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					        www.tmcih2.net                       (410)123-9658 (fax)                     Tmcih2@yahoo.com                     (410)566-3666 (ph)
                                                                                                         For Office Use Only:            ACT:            LY
              T.A. MAY                                                                                   Taxpayer         1040           1040NR          DSR

              2006 TAX QUESTIONNAIRE                                                                     Spouse           1040           1040NR          DSR

                                                                                                         Elections:       File Jointly as Residents
Important: Make sure this questionnaire was saved to your computer before filling it out!                                 First Year Choice


General Information
                             TAXPAYER                                                                         SPOUSE
                                                                                You must complete the applicable spouse fields if married as of Dec. 31, 2006

          First Name:                                                                       First Name:
         Middle Initial:                                                                   Middle Initial:
          Last Name:                                                                        Last Name:
     Social Security #:                                                                Social Security #:
         Date of Birth:                                                                    Date of Birth:
            Employer:                                                                         Employer:
          Occupation:                                                                       Occupation:

            U.S. Citizen                                                                     U.S. Citizen
            Green Card                                                                       Green Card
              U.S. Visa           Citizen of:                                                  U.S. Visa              Citizen of:

   Telephone:
                   Work
                  Mobile
                  Home

   Email Addresses:                                                              ← I will send email to you at this address



   Referred By:
   (new clients)

   Current Address: (street, city, state, zip)                                                                        From (mm/dd/yy)         To (mm/dd/yy)
                                                                                                                                              Present

   Mailing Address for IRS correspondence, if different (i.e., PO Box, work address, etc.).


   Complete if you lived at any other location during 2006:
   Taxpayer (T), Spouse (S), Joint (J)
   T/S/J Address (street, city, state, zip)                                                                           From (mm/dd/yy)         To (mm/dd/yy)




   Employers during 2006:
   Taxpayer (T), Spouse (S)                                                                                                              Where worked
   T/S    Employer:                               Occupation                          From                    To                         (state or country)
   T      0                                       0                                                                   Present
                                                                                                                    Dependent Care or
  DEPENDENTS (don't list spouse)             Date of Birth         Social Security #                                Childcare Expenses
  First Name, Initial, Last Name              (mm/dd/yy)                (required)            Relationship to You   (incurred & paid in 2006)




  ELECTRONIC FILING: I will set your return up for electronic filing unless there is a reason why it cannot be e-filed
  (e.g., if you file Form 1040NR).

  DIRECT DEPOSIT
  Name of US Bank                                              (must be a U.S. bank)
                           Checking         Savings

  Routing Number                             (9-digit number on the bottom left of a check)
  Account Number

  ELECTRONIC FUNDS WITHDRAWAL (only if e-filing)
  If there is a tax balance due, do you want the funds withdrawn from your bank account on April 16?                  Yes        No


  IRA CONTRIBUTIONS: Tax Year 2006, maximum contribution is $4,000 per person (to age 49), and $5,000 (age 50 and older).
                                          TAXPAYER           SPOUSE
                 IRA Traditional      $                 $
              or IRA Roth             $                 $

  Student Loan Interest Paid:         $                 $

Schedule A Expenses
  Note: Avoid using round numbers ending with "00" because they raise a red flag to the IRS. For example, if your expense is
  $595, don't report it as $600.
                                          TAXPAYER           SPOUSE            JOINT
  Medical Expense                     $                 $
  Real Estate Taxes                   $                 $                  $
  Mortgage Interest                   $                 $                  $
  Margin Interest                     $                 $                  $
  Last Year's Tax Prep Fee            $                 $                  $
  Job Search Costs                    $                 $

  CHARITABLE DONATIONS to a qualified U.S. charity:
  Tax law change: After 8/17/06, all cash contributions must be supported by a dated bank record or a dated receipt.
                                          TAXPAYER           SPOUSE            JOINT
  Cash, Checks, or Credit Cards    $                 $               $
  Noncash*                         $                 $               $
          `
  *If noncash charity totals more than $500, please either email or fax me your receipts OR provide the following:
  Tax law change: After 8/17/06, all contributions of clothing and household goods must be in good used condition or better.
       Name of Charity    Address of Charity                        Goods Donated (clothes, etc.) Date Donated Used Value
  Only list expenses related to W-2 income!
   See Self-Employment tab for expenses related to 1099-MISC income.
  UNREIMBURSED EMPLOYEE
  BUSINESS EXPENSES:                        TAXPAYER           SPOUSE
  Travel & Lodging (out of town):       $                  $
  Meals & Entertainment                 $                  $
  Client Gifts (limit $25 a person)     $                  $
  Seminars/Training:                    $                  $
  Trade Publications:                   $                  $
  Computer Equipment:                   $                  $
  Computer Supplies:                    $                  $
  Office Supplies:                      $                  $
  Telephone (business use):             $                  $
  Internet (business use):              $                  $
  Postage/Courier                       $                  $
  Other: Description
                                        $                  $
                                        $                  $
                                        $                  $
                                        $                  $

  If you had either of these, check the box and click on the link below:
                                            TAXPAYER           SPOUSE
  Employee Expense: Home Office
  Employee Expense: Vehicle


Higher Education
  Degree/Program Study at Eligible Educational Institution
  TAXPAYER             Freshman or Sophomore           Undergraduate - Other    Graduate - MBA             Graduate - Other             Other*

  SPOUSE               Freshman or Sophomore           Undergraduate - Other    Graduate - MBA             Graduate - Other             Other*

  * Other, Specify:

                                                                               Total amount of tuition and fees paid in 2006 from whatever
  Tuition & Fees paid in 2006                      TAXPAYER         SPOUSE     source, including amounts from scholarships directly applied to
  Total amount of tuition & fees               $           4    $              tuition.
  Required books & supplies                    $           5    $                    `
                                                                                                                                 This amount is
  Scholarship and Fellowship Grants Received in 2006                                         TAXPAYER           SPOUSE           taxable as
  1 Amount received for performing services (e.g., teaching, research, etc.)             $                  $                    wages and
  2 Amt of line 1 used to pay tuition, books, fees & supplies                            $                  $                    should be
                                                                                                                                 reported on a
  3 Amount received for which no services were performed                                 $                  $
                                                                                                                                 Form W2 or
  4 Amt of line 3 used to pay tuition, books, fees & supplies                            $                  $                    1042-S (income
  5 Amt of line 3 not used to pay tuition, books, fees & supplies                        $            0     $              0     codes 16-19)

  Did you participate in an employer provided educational assistance program?                Yes     No

  The expenses above may qualify for you for the hope credit, lifetime learning credit, or tuition deduction.
  Work Related Education Deduction
  If you qualify, you may be able to deduct your graduate tuition and course expenses in full.
  Warning: Because the deduction is often large and the rules are subject to interpretation, the IRS has increased
  audits in this area. Click here to read more information before answering the following questions.
      IfDid your graduate education education as a businessprofession you had already established?
         so, do you want to take the improve your skills in a expense?                                               Yes       No
       If so, do you want to claim the work related education deduction?           Yes         No
Moving Expenses
                     TAXPAYER                                                             SPOUSE

                                        Moved From:                                                           Moved From:
                                        Moved To                                                              Moved To
$           Moving of household goods from old to new home.           $           Moving household goods from old to new home.
$           Travel expense to get from old home to new home.          $           Travel expense to get from old to new home.
$           Lodging en route to new home.                             $           Lodging en route to new home.

If you lived in New Jersey, Connecticut, or Massachusetts

    Massachusetts:  Total amount of rent you paid while living in MA during 2006:           $
    New Jersey: Total amount of rent you paid while living in NJ during 2006:   $

    If you lived in Connecticut and own a vehicle:
    Vehicle year, make and model
    Amount of personal property tax paid during 2006          $

    If you worked in New York while living in New Jersey or Connecticut provide the following:
                     TAXPAYER                                                             SPOUSE

                         NY Employer                                                           NY Employer
              Business days worked outside NYS for this employer*                   Business days worked outside NYS for this employer*
              Vacation days while working for this employer*                        Vacation days while working for this employer*
    * Don't include weekends & holidays                                   * Don't include weekends & holidays


Foreigners in the U.S.
                                                   TAXPAYER                                                            SPOUSE
             Type of visa held on 12/31/06:                                        Type of visa held on 12/31/06:
                               Date Issued:                                                          Date Issued:
                                 Prior Visa:                                                           Prior Visa:
                     Dates Prior Visa Held:                                                Dates Prior Visa Held:
      Number of days spent in U.S. in 2006:                                 Number of days spent in U.S. in 2006:
                    Date First Entered US                                                 Date First Entered US
     Date permanently departed U.S. (if any)                               Date permanently departed U.S. (if any)
                     Country of Citizenship             0                                  Country of Citizenship          0

    If any of the following apply, please complete additional information on the                Foreigner tab.
    * You were on a F, J, or M visa at any time during 2006
    * You entered the U.S. during 2006 for the first time (or for a new stay).
    * You permanently left the U.S. during 2006
    * You want to claim Temporary Living Expenses
    * You want to claim New York nonresidency
Checklist of Forms to Send Me

  Generally, I do not need you to fill out income amounts on the questionnaire as I can get them directly from tax forms that you
  have received from the payers. Please scan & email or fax me all such forms. For some items, I will need additional
  information for which I have provided tabs in this Excel file.

  Check the ones you received (or should receive) for 2006. You only need to send me the form:

                                         TAXPAYER          SPOUSE         JOINT

                        Wages (Form W-2)
                        Interest (1099-INT)
                     Dividends (1099-DIV)
               Tax Overpayment (1099-G)
  Unemployment Compensation (1099-G)
      Partnership/S-Corp/Trust (Sch. K-1)
        Retirement Distributions (1099-R)
 Foreigner's U.S. Souce Income (1042-S)
           Mortgage Interest (Form 1098)
           Student Loan Interest (1098-E)
           Tuition Expense (Form 1098-T)
     Moving Expense Report (Form 4782)
           HSA or Archer MSA (5498-SA)
    2005 Tax Returns (New Clients Only)
                          Other Form 1099                                              Specify:

  For these items, please send me the form and click on the link to provide additional information:
                                         TAXPAYER          SPOUSE         JOINT
    Trades/Sales of Securities (1099-B)
          Self-Employment (1099-MISC)
                            Rental Income
      Foreign Income and/or Accounts*
      *Note: Potential fines have increased for not reporting foreign accounts with balances in excess of $10K.

State Sales and Use Tax

  Total amount of sales tax to declare from out of state purchases:                               $
      For example, you lived in NYC all year which has a 8.375% sales tax rate. In 2006, you purchased tax free items online from
      retailers such as Amazon.com totaling about $1000 (excluding the shipping and handling charges). The amount of
      sales tax you would report would be $83.75.

  New York residents: If you were a resident in NYS for the entire year, you have the option to declare an assumed amount
     of sales tax based on your income (put your mouse over red triangle to see rates).      Check to use this calculation:

  For more information, see my Tax Guide, and click on           Sales & Use Tax.

Federal Excise Tax Refund on Long Distance Calls

  If you made long distance calls between March 1, 2003 and July 31, 2006 (41 months), you are eligible to request a refund on
  your tax return for the amount of federal excise tax paid on your phone bills.

  A standard refund will be claimed on your tax return (this varies between $30 - $60). If, however, your long distance charges
  were high over this 41 month period and you want to claim actual costs, please go to the       Phone tab.
Special Situations

  New Clients: Did you file a tax return last year?        Yes      No
     If yes, I will need a copy of your 2005 federal and state returns. Please don't send prior tax year W-2's,etc.

  If any of these apply, please provide additional information:
  * You received a notice in 2006 of a tax adjustment or audit, or settled an audit.
  * You gave a gift of more than $12,000 to any one donee during 2006.
  * You paid or received alimony.
  * You had income not otherwise indicated on the questionnaire
  Note: If you mailed in quarterly estimated tax payments, please enter them on the self-employment tab.

  If you have other situations or questions, list them here, call, or send me an email:
  Note: To start a new line, press ALT-ENTER.




  PLEASE SAVE THIS QUESTIONNAIRE, THEN SEND IT TO ME AS AN E-MAIL ATTACHMENT

  Thank you for completing the questionnaire. Since I am now only storing electronic files, please send your tax
  documents to me by email (pdf or jpeg) or fax at 410-123-9658 (this is an e-fax #). If you mail me any documents,
  please keep the originals and send me photocopies (unstapled, no signature required for delivery). If you're a new
  client, I'll also need a copy of your 2005 tax returns, if filed. Please do not send me expense receipts; I only need
  the totals for each type of expense which you should have already entered on the questionnaire. I'll be standing
  by for your information.
                   Reminder: Your tax return cannot be filed without your signature.

                                                          T.A. MAY
                                                       Baltimore, MD
                                            Tel: 410-566-3666; Fax: 410-123-9636

                                                      Tmcih2@yahoo.com
                                                        www.tmcih2.net
alue
For Office Use Only - T
    Tuition               4
     Books                5
     Line 4               0
    Eligible          9

For Office Use Only - S
    Tuition           0
     Books            0
     Line 4           0
    Eligible          0
ployer*
                2006 Capital Gains and Losses (Schedule D)
      Name:
      SSN:      000-00-0000

      SHORT TERM Capital Gains and Losses - Assets Held One Year or Less
      Part I, Line 1
     Number of                                   Date        Date       Sales    Cost
T/S/J Shares         Name of Security         Acquired       Sold        Price   Basis   Gain/Loss
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                            $0      $0        $0

      LONG TERM Capital Gains and Losses - Assets Held More Than One Year
      Part II, Line 8
     Number of                                   Date        Date      Sales     Cost
T/S/J Shares          Name of Security        Acquired       Sold      Price     Basis   Gain/Loss
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                                             0.00
                                                                            $0      $0        $0




       Click here to go back to questionnaire
$0 OK




$0 OK
  T.A. MAY www.tmcih2.net, Email: Tmcih2@yahoo.com, Tel. 410-566-3666; Fax 410-123-6958




                                  Additional Foreigner Information
                                  2006 Information for Forms 1040NR & 8843,
                              Temporary Living Expenses & New York Nonresidency

        Taxpayer:                                                               Spouse:

Information for Form 1040NR
    Please fill out this section if :
    a) you were a student, trainee, or teacher (e.g., F, J & M visas), or
    b) you arrived in or left the U.S. permanently during the year, or
    c) you spent more than half the year outside the U.S.

    You do not need to complete this part if you lived or worked for the entire year on one of these visas:
    H, B, E, L, O, P, R, or TN.
From the information you provide below, I'll determine whether you need to file Form 1040NR:
                      TAXPAYER                                                                 SPOUSE

        Permanent address in home country:                                      Permanent address in home country:




   Number of days spent in the U.S. during:       2004                    Number of days spent in the U.S. during:    2004
                                                  2005                                                                2005
                                                  2006       0                                                        2006     0
                                                             0                                                                 0


        U.S. Visa Type at end of 2006:                0                         U.S. Visa Type at end of 2006:            0
                          Date Issued:           0-Jan-1900                                       Date Issued:       0-Jan-1900
                            Prior Visa:               0                                             Prior Visa:           0
                           Dates Held:           0-Jan-1900                                        Dates Held:       0-Jan-1900
                Date First Entered US            0-Jan-1900                                 Date Entered US          0-Jan-1900
     Date permanently departed (if any)          0-Jan-1900                  Date permanently departed (if any)      0-Jan-1900
                Country of Citizenship                0                                 Country of Citizenship            0

        Trips into and out of the U.S. during 2006                             Trips into and out of the U.S. during 2006
    Date mm/dd/yy                                                          Date mm/dd/yy
 Left U.S. Entered U.S.    Destination      Work/Pleasure               Left U.S. Entered U.S.    Destination      Work/Pleasure




If you lived in New York:                                              If you lived in New York:
          No. of days spent in New York State in 2006                            No. of days spent in New York State in 2006

If you were based working in New York State:
     If you spent time working outside New York State, please complete the NY nonresident income allocation section below.

If you were based working in another state:                            If you were based working in another state:
        State you were based working in                                        State you were based working in
         No. of business days spent working in another state            No. of business days spent working in another state
         No. of business days spent outside the U.S.                    No. of days spent on business outside the U.S.

Students, Teachers, or Trainees on F, J or M visas in 2006
                     TAXPAYER                                                       SPOUSE

         Country which issued passport:                                 Country which issued passport:
                     Passport Number:                                               Passport Number:

    Academic Institution Attended:                                 Academic Institution Attended:
           Name:                                                          Name:
         Address:                                                       Address:

       Telephone:                                                     Telephone:
 Program Director:                                              Program Director:

Indicate the letter of the visa you held for each of the           Indicate the letter of the visa you held for each of the
following years. (For years with no visa, leave blank)             following years. (For years with no visa, leave blank)
Visa type in each year: F, J, M, H, O, P, Q, R, etc.               Visa type in each year: F, J, M, H, O, P, Q, R, etc.
                         2006                                                               2006
                         2005                                                               2005
                         2004                                                               2004
                         2003                                                               2003
                         2002                                                               2002
                         2001                                                               2001
                         2000                                                               2000
                         1999                                                               1999
                         1998                                                               1998

Temporary Living Expenses
    Temporary living expenses while working away from your tax home:
    If you are in the United States on a temporary work visa, you may be able to deduct temporary living expenses (rent,
    meals, local transportation) during your first year of work in the U.S. (or in a new location), if your assignment is
    expected to last less than one year. Although this is a legitimate deduction allowed by the IRS, depending on your
    situation, taking temporary living expenses could be considered aggressive and hard to justify under audit without proof
    of a short-term contract. Before answering the following questions, please read my FAQ's on Temporary Living Expenses.

    If you want to claim temporary living expenses, please complete the following:
                     TAXPAYER                                                       SPOUSE
If you started working in U.S. in 2006:                            If you started working in U.S. in 2006:
Date job started:                                                  Date job started:

If you started working in U.S. in 2005:                            If you started working in U.S. in 2005:
Date job started:                                                  Date job started:

Average monthly rent while working       $                         Average monthly rent while working       $

    For Office Use Only                                                For Office Use Only
From:     1/0/00    to 12/31/06  2006           #####              From:     1/0/00    to 12/31/06  2006           #####
Transport     $5   x ### x 22 = $               #####              Transport     $5   x ### x 22 = $               #####
Meals        $46 x ### x 22 = $                 #####              Meals        $46 x ### x 22 = $                 #####
Rent           0   x ###        = $               0                Rent           0   x ###        = $               0

From:     1/1/06      to 12/29/00  2005         #####              From:     1/1/06      to 12/29/00  2005         #####
Transport     $5     x ### x 22 = $             #####              Transport     $5     x ### x 22 = $             #####
Meals        $46     x ### x 22 = $             #####              Meals        $46     x ### x 22 = $             #####
Rent           0     x ###        = $             0                Rent           0     x ###        = $             0
New York Nonresidency

  This section applies to people who maintained living quarters in New York State during 2006:

  Generally, if I determine you to be a federal nonresident (Form 1040NR), I'll prepare a nonresident state tax return for you.

  If, however, you are a federal resident (Form 1040), it is your decision whether you want to take the position that you are a
  New York State nonresident. The main advantages of claiming nonresidency of New York State are that (a) you are not
  liable for New York State tax on income earned while working outside the state, and (b) even if you are living in New York
  City, you are not liable for any New York City tax. The main disadvantage is that the audit rate is very high.

  The New York State tax regulations (which constitute state law) say that to be a nonresident, your domicile must be
  outside New York (e.g., in your home country), and if you are in NY for more than 183 days during the year, you have to be
  present here for a temporary stay for the accomplishment of a particular purpose. Note that domicile is your permanent
  home, where you always intend to return even after years of staying temporarily somewhere else.

  The NY State Tax Department interprets "temporary stay" to be a maximum of three years, and "particular purpose" to
  mean you are working on a specific assignment that has readily ascertainable and specific goals and conclusions. In other
  words, you must be here on something that resembles a project, not for general duties. These interpretations do not
  constitute law, however NYS Tax Dept. is using them steadfastly as if they were.

  The New York State Tax Dept. has been very aggressive in the past few years auditing nonresident returns and has
  sometimes taken its prerogative of going back up to 3 years. Even though the law is quite vague and widely open to
  interpretation, NYS Tax Dept. is nonetheless a very tough adversary. Please be aware if you choose NY nonresidency
  and later need my assistance because of a NYS inquiry or audit, all of my time will be billable at $200 per hour.

  If your return is selected, it is likely that either a) your tax liability will be adjusted to that of a New York State resident (so, if
  you are expecting a refund, it could be reduced or eliminated before you receive it), or b) you will get the refund and then
  be audited later. In the latter case, interest and late payment penalties would be added, depending on when it happens.
  Lately, they have more commonly been choosing the first option.

  I have provided extensive information on this subject (click on link below).
  If you find this is still insufficient information for making a decision, I will be happy to discuss your situation with you but
  it would be billable time in addition to your regular tax preparation fee.

          I want to file as a     New York non-resident (my minimum charge is $275 for federal 1040 with NY-nonresident return)

  Permanent address in home country:
  0
  0
  0

           How many days (both personal and business) did you spend in New York State during 2006?
NY Nonresident Income Allocation

  Use this worksheet if:
  1. You want to file as a non-resident of New York
  2. You worked outside New York state during the tax year

  EMPLOYER 1:
                                                         Days in 2006
  Business Days:               Worked in New York State

                         Worked outside New York State:
                                     State or Country




                                                              0     Total (number of business days worked for employer in 2006)

  Non-Business Days:         Vacation & personal days
               Leave of absence or other non-paid days
                                            Weekends         105
                                       Public Holidays        10

                                          Days in 2006       115        If you worked at the same job all year, this number should total 365.



  EMPLOYER 2:
                                                         Days in 2006
  Business Days:               Worked in New York State

                         Worked outside New York State:
                                     State or Country




                                                              0     Total (number of business days worked for employer in 2006)

  Non-Business Days:         Vacation & personal days
               Leave of absence or other non-paid days
                                            Weekends         105
                                       Public Holidays        10

                                          Days in 2006       115        If you worked at the same job all year, this number should total 365.


     Click here to go back to questionnaire
FAQ's on Temporary Living Expenses.
Total (number of business days worked for employer in 2006)




Total (number of business days worked for employer in 2006)
 T.A. MAY www.tmcih2.net, Email: Tmcih2@yahoo.com, Tel. 410-566-3666; Fax 410-123-6958

                                2006 Self-Employment Information
Please fill in all fields that apply to you.

          Taxpayer:                                                    Spouse:

Type of Business:                                               Type of Business:
(please be specific, e.g., if consultant, in what field?)


Self-Employment Income
                           TAXPAYER                                                  SPOUSE
    Reported on Form 1099-MISC
    Payer                                              Amount          Payer                                       Amount
                                                   $                                                           $
                                                   $                                                           $
                                                   $                                                           $
                                                   $                                                           $
                                                   $                                                           $
                                                   $                                                           $
                                                   $                                                           $

    Cash Income                                    $                   Cash Income                             $

Self Employment Expenses
                           TAXPAYER                                                  SPOUSE
                                                       Amount                                                      Amount
                            Advertising            $                                           Advertising     $
                   Health Insurance                $                                  Health Insurance         $
                    Other Insurance                $                                   Other Insurance         $
    Last Year's Tax Preparation Fee                $                   Last Year's Tax Preparation Fee         $
      Other Legal/Professional Fees                $                              Computer Equipment           $
               Computer Equipment                  $                     Other Legal/Professional Fees         $
                     Office Supplies               $                                    Office Supplies        $
          Office Rent (other than home)            $                         Office Rent (other than home)     $
                                Repairs            $                                               Repairs     $
         Supplies (other than office)              $                        Supplies (other than office)       $
                   Travel & Lodging                $                                  Travel & Lodging         $
              Meals & Entertainment                $                             Meals & Entertainment         $
                             Research              $                                            Research       $
                            Telephone              $                                           Telephone       $
                                Internet           $                                               Internet    $
                        Dues & Fees                $                                       Dues & Fees         $
            Client Gifts (limit $25 each)          $                           Client Gifts (limit $25 each)   $
              Education & Seminars                 $                             Education & Seminars          $
                                Postage            $                                               Postage     $
                Local Transportation               $                               Local Transportation        $
                  Trade Publications               $                                 Trade Publications        $
    LIST OTHER SELF-EMPLOYMENT BUSINESS EXPENSES:
    Description                    Amount                                      Description                              Amount
                                 $                                                                                  $
                                 $                                                                                  $
                                 $                                                                                  $
                                 $                                                                                  $
                                 $                                                                                  $
                                 $                                                                                  $
                                 $                                                                                  $
                                 $                                                                                  $
                                 $                                                                                  $
                                 $                                                                                  $

Self-Employed Retirement Plan (Keogh and SEP)

    If you've already contributed to a SEP or Keogh:
    2006 SEP contribution            $                                         2006 SEP contribution                $
    2006 Keogh contribution          $                                         2006 Keogh contribution              $

    If not, do you want me to calculate your maximum 2006 SEP contribution?
    Taxpayer:       Yes     No                                   Spouse:                        Yes        No


Home Office

Note: Although home office is a common and legitimate expense, claiming the expenses slightly increases your chance of audit.

If you lived at more than one location during the year, please complete expenses separately:
                      TAXPAYER                                                               SPOUSE
    Location 1: Address                                                   Location 1: Address
    0                                                                     0
    Dates worked: From                     to                             Dates worked: From                     to
                 Total area of home (sq. ft.)                                          Total area of home (sq. ft.)
 Area used exclusively for business (sq. ft.)                          Area used exclusively for business (sq. ft.)
    Rent $           X       months = $              0                    Rent $           X       months = $               0
 Utilities $         X       months = $              0                 Utilities $         X       months = $               0
      Repairs and maintenance expense $                                     Repairs and maintenance expense $
          Home insurance (total for year) $                                     Home insurance (total for year) $

    Location 2: (If you moved during the year)                             Location 2: (If you moved during the year)

    Dates worked: From                     to                             Dates worked: From                     to
                 Total area of home (sq. ft.)                                          Total area of home (sq. ft.)
 Area used exclusively for business (sq. ft.)                          Area used exclusively for business (sq. ft.)
    Rent $           X       months = $              0                    Rent $           X       months = $               0
 Utilities $         X       months = $              0                 Utilities $         X       months = $               0
      Repairs and maintenance expense $                                     Repairs and maintenance expense $
          Home insurance (total for year) $                                     Home insurance (total for year) $

    Note: List furniture purchase and other expenses related to the home office under self-employment expenses.
Vehicle Expenses

List only vehicle expenses that apply to self-employment (see Employee Expenses tab for W-2 related vehicle use)

Note: If you used more than one vehicle during the year, please I will need the expenses listed separately
for each vehicle.

    Vehicle 1:                                                       Vehicle 2:
Year, make and model                                             Year, make and model
    Dates used:       From                  to                       Dates used:       From                  to
           Total miles (personal & business)                                Total miles (personal & business)
                         Total business miles                                             Total business miles
Is another vehicle available for personal use:        Yes   No
                                                                 Is another vehicle available for personal use:        Yes   No
                      Is your vehicle leased?         Yes   No                         Is your vehicle leased?         Yes   No
       If owned, purchase price of vehicle $                            If owned, purchase price of vehicle $
                           Date of purchase                                                 Date of purchase
                                       Tolls $                                                          Tolls $
                                    Parking $                                                        Parking $

If you want me to calculate actual expenses, which
may be more than standard mileage:

List total expenses incurred between the dates below:                List total expenses incurred between the dates below:
(I will calculate the business percentage)                           (I will calculate the business percentage)
                        From         1/0/00 to    1/0/00                                 From         1/0/00 to    1/0/00
                                  Gas & oil $                                                      Gas & oil $
                              Repairs/tires $                                                  Repairs/tires $
                          Lease payments $                                                 Lease payments $
                            Auto Insurance $                                                 Auto Insurance $
                               Garage rent $                                                    Garage rent $
                          Auto Club (AAA) $                                                Auto Club (AAA) $

Estimated Tax Payments
                TAXPAYER                                                         SPOUSE

FEDERAL PAYMENTS                Date paid if                     FEDERAL PAYMENTS                Date paid if
  QTR    Due Date           later than due date       Amount       QTR    Due Date           later than due date       Amount
   1      04/15/06                                $                 1      04/15/06                                $
   2      06/15/06                                $                 2      06/15/06                                $
   3      09/15/06                                $                 3      09/15/06                                $
   4      01/15/07                                $                 4      01/15/07                                $

STATE:                                                           STATE:
   1        04/15/06                              $                 1        04/15/06                              $
   2        06/15/06                              $                 2        06/15/06                              $
   3        09/15/06                              $                 3        09/15/06                              $
   4        01/15/07                              $                 4        01/15/07                              $

Locality:                                                        Locality:
  1         04/15/06                              $                1         04/15/06                              $
  2         06/15/06                              $                2         06/15/06                              $
  3         09/15/06                              $                3         09/15/06                              $
  4         01/15/07                              $                4         01/15/07                              $

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   T.A. MAY www.tmcih2.net, Email: Tmcih2@yahoo.com, Tel. 410-566-3666; Fax 410-123-6958

                                      2006 Foreign Income & Accounts
Foreign Income

    All tax residents filing Form 1040 are required to report worldwide income.

    Please do not include any foreign income & foreign tax payments that are reported on Form 1099-DIV

Taxpayer (T), Spouse (S), Joint (J)
        Type of Income:                                Currency        Gross Income        Income Converted    Gross Tax Paid      Tax Converted
T/S/J   (wages, interest, etc.)   Name of Payer        (euro, etc.)   (foreign currency)    to US Dollars*    (foreign currency)   to US Dollars*




    * Please use the Currency Converter below.

                   Currency Converter                                 Foreign Currency        US Dollar
                                                         2006              Amount             Conversion
                   EMU MEMBERS              Euro        1.2563                                    0
                   UNITED KINGDOM           Pound       1.8434                                    0
                   ARGENTINA                Peso        0.3273                                    0
                   AUSTRALIA                Dollar      0.7535                                    0
                   BRAZIL                   Real        2.1738                                    0
                   CANADA                   Dollar      1.1340                                    0
                   CHINA                    Yuan        7.9723                                    0
                   CZECH REPUBLIC           Koruna     0.04441                                    0
                   ESTONIA                  Kroon      0.08027                                    0
                   HONG KONG                Dollar      7.7681                                    0
                   INDIA                    Rupee      45.1900                                    0
                   JAPAN                    Yen       116.3100                                    0
                   MEXICO                   Peso       10.9060                                    0
                   NEW ZEALAND              Dollar      0.6492                                    0
                   POLAND                   Zloty      0.32300                                    0
                   SOUTH AFRICA             Rand       6.76680                                    0


    For additional countries, please see:      Oanda.com        or Federal Reserve Foreign Exchange Rates
Foreign Accounts

     If you had more than $10,000 in a foreign account at any time during 2006, please provide the account information below.
     Such information is required to be reported to the Treasury Department. Noncompliance could result in penalties.

Taxpayer (T), Spouse (S), Joint (J)
T/S/J          Type of Account:                      Maximum Value of Account:               Account Number:
                  Bank                                  Under $10,000
                  Security                              $10,000-$99,999                      Name of Financial Institution
                  Other                                 $100,000-$1,000,000
                                                        Over $1,000,000                      Country in which account is held:


T/S/J          Type of Account:                      Maximum Value of Account:               Account Number:
                  Bank                                  Under $10,000
                  Security                              $10,000-$99,999                      Name of Financial Institution
                  Other                                 $100,000-$1,000,000
                                                        Over $1,000,000                      Country in which account is held:


T/S/J          Type of Account:                      Maximum Value of Account:               Account Number:
                  Bank                                  Under $10,000
                  Security                              $10,000-$99,999                      Name of Financial Institution
                  Other                                 $100,000-$1,000,000
                                                        Over $1,000,000                      Country in which account is held:


T/S/J          Type of Account:                      Maximum Value of Account:               Account Number:
                  Bank                                  Under $10,000
                  Security                              $10,000-$99,999                      Name of Financial Institution
                  Other                                 $100,000-$1,000,000
                                                        Over $1,000,000                      Country in which account is held:



          Click here to go back to questionnaire
                T.A. MAY www.tmcih2.net, Email: Tmcih2@yahoo.com, Tel. 410-566-3666; Fax 410-123-6958

                            2006 Rental Property Worksheet

General Information:

  Taxpayer:                                                            Spouse:

  If married, is the house owned jointly?   Yes               No   → If not, who is the owner?       Taxpayer   Spouse
  Do you [and spouse] own 100% of the property?                Yes   No   → If not, list ownership percentage

  Address of property:

  Date property was placed in service (made available for rent). This can be in a past year:

  Date, if any, property was no longer available for rent:

                                                         Yes         No
  Is the entire property available for rental use?                        → If not, percentage rented out

Rental Income and Expenses

  Rental income for the entire tax year:             $

  Rental Expenses:                         Amount
                       Advertising     $
                            Travel     $
          Cleaning & maintenance       $
                    Commissions        $                     Rental amount (if not fully rented)
                        Insurance      $                        0%        $              0
         Legal & professional fees     $
                Management fees        $
                 Mortgage interest     $                        0%        $              0
                 Real estate taxes     $                        0%        $              0
                           Repairs     $
                          Supplies     $
                   Water & sewer       $                        0%        $              0
                 Garbage removal       $                        0%        $              0
  Description
                                       $
                                       $
                                       $

  List any capital improvements made to the property during the tax year:
  These are improvements made to your home that add to its value, prolong its useful life, or adapt it to new uses.
  (Examples include replacements or additions such as roof, carpet, boiler, rooms, patio, driveway,
  central air, windows, etc.)

  Type of Improvement                      Cost              Date
                                       $
                                       $
                                       $
                                       $
                                       $
Cost Basis of Property

      Adjusted Basis of Property:
       $                        Purchase Price of Property
       $                        Settlement Costs (abstract fees, legal fees, recording fees, surveys, transfer taxes, title insurance)
       $                        Capital Improvements made to property before it was made available for rent:

        $            0              = TOTAL ADJUSTED BASIS

            (Note: If you converted a personal property to a rental property, your basis is the lesser of the fair market
            value or the adjusted basis of the property).

      Value of land in price of property:
       $                          (Note: Land is not a depreciable asset)


      For more information, see        IRS Publication 527: Residential Rental Property


      Click here to go back to questionnaire
                T.A. MAY www.tmcih2.net, Email: Tmcih2@yahoo.com, Tel. 410-566-3666; Fax 410-123-6958
                                       2006 Employee Expenses
                                                 Vehicle - Home Office
    Taxpayer:                                                   Spouse:

Vehicle Expenses

List only vehicle expenses that apply to work as an employee (not for self-employment)

*Important Note: Commuting is not deductible, so do not include it in your business mileage figure.
Commuting means your trip from home to office and then from office to home. Other trips for business during
the day would count, however.

                     TAXPAYER                                                       SPOUSE

Year, make and model                                            Year, make and model
    Dates used:         From                to                      Dates used:         From                to
        Total miles driven during those dates                           Total miles driven during those dates
    Total business* miles during those dates                        Total business* miles during those dates
Is another vehicle available for personal use:     Yes   No     Is another vehicle available for personal use:   Yes   No
                       Is your vehicle leased?     Yes   No                            Is your vehicle leased?   Yes   No
       If owned, purchase price of vehicle $                           If owned, purchase price of vehicle $
                            Date of purchase                                                Date of purchase

                  Tolls (business portion) $                                     Tolls (business portion) $
                Parking (business portion) $                                   Parking (business portion) $

You can generally claim either the standard mileage rate or actual expenses, whichever is greater (some exceptions apply).
If you want me to calculate actual expenses, I need the total for the year of each expense:

                        From       1/0/00 to      1/0/00                                From       1/0/00 to      1/0/00
    List total expenses incurred between the dates above:           List total expenses incurred between the dates above:
    I will calculate percentage applied as business use.            I will calculate percentage applied as business use.
                                 Gas & oil $                                                     Gas & oil $
                             Repairs/tires $                                                 Repairs/tires $
                          Lease payments $                                                Lease payments $
                           Auto Insurance $                                                Auto Insurance $
                              Garage rent $                                                   Garage rent $
                         Auto Club (AAA) $                                               Auto Club (AAA) $
Home Office

List only home office expenses that apply to work as an employee. Otherwise, see                              Self-Employment tab.

Note: Although home office is a common and legitimate expense, claiming it slightly increases your chance of audit.

General Rules:
To qualify, a portion of your home or a separate structure must be used exclusively on a regular basis:
(1) As the principal place of your business (this includes a place where you conduct administrative or management
activities of the business if there is no other fixed location to conduct them), or
(2) as a place where you meet clients in the normal course of business.

Employee Rule:
In addition to the above, if you have a home office for work as an employee, it must be for your employer's convenience.

See IRS Publication 587 for more information.

If you lived at more than one location during the year, or used the home office for more than one employer,
please list expenses separately:

Note: Do not fill in an amount for rent if you own your home.

                       TAXPAYER                                                                     SPOUSE
   Location 1: Address                                                          Location 1: Address
   0                                                                            0
   Employer:                                                                    Employer:
   Dates worked: From                    to                                     Dates worked: From                    to
         Percent of time worked from home                                             Percent of time worked from home
                 Total area of home (sq. ft.)                                                 Total area of home (sq. ft.)
Area used exclusively for business (sq. ft.)                                 Area used exclusively for business (sq. ft.)
   Rent $             X     months = $                    0                     Rent $             X     months = $                    0
Utilities $           X     months = $                    0                  Utilities $           X     months = $                    0
    Repairs and maintenance expense $                                            Repairs and maintenance expense $
                 Home insurance (total) $                                                     Home insurance (total) $

    Location 2: Address                                                          Location 2: Address

   Employer:                                                                    Employer:
   Dates worked: From                    to                                     Dates worked: From                    to
         Percent of time worked from home                                             Percent of time worked from home
                 Total area of home (sq. ft.)                                                 Total area of home (sq. ft.)
Area used exclusively for business (sq. ft.)                                 Area used exclusively for business (sq. ft.)
   Rent $             X     months = $                    0                     Rent $             X     months = $                    0
Utilities $           X     months = $                    0                  Utilities $           X     months = $                    0
    Repairs and maintenance expense $                                            Repairs and maintenance expense $
                 Home insurance (total) $                                                     Home insurance (total) $

If you own your home and you wish to claim depreciation of the office portion, please complete the following:

         Adjusted Basis of Property:
          $                        Purchase Price of Property
          $                        Settlement Costs (abstract fees, legal fees, recording fees, surveys, transfer taxes, title insurance)
          $                        Capital Improvements made to property before it was made available for rent:
          $         0           = TOTAL ADJUSTED BASIS

         Value of land in price of property:
          $                          (Note: Land is not a depreciable asset)
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T.A. MAY www.tmcih2.net, Email: Tmcih2@yahoo.com, Tel. 410-566-3666; Fax 410-123-6958


                                            Federal Excise Tax Refund
If you made long distance calls between March 1, 2003 and July 31, 2006 (41 months), you are eligible to request a refund on your
tax return for the amount of federal excise tax paid on your phone bills.

If you would prefer claim the standard refund amount, please do not complete this section.
Standard amounts varying between $30 and $60, depending on the number of exemptions claimed on your tax return (e.g., for a single
taxpayers with no dependents, the amount would be $30; for a married couple with two dependents, the amount would be $60).

Only complete the worksheet below if the following apply:
       ● You made a lot of local distance calls and want to claim a refund for the amount you actually paid.
       ● Your telecommunications service provider has not issued you a refund of the federal excise tax paid on long distance
         service or bundled service that was billed from Mar 2003-July 2006.
       ● You wil not ask your telecommunications service provider for a credit or refund of this tax.
       ● You have records (copies of old phone bills) adequate to support the refund amount you are requesting.

What is included:
           Federal excise tax paid on long distance charges
           Federal excise tax paid on bundled service
           Federal excise tax paid on long-distance internet plans including broadband VoIP long-distance plans

What is not included:
          Federal access charges
          State and local access charges
          State and local tax

What is a refund eligible bundled service?
           Bundled service is local and long distance service provided under a plan that does not separately state the charge for the
           local telephone service.

If you need more information, please refer to the   IRS Telephone Tax Refund Questions and Answers

Note:       Do not send me your old phone bills. You will need to calculate the federal excise tax yourself.
Many phone companies combine the federal excise tax for local and long distance usage. As such, you might find it easier to
calculate the refundable portion of excise tax using the box below. You have to use this for each month's phone bills.
Actual Excise Tax Amounts Paid:

                                          Federal Excise Tax Paid on:                  Method to calculate the federal excise tax
                                          Long Distance       Bundled                  (Use for each month's phone bills)
          Bills dated during:             Service             Service
         March, April, May 2003       $                     $                          Charges for:             Total                 3%
        June, July, August 2003       $                     $                          Long Distance                                  0.00     `
            Sept, Oct, Nov 2003       $                     $                          Directory Assistance                           0.00
       Dec 2003, Jan, Feb 2004        $                     $                          Regulatory Charges                             0.00
         March, April, May 2004       $                     $                          Monthly Total                                  0.00
          June, July, Agust 2004      $                     $
            Sept, Oct, Nov 2004       $                     $                          Long Distance includes out of state & international calls & plans
       Dec 2004, Jan, Feb 2005        $                     $                          Regulatory charges are line charges. The charge will
         March, April, May 2005       $                     $                          be the same every month.
          June, July, Agust 2005      $                     $
            Sept, Oct, Nov 2005       $                     $
       Dec 2005, Jan, Feb 2006        $                     $
         March, April, May 2006       $                     $
                 June, July 2006      $                     $


Self-Employed Individuals: Alternative Calculation of Excise Tax Refund
If you were self-employed and had gross receipts of at least $25,000 in 2003-2006, you can use this alternate formula to calculate
the federal excise tax refund.
If you were self-employed for only part of that time or had gross receipts of less than $25,000 in one or more years, please use
calculation method above.
If you had more than one type of service or service provider (land line, fax, cell, local, long distance, bundled, etc.) combine all bills
before making this computation.

                       April 2006 phone bill(s)
          Federal Excise Tax(es) $                          $              Total of phone bills between March 31, 2003 - July 31, 2006
              Total Phone Bill(s) $
                                      #DIV/0!               $     #DIV/0! Estimated Excise Tax

                 September 2006 phone bill(s)
          Federal Excise Tax(es) $
              Total Phone Bill(s) $
                                    #DIV/0!
Federal long-distance tax percentage   #DIV/0!


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