Tax Planning Needs - Lindgren Tax and Accounting, Inc ...



Lindgren Tax & Accounting, Inc.11183 Lake Boulevard – Suite 102, Chisago City, MN 55013Main Phone Number: 651.257.2152Fax Number: 651.257.4236General Email: cory@Website: Dear Tax Client,The 2020 year is finally over, and we are hoping to see a return to normalcy for 2021. Last year presented many unexpected challenges for our clients and well as our staff as we were forced to make some changes to business operations and client procedures with everything that resulted from the pandemic last year, which seems as if it will continue into 2021. Please read this letter as it will provide the necessary instructions as to how we will be serving our clients this year.For this tax season, we will only be taking on new clients that have payroll or bookkeeping, or need tax services for corporations, partnerships, estates, or non-profit tax returns. Unfortunately, we will not be taking on any new individual income tax clients unless they are a dependent of an existing client. Last year we took on more new clients than usual because of Ron Holt’s passing in 2019 and his clients needing a new tax professional. With the amount of new clients that we took on from his firm and other new clients that came in we have reached our capacity of clients that we can serve with our current staff and are not bringing in any new staff for this coming tax season. We will look at the possibility of taking on new clients next year as we may be adding additional seasonal staff.2020 Tax OrganizerThese are required to be completed for each client to ensure that we have all the information needed for your tax appointment. Completion of this organizer is more critical if you are not meeting with your tax professional in person. If you will be meeting with your tax professional, please complete this as best as you can in advance. If you are dropping off your paperwork in advance our front desk staff will not know the answers to your questions, please make notations of any questions that you have.See to following pages if they apply to you:REQUIRED FOR ALL CLIENTSPage 5 – Document ChecklistPage 6 – Taxpayer Information, Planning Needs, Dependency, Virtual Currency, Foreign DisclosurePage 7 – Income and Deduction Verification, Economic Impact and Stimulus Payments/PPP/Grants, Return Delivery Preference, Banking InformationPage 8 – Tax Liabilities, Residency, MN Homestead CreditPage 21 – Notes for 2020 TaxesPage 21 – 23 – Engagement Letter – Signature RequiredREQUIRED IF APPLICABLEPage 9 – Student Loans, Gifting/Estates/Inheritance, IRA AccountsPage 10 – Health Insurance, Health Savings Accounts, Energy CreditPage 11 – College Expenses, 529 Education Savings PlansPage 12 – Home Sale and Home Purchase, Charitable DonationsPage 13 – 14 – Other Itemized DeductionsPage 15 – Dependent InformationPage 16 – Daycare/Pre-School and After School Care, K-12 ExpensesPage 17 – 18 – Head of Household FilersPage 19 – Earned Income Credit FilersPage 20 – Notes for 2020 Taxes2021 Appointment ProceduresWith the pandemic still a concern Lindgren Tax & Accounting, Inc. is making the following changes for in-person appointments during the 2021 tax season:Our receptionist will be working in one of our offices throughout the day so it may appear at times that there is no one at the front desk. Please wait at the front desk or in the waiting area until they can come check you in or collect any information that you are dropping off.If you are just dropping paperwork off, please utilize our drop box in the foyer if possible. We will have envelopes available for you to put any loose paperwork in.Face coverings over your nose and mouth will be required when you enter our office and are meeting with your tax professionals. Our staff will also be wearing face coverings when meeting with you in person. If you have a medical condition that hinders your ability to wear a mask you will need to do your appointment over the phone or virtually. Tax season is an extremely busy time for us, and when we also have extremely high contact with more individuals so we need to make sure we are taking all appropriate measures to ensure our staff has less of a likelihood of getting sick which can delay your tax returns. Our client safety is also a priority since we will likely have clients that are high risk and need to make sure their risk is also minimized if they come in our office.Disposable face masks will be available if you forget a mask, and sanitizer is available at our front desk and in each office.Our appointments are being limited timewise so that we can ensure that our staff is able to clean and disinfect chairs and desks in between appointments. In person appointments will be limited to 15 minutes. In person appointments are preferred to be limited to one person, but no more than two. Children will not be allowed to wait in the waiting area and there will not be any child activities available in our offices. If possible, we are asking you children not to be present with you at your appointment to reduce distractions during your appointment and to minimize the number of items that our clients and children touch that will need to be disinfected in between appointments.We will not be completing any returns while you are in our office so we can maintain 15-minute appointments or less.Elderly or homebound clients that we have met with in prior years at their home will be limited to door pickup and drop off only. Unfortunately, we will not be able to meet with our clients in their residence to ensure staff and client safety. If preferred, you may have a friend or family member drop off your paperwork.Our lobby will be limited to three people in the waiting area. Please do not come into our lobby more than five minutes before your appointment. If there are already people waiting you may need to wait in the foyer or your car until your appointment start time.Virtual appointments will be offered through Google Meets or over the phone. Clients will be able to upload their information to our secure online portal, drop off the information at our front desk, or mail the information to us. Emailing of your documents directly to your tax professional is not recommended. If you currently have a portal folder already setup, you can upload your tax documentation to your personal folder. If you do not have a portal folder already setup, please contact your tax professional to get this added, or go to our website to upload them to your tax professional’s folder. You can access our portal at and click on the Client Portal tab. If you upload any information, please contact your tax professional to let them know your documents are available.If you will not be meeting with your tax professional in person or picking up your return without an appointment at the front desk you will be provided with a digital copy of your tax return only. If you would like a hard copy of your return mailed to you there will be an additional $8.00 postage fee to cover the cost of shipping your tax return and documents to you. If you are a user on our portal, you will always be provided a digital return copy.Electronic Signatures and ACH Payments will be utilized as much as possible to reduce your appointment time when meeting with your tax professional or picking up at the front desk without an appointment. Upon completion of your return, and prior to your appointment you will receive your signature pages and a payment form to sign in advance of picking up your return. Your fee will be deducted from your account upon completing your return and signatures being received. Tax Season Hours of Operation (February 1st – April 15th)Monday – Thursday:9:00 AM and 9:00 PMFriday – Saturday:9:00 AM and 4:00 PMTax Professional Contact InformationCory Lindgren651.257.6551cory@Courtney Knuth651.400.7267courtney@Wade Clarin651.400.7266wade@Please DO NOT contact your tax professional directly to schedule your tax appointments. Please call our main number at 651.257.2152 to speak with our front desk or another employee that is available within the office.During tax season, email is often the best method of contact for our tax professionals for specific questions regarding taxes or updates. Since we are often tied up with appointments during the bulk of the day, there are instances we may not be able to call you back during our business hours. If it is okay for your tax professional to call you after 9:00 PM when they have finished up with their last appointment, please let them know in your message how late they can call you.FAQ’sPlease visit to review other common FAQs on our FAQ Page or Blog Page.PLEASE DO NOT STAPLE ANY OF YOUR SUPPORTING DOCUMENTATION TOGETHERIndicate Required Forms Enclosed: FORMCHECKBOX Driver’s license copies for taxpayer and spouse FORMCHECKBOX NEW CLIENTS ONLY: Prior year income tax return FORMCHECKBOX NEW CLIENTS ONLY: Prior year depreciation schedule for business, rental, farm tax returns – Note, we recommend bringing your last five years of returns with to your appointment in the event there are carryover items from state non-conformity. FORMCHECKBOX W-2 Forms – Wages from your employer FORMCHECKBOX 1099-G – Income from unemployment or other government payments FORMCHECKBOX 1099-R Forms – Income from an IRA, pension, or other retirement FORMCHECKBOX 1099-SSA Forms – Social Security statement FORMCHECKBOX 1099-MISC Forms – Income reported from Self Employment. Also provide us with unreported income. FORMCHECKBOX 1099-INT Forms – Interest earned on savings, checking, and investment accounts FORMCHECKBOX 1099-DIV Forms – Dividends and capital gains distributions earned on savings and investment accounts FORMCHECKBOX 1099-B Forms – Report of stocks sold. Make sure you get the basis if not reported on the report. FORMCHECKBOX K-1 Forms from partnership/corporation/estate/trust you own or are the beneficiary of income and deductions FORMCHECKBOX W-2G – Reported gambling winnings. You can offset these with documented losses. FORMCHECKBOX 1099-A or 1099-C Forms – For cancelation of debt and/or home foreclosure FORMCHECKBOX Form 1099-SA – For distributions from a Health Savings Account FORMCHECKBOX Form 1099-Q – Qualified Educations Savings Plan distribution FORMCHECKBOX Form 1095-A Health Insurance Coverage Through Health Insurance Exchange (MN Sure, , Etc.) FORMCHECKBOX Form 1098-E – Student loan interest paid FORMCHECKBOX Form 1098-T – College tuition paid Form FORMCHECKBOX 1098-INT – Mortgage interest paid FORMCHECKBOX Cash donation receipts and/or completed non-cash donation receipts FORMCHECKBOX Unreimbursed Work ExpensesInformation To Carryover From Prior Year Return (Tax Professional To Complete) FORMCHECKBOX State Income Tax Refund FORMCHECKBOX Minnesota Property Tax Refund FORMCHECKBOX Net Operating Loss FORMCHECKBOX Short Term Capital Loss Carryover FORMCHECKBOX Long Term Capital Loss Carryover FORMCHECKBOX Federal Non-Conformity Depreciation Additions and Subtractions for State Tax Returns FORMCHECKBOX Charitable Deduction Carryover FORMCHECKBOX Energy Credit Carryover FORMCHECKBOX Adoption Credit CarryoverTHE INFORMATION IN THIS BOX IS FOR STAFF ONLYReturn Received By: FORMCHECKBOX Organizer Completed FORMCHECKBOX Engagement Letter Signed FORMCHECKBOX Added to Preparer’s CalendarStatus Updated: FORMCHECKBOX Proseries FORMCHECKBOX WIPDate ReceivedDate Return CompletedDate Client NotifiedDate Return UploadedDate Return MailedDate Return Picked UpTAXPAYER INFORMATIONTAXPAYERSPOUSEName FORMTEXT ????? FORMTEXT ?????Date of Birth (If New Client) FORMTEXT ????? FORMTEXT ?????Social Security Number (If New Client) FORMTEXT ????? FORMTEXT ?????Are you a dependent of someone else? FORMCHECKBOX Yes FORMCHECKBOX No FORMCHECKBOX Yes FORMCHECKBOX NoAre you a United States Citizen? FORMCHECKBOX Yes FORMCHECKBOX No FORMCHECKBOX Yes FORMCHECKBOX NoDate of Death FORMTEXT ????? FORMTEXT ?????Occupation FORMTEXT ????? FORMTEXT ?????Driver license/identification # FORMTEXT ????? FORMTEXT ?????DL/ID Issue DateDL/ID Expir. Date FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Personal Email Address FORMTEXT ????? FORMTEXT ?????Personal Cell Phone FORMTEXT ????? FORMTEXT ?????Home Phone FORMTEXT ?????Preferred Contact Method If Questions: FORMCHECKBOX Phone Call FORMCHECKBOX Text Message FORMCHECKBOX EmailADDRESS INFORMATIONResidential Street address: FORMTEXT ?????Apt/unit/lot #: FORMTEXT ?????City: FORMTEXT ?????State: FORMTEXT ?????Zip: FORMTEXT ?????Please provide a mailing address below if you do not want the above residential address listed on your return.Mailing Street address: FORMTEXT ?????Apt/unit/lot #: FORMTEXT ?????City: FORMTEXT ?????State: FORMTEXT ?????Zip: FORMTEXT ?????Tax Planning NeedsDo you have any of the following concerns that you need to plan for in the future? FORMCHECKBOX Marriage FORMCHECKBOX Divorce FORMCHECKBOX Dependent Change FORMCHECKBOX Child Turning 17 FORMCHECKBOX Change of Income FORMCHECKBOX Change of Deductions FORMCHECKBOX Retirement Income FORMCHECKBOX Retirement Planning FORMCHECKBOX Drawing Social Security FORMCHECKBOX Starting Business FORMCHECKBOX Closing Business FORMCHECKBOX Withholding Changes FORMCHECKBOX College Expenses FORMCHECKBOX FORMTEXT ????? FORMCHECKBOX FORMTEXT ?????DependentAre you being claimed as a dependent on someone else’s return? FORMCHECKBOX Yes FORMCHECKBOX NoDid you have any dependents in 2020 (see page 13 of organizer and complete if yes) FORMCHECKBOX Yes FORMCHECKBOX NoVirtual CurrencyAt any time during 2020 did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? FORMCHECKBOX Yes FORMCHECKBOX No Foreign DisclosureDo you have assets or bank accounts in a foreign county? FORMCHECKBOX Yes FORMCHECKBOX No If yes, provided Balance & Earnings Info.Did you have any foreign earned wage income during the tax year? FORMCHECKBOX Yes FORMCHECKBOX No If yes, provide supporting documentation.Income and Deduction VerificationAny purposeful omission of any income can result in us refusing to prepare your tax return. Are you reporting all sources of revenue for 2020, including, but not limited to, those listed below? FORMCHECKBOX Yes FORMCHECKBOX NoOther Income Types: Sale of virtual currency, unreported tips, cash payments for work performed, jury duty, election judge, alimony, and sales of assets previously or currently listed on a depreciation schedule of a business, farm, or rental property, or other unreported taxable income.Self Employed, Farmers, Sharecroppers, or Rental Property Owners: Please contact us if you need us to mail you an organizer to help you classify your income and expenses. We also have these organizers available on our website.Any purposeful misstatement of your deductions can result in us refusing to prepare your tax return. Are you claiming any deductions for which you cannot provide documentation for upon request? FORMCHECKBOX Yes FORMCHECKBOX NoEconomic Impact/Stimulus Payments/PPP Loans/GrantsCan you, or your spouse if filing a joint return, be claimed as a dependent on another person’s return? FORMCHECKBOX Yes FORMCHECKBOX NoDo you have a valid social security number for you, and if filing a joint return, your spouse? FORMCHECKBOX Yes FORMCHECKBOX NoAre you filing a joint return in 2020? FORMCHECKBOX Yes FORMCHECKBOX NoWere either you or your spouse a member of the US Armed Forces at any time during 2020? FORMCHECKBOX Yes FORMCHECKBOX NoHow much was the economic stimulus payment you already received?$ FORMTEXT ?????Did you receive any PPP Funds or other Grants for your business? FORMCHECKBOX Yes FORMCHECKBOX NoHave you applied for forgiveness of the PPP Funds? FORMCHECKBOX Yes FORMCHECKBOX NoHas your PPP Loan already been forgiven, or do you expect the whole amount to be forgiven? FORMCHECKBOX Yes FORMCHECKBOX NoDid you receive any other grants for your business in 2020? FORMCHECKBOX Yes FORMCHECKBOX NoCompletion of Your ReturnIf there is not a need to meet with your tax professional, your tax professional can call you during a phone appointment to review your tax return or answer any questions that you may have before or after we complete your return. How can we send your tax return to you upon completion? FORMCHECKBOX Mail – Note there is an $8.00 fee for mailing your hard copy return if you will not be picking it up.We will also send Signature Pages and a Fee Payment Form that will need to be signed electronically in advance. A digital copy of your return will be provided for your review in the portal. FORMCHECKBOX Pickup at Front DeskWe will also send Signature Pages and a Fee Payment Form that will need to be signed electronically in advance. FORMCHECKBOX Online Secure PortalMake sure we have the taxpayer’s and spouse’s email address above FORMCHECKBOX I need to meet with my tax professionalWe will also send Signature Pages and a Fee Payment Form that will need to be signed electronically in advance, along with a digital copy of your return will be provided for your review in the portal.Banking InformationPlease use the following FORMCHECKBOX Checking or FORMCHECKBOX Savings Account for the following transactions: FORMCHECKBOX Refund Direct Deposit FORMCHECKBOX 2020 Taxes Due (Preferred Date: FORMTEXT ?????) FORMCHECKBOX Tax Prep Fee FORMCHECKBOX Estimated Quarterly Tax Payments for 2021Bank Name:Routing Number:Account Number: FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Tax Liabilities and Quarterly Estimates PaidHave you paid the taxes due on your prior year’s tax return(s) in full? FORMCHECKBOX Yes FORMCHECKBOX NoIf no, do you currently have a payment plan in place? FORMCHECKBOX Yes FORMCHECKBOX NoDid you amend a prior year’s tax return during the previous tax year? FORMCHECKBOX Yes FORMCHECKBOX No If yes, please provide supporting documentation if not completed by Lindgren Tax & Accounting, Inc.Did you make estimated tax payments during the tax year? FORMCHECKBOX Yes FORMCHECKBOX NoIf yes, complete the following:FEDERALDATESTATE OFDATESTATE OFDATE FORMTEXT ????? FORMTEXT ?????Carryover FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Quarter 1 FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Quarter 2 FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Quarter 3 FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Quarter 4 FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????ResidencyWhat states did you reside in during the tax year?Full YearPart YearIf Part Year Enter The Following DatesBegin DateEnd DateMinnesota FORMCHECKBOX FORMCHECKBOX FORMTEXT ?????Through FORMTEXT ?????Wisconsin FORMCHECKBOX FORMCHECKBOX FORMTEXT ?????Through FORMTEXT ????? FORMCHECKBOX FORMCHECKBOX FORMTEXT ?????Through FORMTEXT ????? FORMCHECKBOX FORMCHECKBOX FORMTEXT ?????Through FORMTEXT ????? FORMCHECKBOX FORMCHECKBOX FORMTEXT ?????Through FORMTEXT ?????Minnesota Homestead CreditDo you want us to prepare your Minnesota Homestead Credit Refund for you for the current year? FORMCHECKBOX Yes FORMCHECKBOX NoNote: We will have you pre-pay the $25.00 Fee if we expect your refund to exceed $50.00Please provide the following income that is not reported on your income tax return so we can accurately calculate your refund amount with Minnesota.$ FORMTEXT ?????Adjusted Gross Income of other individuals living in your home that are not your spouse (unless you are not filing a joint return) or dependent listed on your tax return.$ FORMTEXT ?????Nontaxable Income of other individuals other than your dependents living in your home.$ FORMTEXT ?????Veteran’s Benefits$ FORMTEXT ?????Worker’s Compensation Benefits$ FORMTEXT ?????Third Party Sick Pay Benefits$ FORMTEXT ?????Life Insurance Proceeds$ FORMTEXT ?????Medical Flex Spending Account contributions$ FORMTEXT ?????Employer paid adoption expenses$ FORMTEXT ?????Employer tuition and fees expense reimbursement$ FORMTEXT ?????Other Unreported Non-Taxable Income. Please explain: FORMTEXT ?????Student LoansDid you pay any student loan principal and interest during the tax year? FORMCHECKBOX Yes FORMCHECKBOX No If yes, complete the information below (principal is needed since some states offer a tax credit on principal paid):LenderInterest PaidPrincipal Paid FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Gifting, Estates & InheritanceDid you gift $15,000 or more in money or property to an individual during the tax year? FORMCHECKBOX Yes FORMCHECKBOX NoDid you inherit any of the following during the year? FORMCHECKBOX Yes FORMCHECKBOX No FORMCHECKBOX Cash or Funds from a Savings, Checking, CDs or non-retirement/non-stock related account FORMCHECKBOX Retirement Accounts FORMCHECKBOX Stocks or Bonds FORMCHECKBOX Real Estate FORMCHECKBOX Life Insurance Proceeds FORMCHECKBOX Collectibles FORMCHECKBOX Personal Property FORMCHECKBOX FORMTEXT ????? FORMCHECKBOX FORMTEXT ????? FORMCHECKBOX FORMTEXT ?????Individual Retirement Accounts (IRA) – Non-Employer PlanIn addition to your 401(k), 403(b), SIMPLE or other retirement plan offered by your employer, did you or will you contribute to a Roth IRA, Traditional IRA, or SEP IRA prior to April 15, 2021 for the 2020 tax year? FORMCHECKBOX Yes FORMCHECKBOX NoIf yes, complete the information below:IRA TypeTaxpayer Amount ContributedSpouse Amount ContributedTraditional IRA FORMTEXT ????? FORMTEXT ?????ROTH IRA FORMTEXT ????? FORMTEXT ?????SEP IRA (Self Employed) FORMTEXT ????? FORMTEXT ?????DO NOT LIST ANY CONTRIBUTIONS MADE THROUGH AN EMPLOYER PLAN ABOVEDid you convert funds in a Traditional IRA or Traditional 401(k) into a Roth IRA or Roth 401(k)? FORMCHECKBOX Yes FORMCHECKBOX NoIf yes, provide us with Form 1099-R for withdrawal or deposit confirmation if 1099-R code is not “G”Did you rollover funds from one retirement account to another? FORMCHECKBOX Yes FORMCHECKBOX NoIf yes, provide us with Form 1099-R for withdrawal deposit confirmation if 1099-R code is not “G”Did you make a withdrawal from a Roth IRA? FORMCHECKBOX Yes FORMCHECKBOX NoIf yes, please answer the following: FORMCHECKBOX Have your Roth IRA’s been open for more than 5 years? FORMCHECKBOX Yes FORMCHECKBOX No FORMCHECKBOX Did you still have Roth IRA Accounts open on December 31, 2020? FORMCHECKBOX Yes FORMCHECKBOX NoHealth Insurance and Health Savings AccountsNote: Health Savings Accounts (HSA) are NOT the same as Flexible Spending Accounts (FSA), Health Reimbursement Accounts (HRA), or Medical Reimbursement Accounts (MRA).Did you, your spouse, and/or your dependents have health insurance through a government health insurance exchange such as MN Sure, , etc.? FORMCHECKBOX Yes FORMCHECKBOX NoIf you answered yes, provide Form 1095-A . If you have not received this form, please call MN Sure at 651.539.2099 if you had insurance through MN Sure. For most other state you should contact at 800.318.2596.Did you have a qualified HSA along with a Qualified HSA High Deductible Plan? FORMCHECKBOX Yes FORMCHECKBOX NoIf yes, indicate type of coverage and the dates of coverage below:Policy TypeStart DateEnd DateSingle FORMTEXT ????? FORMTEXT ?????Family FORMTEXT ????? FORMTEXT ?????If you took a withdrawal from your HSA, were any and of the funds reported on your Form 1099-SA for the total distributions during the year used for non-medical or non-dental expenses? FORMCHECKBOX Yes FORMCHECKBOX NoIf yes, complete the following tableWithdrawalsTaxpayerSpouseTotal Withdrawn From HSA – See Form 1099-SA FORMTEXT ????? FORMTEXT ????? Total From Above Used For Medical Purposes FORMTEXT ????? FORMTEXT ????? Total From Above Used For Non-Medical Purposes FORMTEXT ????? FORMTEXT ????? Amounts Rolled Over Between HSA Accounts FORMTEXT ????? FORMTEXT ?????Include expenses paid for your dependents with the total for taxpayer or spouse.Outside of the contributions made to your HSA through payroll deduction and from your employer, did you or will you make additional contributions to your HSA prior to April 15, 2021 for the 2020 tax year? FORMCHECKBOX Yes FORMCHECKBOX NoContribution SourceTaxpayerSpouseNon-Payroll Contributions FORMTEXT ????? FORMTEXT ?????Employer & Employee Payroll Contributions (W2 – Code W) FORMTEXT ????? FORMTEXT ?????Additional Contributions Before Tax Deadline FORMTEXT ????? FORMTEXT ?????Energy CreditDid you make any of the energy efficiency improvements listed below during 2020? FORMCHECKBOX Yes FORMCHECKBOX NoEnergy ImprovementAmountEnergy ImprovementAmountSolar Electric FORMTEXT ?????Energy Star Rated Windows FORMTEXT ?????Fuel Cell FORMTEXT ?????Energy Star Rated Doors FORMTEXT ?????Geothermal Heat Pump FORMTEXT ?????Insulation FORMTEXT ?????Solar Water Heating FORMTEXT ?????High Efficiency Furnace FORMTEXT ?????Small Wind Energy FORMTEXT ?????High Efficiency Central Air FORMTEXT ?????College ExpensesStudent #1Student #2Student #3Student #4Student #5Name FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Number of Years Attended* FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Tuition & Fees FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Required Books FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Supplies & Equipment FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Room and Board** FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Scholarships Received FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? Amount Req’d For Tuition & Fees FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? Amount Required For Books FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????If a scholarship was required to be used for tuition, fees, and books please let us know, so we can maximize credits. Did the student that received the scholarship have any income during the year? FORMCHECKBOX Y FORMCHECKBOX N, if yes, please provide us with a copy of their return to see if certain tax advantages were missed on their return.Attended at least ? time workload? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NAny felony drug convictions? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NAmount reimbursed by employer? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Were any of these expenses paid from a 529 or Education Savings Account? FORMCHECKBOX Y FORMCHECKBOX NDid you surrender any US Savings Bonds Series EE purchased after 1989 to pay expenses? FORMCHECKBOX Y FORMCHECKBOX NHas the student already filed a tax return claiming the above expenses for a college credit? FORMCHECKBOX Y FORMCHECKBOX N*Years is number of calendar years student attended college. For example, if you attended college for any semester in 2016, 2017, 2018, 2019 and 2020 you have been in school for tax purposes for 5 years.**Room and board are not a qualified expense for college credit purposes but can be paid for 529 expense purposes?529 Education Savings PlansDid you contribute to a qualified 529 qualified education savings account? FORMCHECKBOX Yes FORMCHECKBOX No If yes, complete the information below:Trustee/Financial InstitutionAccount NumberAmount FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Some states allow a credit or income subtraction for contributing to these accounts.Home Sale or Home PurchasesDid you buy or sell real estate during the tax year? FORMCHECKBOX Yes FORMCHECKBOX No FORMCHECKBOX Primary Residence FORMCHECKBOX Bought FORMCHECKBOX SoldWas it your primary residence for 2 of the last 5 years? FORMCHECKBOX Yes FORMCHECKBOX No FORMCHECKBOX Cabin/Vacation Home FORMCHECKBOX Bought FORMCHECKBOX Sold FORMCHECKBOX Rental Property FORMCHECKBOX Bought FORMCHECKBOX SoldDid you have a FORMCHECKBOX short sale, FORMCHECKBOX foreclose, or FORMCHECKBOX abandon a principal residence or other real property? FORMCHECKBOX Yes FORMCHECKBOX NoDid you acquire this home in a like-kind (section 1031) exchange and sell it within 5 years of acquiring it? FORMCHECKBOX Yes FORMCHECKBOX NoWas the home ever used as an investment or rental property? FORMCHECKBOX Yes FORMCHECKBOX NoDid you sell due to a change of health, place of employment or other unforeseen circumstances? FORMCHECKBOX Yes FORMCHECKBOX NoHave you sold and excluded gain from another principal residence within the last 2 years? FORMCHECKBOX Yes FORMCHECKBOX No When you purchased the home, did you receive a local, state or federal mortgage subsidy that is subject to a recapture tax if you sell the home before a certain date? FORMCHECKBOX Yes FORMCHECKBOX NoPlease provide the following information for any home you sold during the tax year.Address Of Home SoldDate Home Was SoldSales Price Of Home FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Original Purchase DateOriginal Purchase PriceCost of Capital Improvements FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Please provide closing disclosure for any loan purchase or home sale.Charitable DonationsDid you make any cash, check or credit card donations?If yes, how much? FORMTEXT ????? FORMCHECKBOX Yes, Receipts for Donations of $250 Or More Provided or List of Donations Provided FORMCHECKBOX NoNote, Raffles are not deductible due to the possibility of receiving a good or service. Items purchased at a silent auction are only deductible to the extent of the amount paid exceeds the total prize value. Go Fund Me and Benefit/Fundraiser Contributions are not deductible charitable contributions unless it is a 501(c)3 organization.Did you make any non-cash (i.e., Goodwill, Family Pathways, Etc.)? If yes, how much? FORMTEXT ????? FORMCHECKBOX Yes, Receipts Provided with Stated Value of Donations FORMCHECKBOX No Note, if your total of all non-cash donations exceeds $500.00 for the year, the completed receipt is required per IRS guidelines for each donation. You should be providing an itemized list of items donated to us with the receipt. Pictures of donated items are also recommended for your records.Did you volunteer for a non-profit and incur miles on your vehicle? FORMCHECKBOX Yes, I drove FORMTEXT ????? miles volunteering FORMCHECKBOX No Other Itemized Deductions (Medical, Taxes, Mortgage Interest, Work Expenses)Note: The Standard Deduction for 2020 is $12,400 for individuals, $18,650 for head of household, and $24,800 for joint returns. If your itemized deductions are less than this, you will likely just take the standard deduction. However, we still recommend you answer these questions and provide the information on the Itemized Deduction Organizer in the event your state return does not conform to Federal law, or in the event there are state credits or adjustments for them, even if less than the standard deduction. We do not need your receipts or bills unless requested or unless you prefer to provide them to us with totals. If you will just be providing us the total, please provide the information on the Itemized Deductions Information after these questions. Did your total prescriptions, health insurance, dental insurance, long term care insurance, doctor bills, dental bills, long term care/nursing home, eyeglasses, medical equipment and supplies, ambulance fees/transportation, etc. exceed 7.5% of your Adjusted Gross Income? FORMCHECKBOX Yes FORMCHECKBOX NoPrescription medicine FORMTEXT ?????Lab and x-ray fees FORMTEXT ?????Health insurance (after tax) FORMTEXT ?????Qualified long-term care FORMTEXT ?????Dental insurance (after tax) FORMTEXT ?????Eyeglasses and contact lenses FORMTEXT ?????Medicare Part B, C and/or D FORMTEXT ?????Medical equipment and supplies FORMTEXT ?????Self-employed health insurance FORMTEXT ?????Ambulance fees FORMTEXT ?????Doctor & Dentists FORMTEXT ?????Medical transportation FORMTEXT ?????Hospital & Clinic FORMTEXT ?????Lodging FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Medical Miles ($0.17 per mile) FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Were you reimbursed, or did your pay, for any of the expenses listed above from a Medical Reimbursement Account, Medical Savings Account, Health Savings Account, or some other form of reimbursement?Flex spending account/cafeteria plan FORMTEXT ?????Health Savings Account distribution FORMTEXT ?????Medical savings account distribution FORMTEXT ?????Insurance reimbursement FORMTEXT ?????Long Term Care Ins Reimbursement FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Did you pay any long-term insurance premiums? FORMCHECKBOX Yes FORMCHECKBOX No Taxpayer’s LT Care Premium Amount FORMTEXT ?????Spouse’s LT Care Premium Amount FORMTEXT ????? Name of LTC insurance company FORMTEXT ????? Name of LTC insurance company FORMTEXT ????? Policy # of long-term care ins. FORMTEXT ????? Policy # of long-term care ins. FORMTEXT ?????Did you pay any vehicle registration fees/taxes that is based on the vehicles value? FORMCHECKBOX Yes FORMCHECKBOX NoNote, the fees portion of your annual registration is not deductible. For the tax portion, only the amount in excess of $35.00 is deductible for Minnesota Registration Fees. Registration Fees for ATVs, Boats, Snowmobiles, etc. are not deductible. For states other than Minnesota, if your vehicle registration is a “fee” and not a “tax” it is not deductible.Did you pay property taxes on a primary residence, vacation home, land, etc. that you own? FORMCHECKBOX Yes, Property Tax Statements Included FORMCHECKBOX NoDid you receive a Minnesota Homestead Credit Refund last year? FORMCHECKBOX Yes, I Received $ FORMTEXT ????? FORMCHECKBOX NoDid you pay sales tax on any major purchases such as a car, boat, recreational vehicle? FORMCHECKBOX Yes, Purchase Receipts Included FORMCHECKBOX NoDo you have a personal use tax liability as a result of not paying sales or tax on items purchased online or purchasing items in a lower taxed state that would have been consumed in a higher tax state? FORMCHECKBOX Yes, Provided Receipts For Items Purchased Out Of State With No Sales Tax Paid FORMCHECKBOX NoDid you have a mortgage, home equity loan, camper (with sleeping, bathroom and kitchen facilities), or boat camper (with sleeping, bathroom and kitchen facilities). FORMCHECKBOX Yes, Form 1098 or December Statement Showing Total Interest Paid Included FORMCHECKBOX NoDid you pay Private Mortgage Insurance to your home mortgage lender during the tax year? FORMCHECKBOX Yes, Form 1098 Included FORMCHECKBOX NoDid you refinance your mortgage during the year? FORMCHECKBOX Yes, Copy of Closing Disclosure/Alta Statement Included FORMCHECKBOX NoHave you ever rolled other debt (credit cards, car loans, etc.), during 2020 or in prior years, including closing fees, into any of the mortgages that you had a balance on in 2020? FORMCHECKBOX Yes FORMCHECKBOX NoAre any of mortgages that you had a balance on in 2020 a result of purchasing property other than that the property that the loan is secured by (i.e., purchased cabin by taking a loan against primary residence)? FORMCHECKBOX Yes FORMCHECKBOX NoDid you pay tax preparation fees, attorney fees, IRA custodial Fees, investment counsel/advisory fees, safe deposit box fees, or estate taxes in respect of the decedent? FORMCHECKBOX Yes, Receipts Provided FORMCHECKBOX NoDid you have reported and/or unreported gambling winning and losses. Note, you cannot deduct losses in excess of your combined winnings. FORMCHECKBOX Yes, win/loss statements provided to support amount lost versus amount won. FORMCHECKBOX No Do you have unreimbursed work expenses (mileage, lodging, dues, educator expenses, professional subscriptions, required uniforms or safety clothing parking fees, transportation, travel, meals, or other job-related expenses? Note these likely are not tax deductible, but may be available for a deduction in certain states that you worked? FORMCHECKBOX Yes, information provided. FORMCHECKBOX NoDependent InformationDid you have any dependents during the tax year? FORMCHECKBOX Yes FORMCHECKBOX NoIf yes, complete the information below:DEPENDENT INFORMATION#1#2#3#4#5Name FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Social Security Number FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Birth Date FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Lived With You More Than 6 Months FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NDid you provide more than ? of their support as defined below FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NK-12 Student FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NAt Least ? Time College Student FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NDid they earn more than $4300 if over age 24 AND not a student? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NHas valid SS# and Birth Cert FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NPermanently Disabled? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NIf you are not married, does the other biological parent live with you? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N What is their income? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Are they a foster child or adopted? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NSupport/Cost of maintaining your home is defined as the cost of keeping up a home such as rent, mortgage interest, property taxes, insurance, repairs, utilities, and groceries. Support is NOT defined as the cost of clothing, education, medical treatment, vacations, life insurance or transportation.Have you ever have had the child tax credit disallowed? FORMCHECKBOX Yes FORMCHECKBOX N0Are you claiming Head of Household (Unmarried with qualifying child) this year? FORMCHECKBOX Yes FORMCHECKBOX NoNote: Only one individual may claim HOH Status per residence. This will generally be the individual that contributes more than 50% of the household expenses, not just the person that has a higher income, in the case of unmarried individuals living in the same residence that have children from different biological parents. Please contact your tax professional in advance if you have questions on this.Is your total income less than the amounts below AND do you have earned income (wages or self-employment) to be eligible for the Earned Income Credit? FORMCHECKBOX Yes FORMCHECKBOX NoFiling Status0 Qualifying Children1 QualifyingChild2 Qualifying Children3 Qualifying ChildrenSingle, Head of Household, Widowed$15,820$41,756$47,440$50,954Married Filing Jointly$21,710$47,646$53,330$56,844Note: Your investment income must also be less the $3600 to be eligible.Did you pay for daycare, preschool, or before/after school care expenses? FORMCHECKBOX Yes FORMCHECKBOX NoDid your dependent children have any unearned income such as interest, dividends, capital gains distributions, or pass- through income of more than $2,200? FORMCHECKBOX Yes FORMCHECKBOX NoDaycare, Pre-School, and After School Care ExpensesTaxpayerSpouseAmount Flexed Through Employer FORMTEXT ????? FORMTEXT ?????List the total paid for each child below for the year, even if it was flexed through your employer.Child NameAmountChild NameAmount FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Note: We need the name of the provider, address and tax ID number of each daycare provider. Please list below if not provided on a sheet from your daycare provider. If we do not have this information, we cannot use the amount paid to offset flex amounts from your employer or use them to qualify for a credit.Name of ProviderAddressTax ID #Amount Paid FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????K-12 ExpensesDid you have a child in Kindergarten through 12th grade and pay for required school supplies, field trips, musical instruments, calculators, tablets, computers, home school, private tuition, or after school enrichment (reading, math, science, history, music, non-competitive dance, and the fine arts)? Do not include band trips, class trips, sports and athletic activities, or religious instruction. FORMCHECKBOX Yes FORMCHECKBOX NoIf yes, complete below:Student #1Student #2Student #3Student #4Student #5Name FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Grade In School FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Textbooks & Materials FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Field Trips FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Musical Instruments/ Calculators/Tablets FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Home School FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Private School Tuition FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????After School Enrichment* FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Driver’s Education FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Computer FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????*After School Enrichment must be academic in nature. This includes courses in such subjects as reading, math, science, history, music, non-competitive dance, and the fine arts; but it doesn’t include band trips, class trips, sports and athletic activities, or religious instruction.Were any of these expenses paid from a 529 or Education Savings Account? FORMCHECKBOX Y FORMCHECKBOX NHead of HouseholdComplete this section if you are unmarried or separated and have a child or qualified person that you are claiming or that makes you eligible to claim Head of Household. In order to claim Head of Household Status the following conditions must be met:You must pay for more than half of the household expenses for the residence that you lived in. This means that you must have paid more than half of the total household bills, including rent or mortgage, utility bills, insurance,?property taxes, groceries,?repairs?and other common household expenses. If you receive financial assistance toward your household expenses from a parent or other individual, you can still qualify to file as head of household as long as you are paying for more than 50 percent of the bills with your own earnings, savings, or capital.You must be considered unmarried for tax purposes (separated from spouse for last six months of the year). The child must be your biological or adopted child, stepchild, foster child, sibling, step sibling, half sibling, or a descendant (child, grandchild, great grandchild, etc.) of one of these relatives. The child must have lived within your home for more than six months during the tax year. The child needs to be younger than you. As of the end of the tax year, the child must be under 19 if he is not a student, or under 24 if he is a full-time college student. The child must not have paid for more than half of his living expenses during the tax year.You child must be a qualifying child. The requirement for a?qualifying child or dependent?extends beyond just your own son or daughter. To be considered a qualifying child, the child must meet the criteria in each of the following categories:The child must be your biological or adopted child, stepchild, foster child, sibling, step sibling, half sibling, or a descendant (child, grandchild, great grandchild, etc.) of one of these relatives.The child must have lived within your home for more than six months during the tax year.The child needs to be younger than you.As of the end of the tax year, the child must be under 19 if he is not a student, or under 24 if he is a full-time college student. The child must not have paid for more than half of his living expenses during the tax year.For divorced or separated parents, if the child lived in your home for more than half of the year, you may file as head of household, even if the?divorce or separation?agreement gives the other parent the right to claim the child as a dependent.If you don’t have a qualifying child, you must have a qualified dependent. The following relatives are considered qualifying dependents for the head of household filing status if you provided more than half of her financial support and she lived with you for more than half of the year:Your biological or adopted child, stepchild, foster child, sibling, step sibling, half sibling or a descendant (child, grandchild, great grandchild, etc.) of one of these relatives who is permanently and totally disabled, even if he or she does not meet the age requirements to be a qualifying child.Your mother or father. Even if your father or mother did not live with you for more than half of the tax year, you may still qualify to file as head of household. If you paid for more than half of the living expenses for your parent's main home throughout the entire tax year.Your stepfather, stepmother, niece, nephew, a sibling of one of your parents, or your son-in-law, daughter-in-law, father-in-law, mother-in-law, brother-in-law or sister-in-law.Are you still legally married? FORMCHECKBOX Yes FORMCHECKBOX NoDid you live with your spouse/ex-spouse at any point from July 1 – December 31, 2020? FORMCHECKBOX Yes FORMCHECKBOX NoHave you ever been married? FORMCHECKBOX Yes FORMCHECKBOX NoIs your Spouse Deceased? FORMCHECKBOX Yes FORMCHECKBOX NoAre you divorced or separated? FORMCHECKBOX Yes FORMCHECKBOX NoIf you have a legal child custody agreement, can you provide a copy? FORMCHECKBOX Yes FORMCHECKBOX NoIf you have a divorce or separation agreement, can you provide a copy? FORMCHECKBOX Yes FORMCHECKBOX NoIf you did not provide over half the support, can you provide IRS Form 8332 to claim the child? FORMCHECKBOX Yes FORMCHECKBOX NoSEE NEXT PAGE FOR ADDITIONAL HEAD OF HOUSEHOLD QUESTIONS.Which items you can provide to verify that you lived separate from your spouse for the last 6 months of the year. FORMCHECKBOX Lease Agreement FORMCHECKBOX Utility Bills FORMCHECKBOX Letter from Clergy Member FORMCHECKBOX Letter from Social Services FORMCHECKBOX Other: FORMTEXT ????? Each household/residence can only have one person that claims Head of Household if there is more than one (unmarried) parent or contributing member of your household that contributes towards the household expenses.Indicate what items you contribute towards in your household: FORMCHECKBOX Rent/Mortgage Interest/Payments FORMCHECKBOX Property Tax Bills FORMCHECKBOX Insurance FORMCHECKBOX Utility Bills FORMCHECKBOX Repairs/Maintenance FORMCHECKBOX Grocery Receipts Did you contribute MORE THAN 50% of the above items in your household? FORMCHECKBOX Yes FORMCHECKBOX NoIndicate any non-taxable support or income you received during the tax year: FORMCHECKBOX Family Support FORMCHECKBOX Food Stamps FORMCHECKBOX Housing Assistance FORMCHECKBOX Childcare Assistance FORMCHECKBOX Other: FORMTEXT ?????EARNED INCOME CREDIT - If You Have DependentsDependentDependentDependentName FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Child’s relationship to you FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Did the child live with you in the United States for over half of the year? If no, please answer questions below. FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NAre you divorced/separated from the other biological parent for the dependent listed? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NWas or is the child kidnapped? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NWere there temporary absences? If yes, explain below: FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMTEXT ?????Was the child born this year? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NDid the child die this year? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NWhat documents can you provide to prove that your child lived with you in the USA for more than half the year? FORMCHECKBOX School Records FORMCHECKBOX Medical Records FORMCHECKBOX Letter FORMCHECKBOX Social Service Record FORMCHECKBOX Daycare Records FORMCHECKBOX Daycare Provider Info FORMCHECKBOX FORMTEXT ????? FORMCHECKBOX FORMTEXT ?????Could another person, other than your spouse, state that the child lived with them for over half the year? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NWhat is their relationship to child? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Did the child provide over half of their own support during the tax year? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NDoes the child have a valid SSN that allows them to work? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NIs the child your son, daughter, stepchild, foster child, sibling, stepsibling, half-sibling or a descendant of any of them (grandchild, niece or nephew)? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NCan you provide a birth certificate that verifies your relationship to the child? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NIf the other biological parent is not living with the child answer the following: FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Did the child live or stay with the other biological parent during the tax year? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NIf yes to #1, how many days? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Is there are legal child custody agreement in place? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NIs the child adopted or in adoption process? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NIf yes to #4, what is the child adoption status? FORMCHECKBOX Pending FORMCHECKBOX Final FORMCHECKBOX Pending FORMCHECKBOX Final FORMCHECKBOX Pending FORMCHECKBOX FinalIf #5 is pending, do you have a letter from an authorized adoption agency? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NIs the child a foster child? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NIf yes, do you have a letter from an authorized placement agency or court document? FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX N FORMCHECKBOX Y FORMCHECKBOX NIf both parents live together than the child by default must go to the parent with the higher income for EIC purposes.If the child lived with you for less than 6 months can you provide us with a signed Form 8332 in order to claim the child on your return since you are not considered the custodial parent? FORMCHECKBOX Yes FORMCHECKBOX No FORMCHECKBOX N/A Has this credit ever been disallowed? FORMCHECKBOX Yes FORMCHECKBOX NoNotes for Taxes______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________Notes for Taxes______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________TAX PREPARATION AND PLANNING ENGAGEMENT LETTERThis letter is to confirm and specify the terms of our engagement with you for tax preparation and tax advisement services provided to you from January 1, 2021 through December 31, 2021 and to clarify the nature and extent of the services we will provide. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements. Our engagement commences when we begin providing any of our services to you and ends when we have completed the service you have engaged us for, and it has been delivered to you.Service GuidelinesLindgren Tax & Accounting, Inc. will perform all our services within the guidelines of the federal and state tax code or other regulatory entities based only upon the information you furnish to us. We reserve the right to ask for additional documentation to support information that is being claimed. Even if we do not ask for additional documentation, you are still responsible for being able to provide the supporting documentation for items claimed in the event of a future audit. Tax Preparation and Planning ServicesWe will use professional judgment in resolving questions where the tax law is unclear, or where there may be conflicts between the taxing authorities’ interpretations of the law and other supportable positions. Unless otherwise instructed by you in writing, we will resolve such questions in your favor whenever possible. Any advice you receive from us can be provided in a signed formal tax planner letter as confirmation of our advisement. Any other advisements (i.e. email, verbal, etc.) are not considered formal tax advisements if not in the form of a signed letter.We will provide a complimentary review of any prior year income tax returns that we have not prepared and inform you of any errors or omissions that we are aware of. With your permission, we will then prepare the amended return at an additional charge if it is necessary to claim additional refunds and/or minimize any penalties and interest you may be assessed as a result of owing additional taxes.In preparing your return we may not audit or verify all the data you submit to us, although it may be necessary to ask for additional documentation. We do have organizers and worksheets available to assist you with gathering all the information that is needed to complete your tax return. You are responsible for preparing or completing any organizers, worksheets, questions or concerns, and any other documents for your appointment that are necessary in the preparation of complete and accurate returns. By providing this information to us you are stating that this information is accurate and that you have any and all the supporting documentation necessary to support it. If we find that additional information is needed, we will contact you.Before filing your return, we will provide you the opportunity to review your tax return to go over the income, deductions, and credits. This review is necessary to determine that there are no omissions or misstatements and to clarify any questions or concerns you may have. All taxpayers are required to sign their own return, unless otherwise allowed by law. You have the final responsibility of the tax return, therefore signing of the return is your acceptance of the return being prepared correctly based upon the information provided to us. By signing this engagement letter and your tax return you are agreeing that any and all income has been reported to your tax professional to be included on your return. Additionally, you are signing that you have all necessary documentation to support any deductions that you are claiming, as well as to support your ability to claim any credits that you are eligible for.We will file extensions only upon your request, or if we will be unable to complete your return, by the due date. Generally, we will need to have all your information at least fifteen days before any deadlines to ensure your return will be filed on time. However, this does not always guarantee that we can have your return completed by the due date. Extensions do not extend your time to pay your taxes without penalty. As a result, if we have enough information, we can estimate what your tax liability will be if you would like to send in an extension payment by the due date of your return.Errors, Omissions, Income Tax Audits, Adjustments, Interest, and PenaltiesWe cannot be aware of all omissions, defalcations, or other irregularities, should any exist for any of the services that we provide to you. In the event you receive a tax adjustment or audit notice you should have it reviewed by Lindgren Tax & Accounting, Inc. to confirm the accuracy of the adjustment and to determine your ability to appeal before paying or signing off on the adjustments. If you or Lindgren Tax & Accounting, Inc. becomes aware of an error or omission on your tax return, and an amendment is necessary, we will prepare the appropriate amendments based upon the information and/or supporting documentation provided to us. It will be your responsibility to file the return and pay any additional tax that is due. As the taxpayer, you will be responsible for any additional taxes that result from an amendment or adjustment to your tax return, even if the error is a result of our error. Any penalties and interest that are a result of us omitting or misstating information on your initial return based upon the initial information provided to us will be refunded by Lindgren Tax & Accounting, Inc. for the initial amount charged by the tax authority. Because there are inherent difficulties in recalling or preserving information as the period after engagement decreases, you agree that, notwithstanding the statute of limitations of the State of Minnesota, any claim based on this or any other engagement must be filed within 36 months after the performance of our service, unless you have previously provided us with a written notice of a specific defect in our services that forms the basis of a claim.Record RetentionWe maintain a hard copy of your return and a copy of any supporting documentation for duration as required by law. Since we may not have a copy of all your records, it is your responsibility to maintain all the documents, logs, canceled checks, supporting documentation, and other data that form the basis of income and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority. We recommend at minimum that you keep all your records for four to seven years, or longer depending on the type of document.Our FeesLindgren Tax & Accounting, Inc.’s fee for our services is based upon several factors. Usually, the most important of these factors include time and labor involved, skill required to perform the services properly, forms being used, and any special circumstances imposed. Any estimates we may provide are based upon the information initially provided to us. Actual fees may vary as circumstances change or as new information is made available. We will make every reasonable effort to provide the services set forth at a reasonable fee.Unless a formal agreement has been reached in advance, all fees and costs for the services provided are due and payable when these items are released from our office. You are personally responsible for the payment of your business returns should the business not pay for these. Should we release your returns or any other information without full payment, a finance charge of 1.5% per month will be assessed on any amount not paid beginning 30 days after the initial billing date, and monthly thereafter when statements are issued each month until your account is brought current. If at any time your balance due exceeds 90 days, we will discontinue services until your account is brought current. Returned checks or non-sufficient funds will be charged a $30.00 returned check and rebilling fee.Our engagement for our services ends on December 31, 2021 or upon termination of this engagement by Lindgren Tax & Accounting, Inc., or you. Should this agreement be terminated prior to completing any of our services you requested, we will prepare a final billing showing the total fees incurred for services rendered. This amount will be due and payable upon presentation and the release of any documents requested from us.Additional Services and Fees ProvidedIRS or State Representation, Correspondence Resolution, and Research$150 Per HourConsulting, Withholding Calculation or Mid-Year Tax Review/Plan$150 Per Hour ($50 Min)Tax Return Copies – No Supporting Documentation (Except W-2s)$0Tax Return Copies – All Supporting Documentation Provided$25Accounting and Payroll ServicesREQUEST QUOTEAcceptance of EngagementHaving read and fully understood the engagement letter and having been made aware of the Lindgren Tax & Accounting, Inc. Privacy Policy, I/We agree to engage Lindgren Tax & Accounting, Inc. in accordance with the terms indicated above and understand that the fees we are charged do not include auditing, review, or any other verification. If a business return is also being prepared, I/We declare that I/We have the authority to sign this engagement letter for my/our business. I/We understand that if non-reimbursed employee expenses were claimed, my/our employer will be willing to provide a written statement regarding these expenses. I/We declare that the forms and information I provided to Lindgren Tax & Accounting, Inc. are to the best of my knowledge true, correct, and complete. It is also my/our responsibility to review and understand the information shown on the returns prior to signing and filing them.Signature_____________________________________Date_______________________Signature_____________________________________Date_______________________ ................
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