birth (if applicable) 15. Did you purchase a new vehicle or boat in 2016? Yes No 16. Did you receive a distribution from a pension plan or IRA in 2016? Yes No If Yes, did you put the money into another pension plan or IRA within sixty days (60) of receiving the check? Yes No The taxpayer & spouse (if applicable) must sign your name(s) below that you have completed the organizer to the best of your knowledge: Name Date Name Date

3 PERSONAL INFORMATION Name: First Name Middle Name Last Name Social Security Number Taxpayer (Enter your name as it appears on your Social Security Card) Spouse (Enter your spouse s name as it appears on their Social Security Card) Where is your base? (Enter your 3 Letter City Code) Address: MAILING ON TAX RETURN (Where we will send your completed information) (Address you wish to appear on your tax returns) Street City County State ***NY Residents Zip Phone # Cell Phone # Did you pay rent on the tax return address you listed above, in 2016 (Not the mailing address)? Yes No If yes, enter total amount paid in 2016? _ Enter amount of roommates ** Based upon your income, some states allow a renter's credit which can reduce your state tax liability. ***NYS Residents (Taxpayer & Spouse) must enter their Driver License Number, Issue Date & Expiration Date in order to electronically file returns: Taxpayer DLN Issue Date:_Expiration Date: Spouse DLN Issue Date:_Expiration Date: FILING STATUS Indicate code for marital 12/31/16... A = Single B = Married, filing jointly C = Married, filing separately D = Head of Household (Unmarried & providing more than half the support of a dependent or unmarried child) DEPENDENTS (Do not include yourself or your spouse) Date First Name Last Name Social Security Number Relationship of Birth W-2 INFORMATION ** Please enclose all copies of your W-2 Forms from each employer. PAGE 1

4 INTEREST INCOME Name of Payer (Savings accounts, bonds, CD's, etc.) Amount of Interest Received US Government Bond Interest (Savings bonds, T-Bill, etc.) Tax-exempt Interest (State & municipal bonds) Amount of Interest Received Amount of Interest Received DIVIDEND INCOME ** Due to the various tax treatment of dividend distributions, please enclose a copy of the dividend statement you received from the payer. Be sure to enclose any supplemental statements that may accompany these forms as important tax information regarding the distribution may be supplied. MISCELLANEOUS INCOME Amount State Amount State State income tax refund(s) received in 2016 (i.e. - the refund from your 2015 state tax return) Local income tax refund(s) received in 2016 (if applicable) Did you itemize on your 2015 Federal Income Tax Return? Yes No If yes, enter the amount from Schedule A, Line 29 Did you file an amended state return for a prior year and receive the refund in 2016? Yes No If yes, enter year and amount of refund: Year Refund Alimony received Unemployment insurance received* _ *(Please send copy of Form 1099-G received from the state) Other miscellaneous income (From Form 1099-MISC)** ** Please be sure to enclose all forms _ PAGE 2

5 PENSION, ANNUITY, and IRA DISTRIBUTIONS ** Please enclose all copies of Form 1099-R!! Did you convert all or a portion of a Traditional IRA to a Roth IRA? Yes No Did you ever file a Form 8606 with your tax return? Yes No (Form 8606 accounts for your non-deductible IRA contributions) The total amount of non-deductible IRA contributions made is and my total basis is. CAPITAL GAINS and LOSSES Sales proceeds Cost or Date Date Number of shares and company name less commissions other basis acquired sold ** If you are unsure as to the treatment of any item of stock or security sold during 2016, please enclose the appropriate information from your broker or agent (Form 1099). If you have more transactions enter them on a separate sheet and enclose with the organizer. *** If you had a loss on line 16 of your 2015 Schedule D, please enter that amount ( ). ADJUSTMENTS TO GROSS INCOME Traditional IRA Contributions (Taxpayer) Alimony paid Roth IRA Contributions (Taxpayer) Traditional IRA Contributions (Spouse) Penalty - early withdrawal savings Roth IRA Contributions (Spouse) Enter the amount of Student Loan Interest paid in 2016 Were you or your spouse a teacher, counselor, principal, or aide in a grade K-12 school? Yes No MOVING EXPENSES (For expenses paid in 2016) Enter the date you moved? Where was your old base? Where is your new base? Transportation and storage of household goods Travel & Lodging (Do not include meals) ITEMIZED DEDUCTIONS MEDICAL (Some states, i.e. New Jersey, Arizona, do not follow the federal 10.0% phase-out rule (7.5% if born before January 2, 1949) so although you may not see a federal benefit, you may receive a deduction at the state level) Total Medical Insurance premiums paid* Enter # of miles driven for medical purposes _ * Please itemize your total medical insurance premiums, dental premiums, LTC premiums, and medicare premiums from Social Security Doctors, Dentists Hospitals, nurses _ Prescription drugs Other (i.e. glasses, contacts, etc): _ Enter your paid medical expenses on a net basis (Total cost less insurance reimbursements, i.e., your out of pocket expense). Do not include medical expenses that were paid through a flexible benefits or health reimbursement account! PAGE 3

6 TAXES State and local taxes paid in 2016 (only if you owed the state on your 2015 return) * * (Enter the amount of the check you paid the state when you sent in your 2015 state return and/or extension form) Estimated state or local tax payments paid 1st) Date paid 2nd) Date paid in 2016 (Please circle which jurisdication) State Local 3rd) Date paid 4th) Date paid Automobile registration fees/ Personal property taxes ** Real estate taxes ** Payment for the registration and licensing of a car may be deductible as a personal property tax if it is imposed annually and assessed based on the value of the car. Some states (i.e. California) will identify the deductible portion. Other states (i.e. Connecticut, Virginia) will impose these amounts as personal property taxes. In other states (i.e. New York) the expense is nondeductible. INTEREST Mortgage Insurance Premiums paid in 2016 Mortgage interest** for a home purchased after 12/31/2006 ** If you purchased or refinanced your house in 2016, please enclose a copy of the closing statement or settlement statement with the organizer. In addition, enclose all copies of Form(s) 1098 (mortgage interest statements) from your bank(s). If you paid interest to an individual, write down their name and amount paid. Mortgage interest paid to an individual Name Margin interest expense Points paid purchase/refinance _ Date of refinance _ How many years is the mortgage? _ CHARITABLE CONTRIBUTIONS Cash or Check: Name of organization Amount ** New Rules for Clothing and Household Items To be deductible, clothing and household items donated to charity after Aug. 17, 2006, must be in good used condition or better. A taxpayer may claim a deduction of more than $500 for any single item, regardless of its condition, if the taxpayer includes a qualified appraisal of the item with the return. Household items include furniture, furnishings, electronics, appliances, and linens. Non-cash: Date of Fair Market Name and address of organization donation Value of Property Description of property PAGE 4

7 EMPLOYEE BUSINESS EXPENSES of a FLIGHT ATTENDANT or PILOT Please do not send any receipts with the organizer! Fill in the amounts for those expenses that pertain to you and save your receipts in a file for at least 3 years. Uniforms Cleaning uniforms, shirts, etc. Uniform alteration/repair Other uniform accessories Bid service fees Union dues Trip trading service fees Telephone charges (work related calls) Luggage Flight bags Wheels for luggage Professional publications Computer/printer/modem Tips to van drivers on layovers Date Purchased => Total Cost Computer charges 1st year FA/PILOTS - initial training costs (i.e., ISP monthly fees - aol, etc.) (i.e., travel, lodging, other out of pocket expenses) Log book Passport & photos Recurrent training expenses Miscellaneous transportation (include travel & other misc. expenses) (i.e., emergency taxis - early sign in/late arrivals) Beeper service Locks/flashlights/cockpit keys Safety equipment Foreign speakers - language courses FAA required medical expenses Foreign speakers - books, publications, etc. Maintaining company mandated weight standard * * Only the expenses incurred for weight loss items from the time you received notification, to the date of compliance, will be deductible. You may include monthly fitness fees, but not one-time membership fees. Support panty hose, Company mandated clothing, Shoes and Overnight accessories * * The IRS contends that if an item of expense has a personal use as well as a business use, that item is generally not deductible as a business expense. If you purchased any of these items and used them exclusively in a work related manner, enter the total expense. However, under no circumstance should you include items such as cosmetics, haircuts, watches or jewelry, as these items are strictly non-deductible. CASUALTY and THEFT LOSSES** ** Generally (exceptions apply), in order for these losses to be deductible they must exceed 10% of your adjusted gross income. As a general rule, multiply your wages by 10% (i.e., $40,000 x 10% = 4,000). If your loss is greater than this amount ($4,000 in this example), contact our office and we will instruct you on the information you will need to furnish us. Remember that in calculating the loss, it must be reduced by any insurance reimbursements you receive. RESIDENTIAL ENERGY CREDITS You may be able to take a credit for any of the following improvements to your main home located in the United States in 2016 if they are new and meet certain requirements for energy efficiency: * Any insulation material or system primarily designed to reduce heat gain or loss in your home; * Exterior doors; * Exterior windows (including skylights); * A metal roof with pigmented coatings; * Certain electric heat pump water heaters, electric heat pumps, geothermal heat pumps, central air conditioners, and natural gas, propane, or oil water heaters; * A qualified natural gas, propane, or oil furnace or hot water boiler; * An advanced main air circulating fan used in a natural gas, propane, or oil furnace. ENTER THE TOTAL COST OF THESE ITEMS*: * Please separately identify each item and amount PAGE 5

8 You may qualify for a credit if you paid for any of the following property during 2016: * Qualified photovoltaic property for use in your home located in the United States; * Qualified solar water heating property for use in your home located in the United States; * Qualified fuel cell property installed on or in connection with your main home located in the United States. ENTER THE TOTAL COST OF THIS PROPERTY: OTHER MISCELLANEOUS DEDUCTIONS Investment management fees Safe-deposit box IRA fees Tax return preparation fees Job-hunting expenses (Only enter amounts paid in 2016, not 2017) (Only deductible if the job you were seeking is in the same trade or business as previous job) FEDERAL ESTIMATED TAX PAYMENTS 1st) Date Paid 2nd) Date Paid 3rd) Date Paid 4th) Date Paid INSTRUCTIONS FOR 2016 MEAL EXPENSE CALCULATION: International and domestic flight attendants, PLEASE USE THE FOLLOWING DOCUMENTS TO COMPLETE YOUR TRIP INFORMATION (we will calculate your meal expenses under Revenue Procedure ): Hawaiian: Monthly CrewTrac Activity Report * *Hawaiian Airlines employees do not need to complete any worksheets, but send us the Crew Trac Activity Report for each month of 2016, your one page per diem letter from the company, and your 2016 PaySummary Report. How to access your 2016 PaySummary Report and Monthly CrewTrac Statements: 1) To access your PaySummary Report for 2016, go to the UltiPro website and enter your Username and Password; 2) Point your cursor over the Menu Bar in the upper left corner of the screen and left click; a drop-down box will appear, move your cursor over the YTD Summary under the Pay Heading and left click your mouse; 3) Select 2016 from the drop-down box next to Year. Your 2016 information will appear. Click the Print button. 4) To access your Monthly CrewTrac Statements, go to the new Sabre webpage; 5) Enter your Username: ; and Password: HERE; 6) Point your cursor over the Options on the upper left hand corner of the screen and click on Pay Report from the drop-down menu. Select JAN16 from the drop-down menu next to Period: and click SUBMIT; 7) Click Show Printer Friendly Version and print your report in Landscape Format (Not Portrait Format); 8) Repeat for each month for ** If you are unclear as to any of these instructions, please feel free to contact our office! PAGE 6

9 PROFIT or LOSS from a BUSINESS - SCHEDULE "C" Business name Type of business Employer identification number Method of accounting (Cash/Accrual) INCOME Gross receipts Other income COST OF GOODS Beginning inventory Purchases Cost of labor Materials & supplies Ending inventory OTHER EXPENSES Advertising Repairs and maintenance Bad debts Supplies Equipment rental Travel Commissions Meal and entertainment Insurance (other than health) Taxes Interest Telephone Legal & professional fees Utilities Office expense Wages Car and truck expense Other (list): (enter actual costs or total # of miles driven) Property placed in service during 2016 Cost Date purchased Machinery and equipment, computers, modems, printers, office furniture (Circle the appropriate item or write it in) ** If you operated this business in 2015 and were not a Nasca & Associates client, please enclose a copy of your 2015 Schedule "C" along with the appropriate depreciation schedules( Form 4562), if applicable. PAGE 7

10 RENTAL INCOME and EXPENSE - SCHEDULE "E" (If more than one rental property, make copies of this page and complete for each property) Kind of property (residential or commercial) Location of property INCOME Rents Other income EXPENSES Advertising _ Yard maintenance Cleaning _ Commissions Insurance _ Mortgage interest Other interest _ Maintenance Legal & professional _ Supplies Repairs _ Taxes Management fees _ Utilities Meals & entertainment _ Auto and truck expense (enter actual costs or total # of miles driven) Common charges _ (Condo/Co-ops) Property placed in service during 2016 Cost Date purchased Appliances, roof and other capital improvements (Circle the appropriate item or write it in) ** If you rented this property in 2015 and were not a Nasca & Associates client, please enclose a copy of your 2015 Schedule "E" along with the appropriate depreciation schedules(form 4562), if applicable. If you purchased the property in 2016, please enclose a copy of the closing statement or settlement statement with the organizer. PARTNERSHIP, "S" CORP, TRUST and ESTATES ** Please enclose all copies of Schedule K-1 from the applicable entity or entities. PAGE 8

TAX ORGANIZER. P.O. Box 130, Newburyport, MA Office: Fax: Website:

TAX ORGANIZER. P.O. Box 130, Newburyport, MA Office: Fax: Website: TAX ORGANIZER P.O. Box 130, Newburyport, MA 01950 Office: 978-499-1888 Fax: 978-499-4988 Email: craig@skytax.net Website: www.skytax.net FEE STRUCTURE Pricing includes: Federal Form 1040, Schedules A &