This is a tax a assignment.

I usually give tips up to $50 based in the accuracy of your answer and the grade I get from my teacher.

please do your best lionelmerrcc747

Accounting 3020 Summer 2016 - Tax Return Project #3 Required - All of the following must be completed and turned in: - Prepare 2015 Form 1040 Prepare 2015 Schedules A, B, C, E, and SE Prepare \"Qualified Dividends and Capital Gain Tax Worksheet - Line 44\" o Found in the 2015 Form 1040 instructions, page 44 Extra Credit: - Prepare 2015 Form 6251 Due Date: Beginning of class on June 21st You work as a tax professional at UNO, LLP. Tyler Johnson has hired you to prepare his 2015 tax return. He has mailed you a packet of information that will assist you in preparing his taxes. Upon further review of his information, you spoke with Tyler and received the following additional information: 1. 2. 3. 4. 5. 6. 7. 8. Tyler helped support his brother during 2015 who lives in Iowa. He sent him $7,000 to help him pay various expenses. In addition to Tyler's support, his brother received about $15,000 in investment and pension income. a. His brother is Thomas Johnson (SSN: 342-54-6859). The personal property taxes paid were on Tyler's vehicle that he paid with his annual registration. Tyler's mortgage on his personal residence is on his original acquisition loan. Tyler materially participated in his consulting business, which was started in 2012. He does not need to file 1099 forms. a. The meals expense is various client lunches that he paid for while out with clients surveying farm land. In additional to his cash contributions, Tyler donated some Carolina stock to Boys Town in July that was worth $3,250. He originally bought the stock in 2002 for $700. Charter Partnership is considered a passive activity for Tyler. Tyler itemized his deductions in 2014. Tyler had tax preference items of $8,400 (specified private activity bond interest) UNO, LLP's address is 1040 South 102nd Street, Omaha, NE 68166 and their EIN is 14-7598461. Your PTIN is P11223355. Hints: On the 1099-DIV, the amount in box 1b is indicating the amount of qualified dividends included in the amount listed in box 1a. Do not double up on the dividend income! On the 1099-INT, the amount in box 1 is taxable interest, which was received in addition to the tax-exempt amount in box 8. Also, the amount in box 9 is indicating the amount in box 8 that is private activity bond interest. Do not double up on the tax-exempt interest! All supporting schedules (Schedule A, B, C, etc.) and the 1040 should match! Use page two of the K-1 to help you determine where the partnership income should be reported. Tyler does not qualify for the optional methods in determining self-employment taxes. Please Note: As the syllabus indicates, these are individual projects not group projects! You are free to utilize the textbook and the form instructions for help. If you need additional assistance feel free to contact me. Also, projects should be completed manually using tax forms available on the IRS website www.irs.gov. The website has some forms available that can be \"filled-in\" by the user. No tax preparation software such as TurboTax may be used. No other forms are necessary to fill out except for what is required above. Client Tax Organizer Please complete this Organizer before your appointment. Prior year clients should use the proforma Organizer provided. 1. Personal Information Name Taxpayer Tyler Johnson Soc. Sec. No. Date of Birth 123-45-6789 7/16/1965 Occupation Consultant Work Phone (402) 555-1234 Spouse Street Address 9800 Dakota Dr. City Omaha State NE ZIP 68111 Home Phone (402) 555-4321 Email Address Taxpayer Blind Yes Disabled Pres. Campaign Fund Yes Yes Spouse No No No Yes Yes Yes Marital Status No No No Married Will file jointly Single Widow(er), Date of Spouse's Death Yes No 1/10/2012 2. Dependents (Children & Others) Name (First, Last) Relationship Social Security Number Date of Birth Please provide for your appointment - Last year's tax return (new clients only) - Name and address label (from government booklet or card) Months Full Dependent's ID Lived Gross Protection With Disabled Time Student Income PIN You - All statements (W-2s, 1098s, 1099s, etc) Please answer the following questions to determine maximum deductions 1. Are you self-employed or do you receive hobby income? Yes* No 2. Did you receive income from raising animals or crops? Yes* No 3. Did you receive rent from real estate or other property? Yes* No 9. Were there any births, deaths, marriages, divorces or adoptions in your immediate family? Yes No 10. Did you give a gift of more than $14,000 to one or more people? Yes No 11. Did you have any debts cancelled, forgiven, or refinanced? Yes No Yes No Yes No 14. Did you pay interest on a student loan for yourself, your spouse, or your dependent during the year? Yes No 15. Did you pay expenses for yourself, your spouse, or your dependent to attend classes beyond high school? Yes No 4. Did you receive income from gravel, timber, minerals, oil, gas, copyrights, patents? Yes* No 5. Did you withdraw or write checks from a mutual fund? 12. Did you go through bankruptcy proceedings? Yes No 13. (a) If you paid rent, how much did you pay? 6. Do you have a foreign bank account, trust, or business? Yes No Yes No Yes No 7. Do you provide a home for or help support anyone not listed in Section 2 above? 8. Did you receive any correspondence from the IRS or State Department of Taxation? CTORG01 01-06-16 * Contact us for further instructions (b) Was heat included? 16. Did you have healthcare coverage (health insurance) for you, your spouse and dependents during 2015? If yes, include Forms 1095-A, 1095-B, and 1095-C. Yes No 17. Did you apply for an exemption through the Marketplace /Exchange? If so, provide the exemption certificate number. 18. Did you have any children under the age of 19 or 19 to 23 year old students with unearned income of more than $1050? Yes No 20. Did you install any energy property to your residence such as solar water heaters, generators or fuel cells or energy efficient improvements such as exterior doors or windows, insulation, heat pumps, furnaces, central air conditioners or water heaters ? 21. Did you own $50,000 or more in foreign financial assets? Yes No Yes No Yes No 22. Have you or your spouse been a victim of identity theft and given an identity theft protection PIN by the IRS? If yes, enter the six digit identity protection PIN number. 3. Wage, Salary Income Attach W-2s: Employer 19. Did you purchase a new alternative technology vehicle or electric vehicle? Taxpayer Home Town University Taxpayer Spouse Spouse 7. Property Sold Attach 1099-S and closing statements Property Date Acquired Cost & Imp. Personal Residence* Vacation Home Land Other 4. Interest Income Attach 1099-INT, Form 1097-BTC & broker statements Payer Amount JP Morgan Investments $3,150 * Provide information on improvements, prior sales of home, and cost of a new residence. Also see Section 17 (Job-Related Moving). 8. I.R.A. (Individual Retirement Acct.) Contributions for tax year income U for Amount Tax Exempt $8,500 Private Activity Bond Interest Taxpayer Spouse Roth Date $5,500 12/20/2015 Amounts withdrawn. Attach 1099-R & 5498 Plan Trustee 5. Dividend Income Reason for Withdrawal Reinvested? Yes Yes Yes Yes From Mutual Funds & Stocks - Attach 1099-DIV Payer Georgia Co Carolina Inc. Ordinary Capital Gains NonTaxable $500 $3,200 No No No No 9. Pension, Annuity Income Attach 1099-R Payer* Reason for Withdrawal Reinvested? Yes Yes Yes Yes 6. Partnership, Trust, Estate Income List payers of partnership, limited partnership, S-corporation, trust, or estate income - Attach K-1 Charter Partnership * Provide statements from employer or insurance company with information on cost of or contributions to plan. Did you receive: Social Security Benefits Railroad Retirement CTORG02 01-06-16 No No No No Attach SSA 1099, RRB 1099 Taxpayer Yes Yes Spouse No No Yes Yes No No a Employee's social security number \u0012\u0013\u0014\u000e\u0015\u0016\u000e\u0017\u0018\u0019\u001a OMB No. 1545-0008 b Employer identification number (EIN) Safe, accurate, FAST! Use Visit the IRS website at www.irs.gov/efile 1 Wages, tips, other compensation 2 Federal income tax withheld \u0014\u0019 \u0011\u0011\u0011 \u0014\u0017\u000e\u0015\u0012\u0016\u0017\u0018\u001a c Employer's name, address, and ZIP code \u001a \u0016\u0011\u0011 3 Social security wages 4 Social security tax withheld \u0014\u0019 \u0011\u0011\u0011 Home Town University \u0013 \u0014\u0016\u0017 5 Medicare wages and tips 6 Medicare tax withheld \u0014\u0019 \u0011\u0011\u0011 \u0014\u0019\u0011 7 Social security tips d Control number 8 Allocated tips 9 e Employee's first name and initial Last name 10 Dependent care benefits Suff. 11 Nonqualified plans 5ZMFS\u0001+PIOTPO \u001a\u0019\u0011\u0011\u0001%BLPUB\u0001%S\u000f 0NBIB \u0001/&\u0001\u0017\u0019\u0012\u0012\u0012 13 Statutory employee Retirement plan 12a See instructions for box 12 C o d e Third-party sick pay 12b C o d e 12c 14 Other C o d e 12d C o d e f Employee's address and ZIP code 15 State /& Form Employer's state ID number \u0013\u0015\u000e\u0017\u0012\u0013\u0015\u0016\u001a W-2 Wage and Tax Statement 16 State wages, tips, etc. \u0014\u0019 \u0011\u0011\u0011 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name \u0013 \u0014\u0011\u0011 2015 Copy BTo Be Filed With Employee's FEDERAL Tax Return. This information is being furnished to the Internal Revenue Service. Department of the TreasuryInternal Revenue Service CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. JP Morgan Investments OMB No. 1545-0112 Payer's RTN (optional) 1 Interest income 2015 3,150 Form 1099-INT $ Interest Income 2 Early withdrawal penalty PAYER'S federal identification number RECIPIENT'S identification number Copy B $ For Recipient 3 Interest on U.S. Savings Bonds and Treas. obligations $ RECIPIENT'S name $ This is important tax information and is $ being furnished to the Internal Revenue 7 Foreign country or U.S. possession Service. If you are required to file a 9 Specified private activity bond return, a negligence interest penalty or other sanction may be 8,500 $ imposed on you if 11 Bond premium this income is taxable and the IRS determines that it has $ not been reported. 12 13 Bond premium on tax-exempt bond 4 Federal income tax withheld 5 Investment expenses $ Tyler Johnson 6 Foreign tax paid $ Street address (including apt. no.) 8 Tax-exempt interest 9800 Dakota Dr. City or town, state or province, country, and ZIP or foreign postal code Omaha, NE 68111 $ 8,500 10 Market discount FATCA filing requirement $ Account number (see instructions) Form 1099-INT (keep for your records) 14 Tax-exempt and tax credit bond CUSIP no. www.irs.gov/form1099int 15 State 16 State identification no. 17 State tax withheld $ $ Department of the Treasury - Internal Revenue Service CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. 1a Total ordinary dividends $ Carolina Inc. OMB No. 1545-0110 3,200 2015 1b Qualified dividends $ PAYER'S federal identification number RECIPIENT'S identification number 123-45-6789 RECIPIENT'S name Tyler Johnson 3,200 Form Dividends and Distributions 1099-DIV 2a Total capital gain distr. 2b Unrecap. Sec. 1250 gain $ $ 2c Section 1202 gain 2d Collectibles (28%) gain $ $ 3 Nondividend distributions 4 Federal income tax withheld $ $ 5 Investment expenses $ Street address (including apt. no.) 9800 Dakota Dr. 6 Foreign tax paid City or town, state or province, country, and ZIP or foreign postal code Omaha, NE 68111 $ 8 Cash liquidation distributions $ 9 Noncash liquidation distributions $ FATCA filing 10 Exempt-interest dividends requirement $ Account number (see instructions) 7 Foreign country or U.S. possession 11 Specified private activity bond interest dividends Copy B For Recipient This is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported. $ 12 State 13 State identification no. 14 State tax withheld $ $ Form 1099-DIV (keep for your records) www.irs.gov/form1099div Department of the Treasury - Internal Revenue Service CORRECTED (if checked) PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. 1a Total ordinary dividends $ Georgia Co OMB No. 1545-0110 500 2015 1b Qualified dividends $ PAYER'S federal identification number RECIPIENT'S identification number 123-45-6789 RECIPIENT'S name Tyler Johnson 500 Form Dividends and Distributions 1099-DIV 2a Total capital gain distr. 2b Unrecap. Sec. 1250 gain $ $ 2c Section 1202 gain 2d Collectibles (28%) gain $ $ 3 Nondividend distributions 4 Federal income tax withheld $ $ 5 Investment expenses $ Street address (including apt. no.) 9800 Dakota Dr. 6 Foreign tax paid City or town, state or province, country, and ZIP or foreign postal code Omaha, NE 68111 $ 8 Cash liquidation distributions $ 9 Noncash liquidation distributions $ FATCA filing 10 Exempt-interest dividends requirement $ Account number (see instructions) 7 Foreign country or U.S. possession 11 Specified private activity bond interest dividends Copy B For Recipient This is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported. $ 12 State 13 State identification no. 14 State tax withheld $ $ Form 1099-DIV (keep for your records) www.irs.gov/form1099div Department of the Treasury - Internal Revenue Service 651113 Final K-1 2015 Schedule K-1 (Form 1065) Department of the Treasury Internal Revenue Service Part III Partner's Share of Current Year Income, Deductions, Credits, and Other Items For calendar year 2015, or tax year beginning ending Information About the Partnership D Check if this is a publicly traded partnership (PTP) Information About the Partner H Domestic partner Limited partner or other LLC member Interest income 6a Ordinary dividends 6b Qualified dividends 7 Royalties 8 Net short-term capital gain (loss) 9a Net long-term capital gain (loss) 17 Alternative minimum tax (AMT) items 9b Collectibles (28%) gain (loss) 9c Unrecaptured section 1250 gain 10 Net section 1231 gain (loss) 18 Tax-exempt income and nondeductible expenses 11 Other income (loss) 12 Section 179 deduction 19 Distributions 13 Other deductions 20 Other information Foreign partner Individual I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . . . . . . . . . . . . . . . . . . . Partner's share of profit, loss, and capital (see instructions): Beginning Ending 40 40 40 Profit Loss Capital 40 40 40 % % % k % 1,300 % % Partner's share of liabilities at year end: Nonrecourse . . . . . . . $ Recourse . $ . $ Current year increase (decrease) . $ Withdrawals & distributions . . $ ( . . $ . . . . . . 14 $ Qualified nonrecourse financing . Capital contributed during the year Ending capital account . Tax basis . GAAP Self-employment earnings (loss) *See attached statement for additional information. Partner's capital account analysis: Beginning capital account . 308,650 $ 50,600 ) 359,250 Section 704(b) book Other (explain) M 5 Partner's name, address, city, state, and ZIP code General partner or LLC member-manager L Guaranteed payments Foreign transactions Partner's identifying number G K 4 16 1,250 Tyler Johnson 9800 Dakota Dr. Omaha, NE 68111 J Other net rental income (loss) 49,800 1,250 123-45-6789 F 3 Credits 850 IRS Center where partnership filed return Part II E Net rental real estate income (loss) Partnership's name, address, city, state, and ZIP code Charter Partnership 123 N. 156th Street Omaha, NE 68152 C 2 15 Partnership's employer identification number 14-5238679 B Ordinary business income (loss) For IRS Use Only A 1 , 2015 , 20 Partner's Share of Income, Deductions, a See back of form and separate instructions. Credits, etc. Part I OMB No. 1545-0123 Amended K-1 Did the partner contribute property with a built-in gain or loss? No Yes If \"Yes,\" attach statement (see instructions) For Paperwork Reduction Act Notice, see Instructions for Form 1065. IRS.gov/form1065 Cat. No. 11394R Schedule K-1 (Form 1065) 2015 Schedule K-1 (Form 1065) 2015 Page This list identifies the codes used on Schedule K-1 for all partners and provides summarized reporting information for partners who file Form 1040. For detailed reporting and filing information, see the separate Partner's Instructions for Schedule K-1 and the instructions for your income tax return. 1. Ordinary business income (loss). Determine whether the income (loss) is passive or nonpassive and enter on your return as follows. Report on See the Partner's Instructions Passive loss Passive income Schedule E, line 28, column (g) Nonpassive loss Schedule E, line 28, column (h) Nonpassive income Schedule E, line 28, column (j) 2. Net rental real estate income (loss) See the Partner's Instructions 3. Other net rental income (loss) Net income Schedule E, line 28, column (g) Net loss See the Partner's Instructions 4. Guaranteed payments Schedule E, line 28, column (j) 5. Interest income Form 1040, line 8a 6a. Ordinary dividends Form 1040, line 9a 6b. Qualified dividends Form 1040, line 9b Schedule E, line 4 7. Royalties 8. Net short-term capital gain (loss) Schedule D, line 5 Schedule D, line 12 9a. Net long-term capital gain (loss) 9b. Collectibles (28%) gain (loss) 28% Rate Gain Worksheet, line 4 (Schedule D instructions) 9c. Unrecaptured section 1250 gain See the Partner's Instructions 10. Net section 1231 gain (loss) See the Partner's Instructions 11. Other income (loss) Code A Other portfolio income (loss) See the Partner's Instructions B Involuntary conversions See the Partner's Instructions C Sec. 1256 contracts & straddles Form 6781, line 1 D Mining exploration costs recapture See Pub. 535 E Cancellation of debt Form 1040, line 21 or Form 982 F Other income (loss) See the Partner's Instructions 12. Section 179 deduction See the Partner's Instructions 13. Other deductions A Cash contributions (50%) B Cash contributions (30%) C Noncash contributions (50%) D Noncash contributions (30%) See the Partner's E Capital gain property to a 50% Instructions organization (30%) F Capital gain property (20%) G Contributions (100%) H Investment interest expense Form 4952, line 1 I Deductionsroyalty income Schedule E, line 19 J Section 59(e)(2) expenditures See the Partner's Instructions K Deductionsportfolio (2% floor) Schedule A, line 23 L Deductionsportfolio (other) Schedule A, line 28 M Amounts paid for medical insurance Schedule A, line 1 or Form 1040, line 29 N Educational assistance benefits See the Partner's Instructions O Dependent care benefits Form 2441, line 12 P Preproductive period expenses See the Partner's Instructions Q Commercial revitalization deduction See Form 8582 instructions from rental real estate activities R Pensions and IRAs See the Partner's Instructions S Reforestation expense deduction See the Partner's Instructions T Domestic production activities information See Form 8903 instructions U Qualified production activities income Form 8903, line 7b V Employer's Form W-2 wages Form 8903, line 17 W Other deductions See the Partner's Instructions 14. Self-employment earnings (loss) Note: If you have a section 179 deduction or any partner-level deductions, see the Partner's Instructions before completing Schedule SE. A Net earnings (loss) from self-employment Schedule SE, Section A or B B Gross farming or fishing income See the Partner's Instructions C Gross non-farm income See the Partner's Instructions 15. Credits A Low-income housing credit (section 42(j)(5)) from pre-2008 buildings B Low-income housing credit (other) from pre-2008 buildings C Low-income housing credit (section 42(j)(5)) from See the Partner's Instructions post-2007 buildings D Low-income housing credit (other) from post-2007 buildings E Qualified rehabilitation expenditures (rental real estate) F Other rental real estate credits G Other rental credits H Undistributed capital gains credit Form 1040, line 73; check box a I Biofuel producer credit J Work opportunity credit See the Partner's Instructions K Disabled access credit } } } 16. } Report on Code L Empowerment zone employment credit M Credit for increasing research activities See the Partner's Instructions N Credit for employer social security and Medicare taxes O Backup withholding P Other credits Foreign transactions A Name of country or U.S. possession B Gross income from all sources Form 1116, Part I C Gross income sourced at partner level Foreign gross income sourced at partnership level D Passive category E General category Form 1116, Part I F Other Deductions allocated and apportioned at partner level Form 1116, Part I G Interest expense H Other Form 1116, Part I Deductions allocated and apportioned at partnership level to foreign source income I Passive category J General category Form 1116, Part I K Other Other information L Total foreign taxes paid Form 1116, Part II M Total foreign taxes accrued Form 1116, Part II N Reduction in taxes available for credit Form 1116, line 12 Form 8873 O Foreign trading gross receipts P Extraterritorial income exclusion Form 8873 Q Other foreign transactions See the Partner's Instructions Alternative minimum tax (AMT) items A Post-1986 depreciation adjustment See the Partner's B Adjusted gain or loss C Depletion (other than oil & gas) Instructions and D Oil, gas, & geothermalgross income the Instructions for E Oil, gas, & geothermaldeductions Form 6251 F Other AMT items Tax-exempt income and nondeductible expenses A Tax-exempt interest income Form 1040, line 8b B Other tax-exempt income See the Partner's Instructions C Nondeductible expenses See the Partner's Instructions Distributions A Cash and marketable securities B Distribution subject to section 737 See the Partner's Instructions C Other property Other information A Investment income Form 4952, line 4a B Investment expenses Form 4952, line 5 Form 4136 C Fuel tax credit information D Qualified rehabilitation expenditures See the Partner's Instructions (other than rental real estate) E Basis of energy property See the Partner's Instructions F Recapture of low-income housing Form 8611, line 8 credit (section 42(j)(5)) G Recapture of low-income housing Form 8611, line 8 credit (other) H Recapture of investment credit See Form 4255 I Recapture of other credits See the Partner's Instructions J Look-back interestcompleted long-term contracts See Form 8697 K Look-back interestincome forecast method See Form 8866 L Dispositions of property with section 179 deductions M Recapture of section 179 deduction N Interest expense for corporate partners O Section 453(l)(3) information P Section 453A(c) information Q Section 1260(b) information R Interest allocable to production See the Partner's expenditures Instructions S CCF nonqualified withdrawals T Depletion informationoil and gas U Reserved V Unrelated business taxable income W Precontribution gain (loss) X Section 108(i) information Y Net investment income Z Other information } } } 17. 18. 19. 20. } } } 2 Consulting Business Principle Business: Agriculture consulting Business Name: Johnson Ag Consulting Business Address: 9800 Dakota Dr. Omaha, NE 68111 Business Activity Code: 541600 Business EIN: none Accounting Method: Cash Revenue: Consulting Revenue Fees for Speaking Engagements 80,000 21,000 Expenses: Advertising Depreciation Insurance Supplies Meals Legal Fees Travel 950 1,800 1,100 650 700 1,750 2,550 10. Investments Sold Stocks, Bonds, Mutual Funds, Gold, Silver, Partnership interest - Attach 1099-B & confirmation slips Investment Date Acquired/Sold / Cost Sale Price / / / 11. Other Income 14. Interest Expense Interest paid to individual for your home (include amortization schedule) Alimony Received Child Support Scholarship (Grants) Paid to: Name Address Unemployment Compensation (repaid) Prizes, Bonuses, Awards Gambling, Lottery (expenses Social Security No. Investment Interest Premiums paid or accrued for qualified mortgage insurance ) Unreported Tips Director / Executor's Fee Commissions Jury Duty 15. Casualty/Theft Loss Worker's Compensation Disability Income Veteran's Pension Payments from Prior Installment Sale State Income Tax Refund $1,500 Mortgage interest paid (attach 1098) List All Other Income (including non-taxable) For property damaged by storm, water, fire, accident, or stolen. Location of Property $1,000 Other Other Description of Property Other 12. Medical/Dental Expenses Medical Insurance Premiums (paid by you) Prescription Drugs Insulin Glasses, Contacts Hearing Aids, Batteries Braces Medical Equipment, Supplies Nursing Care Medical Therapy Hospital Doctor/Dental/Orthodontist Mileage (no. of miles) Amount of Damage Insurance Reimbursement $14,250 $800 $200 CTORG03 01-06-16 Repair Costs Federal Grants Received 16. Charitable Contributions Other $100 $5,200 13. Taxes Paid Real Property Tax (attach bills) Personal Property Tax Other Sales taxes on new motorcycle Federally Declared Disaster Losses Church United Way Scouts Telethons University, Public TV/Radio Heart, Lung, Cancer, etc. Wildlife Fund Salvation Army, Goodwill Other Private Foundation $5,200 $250 $1,000 $12,000 $200 $400 $1,900 Non-Cash 25 shs Carolina stock Volunteer (no. of miles) @ .14 $0.00 17. Child & Other Dependent Care Expenses Name of Care Provider Address Soc. Sec. No. or Employer ID Amount Paid Also complete this section if you receive dependent care benefits from your employer. 21. Business Mileage 18. Job-Related Moving Expenses Date of move Do you have written records? Yes No Move Household Goods Lodging During Move Did you sell or trade in a car used for business? Yes No Travel to New Home (no. of miles) If yes, attach a copy of purchase agreement 19. Employment Related Expenses That You Paid (Not self-employed) Make/Year Vehicle Date purchased Total miles (personal & business) Business miles (not to and from work) From first to second job Education (one way, work to school) Job Seeking Other Business Round Trip commuting distance Gas, Oil, Lubrication Batteries, Tires, etc. Dues - Union, Professional Books, Subscriptions, Supplies Licenses Tools, Equipment, Safety Equipment Uniforms (include cleaning) Sales Expense, Gifts Tuition, Books (work related) Entertainment Office in home: Repairs Wash Insurance Interest In Square a) Total home Feet b) Office c) Storage Lease payments Garage Rent Rent Insurance Utilities Maintenance 22. Business Travel 20. Investment-Related Expenses If you are not reimbursed for exact amount, give total expenses. Tax Preparation Fee Safe Deposit Box Rental Mutual Fund Fee Investment Counselor Other CTORG04 01-06-16 $2,100 $100 $1,100 Airfare, Train, etc. Lodging Meals (no. of days ) Taxi, Car Rental Other Reimbursement Received 23. Estimated Tax Paid Due Date 4/15/2015 6/15/2015 9/15/2015 1/15/2016 24. Other Deductions Date Paid 4/13/2015 6/10/2015 9/14/2015 12/20/2015 Federal $9,500 $9,500 $9,500 $9,500 Alimony Paid to State $2,230 $2,230 $2,230 $2,230 Social Security No. $ Student Interest Paid Health Savings Account Contributions $ $ Archer Medical Savings Acct. Contributions $ 26. Questions, Comments, & Other Information 25. Education Expenses Student's Name Type of Expense Amount Residence: Town Village City County School District 27. Direct Deposit of Refund / or Savings Bond Purchases Yes Would you like to have your refund(s) directly deposited into your account? (The IRS will allow you to deposit your federal tax refund into up to three different accounts. If so, please provide the following information.) No ACCOUNT 1 Owner of account Type of account MyRA Name of financial institution Checking Archer MSA Savings Taxpayer Traditional Savings Coverdell Education Savings Spouse Traditional IRA HSA Savings Joint Roth IRA SEP IRA USA BANK Financial Institution Routing Transit Number (if known) 4 0 1 2 3 4 5 6 7 3 6 9 2 5 8 1 4 7 Your account number ACCOUNT 2 Owner of account Type of account Taxpayer MyRA Checking Archer MSA Savings Name of financial institution Financial Institution Routing Transit Number (if known) Your account number CTORG05 01-06-16 Traditional Savings Coverdell Education Savings Spouse Traditional IRA HSA Savings Joint Roth IRA SEP IRA ACCOUNT 3 Owner of account Type of account Taxpayer MyRA Checking Archer MSA Savings Traditional Savings Coverdell Education Savings Spouse Traditional IRA HSA Savings Joint Roth IRA SEP IRA Name of financial institution Financial Institution Routing Transit Number (if known) Your account number Would you like to purchase Series I Savings bonds with a portion of your refund? If so, please answer the following: Amount used for bond purchases for yourself (and spouse if filing jointly). Amount used to buy bonds for someone else (or yourself only or spouse only if filing jointly). Owner's name Co-owner or Beneficiary's name if applicable X if name is for a beneficiary Bond purchase Amount To the best of my knowledge the information enclosed in this client tax organizer is correct and includes all income, deductions, and other information necessary for the preparation of this year's income tax returns for which I have adequate records. 2/5/2016 Taxpayer CTORG06 01-06-16 Date Spouse Date