DATA SHEET

Document Sample
DATA SHEET Powered By Docstoc
					To send to Sanford we suggest you highlight from " TAX DATA SHEET…" to the bottom of the last
page. Copy by typing “Control” & “C”. Then open an e-mail to tax-dept_hq@ntm.org, and Paste in
the body of the e-mail by typing “Control” & “V”. Enter all information that applies and send e-mail.
Faxes can be sent to (208) 977-3167.

TAX DATA SHEET (TDS) FOR ALL NTM EMPLOYEES                                              FILING FOR TAX YEAR 2008
The TAX DATA SHEETS have changed this year. Please read all questions carefully before submitting your sheet to the Tax
Department. Please enter all information. Per diem and mileage rates change during the year – See the last page for details.
An instruction sheet is no longer available.

Please note that YOU are responsible for the accuracy and completeness of your tax return. If you anticipate owing taxes
upon completion of your tax return, it is STRONGLY recommended that you arrange to make a tax payment to the IRS
BEFORE April 15 to avoid penalties and interest. Answers to common tax questions may be found on the IRS website
(www.irs.gov) or the NTM Tax Dept. website (www.ntm.org/members).

Please Complete ALL Applicable Information. Also, be sure to include ALL necessary Tax Documents as Scanned
Attachments, Faxes, or Photocopies! Note that these will not be returned.

I. DEMOGRAPHIC INFORMATION
             A. Filing Status - (Filing Status is determined as of Dec. 31 of tax year.):
                   1. Single
                   2. Married Filing Jointly
                   3. Married Filing Separately
                   4. Head of Household
                   5. Qualifying Widow(er)
 A. __________

               B. Primary Taxpayer Information
 1. ____________     1. Primary Taxpayer Legal First Name
 2. ____________       2. Primary Taxpayer Legal Middle Name
 3. ____________       3. Primary Taxpayer Legal Last Name
 4. ____________       4. Primary Taxpayer Legal Name Suffix (Sr., II, etc.)
 5. ____________       5. Primary Taxpayer Social Security Number (SSN or ITIN)
 6. ___/___/_____      6. Primary Taxpayer Date of Birth (DOB)
 7. ____________       7. Primary Taxpayer Occupation
 8. ____________       8. Does Primary Taxpayer want to contribute $3 to Presidential Campaign Fund?
 9. ____________       9. Is Primary Taxpayer Blind?
10. ____________      10. Is the Primary Taxpayer a US Citizen?
11. ____________      11. Is the Primary Taxpayer a Dependent of Another?

                 C. Secondary Taxpayer Information - Complete Questions 1 – 10 if Joint Return.
 1. ____________       1. Secondary Taxpayer Legal First Name
 2. ____________       2. Secondary Taxpayer Legal Middle Name
 3. ____________       3. Secondary Taxpayer Legal Last Name
 4. ____________       4. Secondary Taxpayer Legal Name Suffix (Sr., II, etc.)
 5. ____________       5. Secondary Taxpayer Social Security Number (SSN or ITIN)
 6. ___/___/_____      6. Secondary Taxpayer Date of Birth (DOB)
 7. ____________       7. Secondary Taxpayer Occupation
 8. ____________       8. Does Secondary Taxpayer want to contribute $3 to Presidential Campaign Fund?
 9. ____________       9. Is Secondary Taxpayer Blind?
10. ____________      10. Is Secondary Taxpayer a US Citizen?
               D. Address on Tax Return:
                   If you are in the USA, use your Home Address. If you are living at a Temporary Address or Overseas,
                      it is recommended that you either use the Sanford address: 1000 E 1st Street, Sanford, FL 32771, or an
                      “in care of” (c/o) address of a trusted friend or family member.
 1. ____________       1. Street Address
 2. ____________       2. City, State, Zip or Postal Code, Country
 3. ____________       3. Resident State
                      (Type the word “Overseas” for Resident State if your Residence is Overseas.)

               E. Contact Information:
                   Before your tax return can be e-filed, you will receive a copy in pdf format for you to approve that will be
                   attached to an e-mail – it will be approximately 100kb in size. Please enter your ntm.org e-mail address on
                   Line 1. If you are unable to handle the 100kb file, please give us an ntm.org e-mail address (Field Office,
                   Co-worker, etc.) on Line 2 where we can send the file.

 1. ____________       1. ntm.org Email Address 1
 2. ____________       2. ntm.org Email Address 2

II. DEPENDENT INFORMATION – List ONLY those dependents you SHOULD claim. Do NOT list yourself or spouse here.
          List ALL information.
               A. Dependent Information:
 1. ____________       1. How many dependents are you claiming on this year’s tax return?
 2.                    2. For EACH additional dependent, please copy, paste here, and answer Questions 2a – j.
   a. ____________        a. Dependent Legal First Name
   b. ____________        b. Dependent Legal Middle Name
   c. ____________        c. Dependent Legal Last Name
   d. ____________        d. Dependent Legal Name Suffix
   e. ____________        e. Dependent SSN or ITIN
   f. ___/___/_____       f. Dependent Date of Birth
   g. ____________        g. Dependent Relationship
   h. ____________        h. Dependent Number of Months lived at home during Tax Year
   i. ____________        i. Was Dependent over age 18 and a Full-Time College Student during the Tax Year?
   j. ____________        j. If yes to Question i, please see Section X below.

               B. Change in Dependents
 1. ____________       1. Is the number of dependents listed above A CHANGE from the data on your last year’s
                           tax return?
 2. ____________       2. Have you read the IRS qualifications for dependents in Section X below?

               C. Earned Income Credit (EIC) Checklist - Please answer if you have qualifying children.

 1. ____________       1. Do you think you will be eligible for the Earned Income Credit this year?
 2. ____________       2. If you lived overseas at any time during the tax year, do you plan on filing a Form 2555?

 3. ____________       3. Is your qualifying child(ren) unmarried OR married and can be claimed as the taxpayer’s
                           dependent?
 4. ____________       4. Did your qualifying child(ren) live with you IN the USA for over HALF of the tax year?
 5. ____________       5. Could anyone else claim your qualifying child as a dependent?
 6. ____________         6. Was the taxpayer or spouse a non-resident alien for any part of the year?
 7. ____________         7. Could you or your spouse be the qualifying child of any other person in the tax year?


 8. ____________         8. Was your and your spouse’s main home IN the USA for more than HALF of the tax year?
 9. ____________         9. Are you or your spouse eligible to be claimed as a dependent on anyone else’s federal income tax return
                            for the tax year?


10. ____________        10. Was your qualifying child over 18 AND a student? If “YES”, please answer Questions 11 and 12.
11. ____________        11. What is the Name of the Institution of Higher Education? (Must Have!)
12. ____________        12. Can you provide documentation proving that your child(ren) was a full-time student for at least 5 months?
                            (School Records which show the dates of attendance are acceptable proof.)
13.                     13. Can you provide any of the following documentation proving that your child lived with you for MORE
                            THAN half of the year? (More than one type of documentation may be required by the IRS, if audited.)
      a. ____________       a. School Records    (“Yes” or “No”)
      b. ____________       b. Medical Records     (“Yes” or “No”)
      c. ____________       c. Daycare Records (“Yes” or “No”)
      d. ____________       d. Social Services Records (“Yes” or “No”)

III. IRS DIRECT DEPOSIT INFORMATION If you expect a TAX REFUND and you want it to be deposited directly TO your
        bank account, please complete this section. Please VERIFY ACCURACY and UPDATE Account Numbers EACH Year.
 1. ____________      1. Name of Financial Institution
 2. ____________         2. Routing Number of Financial Institution (9-digit number)
 3. ____________         3. Your Account Number
 4. ____________         4. Is this account a “Checking” Account or “Savings” Account?


IV. IRS DIRECT DEBIT INFORMATION If you expect to OWE TAX and you want it to be withdrawn directly FROM your
        bank account, please complete this section. Please VERIFY ACCURACY and UPDATE Account Numbers EACH Year.
 1. ____________      1. Name of Financial Institution
 2. ____________         2. Routing Number of Financial Institution (9-digit number)
 3. ____________         3. Your Account Number
 4. ____________         4. Is this account a “Checking” Account or “Savings” Account?


V. YES/NO QUESTIONS (to help in the Preparation of this Tax Data Sheet (TDS) and Tax Return)
       Please read and answer ALL questions with “YES” or “NO” ONLY.
                A. Employee Status
 1. ____________         1. Were you a Career Member (SECA Member) of NTM during the Tax Year?
 2. ____________         2. Were you an Associate Member (FICA Member) of NTM during the Tax Year?
 3. ____________         3. Were you a Retired Member of NTM as of the end of the Tax Year?
 4. ____________         4. Was your Spouse (if married) a Salaried Employee of NTM?
                            (Did he/she receive a Form W-2 from NTM?)


                 B. Sources of Income
 1. ____________         1. Did you or your spouse receive NTM W-2 Wage Income during the Tax Year?
                            (See Box 1 of your NTM W-2 Form)
 2. ____________         2. Did you or your spouse receive OTHER NON-NTM W-2 Wage Income during the Tax Year?
                            (See Box 1 of your OTHER NON-NTM W-2 Forms)
 3. ____________         3. Did you or your spouse receive NON-NTM Clergy Schedule C Business Income during
                            the Tax Year?
 4. ____________     4. Did you or your spouse receive NON-NTM, NON-Clergy Schedule C Business Income during
                        the Tax Year?
 5. ____________     5. Did you or your spouse have Interest Income from a bank or other financial institution
                        during the Tax Year?
 6. ____________     6. Did you or your spouse have Ordinary Dividend and/or Capital Gains Income from Investments
                        in Mutual Funds or Stocks during the Tax Year?
 7. ____________     7. Did you or your spouse Buy, Sell, or Trade any Securities (Stocks, Bonds, Mutual Funds)
                        during the Tax Year?
 8. ____________     8. Did you or your spouse take any Distributions (withdrawals) from your IRA, 401(k), or 403(b)
                        or other Retirement Accounts during the Tax Year?
 9. ____________     9. Did you or your spouse take any Distributions (withdrawals) from your IRA, 401(k), or 403(b)
                        or other Retirement Accounts during any of the last THREE (3) Tax Years?
                      If yes, please complete the following:
                                    Total Amount          Total Amount                  Total Amount
                    You:    This Year: $___________ Last Year: $___________            3rd Year: $___________
                    Spouse: This Year: $___________ Last Year: $___________            3rd Year: $___________


10. ____________    10. Did you or your spouse receive Supplemental Income from Rental Property or K1 Forms
                        during the Tax Year?
11. ____________    11. Did you or your spouse receive Social Security Benefit Income during the Tax Year?
12. ____________    12. Did you or your spouse receive Other Miscellaneous Income during the Tax Year
                        (Jury Duty, 1099-G Income, etc.)?
13. ____________    13. Did you have a house or apartment supplied for you at reduced or no cost during the
                        Tax Year?


                C. Adjustments to Income
 1. ____________     1. Did you contribute to or have expenses from a Health Savings Account (HSA) during the Tax Year?
 2. ____________     2. Did you have Moving Expenses which were paid by you during the Tax Year?
 3. ____________     3. Did you or your spouse contribute to a TRADITIONAL IRA Retirement Account during the Tax Year?
 4. ____________     4. Did you or your spouse contribute to a ROTH IRA Retirement Account during the Tax Year?
 5. ____________     5. Did you contribute to your NTM 403(b) Retirement Account during the Tax Year?
                        (See Box 12 E of your NTM W-2)

               D. Expenses
 1. ____________    1. Did you apply for Parsonage Allowance during the Tax Year? (See Box 14 of your NTM W-2)?
                        If “Yes”, please answer the next question.
 2. ____________     2. Did you have Parsonage Expenses? (Actual amounts paid during the Tax Year for which
                        you have receipts.)
 3. ____________     3. Did you have Unreimbursed Employee Business Expenses during the Tax Year for which you want
                         to lower your Social Security Tax?
 4. ____________     4. Did your spouse (if salaried by NTM) have Unreimbursed Employee Business Expenses
                        during the Tax Year for which he/she wants to lower his/her Social Security Tax?
 5. ____________     5. Did you have any Schedule A expenses (Unreimbursed Medical Expenses, Real Estate Taxes,
                        Gifts to Charities, etc.) during the Tax Year for which you would like to Itemize Deductions?
 6. ____________     6. Did you receive at least one Form 1098 for Mortgage Interest Expenses made during
                        the Tax Year?
 7. ____________     7. Did you receive at least one Form 1098-T for Educational Expenses made during
                        the Tax Year?
               E. Other Important Questions
1. ____________     1. Did you pay any Estimated Quarterly Tax Payments directly to the IRS using Form 1040-ES
                       during the Tax Year?
2. ____________     2. Did you pay any Estimated Tax to the IRS MONTHLY through NTM?
                       (See Box 2 of your NTM W-2)
3. ____________     3. Did you arrange to have your Overpayment from last year’s tax return applied to this
                       year’s tax return?
4. ____________     4. Did you make an Estimated Tax payment before or at the time you filed a Federal
                       Extension – Form 4868?
5. ____________     5. Did you receive the Economic Stimulus Payment (Rebate) from the US Government in 2008?
6. ____________     6. Did you (and your spouse, if married) live outside the United States at any time
                       during the Tax Year?
7. ____________     7. If you (and your spouse) lived outside the United States during the Tax Year, do you
                        plan to file a Form 2555 (Overseas Exclusion of Foreign Earned Income)?
8. ____________     8. Did you or your spouse have Signature Authority or Interest in a Foreign Financial Account
                       during the Tax Year? If so, please answer the next question, remember to file Form TD 90-22.1
                       by June 30, and file it separately from your tax return to the address on the form.
9. ____________     9. In what country did you have the foreign financial account?

    *** The following sections require you to attach either SCANNED COPIES or PHOTOCOPIES of specific tax forms. ***
                                  *** Please note that Photocopies will NOT be returned.***


VI. INCOME DATA
             A. NTM W-2 Wage Income
                   If you answered “NO” to Question B-1 of Section V, then skip this part. If you answered “YES”
                        to Question B-1, then be sure to answer ALL questions in this part.
1. ____________     1. How many NTM W-2 Forms did you receive?
2. ____________     2. How many NTM W-2 Forms did your spouse receive (if married)?
               (Please attach a SCANNED COPY or PHOTOCOPY of EACH DIFFERENT NTM FORM W-2.)


               B. Non-NTM W-2 Wage Income
                   If you answered “NO” to Question B-2 of Section V, then skip this part. If you answered “YES”
                        to Question B-2, then be sure to answer ALL questions in this part.
1. ____________     1. How many Non-NTM W-2’s did you receive?
2. ____________     2. How many Non-NTM W-2’s did your spouse receive (if married)?
               (You must attach a SCANNED COPY or PHOTOCOPY of EACH DIFFERENT NON-NTM FORM W-2.)


               C. Non-NTM “Clergy” Schedule C Income (and Related Sch C Expenses)
                   If you answered “NO” to Question B-3 of Section V, then skip this part. If you answered “YES” to
                        Question B-3, then be sure to answer ALL questions in this part.
1. $___________     1. What was the total amount of income for Missionary Support that did NOT come through Sanford?
2. $___________     2. What was the total amount of Clergy income from all 1099-MISC Forms?
               (You must attach a SCANNED COPY or PHOTOCOPY of EACH DIFFERENT FORM 1099-MISC.)
3. $___________     3. What was the total amount of income received for Pulpit Supply or Honorariums?
4. $___________     4. What was the total amount of income received for Misc Ministry Cash Gifts?
                        (Do not include Personal or Family Gifts)
5. $___________     5. If you were lent a vehicle, what was the value in US Dollars of the use of a vehicle loaned to you?
                       (Calculate by multiplying the Total Miles driven by the “Charitable Mileage Rate” for the Tax Year.)
 6. ____________       6. Did you have any Expenses Directly Related to the Clergy Schedule C Income?
                          Please itemize separate types and amounts using this list.
     a. $____________ a. Office Expense: Amount of Expense
     b. $____________ b. Vehicle Rental: Amount of Expense
     c. $____________     c. Supplies: Amount of Expense
     d. $____________     d. Travel Expense: Amount of Expense
     e. $____________     e. Meals and Entertainment: Amount of Expense
      f. $____________ f. Other (Please List): Amount of Expense:
 7. ____________      7. If you were lent a vehicle, how many miles did you drive that vehicle for Business purposes
                           from Jan. 1 to June 30?
 8. ____________       8. If you were lent a vehicle, how many miles did you drive that vehicle for Business purposes
                          from July 1 to Dec. 31?
 9. ____________       9. How many miles did you drive YOUR vehicle for Business purposes from Jan. 1 to June 30?
10. ____________     10. How many miles did you drive YOUR vehicle for Business purposes from July 1 to Dec. 31?


                 D. Non-NTM, “Non-Clergy” Schedule C Income (and Related Schedule C Expenses)
                     If you answered “NO” to Question B-4 of Section V, then skip this part. If you answered “YES”
                          to Question B-4, then be sure to answer ALL questions in this part.
 1. ____________       1. How many types of Non-NTM, Non-Clergy Schedule C Forms will need to be filed this Tax Year?
                          (Please answer Questions 2 – 7 for each type of “Non-Clergy” Schedule C Income.)
 2. ____________       2. Was this Schedule C Income for you or your spouse (if married)?
 3. ____________       3. What was the Principal Activity (Type of Work) done to earn this Income?
 4. $___________       4. How much were the Gross Receipts (Total Amount of Income) for this work?
 5. ____________      5. Did you have any Expenses Directly Related to the Clergy Schedule C Income?
      a. $____________ a. Office Expense: Amount of Expense
     b. $____________     b. Vehicle Rental: Amount of Expense
     c. $____________     c. Supplies: Amount of Expense
     d. $____________     d. Travel Expense: Amount of Expense
     e. $____________     e. Meals and Entertainment: Amount of Expense
     f. $____________     f. Other (List Type): Amount of Expense
 6. ____________       6. How many miles did you drive your vehicle for Business purposes from Jan. 1 to June 30?
 7. ____________       7. How many miles did you drive your vehicle for Business purposes from July 1 to Dec. 31?

        (If you had additional sources of Non-NTM, “Non-Clergy” Schedule C Income, copy Questions 2 through 7,
        paste here, and answer each question for EACH additional type of Schedule C Income you or your spouse
        (if married) received during the Tax Year.)


                 E. Interest Income
                      If you answered “NO” to question B-5 of Section V, then skip this part. If you answered “YES”
                           to Question B-5, then be sure to answer ALL questions in this part.
 1. ____________       1. From how many bank accounts did you or your spouse (if married) earn reportable interest
                          during the Tax Year?
                     Please list the name of each bank and amount of interest earned during the Tax Year here.
                         Example: Fairwinds Credit Union               $25.78
        (You must attach a SCANNED COPY or PHOTOCOPY of EACH DIFFERENT Form 1099-INT for each bank account.)
 2. $___________      2. What is the total amount of interest you and your spouse (if married) earned during the Tax Year?
                F. Dividend Income
                    If you answered “NO” to question B-6 of Section V, then skip this part. If you answered “YES” to
                         Question B-6, then be sure to answer ALL questions in this part.
 1. ____________     1. From how many financial institutions did you (or your spouse, if married) earn dividend income
                    during the Tax Year?
            (You must attach a SCANNED COPY or PHOTOCOPY of EACH DIFFERENT Form 1099-DIV for each account.)
 2. ____________     2. Please list the name of each payer from which you (and your spouse, if married) earned dividends
                    during the Tax Year.
                        Example:     American Funds

                G. Capital Gains Income
                    If you answered “NO” to Question B-7 of Section V, then skip this part. If you answered “YES”
                        to Question B-7, then be sure to answer ALL questions in this part.
 1. ____________     1. How many different securities did you (or your spouse, if married) sell or exchange during the
                        Tax Year? (You must attach a SCANNED COPY or PHOTOCOPY of EACH DIFFERENT
                        Form 1099-B for each security sold or exchanged during the Tax Year.)
 2. ____________     2. You MUST also provide a CLEAR and COMPLETE list of the following information for EACH
                        security sold or exchanged during the Tax Year:

        Number and Description of Security        Date Acquired       Date Sold       Sales Price      Original Cost or Basis
        Ex. 500 Shares Global Equity Fund A         04/25/2006         09/25/2008      $6000.00              $4,568.78

                H. Retirement/Pension Income
                    If you answered “NO” to Question B-8 of Section V, then skip this part. If you answered “YES”
                         to Question B-8, then be sure to answer ALL questions in this part.
 1. ____________     1. From how many retirement accounts did you (or your spouse, if married) take distributions
                         (withdrawals) during the Tax Year?
        (You must attach a SCANNED COPY or PHOTOCOPY of EACH DIFFERENT Form 1099-R for each retirement account.)
 2. ____________     2. Please list the name of each payer and amount withdrawn from each retirement account by you
                        (and your spouse, if married) during the Tax Year.
                        Example:       Vanguard $12,000

                I. Rental Income and Expenses – Schedule E
                    If you answered “NO” to Question B-10 of Section V, then skip this part. If you answered
                         “YES” to Question B-10, then be sure to answer ALL questions in this part.
 1. ____________     1. How many K-1 Forms did you receive for supplemental income during the Tax Year?
 2. ____________     2. From how many properties did you earn supplemental income during the Tax Year?
                    For each rental property please answer Questions 3 – 14 or include a COMPLETED Schedule E.
                        Copy and paste questions for EACH additional property.
 3. ____________     3. Who is the owner of this property: Husband, Wife, or Joint?
 4. ____________     4. What kind of property was rented? (Ex. 2-Story Frame House, etc.)
 5. ____________     5. What is the physical address of this property, including street, city, state, and zip code?
 6. ___/___/_____    6. What was the date in which the rental activity originally began?
 7. ____________     7. Was this property used for personal purposes at least 10% or 14 days during the Tax Year?
 8. ____________     8. If you answered “Yes” to Question 7, was the rental your main home or a second home?
 9. ____________     9. Did you actively participate in management of this rental?
10. ____________    10. Was all of your investment at risk?
11. ____________    11. Did you dispose of this rental property completely during the Tax Year?
12. ____________    12. Does this property qualify as a “Real Estate Professional” property?
13. $___________    13. What is the amount of total income derived from this property during the Tax Year?
14. ____________    14. Did you have expenses associated with the rental of this property? (Please Itemize Separate
                         Amounts using the following list.)
     a. $____________    a. Advertising
     b. $____________    b. Cleaning and Maintenance
     c. $____________    c. Property Insurance Paid
     d. $____________    d. Mortgage Interest Paid
     e. $____________ e. Repairs
     f. $____________ f. Real Estate Taxes Paid
     g. $____________    g. Utilities Paid
     h. $____________    h. Other – Please List

                J. Social Security Retirement Benefits/Income
                    If you answered “NO” to Question B-11 of Section V, then skip this part. If you answered
                         “YES” to Question B-11, then be sure to attach a SCANNED COPY or PHOTOCOPY of your
                         and your spouse’s (if married) Form 1099-SSA from the Social Security Administration.
 1. $____________     1. What is the net amount of Social Security benefits paid to you during the Tax Year?
                         (See Box 5 of 1099-SSA)
 2. $____________     2. What is the net amount of Social Security benefits paid to your spouse (if married)
                         during the Tax Year? (See Box 5 of 1099-SSA)


                K. Other Miscellaneous Income
                    If you answered “NO” to Question B-12 of Section V, then skip this part. If you answered
                        “YES” to Question B-12, then be sure to answer ALL questions in this part.
                    Please list the type of income and the amount you or your spouse (if married) received during
                         the Tax Year.
                         Example:        Jury Duty            $25.00
                                      Interest 1099-G         $30.00

                L. Value of Housing Supplied
                    If you answered “NO” to Question B-13 of Section V, then skip this part. If you answered
                         “YES” to Question B-13, then be sure to answer ALL questions in this part.
 1. $____________     1. What was the value in US Dollars of Housing that was provided to you through NTM?
 2. $____________     2. What was the value in US Dollars of Housing that was provided to you through a church?
                         (Calculate by subtracting the Monthly Rent you actually paid from the Monthly “Fair Rental
                         Value” of the house or apartment, and multiplying by the Number of Months you lived in the
                         house or apartment during the Tax Year.)


VII. ADJUSTMENTS TO INCOME
             A. Health Savings Account – Form 8889
                 If you or your spouse (if married) answered “NO” to Question C-1 of Section V, then skip
                         this part. If you or your spouse answered “YES” to Question C-1, then be sure to answer
                         ALL questions in this part.
 1. ____________      1. Do you and your spouse (if married) BOTH have a Health Savings Account (HSA)?
                         If yes, please copy, paste and answer questions 2 – 7 for your spouse.
 2. ____________      2. Which type of coverage did you have for your NTM Med Plan coverage:
                         “Self Only” or “Family”?
3. ____________    3. Were you age 55 or older at the end of the Tax Year?
4. $___________    4. What is the amount of “Pre-Tax” Contributions you made to your HSA (through monthly
                      NTM payroll) during the Tax Year? (This amount is listed in Box 12 W of your NTM W-2.)
5. $___________    5. What is the amount of “After-Tax” Contributions you or someone else made to your HSA
                      (not through NTM) during the Tax Year?
6. $___________    6. What is the total amount of Distributions (Withdrawals) from your HSA during the Tax Year?
                      (This amount is listed in Box 1 of your 1099-SA.) Attach a SCANNED COPY or PHOTOCOPY
                      of your 1099-SA.
7. $___________    7. Of the amount in Question 6 above, what is the amount that was “Qualified Medical Expenses”?
                      (This amount is VERY IMPORTANT. If the amount in Question 6 is more than Question 7,
                           the difference is Taxable income and subject to 10% Additional Tax.)

              B. Moving Expenses – Form 3903
                  If you answered “NO” to Question C-2 of Section V, then skip this part. If you answered
                      “YES” to Question C-2, then be sure to answer ALL questions in this part.
1. ____________    1. What is the number of miles from your Old Home to your New Workplace?
                      (An estimate is sufficient.)
2. ____________    2. What is the number of miles from your Old Home to your Old Workplace?
                      (An estimate is sufficient.)
3. $___________    3. What is the total amount you paid for Transportation and/or Storage of Household Goods
                      and Personal Effects?
4. $___________    4. What is the total amount you paid for Travel and Lodging Expenses when moving?
                      (Do NOT include Meals!)
                      (Transportation expenses can include miles driven for moving multiplied by the
                           “Moving Mileage Rate” for the Tax Year – found on last page)


              C. Contributions to Traditional IRA’s
                  If you answered “NO” to Question C-3 of Section V, then skip this part. If you answered
                      “YES” to Question C-3, then be sure to answer ALL questions in this part.
1. $___________    1. How much did you contribute to your Traditional IRA during the Tax Year?
2. $___________    2. How much did your spouse (if married) contribute to his/her Traditional IRA during the Tax Year?
3. ____________    3. Did you or your spouse (if married) exceed the limit for IRA contributions in the Tax Year?
                      (For 2008 the limit is $5,000 per spouse; $6,000 if over age 50.)

              D. Contributions to Roth IRA’s
                  If you answered “NO” to Question C-4 of Section V, then skip this part. If you answered
                      “YES” to Question C-4, then be sure to answer ALL questions in this part.
1. $___________    1. How much did you contribute to your Roth IRA during the Tax Year?
2. $___________    2. How much did your spouse (if married) contribute to his/her Roth IRA during the Tax Year?
3. ____________    3. Did you or your spouse (if married) exceed the limit for IRA contributions in the Tax Year?
                      (For 2008 the limit is $5,000 per spouse; $6,000 if over age 50.)


              E. Contributions to 403(b) Retirement Account
                  If you or your “Salaried Spouse” (if married) answered “NO” to Question C-5 of Section V,
                       then skip this part. If you or your spouse answered “YES” to Question C-5, then be sure
                      to answer ALL questions in this part.
1. $___________    1. How much did you contribute to your 403(b) Retirement Account through NTM payroll
                      during the Tax Year?       (See Box 12 E of your NTM W-2.)
 2. $___________    2. How much did your Salaried Spouse contribute to your 403(b) Retirement Account through
                       NTM payroll during the Tax Year?      (See Box 12 E of your spouse’s NTM W-2.)
 3. $___________    3. How much did you contribute to your 403(b) ROTH Retirement Account through NTM payroll
                       during the Tax Year?     (See Box 12 BB of your NTM W-2.)
 4. $___________    4. How much did your Salaried Spouse contribute to his/her 403(b) ROTH Retirement Account
                       through NTM payroll during the Tax Year? (See Box 12 BB of your spouse’s NTM W-2.)
 5. ____________    5. Did you or your salaried spouse (if married) exceed the limit for 403(b) contributions in the Tax Year?
                       (For 2008 the limit is $15,500, plus an additional $5,000 if over age 50, and an additional $3,000
                            if employed with NTM for over 15 years.)


VIII. EXPENSES
             A. Parsonage Allowance
                   If you answered “NO” to Question D-1 of Section V, then skip this part. If you answered
                        “YES” to Question D-1, then be sure to answer the next question.
 1. $___________    1. What was the total amount of Parsonage Allowance you APPLIED for in the Tax Year?
                       (See Box 14 of your NTM W-2.)
                   If Box 14 of your NTM W-2 is empty, then you did not apply for Parsonage Allowance
                       during the Tax Year and you CANNOT claim Parsonage Expenses this year.

               B. Parsonage Expenses
                   If you answered “NO” to Question D-2 of Section V, then skip this part. If you answered
                       “YES” to Question D-2,then be sure to answer the next question.
 1. $___________    1. What was the total amount of your ACTUAL Parsonage Expenses, from your personal records
                       and/or receipts?
                   If you answered “YES” to Question D-2 of Section V, but “NO” to Question D-1 of
                        Section V, then you will NOT be able to claim Parsonage Expenses this year.
               (Examples of Parsonage Expenses include Rent Paid, Payments of Principal, Mortgage Interest, Real Estate
               Taxes, Property Insurance, Repairs and Upkeep, Furniture and Appliances, Decorator Items, Utilities, etc.)


               C. Unreimbursed Employee Business Expenses – Form 2106 - Taxpayer
                   If you answered “NO” to Question D-3 of Section V, then skip this part. If you answered
                       “YES” to Question D-3, then be sure to answer ALL questions in this part.
 1. ____________    1. Do your expenses meet the following definition of Business Expenses?
                       a. Business Expense – expenses which are “ordinary and necessary” expense for completing
                           your “job assignment for NTM”.
                       b. Ordinary Expense – expenses that are common and accepted in your field of business.
                       c. Necessary Expense – expenses that are appropriate and helpful for your business.
                       d. Job Assignment for NTM – Although your “ministry” may include many activities in
                            addition to your ministry in NTM, like AWANA, etc., you may only count expenses
                            which are directly associated with your job assignment in NTM.
 2. $___________    2. What is the total amount of your Non-Overnight Business Travel expenses, such as Parking,
                       Tolls, Bus/Train Transportation, etc.?
 3. $___________    3. What is the total amount of your business expenses due to Overnight Business Travel
                       away from home, such as Airfare, Lodging, Vehicle Rental, etc.?
 4. $___________    4. What is the total amount of your “Other” Business Expenses, such as Conference Fees,
                       Office Supplies, Promotional Materials, Postage, etc.?
 5. $___________    5. What is the total amount of your Business Meals and Entertainment plus Per Diem
                       amounts? (Do not multiply these expenses by 50% since our software does this automatically.)
 6. ____________         6. How many vehicles did you use for business purposes during the Tax Year?
 7.                      7. List the following information for each vehicle: (Copy, paste and provide all information
                            for EACH additional vehicle.)
      a. ____________       a. Is this vehicle a Motorcycle?
      b. ___/___/_____      b. What is the date the Vehicle was originally placed in service?
      c. ____________       c. What was the Odometer Reading (MILES) as of Jan. 1 of the Tax Year or the date in which
                                the vehicle was placed in service, if during the tax year? (1 mile = 1.69 km)
      d. ____________       d. What was the Odometer Reading (MILES) as of Dec. 31 of the Tax Year or the date in which
                                the vehicle was taken out of service, if during the tax year? (1 mile = 1.69 km)
      e. ____________       e. How many Miles did you drive for Business Miles driven between Jan. 1 and June 30, 2008?
      f. ____________       f. How many Miles did you drive for Business Miles driven between July 1 and Dec. 31, 2008?
 8. ____________         8. Do you (or your spouse) have another vehicle available for personal use?
 9. ____________         9. Was your vehicle available for use during off-duty hours?
10. ____________     10. Do you have evidence to support your deduction?          (If “No”, do NOT claim vehicle mileage.)
11. ____________     11. If “Yes” to Question 10, is the evidence written?        (If “No”, do NOT claim vehicle mileage.)


                 D. Unreimbursed Employee Business Expenses – Form 2106 - Salaried Spouse
                     If you answered “NO” to Question D-4 of Section V, then skip this part. If you answered
                            “YES” to Question D-4, then be sure to answer ALL questions in this part.
 1. ____________         1. Do your spouse’s expenses meet the following definition of Business Expenses?
                            a. Business Expense – expenses which are “ordinary and necessary” expense for completing
                                your “job assignment for NTM”.
                            b. Ordinary Expense – expenses that are common and accepted in your field of business.
                            c. Necessary Expense – expenses that are appropriate and helpful for your business.
                            d. Job Assignment for NTM – Although your “ministry” may include many activities in addition
                                to your ministry in NTM, like AWANA, etc., you may only count expenses which are
                                directly associated with your job assignment in NTM.
 2. $___________         2. What is the total amount of your salaried spouse’s Non-Overnight Business Travel expenses,
                            such as Parking, Tolls, Bus/Train Transportation, etc.?
 3. $___________         3. What is the total amount of your spouse’s business expenses due to Overnight Business Travel
                            away from home, such as Airfare, Lodging, Vehicle Rental, etc.?
 4. $___________         4. What is the total amount of your spouse’s “Other” Business Expenses, such as Conference
                            Fees, Office Supplies, Promotional Materials, Postage, etc.?
 5. $___________         5. What is the total amount of your spouse’s Business Meals and Entertainment plus
                            Per Diem amounts?
                            (Do not multiply these expenses by 50% since our software does this automatically.)
 6. ____________         6. How many vehicles did your spouse use for business purposes during the Tax Year?
 7.                      7. List the following information for each vehicle: (Copy, paste and provide all information for
                            each additional vehicle.)
      a. ____________       a. Is this vehicle a Motorcycle?
      b. ___/___/_____      b. What is the date the Vehicle was originally placed in service?
      c. ____________       c. What was the Odometer Reading (MILES) as of Jan. 1 of the Tax Year or the date in which
                                the vehicle was placed in service, if during the tax year? (1 mile = 1.69 km)
      d. ____________       d. What was the Odometer Reading (MILES) as of Dec. 31 of the Tax Year or the date in which
                                the vehicle was taken out of service, if during the tax year? (1 mile = 1.69 km)
      e. ____________       e. How many Miles did you drive for Business Miles driven between Jan. 1 and June 30, 2008?
      f. ____________       f. How many Miles did you drive for Business Miles driven between July 1 and Dec. 31, 2008?
 8. ____________       8. Do you (or your spouse) have another vehicle available for personal use?
 9. ____________     9. Was your vehicle available for use during off-duty hours?
10. ____________    10. Do you have evidence to support your deduction?       (If “No”, do NOT claim vehicle mileage.)
11. ____________    11. If “Yes” to Question 10, is the evidence written?      (If “No”, do NOT claim vehicle mileage.)

                E. Schedule A Expenses (Itemized Deductions)
                    If you answered “NO” to Question D-5 of Section V, then skip this part. If you answered
                          “YES” to Question D-5, then be sure to answer all APPLICABLE questions in this part.
 1. $___________       1. What is the amount of “Out-of-Pocket” Medical and Dental Expenses you paid in the Tax Year?
                          (Do not include expenses reimbursed or paid by others! Do not include expenses paid from your HSA!)
 2. $___________       2. What is the total amount of State and Local Income Taxes you paid in the Tax Year?
 3. $___________       3. What is the total amount of Real Estate Taxes you paid during the Tax Year?
 4. $___________       4. What is the total amount of Personal Property Taxes you paid during the Tax Year?
 5. $___________       5. What is the total amount of Home Mortgage Interest you paid during the Tax Year?
                          (Attach a SCANNED COPY or PHOTOCOPY of EACH Form 1098.)
 6. ____________     6. Did you borrow from a PRIVATE LENDER? If “YES”, please list the following information:
     a. ____________    a. Full Name of Lender
     b. ____________      b. Full Address of Lender
     c. ____________      c. Social Security Number of Lender
 7. $___________       7. What is the total amount of Cash (or Check) Gifts to Charity?
                          (All gifts must be adequately documented. Remember to include gifts to NTM through
                              “voucher” transfers.)
 8. ____________       8. If you have other Miscellaneous Schedule A deductions, please list the types and amounts.
                           (See Form 1040 Instruction Booklet page A10.)


                F. Mortgage Interest Expense
                    If you answered “NO” to Question D-6 of Section V, then skip this part. If you answered
                         “YES” to Question D-6, then be sure to attach a SCANNED COPY or PHOTOCOPY of EACH
                          Form 1098 received.
 1. ____________       1. How many Forms 1098 are you attaching?


                G. Educational Expenses
                    If you answered “NO” to Question D-7 of Section V, then skip this part. If you answered
                          “YES” to Question D-7, then be sure to attach a SCANNED COPY or PHOTOCOPY
                          of EACH 1098-T received from all educational institutions.
 1. ____________       1. How many Forms 1098-T are you attaching?


IX. OTHER DATA
            A. Estimated Tax Payments/Tax Withholding
 1.              1. If you answered “NO” to Question E-1 of Section V, then skip this question. If you answered
                          “YES” to Question E-1, then complete the following table:


                                            Date Paid         Amount Paid        Check No.
                            Ex.             01/10/2008          $400.00            2013
        a. First Quarter Payment:           ___/___/____      $___________        ______
        b. Second Quarter Payment:          ___/___/____      $___________        ______
        c. Third Quarter Payment:           ___/___/____      $___________        ______
        d. Fourth Quarter Payment:          ___/___/____      $___________        ______
 2. $___________       2. If you answered “NO” to Question E-2 of Section V, then skip this question. If you answered
                           “YES” to Question E-2, then what was the total amount you paid MONTHLY through NTM?
                           (See Box 2 of EACH NTM W-2 Form)
 3. $___________       3. If you answered “NO” to Question E-3 of Section V, then skip this question. If you answered
                           “YES” to Question E-3, then what was the amount of your Prior Year’s Overpayment to be
                           applied to this year’s tax return?
 4. $___________       4. If you answered “NO” to Question E-4 of Section V, then skip this question. If you answered
                           “YES” to Question E-4, then what was the amount of the Estimated Tax Payment you made?
 5. $___________       5. If you answered “NO” to Question E-5 of Section V, then skip this question. If you answered
                           “YES” to Question E-5, then what was the amount of the Economic Stimulus Payment you received?
                           This amount was reported to you on Notice 1378 from the IRS at the time your rebate was sent.

B. Form 2555 - Residence Information – (“Tax Home”)
     1. If you answered “NO” to Question E-6 or E-7 of Section V, then skip this part. If you answered
                           “YES” to Question E-6 and “YES” to Question E-7, then be sure to answer ALL applicable
                        questions in this section.
     2. Form 2555 – General Information:
       a. What is your Foreign Address? (Please spell all names correctly. Thanks.)
____________________________ - Address Line 1
____________________________ - Address Line 2
____________________________ - Foreign City
____________________________ - Foreign State
____________________________ - Country
____________________________ - Postal Code


        b. What is NTM’s Foreign Address?
____________________________ - Address Line 1
____________________________ - Address Line 2
____________________________ - Foreign City
____________________________ - Foreign State:
____________________________ - Country
____________________________ - Postal Code
       c. ____________   c. What is the most recent year you filed Form 2555 (if you have filed Form 2555 since 1981)?
        d. ____________        d. Have you ever revoked the Form 2555 (Foreign Earned Income Exclusion)?
        e. ____________        e. What country is your primary citizenship?
        f. ____________        f. What is the name of the country in which you resided in the Tax Year?
        g. ___/___/_____       g. What is the date on which you first established this country as your “Tax Home”?


    3. Form 2555 – Bona fide Residence Test Qualifiers (Only)
        a. ___/___/_____     a. What is the date on which your bona fide residence first began?
        b. ___/___/_____       b. What is the date on which your bona fide residence ended? (Leave blank if it did not end.)
        c. ____________        c. In what kind of living quarters did you live in the foreign country? (Choose One)
                                   - Purchased House
                                   - Rented House or Apartment
                                   - Rented Room
                                   - Quarters Provided by Employer
        d. ____________        d. Did any of your family live with you abroad during the Tax Year?
        e. ____________        e. Have you submitted a statement to foreign authorities that you are not a resident?
        f. ____________       f. Are you required to pay income tax to the foreign country?
        g. ____________       g. What are the contractual terms or other conditions (if any) relating to the length of
                                  your employment abroad? (Leave blank if none.)
        h. ____________       h. Under what type of visa have you entered the foreign country?
        i. ____________       i. Did your visa limit the length of your stay in the foreign country?
        j. ____________       j. If “YES” to Question i above, please explain briefly.
        k. ____________       k. Did you maintain a home in the USA while living abroad?
        l.                    l. If “YES” to Question k above, please list the following information:
____________________________ - Physical Address of Home
____________________________ - Was the home rented?
____________________________ - Name of Occupant
____________________________ - Relationship to the Occupant
        m. ____________       m. Were you in the USA for any reason during the Tax Year? If “YES”, please complete
                                  the following information:
                              Date Arrived in USA           Date Left USA         Days in USA on Business
                     Example:      01/15/2008                07/15/2008                    45 Days
                 Trip 1           ___/___/____              ___/___/____                   ______
                 Trip 2           ___/___/____              ___/___/____                   ______
                 Trip 3           ___/___/____              ___/___/____                   ______
                 Trip 4            ___/___/____             ___/___/____                   ______
                 (Add lines as needed.)


    4. Form 2555 – Physical Presence Test Qualifiers (Only)
          a. ___/___/_____    a. What is the Date (dd/mm/yyyy) in 2008 in which you arrived in the foreign country?
         b. ____________      b. What is the name of the foreign country in which you lived?
         c. ____________      c. Did you travel out of the foreign country within the first year after you first arrived?
                                  If yes, please explain.


X. DEPENDENTS – Education Expenses and Credits
            A. Hope Credit and Lifetime Learning Credits
                If you answered “NO” to Question A-9 in Section II above, skip this section. If you answered
                         “YES” to Question A-9, then answer ALL APPLICABLE questions in this section.
 1. ____________      1. What is the First Name of the Student – (Husband, Wife, or Dependent)?
 2. ____________      2. What is the Name of the Institution of Higher Education?
 3. ___/___/_____     3. What is the Date (dd/mm/yyyy) on which that Tuition was paid?
 4. ____________      4. Was the student enrolled at least half-time for at least one academic period in a program leading
                         to a degree, certificate, or other credential?
 5. ____________      5. Was the student enrolled in the first or second year of post-secondary education?
 6. $___________      6. What was the total amount of Scholarships/Grants awarded to the student?
 7. $___________      7. What was the amount of Tuition and Fees paid?


                 B. Student Loan Interest
 1. $___________     1. What was the amount of interest you paid on a student loan for which you are legally responsible?
                          Attach a SCANNED COPY or PHOTOCOPY of EACH Form 1098.
XI. OTHER INFORMATION
    A. Qualifications for Dependents:
        1. Dependents - There are 5 tests to meet to claim a person as a dependent: (See IRS Pub 501)
             a. Relationship Test
                  - Dependent must be a son, daughter, stepchild, foster child, brother, sister, stepbrother, stepsister,
                       or a descendant of any of the above.
             b. Citizen or Resident Test
                  - Must be a US Citizen, US National, US Resident Alien, or a Resident of Canada or Mexico.
             c. Age Test
                  - The dependant must be:
                       (a) Under age 19 at the end of the tax year, OR
                       (b) Under age 24 at the end of the tax year AND a student, OR
                       (c) Permanently and totally disabled.
             d. Residency Test
                  - The person must have lived with you for more than half of the tax year.
                  - Temporary absences due to school, vacation, business, medical care, military service or
                       detention in a juvenile facility count as time the person lived with you.
             e. Support Test.
                  - You must have provided over half of the person’s support in the Tax Year.
        2. Complete information on the Dependents Tests is available in IRS Pub 501 and the 1040 Instruction Booklet
             available at the IRS website at www.irs.gov.

    B. Mileage Rates for 2008
        1. Business Mileage Rates
            a. Jan. 1 to June 30 - $0.505 per mile.
            b. July 1 to Dec. 31 - $0.585 per mile.

         2. Moving Mileage Rates
             a. Jan. 1 to June 30 - $0.19 per mile.
             b. July 1 to Dec. 31 - $0.27 per mile.

         3. Medical Mileage Rates
             a. Jan. 1 to June 30 - $0.19 per mile.
             b. July 1 to Dec. 31 - $0.27 per mile.

         4. Charitable Mileage Rate
             a. Jan. 1 to Dec. 31 - $0.14 per mile

    C. Per Diem Rates
        1. Standard Per Diem Rate for USA: $39.00 per day.
        2. Special Per Diem Rates for locations with higher costs of living: (Use “M&IE” Rate ONLY!)
             http://www.gsa.gov/Portal/gsa/ep/contentView.do?contentId=17943&contentType=GSA_BASIC
        3. Special Per Diem Rates for locations OUTSIDE the USA: (Use “M&IE” Rate ONLY!)
             http://aoprals.state.gov/web920/per_diem_action.asp?MenuHide=1&CountryCode=0000

    D. Standard Deduction and Personal Exemption Amounts for 2008
        1. 2008 Standard Deductions
             Single or Married Filing Separately: $5,450
             Married Filing Jointly or Qualifying Widow(er): $10,900

         2. 2008 Personal Exemptions
              $3,500 per Exemption

Note: The Tax Data Sheets are longer this year for several reasons. The IRS is requiring tax preparers to be more comprehensive in
their data collection, especially when certain credits are claimed. The “Yes/No” Questions Section is designed to remind you of what
data you need to collect and forward to us. We have also tried to organize the data into related sections to make it easier for both you
and us. Lastly, it is our intention to help you prepare a thorough, complete, and accurate tax return in order to avoid any inconvenient
and potentially costly IRS audits in the future. God bless you in your ministry.      Brian Snyder

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:6
posted:7/23/2011
language:English
pages:15