Do not let the SIZE of this workbook SCARE you! Traveler Enabled.pdf · TravelTax Workbook for our...

TravelTax Workbook for our Traveler

(It is not that bad, honest. Much of it will be left blank.)

1) Pages 2-7 must be filled out by all clients.

These forms are so we can have an “intelligent conversation” with you concerning your tax situation. They do not need to be filled out perfectly; if you have questions, you can write notes, or even add additional sheets of information or questions.

2) Once you have compiled all your information, mail, fax, or scan the documents to us at the contacts below.

DO NOT send original documents. Keep your originals for your records. This includes your W-2s, we only need copies. 3) During tax season, we will send you an acknowledgement, phone call, email, or text, within 24 hours of the next business

day. (48 hrs in the off season) 4) We will data enter your return and contact you when we are ready for an appointment- check your email (spam filter also)

or voicemail for messages.

5) We will finish your return with a phone, wrapping up any final details. However, retuning clients who do no travel assignments can finish via email if they prefer.

6) We will send your return(s) via email with a secure upload link, or as paper copies. 7) If the returns are eligible for electronic filing, you will need to mail/fax/email us signed consent forms before we can

electronically file your returns. Some returns cannot be e-filed, we will email/paper mail these documents to you, with the addressed envelope so you can sign and mail these

Page 1

By fax: see fax cover sheet (last page) By mail: 1010 Riverside Blvd., Norfolk NE 68701 By email [email protected] By upload use upload link from our website: www.traveltax.com

Do not let the SIZE of this workbook SCARE you!

FOR 2017 TAX YEAR OR EARLIER

ENTER TAX YEAR IF NOT 2017 ____________

Returning Client New Client (Welcome! How did you hear about us? __________________________)

SS# Name DOB Occupation Blind? Military/Reservist/Nat’l Guard? Tribal member?

Email: Main Phone:

Cell? Landline? In order of preference, how should we contact you? (1stt, 2nd, 3rd) Email_______ Phone______ Text______ Temporary Address: City, State

Permanent Mailing Address

School District at permanent address (if applicable): County: If you are aware of a numerical code for these areas, please enter: Did you move your permanent tax address during the tax year? Date: ________________________ Provide old address:

REQUIRED FINANCIAL REPORTING: Do you (or spouse) hold more than $10,000(including bitcoin) outside of the US? Y N Do you (or spouse) have signatory authority, or are a beneficiary, or hold any interest in any Foreign Account? Y N Marital Status

Filing Status:

Single Head of Household Married Filing Joint Married, but filing Separate Widow(er) date: __________

Did your marital status change during the past year? Yes Date (m/d):________________

Spouse Information – Required, even if filing separate

SS# Name DOB Occupation Blind? Military/Reservist/Nat’l Guard? Tribal member?

Whose name was first on last year’s tax return?

Dependents Name Soc. Sec. # Relationship Months in

home Birth date College? Yr in College

Any custody or support arrangements involved with these dependents? Yes No

Initial or dig signature: _________________ Page 2

TravelTax - 1010 Riverside Blvd, Norfolk NE 68701 - Fax 877.872.8829 - Office 402.379.7818

Copyright by TravelTax LLC. Use of this by anyone other than TravelTax and its clients is prohibited

PRNT ACK DE

DO NOT FILL THIS IN ON THE BROWSER! Download and save it on your computer, THEN open it from your computer and let those fingers fly!

New Required Certification and Signature:

Based on the information you furnish us, we will prepare your Income Tax Returns. The law requires taxpayers to maintain records supporting their return, including receipts and canceled checks for all deductible expenditures. You will be responsible for maintaining these records, and for the accuracy and completeness of the information submitted to us in connection with the preparation of your return. By signing this document you are representing that you have fully disclosed your income and relevant information to the best of your knowledge. We do not and cannot audit this information for its accuracy.

Our fees are based per form schedule that can be found on our website. Additional charges may include research, time to produce records from third parties and other items that will be identified on your invoice. An invoice will be sent to you with your documents. We bill for our completed work. If you decide not to file the return we prepare, it does not invalidate our invoice. All invoices are due within 30 days from date of invoice. A finance charge of 1.5% per month will be assessed on invoices not paid within 60 days from date of invoice. Your invoice will come via email. We do not take payment out of your refund.

When we obtain confidential financial information from you, it will not be shared with any person or corporation other than the employees of our firm who have a need to know in order to complete the task(s) for which we have been engaged. Neither will we sell or disclose your personal financial information to third parties without your prior consent. Only a government agency, following due process of law, can obtain your information without consent.

We offer free defense for any return that we prepare and will pay the penalties and interest arising from error on our part. These guarantees are contingent on timely communication of any letters or notices received by tax offices and full disclosure of any data pertinent to the issue at hand. The terms of this guarantee can be found on our website: www.traveltax.com.

“I (We) have reviewed the above engagement letter and privacy statement, and agree to the terms and conditions set forth. Any information that I (we) have submitted for the sole purpose of preparing my (our) tax return(s) can be substantiated by receipts, canceled checks or other documents. I (We) have reported all of my (our) taxable income. This information is true, correct and complete to the best of my (our) knowledge.” I (We) hereby give permission for TravelTax to prepare my (our) tax return.

Taxpayer’s Signature________________________________________ Date ______________

Spouse’s Signature ________________________________________ Date ______________ (If using the PDF FILL, a digital signature is acceptable, others will need to print the workbook after completion out and sign and initial each page.)

Page 3

TravelTax - 1010 Riverside Blvd. - Norfolk NE 68701 - Fax 877.872.8829 - Office 402.379.7818 Copyright byTravelTax LLC. Use of this by anyone other than TravelTax and its clients is prohibited

Insurance Reporting: The 1095A (Healthcare Marketplace Insurance) are the only ones that we must have prior to filing your return. The other forms will probably not be issued before March 1. Multiple jobs and different healthcare providers probably means multiple forms to show coverage. If you are missing 1095B or 1095C, you can still file.

Health Care Market Place Coverage = Form 1095-A. Health Insurance Firm = Form 1095-B. Employer provided = Form 1095-C.

Check here if you, and your entire household, had coverage for all year. If you could not place a check, please fill out the spreadsheet below for each family member, with the missing (gap) dates only.

FIRST NAME

NOV previous year

DEC previous year

JAN date - date

FEB date - date

MAR date - date

APR date - date

MAY date - date

JUNE date - date

JULY date - date

AUG date - date

SEP date - date

OCT date - date

NOV date - date

DEC date - date

Use this area for any explanation: Initial or dig signature: ___________________________ Page 4

TravelTax - 1010 Riverside Blvd., Norfolk NE 68701 - Fax 877.872.8829 - Office 402.379.7818


Document Checklist –Please DO NOT mail originals!!!! Send with your documents, there is a fax cover sheet at the end of this workbook if you need it.

Yes will

send later

# of docs if >1

Copies of W-2's (we need all of the pages)

New clients only: Copies of the previous year return (federal, state, municipal or other nation). Do not send old W-2s or supplemental summaries.

Copy of Driver’s License (and Spouse’s if applicable) – NY Drivers License holders must send front and back copies Any current notices from the IRS, States, Municipal or other income tax jurisdictions Copies of your travel contracts – we need the pages which involve dates and pay rates, not supplemental info.

Copy of voided check. If you want direct deposit or withdraw. I am a returning client and my account has not changed, please use check on file. _____________(please initial)

HEALTH INSURANCE INFORMATION: All 1095-A, or 1095-B, or 1095-C. Interest and/ or Dividend Statements (1099 INT’s) All 1099Gs (State Refund Statements / Unemployment / Other) IRA Distribution Statements (1099R’s) Tuition and Education Payments (1098T) 1099M forms (miscellaneous income, independent contractor) Educational Loan Interest Statements (1098E) Lottery or Gambling winnings (W2 G)

Mortgage Interest Statements (1098’s) – If you bought or sold a house during the tax year, the two pages of your settlement statement.

Real Estate Tax Statements if not reported already on mortgage interest/bank statement Merchant Card and Third Party Network Payments (1099K) Social Security Income Statements (1099 SSA) Vehicle Tax and Personal Property Tax Statements (ad valorem, based on value of vehicle) Disability Income Statements A silly photo of you to put up on our white board Prizes, bartering transactions (1099 B) Electric vehicle purchases Foreign Income – employer + address Stock Sales 1099B – We will need cost basis if not listed. Debt Cancellation, and/or Foreclosure and Abandonment Statements (1099C or 1099A) Charitable donation receipts if NON-Cash (clothing, household goods, etc.) contributions total above $500 Adoption Expenses Massachusetts Healthcare Form 1099-HC (If MA resident) Health Saving Account forms SSA-A K1 Reports

One last note: The numbers entered in this workbook need to be accurate, based on records or receipts, not vague estimates. It amazes us how often deductions wind up being even like $25, $50, $100… The probability of every deduction landing on a $5 or $10 note must be similar to hitting the Powerball Jackpot. Initial or dig signature: _________________ Page 5


Copyright byTravelTax LLC. Use of this by anyone other than TravelTax and its clients is prohibited




QUESTIONS Check the “ask me” box in addition to your ‘yes/no’ if you need to discuss this with us.

Yes No Ask me

1) What were your actual/billed college expenses for the year? (BOOKS AND TUITION ONLY – this is not for student loan payments) Tuition(1098) Books Corresponding name of student Type of degree pursued Which state? 2yr 4yr grad+ Other

2yr 4yr grad+ Other

If these expenses are for you or your spouse, will this qualify either of you to perform a new job/vocation? Yes No Is this a RN to BSN degree? Yes No

2) MEDICAL AND DENTAL expenses are limited by 10% of your gross income (unless your or spouse is over 65, then it is still 7.5%). This means that a person making $50,000 a year would need to have over $5000 in medical expenses before they could deduct costs. Some states, including AZ, OH, ND, and NM, allow you to deduct expenses regardless, as they deduct these separately. So, if you already have that total handy, you may as well put it down, but don’t spend 76hrs doing math to get this number. Ha ha! Health Insurance Premiums paid out of pocket (NOT amounts deducted from your paycheck) _________________________________________________________ Long term Care Premiums______________________________________________________________________________________________________________ Miles driven for medical purposes: ________________________________________________________________________________________________________ Prescriptions / Co-Pays / Hearing aids / Glasses / Dental / Other ________________________________________________________________________________ Ambulance transport/hotel lodging ________________________________________________________________________________________________________

3) Did you make any Contributions to Health Savings Accounts (For High Deductible Plans) HSAs out of pocket? (out of pocket expenses only, NOT paycheck deductions) total for self ________________________ total for spouse ___________________________ total in a joint account ___________________________

4) Did you pay any Mortgage Insurance Premiums (on mortgages established in 2007 or later) - - This is not your homeowners insurance. Paid as lump sum? Paid as monthly amount? Enter amount ___________________

5) Did you receive Interest NOT reported on 1099 INT (supply name, address, SS# or EIN# or recipient) _________________________________________________ ____________________________________________________________________________________________________________________________________

6) Did you have any Charitable Donations by cash, check, or credit? Do not send receipts. Enter total amount ______________________________________ 7) Did you have any Charitable Donations Other than cash/check/credit? (Clothing, furniture, etc.) Total valued amount _______________________

(If annual donation total equal or over $500, we need copies of all receipts per IRS reporting regulations.)

8) Did you have any miles driven for Charity? Total miles ____________________ 9) Did you take any overnight trips for charitable organizations or mission trips? Some of these expenses are deductible; we will go over this with you.

10) Did you have any Sales Taxes on Major Purchases like a car, boat, etc.? total amount ___________________________ 11) Did you give back Jury Pay to your employer in exchange for hours worked? Enter amount turned in to employer _______________________________ 12) Did you have Tax Preparation or Tax Advisory Fees paid during last year (returning clients can leave blank) amount ________________ 13) Did you have any Investment Advisory Fees? Enter amount _______________________ 14) Did you have any Investment Expenses (journals, advice, investment interest etc.)? Enter total amount ____________________________________ 15) Did you pay any Investment Interest (not personal home mortgage or rental home)? Enter total amount ____________________________________ 16) Did you have reported Gambling winnings? Enter amount of LOSSES to be deducted against winnings _______________________________ 17) Do you have a Safe Deposit Box? Annual cost _______________________________ 18) Did you have any IRA or SEP Contributions NOT listed on your W2s (deductible)? Total for self _________________ total for spouse ____________________

19) Did you make any Roth IRA Contributions (non-deductible)? Total for self ________________________ total for spouse ________________________

20) Were you audited in the past 3 years?

21) Did you back file or amend any state, local or federal returns last year? 22) Did you pay an additional amount when you filed last year’s returns? Amount_________________________ State ________

23) Did you make any Estimated payments made for this year’s tax return? (not the amounts withheld from paychecks) 1st Quarter / Date paid 2nd Quarter / Date paid 3rd Quarter / Date paid 4th Quarter / Date paid

Federal State _____________ Local _____________


TravelTax LLC - 1010 Riverside Blvd., Norfolk NE 68701 - Fax 877.872.8829 - Office 402.379.7818 Copyright by TravelTax LLC. Use of this by anyone other than TravelTax and its clients is prohibited

ADDITIONAL QUESTIONS - Check the “ask me” box in addition to your ‘yes/no’ if you need to discuss this with us. Yes No

Ask Me

1) Did you receive any royalties from authorship (copyrights/books) or mining (minerals, oil, etc.)? Please send 1099M or K1. 2) Did you make energy efficient improvements to your home? If yes, provide the type and cost of each improvement. Enter “see attached” if listed elsewhere.

____________________________________________________________________________________________________________________________________ 3) Did you foreclose on your home? (Send 1099C and/or 1099A) 4) Did you claim the First Time Homebuyers Credit on your 2008 return?(the one that gets repaid) 5) Have you experienced any losses related to Presidential Disaster Area or Hurricane Loss? 6) Have you experienced any casualty losses (damage to property, robbery, etc.) that would be valued close to 10% of your income for the year? 7) Do our questions have you teetering on the brink of insanity yet? Comments: _____________________________________________________________________ 8) Did you move to or from a foreign country this year? 9) Have you given or received gifts over $14,000 to / or from any one person? Amount ___________________ Given? Received? 10) Have you paid or received alimony payments? Amount _____________________ Paid? Received? 11) Did you pay reportable amounts greater than $600 to any single individual for any services?

(Including babysitting, but not daycare. Daycare = a business that reports its own income.) 12) Did you have child or dependent care expenses? You will need to provide:

Name 1______________________________________________________________________ relationship if relative ____________________________ Address __________________________________________________________________________________ Phone _________________________ SS# or EIN _____________________________________ Amount paid to this provider _________________ Name 2 ______________________________________________________________________ relationship if relative ____________________________ Address ___________________________________________________________________________________ Phone _________________________ SS# or EIN _____________________________________ Amount paid to this provider _________________

13) Did you incur moving expenses: DO NOT use for TRAVEL assignments away from your primary home, you are not “moving.” Miles from your Old Home to New workplace _________________________ Miles from OLD home to OLD workplace_______________________ Transport of household goods and personal effects _________________________ Additional expenses (utility hook ups, 30 days storage)__________________________ Travel and Lodging during move (NOT meals, NOT gas) ____________________________ Amount of reimbursements________________________________

14) Did you sell a home this year? Please provide us with a copy of the first 2 pages of your settlement statement Did you ever rent this home to other individuals? Y N Did you have depreciation for business use or home office deductions? Y N Date you purchased the home ________________________ Purchase price of your old home________________________________

15) Are you a member of the military? Did you sell your residence in the last 5 years? Y N Did you travel more than 100 miles to attend Guard or Reserve meetings? Y N If yes, then fill out the rest of this section. Airfare/Transit expenses ___________________________ Mileage if own car __________________________ Rental Car (including gas) ___________________________ Unreimbursed Meals ___________________________ Unreimbursed Lodging ______________________

16) Are you an alien or a foreign worker? Days spent in the US: tax year__________________ year before ____________________ year before that___________________ What was your filing status in the US last year? Resident Alien Nonresident alien NA Type of visa: __________________________ Do you have a spouse residing outside of the US? Y N Do you maintain a job in your country of origin? Y N Give last date worked there________________________ Do you own property in your country of origin? Y N

General Job Expenses – not to be used for 1099 (independent contracting) jobs You Spouse You Spouse Uniforms/ Work Clothing Tools

Laundry / Cleaning of Uniforms Work boots/ safety footwear

Postage/Fax/Shipping for business Safety/ protective equipment

Books/ Journals/Magazines ATM fees while on assignment

Union Dues Employment agency fees

Supplies Legal fees (job related)

Equipment Security clearance Licenses new or renewal, even if not used this year (see below for related travel exp) Professional Insurance

Job Physicals/ Job Medical Professional Memberships

Testing Other

Fingerprints/verification

Impairment Related Work Expenses (for handicap related issues)

Tax year computer purchase: Purchase date: ___________________________ Cost:________________________ % Business Use _______________________

Total reimbursements for any/all above expenses You: Spouse:

Communications Expense Do you maintain a landline phone at home? Y N To caclulate estimated business use, take 2 or 3 months of cell phone bills that are representative of your normal cell phone use. Add together all minutes used to talk to employers, recruiters, and other conversations related to your temporary housing, relocation, and other employment related agencies. Divide that number by the total minutes used during those months. That number is your estimated business use for the year. - - Don’t feel bad if you choose to pass up on this deduction. We admit this is a lot of work.

You Spouse You Spouse 1st phone/cell Total for year Estimated business use % 2nd phone/cell Total for year Estimated business use % 3rd phone/cell/pager Total for year Estimated business use % Our internet business use is more of a good faith estimate. Business use includes researching next contract, researching new companies, areas for temporary residences, time spent on CEUs and business related forums. Internet Total for year Estimated business use % Vehicle Info: Annual Miles on Vehicle 1 ________________ Annual Miles on Vehicle 2 ________________ Annual Miles = miles driven for every purpose during the tax year (not just work). We need this information if you are to claim a mileage deduction. If nothing else, an accurate estimate can be obtained by looking at oil change/repair receipts near the beginning or end of the year (they have your odometer readings on them). Do you have a travel log that records your travel expenses and mileage? This would be required by the IRS in an audit. Y N Expenses for Work Related Continuing Education, Conventions, ACLS, BLS, PALS - Not college courses or travel assignments

You or Spouse?

Date Left mm/dd

Date Return mm/dd Destination Cost Airfare Miles

Driven Cost of Rental Car

Gas For Rental Lodging Other Reimbursements

Travel Expenses related to Obtaining Licenses:(use same columns as above for categories)

Home Office Deductions

Yes No As an employee, do you have a portion of your home that you use exclusively for business at the convenience of your employer and want to take deductions for this area? If yes, you will be required to provide square footage of the office and home, along with keeping records of your housing expenses along with utilities.




Questions or additional information for your preparer


TravelTax - 1010 Riverside Blvd., Norfolk NE 68701 - Fax 877.872.8829 - Office 402.379.7818 Copyright by TravelTax LLC. Use of this by anyone other than TravelTax and its clients is prohibited


TravelTax - 1010 Riverside Blvd., Norfolk NE 68701 - Fax 877.872.8829 - Office 402.379.7818Copyright by TravelTax LLC. Use of this by anyone other than TravelTax and its clients is prohibited

Business Profit and Loss – For Independent Contractors and Self Employed You may send us a QuickBooks or Quicken file instead.

Principal Business or Profession

Business Name

FEIN (if any)

Inventory Method: Cost Lower of Cost or Market Other ________________ Is this a change from last year? _____

Did you materially participate in this business? Y N When did you acquire or start the business? ________________

Income Gross Receipts or Sales

Returns and Allowances

Other Income

Expenses Advertising Rent or Leases (vehicles, machinery and equipment)

Car and Truck Expenses Rent (other business property)

Commissions and Fees Repairs and Maintenance

Contract Labor Utilities

Depreciation Supplies

Employee Benefit Programs Airfare

Insurance (not health) Lodging

Mortgage interest # nights spent away from home for this activity

Other Interest Wages

Legal and Professional Services Taxes and Licenses (including real estate)

Office Expense Other

Pension and Profit Sharing Other

Please list any assets purchased or sold, amounts and dates:

Vehicle Information Vehicle 1 Vehicle 2 (This is for those who own businesses, not employee / travelers. Employees’ auto information goes by mileage rates listed in Appendix A)

Date placed in service

Business miles

Commuting miles

Other Miles

Rental Property Provide us with last year’s depreciation schedule if you were not a TravelTax client last year

Property # 1 2

Type of Property and Location

Actively Participated in Management? Yes No Yes No

Are you the sole investor in this property? Yes No Yes No

Did you sell this property, or a portion of it, this year? Yes No Yes No

Portion of home rented if not 100%

Number of months rented

Gross Rents EXPENSES

Advertising Auto and Travel Cleaning and Maintenance Commissions Insurance Legal and Professional Management fees Mortgage Interest Other Interest Repairs Supplies Taxes Utilities HOA fees Other Other Days away from home overnight to tend to rental Mileage associated with rental How many days did you occupy the dwelling?

Purchased Assets & Improvements. List item, costs and date:





TravelTax LLC - 1010 Riverside Blvd., Norfolk NE 68701 - Fax 877.872.8829 - Office 402.379.7818 Copyright by TravelTax LLC. Use of this by anyone other than TravelTax and its clients is prohibited

State Specific Tax Laws Answer only for the state below that is your permanent residence

529 College Savings/ABLE Accounts/QTP Contributions ____________________ State ___________ Non qualified withdraws ______________ State ________ Major out of state purchases that were free of state sales taxes ____________________________ Did you donate any biological organs (y/n) _____________

Arizona Contributions to private school / Tuition organizations. AZ has numerous small credits. If you know one that applies to you, send us the documentation.

Hawaii Premiums paid to legal services plans _____________________________________________________________________________

Idaho Donations to Educational Institutions, Youth/Rehab Facilities, or other community charities_________________________________________________

Illinois Educational tuition and/or fees for K-12 education ________________________________________________________________________________

Indiana Was your child(ren) homeschooled or in private school? Y/N _________ Insulation expenses __________________________ Name/address of landlord if qualifying for rent deduction: __________________________________________________________________________ _________________________________________________________________________________ Rent paid for year ________________________

Iowa

Federal refund from previous tax year (unless sending copies of that return) ____________________________________________________________ Tuition, textbooks and supplies for K-12 education (not home schooling) _______________________________________________________________ Impairment related expenses _____________________________ Expenses for disabled relative______________________________________ Volunteer for EMS or Fire? ___________________________

Kansas Armed Forces Recruitment bonuses __________________________________

Louisiana Property Insurance Surcharge ________________ Property address _________________________________________________________________ Insurance Company _____________________________________________________________ Account # __________________________________ Private school tuition or homeschooling expenses _________________________________________________________________________________

Maryland Volunteer as an EMT or Fire Personnel? Y/N _________________

Massachusetts Rent paid __________________________ Heating Costs ______________________ Tolls and Transit passes _______________________________

Minnesota K-12 educational expenses (breakdown by category) ____________________________ Long term care insurance _____________________________ Renters credit (send copy of CRP certificate from landlord)

Missouri Contributions to a IMA (Missouri Individual Medical Account) ___________________ Home Energy Audit ___________________________________

Montana Rural Physicians Credit _________________ (y/n) First Time Homebuyers Savings Accounts Contributions __________________________________ Ineligible withdraws _________________________ Family Educational Savings Account Contributions __________________________________ Ineligible withdraws _____________________________

New Jersey Rent Paid For Year ________________________ Name/Address of Landlord: __________________________________________________________ _________________________________________________________________________________________________________________________

Ohio Contributions to OH state political campaigns ____________________________________________________________________________________

Oregon Long term care insurance premiums _____________________________________________ Rural Medical Practitioner (y/n)? ____________________ Political Contributions ___________________________________

South Carolina Volunteer as an EMT, or Fire personnel? Y/N __________

Utah Does one parent stay at home to care for a child? (y/n) ____________

Vermont Rent paid for the year ____________________________ Name and address of landlord __________________________________________________ _________________________________________________________________________________________________________________________

West Virginia EZ Pass expenses _________________________________________________________________________________________________________

Wisconsin Rent paid during the year __________________________________ Heating costs for the year if renting _____________________________________

List any other special deductions in your home state that you are aware of and the appropriate information. E.g.: Renters Credit, Home Improvement Deductions

Appendix A – Travel Nurses, Locum Tenens, and Mobile Professionals PERMANENT TAX RESIDENCE QUESTIONNAIRE FOR MOBILE PROFESSIONALS

This page MUST be filled out yearly for us to complete your return. It is not a pass/fail test! No worries! :D

Without evidence of a tax home, the value of any tax free reimbursements, stipends, allowances or provisions must be included as taxable wages. A tax home and a permanent residence are not the same. This page will help us determine how the IRS would evaluate your tax home in an audit situation. It will probably generate several questions for you, and we ask that you answer each question as best as you can. We will go over this page with you when we complete your return. Answer these questions as best as you can. Y N I am a returning client and have already discussed my situation last year, and know that I DO NOT have a tax home. If the answer is “yes” then you can skip the rest of the questions and the assignment sheets, but you need to send us copies of your contracts ____________ When did you begin traveling? (month & year)

____________ When do you plan to stop traveling?

Y N Do you earn significant income in any one metro area annually?

Y N Do you expect to return to your claimed tax residence when you have stopped?

Y N Did you live and work at your tax residence immediately before you began temporary assignments?

Y N Do you have your personal items (i.e.) furniture, clothing, business records, etc., at your permanent residence?

Y N Is your claimed residence available to you at all times?

Y N Do you have a family, financial, social ties, or memberships at the permanent residence?

Y N Do you maintain a job at your tax residence?

Y N Have you spent more than 12 months (including breaks) working temporarily in one metropolitan area? (E.g.: 3 hospitals in Dallas)

Y N Have you returned to a metropolitan area (NOT your tax home) where you worked the previous year? Enter total number of months spent in that area over the last 24 months. Example: Feb-Sept then Dec-July = 16 out of 24 _________________________________________________________________________________________________

_______________ Where are you registered to vote? comment area

_______________ In what state did you file your resident tax return last year?

_______________ In what state are you licensed to drive in?

_______________ In what state is your car registered?

_______________ How many times have you returned home in the past 12 months?

_______________ Estimated number of days spent at home during the tax year.

_______________ If not, when was the last visit?

_______________ When was the last time you had income at your tax home?

Y N Do you own your home and are responsible for maintenance and upkeep?

Y N Do you rent out any or part of your home while you are away?

If your permanent tax home is a RENTED residence:

Y N Do you pay a monthly amount throughout the entire year?

Y N Enter amount of monthly rent or list other regular expenses. _______________________________________________________

Y N Do you have receipts and/or contracts to support these expenses in case of an audit?

If you RENTED from a relative or friend: (different from “sharing expenses,” where you are paying your equal portion of household costs.)

Y N Is that individual aware that rental income may be taxable?

Y N Do you have a written contract?

Y N Is the rent that you are paying the fair market equivalent for a similar arrangement in the area? (utilized a classified ad or comparable rental agreement – a good source is craigslist.org or roommate.com)




Appendix A Continued – Itinerary for Tax Year List every extension as a separate assignment. List your mileage! You may be eligible to deduct more than what you received from your company.

Assignment 1 Start Date mm/dd/yy

End Date mm/dd/yy

City, State

Company How many days were spent at home during this assignment? _________________

Travel to assignment Number of days en route ___________________ Miles driven to assignment Lodging

Car or trailer rental Tolls

Gas - only for rental Parking

Fares (plane, train, etc) Taxi

Shipping Other

Reimbursements/Travel pay

During assignment – see page 17 for trips home Total commuting miles on your car during entire contract. (to/from temp residence to temp job. ________________ Or a googled/logged one way trip: ___________ Enter number of extra round trips to work if you did more than contracted shifts. i.e. on call/training trips __________________________ Car Rental Cost Tolls Rental: Total miles placed on car Parking

Rental: Commuting miles Transit Fares

Gas for Rental Other Did you live in company provided housing? Y N Did you receive a car allowance during contract? Y N Housing expenses and other notes:

Return home at the end of contract (If directly to next assignment skip this section and go to next column)

Number of days en route___________________ Miles driven home Lodging




Shipping Other

Reimbursements/Travel Pay


End Date mm/dd/yy

City, State

Company How many days were spent at home during this assignment? ________________

Travel to assignment Number of days en route __________________ Miles driven to assignment Lodging




Shipping Other







Car or trailer ental Tolls



Shipping Other





End Date mm/dd/yy

City, State




Gas – only for rental Parking


Shipping Other


During assignment – see page 17 for trips home Total commuting miles on your car during entire contract. (to/from temp residence to temp job. _______________ Or a googled/logged one way trip: ___________Enter number of extra round trips to work if you did more than contracted shifts. i.e. on call/training trips __________________________ Car Rental Cost Tolls Rental: Total miles placed on car Parking








Shipping Other



End Date mm/dd/yy

City, State

Company How many days were spent at home during this assignment? _________________





Shipping Other


During assignment – see page 17 for trips home Total commuting miles on your car during entire contract. (to/from temp residence to temp job. _______________ Or a googled/logged one way trip: ___________Enter number of extra round trips to work if you did more than contracted shifts. i.e. on call/training trips __________________________ Car Rental Cost Tolls Rental: Total miles placed on car Parking








Shipping Other





End Date mm/dd/yy

City, State


Travel to assignment Number of days en route ___________________ Miles driven to assignment Lodging




Shipping Other










Shipping Other



End Date mm/dd/yy

City, State






Shipping Other










Shipping Other




Did you make any trips home DURING an assignment or between an extension of an assignment in the same metropolitan area? If so, list the dates and expenses below. Use additional sheets if necessary. There are limits to what can be deducted, but we will calculate that for you. This doubles as documentation for days spent at home. :D :D :D



Appendix A Continued – Almost done!

RECORD OF TRIPS HOME WHILE ON ASSIGNMENT (not at beginning or end of assignment) Deductions for trips home during assignments are LIMITED to the amount you would deduct if you had stayed at the assignment. (Revenue Ruling 54-477)

Trip # Date Departed Date returned Miles Driven Airfare Baggage Car rental + gas Tolls & Parking Taxi

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

FAX COVERSHEET

To: TravelTax Fax: (Toll Free) 877.872.8829 Available 24/7. Number is valid in the US, Canada and all territories. Our fax never runs out of paper. Office: 402.379.7818

From:

Name: ________________________________________________________________ Email or Contact phone with time zone _______________________________________ Total number of pages including cover sheet __________________________________ PLEASE NUMBER YOUR INDIVIDUAL PAGES! When faxing a large amount of pages please number each page about ½” in from the margin to avoid cut off. If pages are missing, we can just notify you which pages need to be resent. – Trust us; it will be a lot less frustrating for you this way!

Date post:	03-Apr-2018
Category:	Documents
Upload:	dokhanh
View:	212 times
Download:	0 times

Do not let the SIZE of this workbook SCARE you! Traveler Enabled.pdf · TravelTax Workbook for our...

Documents