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If any of these apply,please provide additional information:
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*you had income not otherwise indicated on the questionaire(foreign interest,gambling,jury duty,cancellation of debt,etc)
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If you earned foreign interest income,it must be reported
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*you had, in all foreign accounts combined,over $10,000 at any time during Tax Year(see foreign income worsheet)
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*you made other energy efficient improvements in your home including:insulation,windows,exterior door,metal
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or asphalt roof,water heater,heat pump,central air conditioner,furnance,boiler
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*you incurred losses from casuality or theft
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IFyou have other situations or questions,list them here,call or send me an email:
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Note: to start a new line,press ALT-ENTER
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Please answer the below questions retaing to tax year Tax Year.jan-Dec.
1.Cell phone expenses per month,was this reimbursed by youremployer?
2. Internet expense per month. Was this reimbursed by your employer?
3. Daily commute to the office
a. By car – miles to/fro:
b. Public Transportation – cost of bus/train/taxi:
4. Rent & Utilities per month. If on a sharing basis, then list only your portion:
5. Medical expenses not reimbursed by your employer:
6. Foreign Tax Credit – this is designed for taxes paid to USA & your home country on the same income (double taxation):
a. Supporting documents required, e.g., Foreign payslips, USA payslips, Form 16
7. Moving expenses while relocating to a new job/client:
8. Tax preparation fees paid in Tax Year for 2015 filing:
9. Home Loan Interest Expense (in the USA or abroad). Supporting documents required, e.g., tax certificate from the bank or Form 1098:
10. Professional Training and Certifications:
11. Tuition & Fees for higher education. Either in the USA or abroad:
12. Student Loan Interest. Either in the USA or abroad:
13. Charitable donations:
14. Dependents other than spouse & children (dependent means you provide them with over 50% of their living expenses):
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