2015 Intake Sheet - Us Army Garrison Wiesbaden (Page 2 of 2) in pdf

Complicated Tax Return Information

For the following tax situations your return may require additional information and time for completion. Indicate which situations

apply to you or your spouse for 2015 and provide your tax preparer with listed supporting documents or information.

 1099B or other non-1099DIV capital gain or loss. Provide 1099B and purchase prices and dates.

 Rental real estate. Provide completed Schedule E and prior year returns.

 Prior year return preparation or modification: Identify year(s):___________________________________________

 Self-employment or foreign earned income (includes any 1099-MISC income, and all pay NOT in U.S. dollars).

Self-employed persons: Provide completed Schedule C and fill in physical address information below.

Foreign income recipients: Provide all relevant tax documents and fill in physical address and income information below.

How much were you paid? $

__________________€__________________Other currency:_______________

Did you exclude foreign income in 2014 or prior years?  No  Yes, the year you last excluded foreign income was: ___________

Date you moved to where you live now: ________________________________________________________________________

Your non-U.S. address:

________________________________________________________________________

Employer name and address:

________________________________________________________________________

 Foreign income tax: How much did you pay? $ __________________ €_________________ Other_____________

 Tax Treaty exclusion of pension or SSA income from U.S. taxability. (Form 8833)

PUERTO RICO ONLY:  tax filing requirement:  Uniform purchase/maintenance.  Car loan interest  Contributions to education accounts.

 Telephone bills for calls made to Combat Zones.

Income Information

Indicate and provide tax documents for any of the following types of income received by you or your spouse in 2015:

 Student loan repayment

 Combat zone income

 State/local income tax refund.

 Alaska Permanent Fund Dividend

(If you itemized deductions in 2014)

 Other with 1099

 1099R IRA distributions

(Gambling, prizes, discharge of indebtedness, etc)



______________________________________________

CHECK IF ROLLED OVER INTO QUALIFYING ACCOUNT

 Other without 1099

ITEMIZED DEDUCTIONS - SCHEDULE A

Indicate amounts paid in 2015:

 Unreimbursed medical expenses/post-tax medical insurance payments.

$_____________

Schedule A Itemized

 U.S. state/local general sales taxes.

$_____________

Deductions

 Real estate property tax on your primary home, not rental property.

You are permitted to

$_____________

take the higher of your

 Mortgage interest on your primary home, not rental property.

$_____________

itemized deductions or

 Mortgage insurance premiums.

$_____________

the standard deduction

 Charitable contributions.

$_____________

for your filing status.

 Other.

$_____________

(Casualty/theft; Miscellaneous - job expenses, tax prep fees, safe deposit box, gambling losses)

OTHER DEDUCTIONS

You

Spouse

Indicate amounts paid in 2015:

 Classroom expenses.

$_____________

(up to $250 per K-12 teacher, counselor, principal or aide)

 Unreimbursed travel/lodging expenses to attend Guard/Reserve drills.

$_____________

 Moving expenses.

$_____________

 Student loan interest.

$_____________

CREDITS

Indicate amounts paid in 2015:

 Post-secondary education tuition and fees for yourself or your spouse

$_____________

You

Spouse

 For a dependent: (name(s):________________________________________) $_____________

For each post-secondary student claimed, indicate year in school (1,2,3,4,higher):You:_____ Spouse :_____ Dependent:_____

 Adoption finalized in 2015.

$_____________

 Estimated tax payments made for 2015.

$_____________

 Childcare.

(If you paid for childcare for more than two children, provide additional information separately).

Child’s first name

Childcare provider’s name and address

Provider’s SSN or EIN

Amount

 Carry-forward adoption expenses or capital losses.

Provide prior year return(s). (Adoption Form 8839 line 12; Capital Gain Schedule D lines 6/14)

 Spouse owes child support arrearages or a state or federal government agency debt.

(Injured Spouse Form 8379)

 CHECK IF THE WAAF TAX CENTER PREPARED YOUR TAXES LAST YEAR.

ACKNOWLEDGMENT AND SIGNATURE. All information provided on this Intake Sheet is correct. I understand the WAAF Tax Center may retain some of my tax information

as required by the Internal Revenue Service. I further understand that the WAAF Tax Center does not maintain taxpayer records; it is my responsibility to maintain my own tax

records (See IRS Pub. 17).

______________________________________________________________

Taxpayer

Spouse