Student Name Year in School School Campus Type of Amount location Expense Student Loan Interest Paid: (attach statements) Contribution(s) to Indiana College 529 Plan: (attach statements) 17. Investment Related Expenses 20. Casualty, Theft Loss For property stolen or damaged by storm, water, fire, accident Tax Preparation Fee Location of property: Safe Deposit Box Rental Mutual Fund Fees Date of Purchase Investment Counselor Cost & Improvements: Investment Interest Description of Other: property: Amt. of Ins. Damage: Reimburs.: 18. Job-Related Mileage/Travel Fed. Grants (Not Repair Cost: Received: Do you have written records? 21. Energy Credit/Insulation (attach receipts) Make & Year of vehicle: Total Miles (personal & business) Alternative Fuel Vehicle Purchased: Date: Business Miles: January – Make: Price: December 2016 Install insulation or energy efficient items in your From 1st Job to 2nd Job: home: From Job to School (Job Related): Item: Date: Price: Job Seeking: Other Business Miles: Other Job Seeking Expenses: Business Travel: Airfare, etc: Lodging: 22. Other Information Meals (NO. of Days ): Did any of the following apply to you in 2016? Taxi, Car Rental: Marriage Births Reimbursement Received: ( ) Divorce Adoption Bankruptcy Job-Related Move 19. Deductions Home Foreclosure Income from Alimony Paid to: Animals Soc. Security No: Self-employment Income from Crops Hobby Income Rental Income Give a gift of more than $14,000 to anyone Provide home or help support to someone not listed as a dependent on Page 1 23. Foreign Bank Accounts & Foreign Income (please circle or not” for the following statements) “do” “do I(we) do / do not have any foreign bank accounts. I(we) do / do not have any foreign income. __________________________________________________________ Taxpayers signature
Student Name Year in School School Campus location Type of Expense Amount Student Loan Interest Paid: (attach statements) Contribution(s) to Indiana College 529 Plan: (attach statements) 17. Investment Related Expenses Tax Preparation Fee Safe Deposit Box Rental Mutual Fund Fees Investment Counselor Investment Interest Other: 18. Job-Related Mileage/Travel (Not Do you have written records? Make & Year of vehicle: Total Miles (personal & business) Business Miles: January – December 2016 From 1st Job to 2nd Job: From Job to School (Job Related): Job Seeking: Other Business Miles: Other Job Seeking Expenses: Business Travel: Airfare, etc: Lodging: Meals (NO. of Days ): Taxi, Car Rental: Reimbursement Received: ( ) 19. Deductions Alimony Paid to: Soc. Security No: 20. Casualty, Theft Loss For property stolen or damaged by storm, water, fire, accident Location of property: Date of Purchase Cost & Improvements: Description of property: Amt. of Damage: Ins. Reimburs.: Repair Cost: Fed. Grants Received: 21. Energy Credit/Insulation (attach receipts) Alternative Fuel Vehicle Purchased: Date: Make: Price: Install insulation or energy efficient items in your home: Item: Date: Price: 22. Other Information Did any of the following apply to you in 2016? Marriage Births Divorce Adoption Bankruptcy Job-Related Move Home Foreclosure Income from Animals Self-employment Income from Crops Hobby Income Rental Income Give a gift of more than $14,000 to anyone Provide home or help support to someone not listed as a dependent on Page 1 23. Foreign Bank Accounts & Foreign Income (please circle “do” or “do not” for the following statements) I(we) do / do not have any foreign bank accounts. I(we) do / do not have any foreign income. __________________________________________________________ Taxpayers signature
Client_Tax_Organizer_2016.docx