Instructions (please read) 2016 Tax Organizer 763-954-1020 6400 Olde Stone Crossing Poland, OH 44514 Five Quick Points About This Document: 1. Use this organizer to provide us with as much information about your tax situation as possible. Try to be thorough. You may skip the parts that do not apply. Let us know any issues you wish to discuss. 2. Use various note sections to provide any miscellaneous information that you feel we should know. 3. Because we will call and/or email you for information that is needed but missing, please make sure we have a valid phone number and email address. 4. This document may ask for sensitive information like social security numbers. If you do not wish to include social security numbers on this document, then you may just use the last four digits of the social security number and we will call you to get the full number when we need it. 5. We recommend that you gather all tax documents such as receipts, W-2s, 1099s, 1098 forms, flight schedules, your last paycheck stub for 2016, etc. before proceeding. If you have any questions, please call us at 763-954-1020. Basic Information: Answer as best you can. Question Answer Are you married? If married, is your spouse a flight crewmember? Did you get divorced in 2016? Were either you or your spouse a landlord in 2016? Did either you or your spouse sell stocks or bonds in 2016? Did either you or your spouse own a business in 2016? Do you want EZCrewTax to do your State Return? Do you want $3.00 to go to the Presidential Election Campaign Fund? Do you want your Federal & State Return filed electronically? (it s free of charge) Do you want Direct Deposit of your refund? (also free of charge) If yes, send a voided check along with the other information. Do you have dependents (children etc.)? If YES, how many dependents do you have?
Basic Information Continued: Answer as best you can. Question Did you receive an IRS 6-digit PIN due to identity theft? If so, please provide Did you make any gifts during the year directly or in trust, exceeding $14000 per person? Were you a resident of, or did you earn income from, more than one state during the year? If yes, please describe below: Answer Do you want any overpayment to apply to next year s estimates? Has the IRS, or any state or local taxing agency, notified you of changes to a prior year s tax return? If yes, provide copies of all correspondence received.
Filing Status Single Married Filing Joint Married Filing Separate Head of Household Qualifying Widow(er) State Residency Information Check the filing status you expect to file under. You may check more than one if you are not certain whether you will benefit more from one or another. Spouse s date of death State Date Moved In Date Moved Out County & School District (required) Profile Section Flight Crew Taxpayer & Spouse Profile Title Taxpayer Spouse First Name Last Name Middle Initial Social Security Number Date or Birth Position or Occupation Employer Name Current Base (crewmembers only)
Flight Crew Taxpayer & Spouse Profile Continued Cell Phone Title Taxpayer Spouse Home Phone Work Phone Fax Number Email Address Dependent Profiles If your dependent is between 19 and 23, they must be a full-time student for at least 5 months during the year to qualify for the Earned Income Credit. If your dependent children did not live with you, you must provide a form 8832, Release of Claim or a copy of your divorce decree. # First Name Last Name SSN 1 Date of Birth Relationship Full-Time Student 2 3 4 5 6 7 8 9 10
Child and Dependent Care Profiles If your dependent children received dependent care such as daycare, please provide the information below. Please fill this out for each dependent child that received such care. # Provider Name Provider Address Provider s Tax I.D. # or SSN# Child s Name 1 2 3 4 Divorce Alimony Information If you pay any alimony, this can adjust your income, but we need to know the recipients social security number. Please enter the alimony recipient s full name to the right: Please enter the alimony recipient s social security number to the right: Income Section Interest Income: Provide All 1099- INT statements and supplemental info. # Owner Name 1 Bank or Institution Amount 2 3 4 5 6 7 8 9 10
Dividend Income: Provide All 1099-DIV statements and supplemental info. # Owner Name 1 2 3 4 5 6 7 8 9 10 Bank or Institution Amount Stocks & Bonds Sold: Must complete information and include completed year- end statement including the 1099B from your broker. # Description & Quantity Purchase Date Sale Date Purchase Price Sale Price Purchase Price Plus Commissions 1 2 3 4 5 6 7 8 9 10
Other Income Type of Income Taxpayer Spouse Business Income: Please provide 1099-MISC (We will contact you for additional information) Farm Income: We will contact you for additional information Retirement Income: Please provide 1099-R Rental Property: We will contact you for additional information Scholarships Other Miscellaneous: We will contact you for additional information Adjustments to Income Type of Adjustment to Income Taxpayer Spouse Health Savings Account Please provide Forms 5498-SA and/or 1099-SA Flexible spending account Electric vehicles and electric drive conversion kits Allimony Paid recipient s social security number Traditional IRA Contributions Student Loan Interest Please provide form 1098-E or bank name Tuition & Fees: Please provide 1098-T. Specify taxpayer, spouse, or dependent. List year of degree program. Educator Expenses Education Savings Accounts: eg. Coverdell education plans, state pre-paid tuition programs, or 529 plans. Specify student s social security number. Did you work for a foreign company (OCONUS) that did not provide a W2 or other income statement? (We will contact you for additional information.) Did you pay any foreign income tax? (Please send documentation. We will contact you for additional information.)
Other Important Questions # Question Yes or No Amount if Applicable 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 Did you receive a state and / or local tax refund last year? Please provide 1099-G. Did you receive a federal refund last year? Did you pay additional tax when you filed your state return last year? Did you itemize in 2015? Did you make any out of state purchases without paying sales tax that you need to claim on your state return? Did you receive any alimony in 2016? Did you receive any unemployment during 2016? (Enclose form 1099-G) Did you receive any Social Security during 2016? (Enclose form SSA-1099 or RRB-1099) Do you have children under the age of 24 with investment income over $2100.00? Did you adopt a child during 2016? If yes, we will contact you for additional information. Do you owe back taxes to the IRS or state? Do you have delinquent student loans or child support? Did the IRS garnish your refund last year? In 2016, did you have bank or financial accounts in any foreign countries whose total combined values exceeded $10,000.00? Did you receive a K-1 from any entity Corp, Estate, Trust, Partnership, etc? If yes, please enclose. If recently married, have you changed your name with Social Security? Did you move, sell, buy, or refinance a home or other real property in 2016? If so, please enclose a copy of the settlement agreement. Did you buy energy related home improvement products in 2016? (Furnace, Windows, Insulation, etc.) Did you receive any type of additional income during 2016? (Jury duty pay, taxable prizes or gambling winnings, trustee fees, etc.) Will you allow us to discuss your return with the IRS should questions arise? Did you have any debts cancelled, forgiven, or refinanced? If yes, please enclose Form 1099-A and/or 1099-C.
Expenses Section Moving Expenses Must be job-related AND over 50 miles to qualify Moves from: to: Distance: miles Date of move: Number of vehicles driven Travel Expenses (truck rental, laborers, storage supplies): Shipping Expense: Lodging Expense: Were you reimbursed for this move? Taxpayer s Job Spouse s Job Neither This move was related to: Child & Dependent Care Expenses for children under 13 years of age Provider s SSN or Tax ID Number Child s Social Security Number Cost Were any child & dependent care expenses deducted from your paycheck? Please tell us anything else you feel we should know about child & dependent care expenses: Homeowner Information: Enclose 1098 for both primary & secondary loans Mortgage Company Mortgage Interest Paid Mortgage Insurance Premiums (only for loans that closed after Dec. 31, 2006) Points Paid Property Taxes Did you take the first-time homebuyer credit? when?
Medical Expenses Item Taxpayer Spouse Health insurance premiums - After Tax Deductibles paid (co-pays) Long term care expenses (not covered by insurance) Physician/Dentist/Chiropractor Contact/glasses/Lasik Surgery Prescriptions Hospitals and Clinics Long term care insurance premiums Heath Care Tax Credit. If you are eligible you should have received Form 8885 or 1099-H. Please Provide. Other - including COBRA [please specify] Notes: Enter any notes that come to mind at this point. Things you think we should know. Charitable Contributions Cash or Check (church charities, etc.) Must have a record (canceled check, bank statement, etc.) to support contribution. Vehicle Donation (need 1098-C form) (Fair Market Value): We will contact you for more information. Name of Organization: Non-cash (Fair Market Value): We will contact you for more information. Name of Organization: Sales Tax Deduction You have the option of taking the standard deduction plus major purchases (on autos, boats, RVs, aircraft, etc.), or you can provide a total amount for sales tax paid for all purchases during the year. We also have the option of deducting a preset amount based on your income. For taxpayers in states that have income tax, we will deduct either your state income tax or your sales tax; whichever is higher. Sales tax paid for all items for the year: or Sales tax paid on auto, RV, boat, or aircraft:
Other Taxes and Miscellaneous Expenses Real estate taxes paid on 2nd home, vacation home, or land Casualty and Theft Losses State and local income tax (such as NJ Workers Comp) Name of organization: Investment Interest on Property Personal Property Taxes (on cars, RV, boat) Safe deposit box Tax prep fees paid in 2016 Tax prep mailing and shipping Tax prep books/software Vehicle registration fees (based on car s value) Educator expenses Did you make any quarterly or other payments to the IRS during 2016? If yes, enter the amount. Other Information we should know: Employee deductions If spouse is not a flight crewmember, please list employer s name & occupation. All items not reimbursed by employer, also specifically used or needed for business, are deductible. Must have proof (i.e. receipts or credit card statements, etc.) You don t need to send them. Receipts for travel expenses that are $75 or less are not required. Click to see definition of Travel Expenses. Is your spouse a flight crewmember? If no, what is you spouse s occupation? Per diem deduction information We must have your non-taxable per diem amount that you were given for the year. This amount should be on your W2, Box 12, Code L. You might also look on your last paycheck stub to find this, but it should be on the W-2. Non-taxable per diem reimbursement from your employer (W-2, Box 12, Code L) Taxpayer Spouse
Flight crewmember work expenses Description Transportation (including satellite/co-terminal transportation, which means you fly out of more than one airport) fees, including trip pass, parking, tolls, train, bus, etc., that did not involve overnight travel or commuting (travel from your home to your base). Non-commuting would include union meetings, training, etc. This usually applies more to spouses. Travel expenses while away from home overnight, including lodging for union meetings, training events, car rentals, etc. Training and upgrade expenses. Training and upgrade expenses at your home base are not deductible. # Of days in training, three letter code of training city, hotel expenses, transportation expenses, upgrade training expenses. Tips (Hotel van, maid service, shoe shine). Taxpayer amount Spouse amount ATM and currency exchange fees, check cashing fees on overnights. Meals & entertainment (only applies if we don t compute your per diem) (spouse usually). Uniform costs (unreimbursed) pants, shirts, belts, epaulets, jackets, overcoats, hats, sweaters, ties, wings, shoes, etc. Uniform upkeep (home laundering, laundry services, dry cleaning). Flight gear, luggage, logbook, passport, foreign visa, headset, earpiece, sunglasses, Jepp binders, alarm clock, tags, organizer, cockpit supplies (map), ID replacement, drug testing expenses, CFI renewal, etc. Union or Professional/Dues/Initiation Fees. FFDO Expenses, include: # of days in training, three letter code of training city, housing expenses, transportation expenses, range fees, equipment fees, permit fees, ammunition/target fees. Professional Publications (magazines, books). Education to maintain or upgrade skills. Office supplies, computers, cell phone, software and equipment (give month of purchase of computer or cell phone). WARNING, computers must be required by your company to deduct as an expense. Total Annual Internet Fees % internet fees used for work % % Total Annual Cell Phone Bill % cell phone is used for work % % Job searching costs (even if not hired) Include sim prep, transportation, hotels, resume, application expenses, etc.
Flight crewmember work expenses continued Description Temporary duty expenses, include: # of days away from home base, three letter code of TDY city, hotel expenses, transportation expenses. FAA Medical Expenses/Loss of License Insurance Commuter Pad Moving Expenses. If you had a base change, commuter pad moving expenses are deductible. The following are deductible: travel expenses, shipping expenses, lodging expenses, distance driven to transport belongings, date of move, old base three letter code, new base three letter code. National Guard/Military Reserve Duty. If your military base is not located at your home city or airline base, you can deduct travel, and living expenses while on duty at the military base overnight. Fill in the following: # of nights spent at base, three letter code of base, lodging expenses, transportation expenses, and phone expenses. Other Misc. (Flashlight, batteries, hairdryer, curler, Foreign visa, ID replacement, bid service, answering machine, portable smoke detector, company business cards, foreign language expenses, etc.) Taxpayer amount Spouse amount Per diem deduction information Where were you based in 2016? If your domicile changed during the year due to a job change or base change, please let us know where and when those base changes happened in the space below. We need precise dates of each time your domicile changed. We use EZPerDiem to calculate the per diem deduction for flight crewmembers. In order for us to maximize your return, we need you to provide us with your schedule for the year, showing your layover cities (three or four letter identifiers), and start and stop dates. If you want us to retrieve this information from your work, give us your login information, employee #, and password. If you cannot do that, please send us some form of your printed schedules for the 2016 tax year. If this is not possible, let us know, and we will find an alternative method to receive your layover information. Please provide instructions to access your employee login if you want us to access your account and get the data for you.
Vehicle Expenses Commuting for work is not deductible. Non-commuting travel would include TDY, union meetings, training, etc., away from hub and is deductible. Type and year of vehicle Date first used for business Do you have evidence to support the deduction? Is this evidence written? Type of Vehicle: car, van, truck, etc. Total Mileage in 2016 Business Mileage in 2016 Is another vehicle available for personal use? Available for personal use in off duty hours? Was the vehicle leased? Commuting Mileage in 2016 Personal Mileage in 2016 Was the vehicle used for hire? Actual Expenses: gas, oil, repairs, ins. Etc. Renters Residence of: IN, MA, MI, MN, NJ, WI CA residents only: (Provide Landlord Info. Below) Rent Paid Name County Address Municipality City/Zip School District Phone
Previous Tax Years If your previous years tax returns were not prepared by someone specializing in airline taxation, you may be able to claim an additional refund for those years. We can amend your previous years tax returns to capture the pilot and flight attendant deductions that may have been overlooked, resulting in a reduced refund amount. Would you like us to amend a previous years tax return? Electronic Filing If we file your return electronically (it s free and the fastest, most preferred method), we need you to sign and return to us a completed IRS form 8879. We will mail or email you a completed form 8879, and notify you with a phone call. Once we call you with the final numbers, we need you to either fax, scan and email, or mail us the completed and signed form. According to IRS regulations, we cannot file your return until we receive a signed and completed form 8879. State Specific Issues If you live (or lived) in one of the following states, we will possibly contact you for additional information CA, CT, DC, DE, FL, GA, HI, ID, IN, MA, MI, MN, MT, NH, NJ, NY, OH, VT. These states have special credits, deductions, taxes, and etc. that may apply to your return. Final Checklist Copy of all W-2s from all Employers Copy of last year s Federal (1040) and state tax return (do not send if we did your return last year) Copy of last pay stub (dated 12/31/2016) Printed Copy of 12 months of flight schedules Copy of mortgage statement 1098 (Homeowners) Voided check for direct deposit Payment (after taxes are completed) This completed organizer Additionally, if applicable Send forms 1099T, 1098T, 1099DIV, 1099B, 1099R, any other 1099 s, K-1 statements, copy of Brokerage Statement for all sales, copy of year-end brokerage statement, copy of closing statement if you bought or sold a home. Once you have sent/uploaded all of your source documents, please email or call us to let us know that we can start your return. * Due to recent tax law changes, returns with refunds claiming the earned income tax credit, or the additional child tax credit, will not be issued before February 15, 2017.
Payment Options Payment is completed at the time your return is closed. We accept all major credit cards, as well as electronic debits to your bank account. Promo Code (if you have a promo code, enter it below) When you finish this organizer You can mail, email, fax, or upload this document to our secure document storage. Fax to: 763-575-8146 Mail to: 6400 Olde Stone Crossing, Poland, OH 44514 Call or email us for a PortalSafe Account securely upload documents directly to your tax professional today! Or email this as an attachment to: organizer@ezcrewtax.com Policies EZCrewTax will charge a minimum $5 fee for shipping if you elect to have your tax return sent to you in the mail. Upgraded mailing options are available as well, ask your tax preparer for details. How would you like to receive your completed return: Mail Electronic When we receive your documents (via mail, fax or portal submission); we will call or email you to schedule a conference call with your preparer. If you prefer this call to be video conference, please tell our scheduler when we connect. We will not discuss your tax return over voicemail. Please indicate your preferred contact method: Email Phone EZCrewTax prepares your return based on information you provide. If you omit information or provide false information to our preparers, we are not responsible for the penalties or fines thereby related. Checking YES below indicates you understand and agree to this policy. Do you agree to the policies described above?