100 BridgePoint Drive, Suite 120 South St. Paul, MN 55075 651-455-4621 Fax: 651-552-9641 www.jodeepaape.com 2014 CLIENT ORGANIZER This Client Organizer is designed to help you gather tax information needed to prepare your 2014 personal income tax return. Please complete as much of the organizer as you can. A completed organizer reduces preparation time - and your bill! We cannot begin working on your return until we have a signed engagement letter (blue form enclosed). Be sure to include the signed engagement letter with your organizer. If you are married, both spouses MUST sign the engagement letter. Enter 2014 information on the Client Organizer sheets provided. It is VERY important that you verify the accuracy of ALL information and make additions or changes as necessary. If the organizer is incomplete, we will call you to make sure we have correct and complete information for your file. This may result in delays and extra costs in processing your return. The Questions segment asks about pertinent tax items necessary for preparing the most accurate tax return possible. Please answer all questions and attach a note containing any additional information not provided in the Client Organizer. When you have completed the organizer and assembled all your documentation, you have several options for delivering it to us. If you have a scheduled appointment, please bring it all with you at that time. If you do not believe you need an appointment, you can drop off or mail your information to us. If you have online access via our website, you can scan the organizer and your documents and upload them to your secure portal. If you choose to mail your information to us, please retain copies of everything in the event the package is lost in the mail. Remember, the earlier we receive your information, the better. Even if you are waiting for one or two items, we d rather get started on what you do have available. If we receive your information after March 7, there will be an additional charge and your return will most likely be extended. Please review all enclosures and complete the organizer to the best of your ability. Sign the Engagement Letter (blue paper). Make sure you have answered all of the questions in the Client Questionnaire and enclosed all pertinent documentation from the checklist.
Signed Engagement Letter (blue paper) CHECKLIST OF ITEMS TO INCLUDE (indicate with X if included, NA if not applicable) Signed Small Business Questionnaire, if applicable (Schedule C Clients only, included in packet) Completed Questions pages Completed Organizer A voided check or copy of a check if you want any refunds directly deposited and your account information has changed since last year Forms W-2 Final paystubs for 2014 for all jobs during the year Forms 1099 (examples: INT, DIV, B, G, R, SSA and MISC) Year-end brokerage tax reporting packages ALL pages Schedule K-1 showing income/loss from partnerships, S Corps, estates & trusts Form 1098 showing mortgage interest paid in 2014 Settlement statement from purchase, sale or refinance of real estate in 2014 Real estate tax statements for all taxes paid in 2014 Receipts for non-cash charitable contributions greater than $500 Acknowledgments for cash contributions in excess of $250 Forms 1098T from educational institutions AND a printout of all charges and payments made to that educational institution Statements of student loan interest paid in 2014 Your estimated tax payment record Receipts from any residential energy expenditures qualifying for the credit Statements from day care providers Copy of social security card for any new dependents Copy of driver s license, social security card, or passport for all new clients Tax notices sent to you by taxing authorities, if not already provided to us A copy of your income tax return from last year, if not prepared by this office If you do NOT want us to file your return electronically, please include a signed written statement to that effect. There is an additional charge of $35 if you want to paper-file your return
2014 Tax Engagement Letter Jodee Paape & Associates, LLC is pleased to have the opportunity to prepare your income tax returns this year and provide you with professional advice. As you know, this process places responsibilities on both of us. The IRS and other taxing authorities impose penalties on taxpayers and tax preparers for failure to observe due care in reporting on income tax returns. We will prepare your 2014 federal and state individual income tax returns from information that you furnish to us. The enclosed 2014 Organizer is designed to be a guide as to the types of information we need to prepare your returns. Properly completing it will reduce the potential for errors, help minimize the cost of preparation and allow us to provide better service. It is your responsibility to provide all the information required for the preparation of complete and accurate returns. Since it may be necessary at some point to prove the accuracy and completeness of the returns to a taxing authority, you should retain all documents, canceled checks and other data relating to income and deductions. The final responsibility for the income tax returns is yours, so be sure to review them carefully before you sign the electronic filing authorization or, if paper filing, the tax returns. MARRIED COUPLES: It is important to note that there are ethical considerations for us to represent both of you in connection with the preparation of your income tax return. We cannot represent two clients in the same matter if there is even a remote possibility of them having conflicting interest. We are also obliged to preserve the confidentially of our discussions with our clients and in order to prepare your income tax returns, we need to be able to discuss openly with both of you and to share information freely. By engaging us to prepare income tax returns for both of you, you are consenting to this arrangement. Although we may have a theoretical conflict in representing both of you, we believe that there is no realistic impediment to our representing you both effectively. Accordingly, you have agreed to have us prepare your income tax returns and you are waiving any potential conflict. Our work in preparing your income tax returns does not include procedures designed to detect improper entries or other irregularities, should any exist. However, we will render such accounting assistance as we find necessary to prepare your income taxes properly. We will use our best judgment in resolving questions where the tax law is unclear, or where there may be conflicts between the taxing authority's interpretation of the law and other supportable positions. Unless you tell us otherwise, we will resolve such questions in your favor, whenever possible. Please note that any person having a financial interest in, or signature authority over, foreign bank accounts, securities, or other financial accounts having an aggregate value exceeding $10,000 at any time during the calendar year, shall report such a relationship. Although there are some limited exceptions, filing requirements also appliy to taxpayers having direct or indirect control over a foreign or domestic entity with foreign financial accounts, even if the taxpayer does not have foreign account(s). For example, a corporate-owned foreign account would require filings by the corporation and by the individual corporate officers with signature authority over the account(s). Failure to disclose the required information to the U.S. Department of the Treasury may result in substantial civil and/or criminal penalties. If you have a financial interest in, or signature authority over, any foreign accounts, you are responsible for providing our firm with all the information necessary to prepare FinCEN Form 114, Report of Foreign Bank and Financial Accounts. This form is required to be received by the Department of Treasury on or before June 30, 2015 for the 2014 tax year. If you would like our firm to submit Form 114 electronically on your behalf, we must have a signed consent form (FinCEN Form 114a) from you prior to submitting the foreign reporting form. If you do not provide our firm with information regarding any interest you have in a foreign account, or if we do not receive your signed authorization to file your foreign reporting form, we will not prepare and/or file any of the required disclosure statements. In addition, the Internal Revenue Service requires information reporting under applicable Internal Revenue Code sections and related regulations. These forms are due with the filing of your federal income tax return (including extensions). The IRS reporting requirements are in addition to the U.S. Department of Treasury reporting requirements stated above. Therefore, it is critical you disclose all foreign investments and/or transactions to our firm. Your signature below indicates you have read this section of the letter and accept responsibility for informing us if you believe you may have foreign reporting requirements with the U.S. Department of the Treasury and/or Internal Revenue Service, and you agree to timely provide us with the information necessary to prepare the appropriate form(s). We assume no liability for penalties associated with the failure to file, or untimely filing, of any of these forms. It is important that you understand the law imposes various penalties when taxpayers understate their tax liability. You also should know that taxing authority audit procedures will likely include questions on bartering transactions and on
deductions that require strict documentation. In preparing your returns, we rely on your representations that we have been informed of all bartering transactions and that you understand and have complied with the documentation requirements for your expenses and deductions. We are not responsible for taxing authority disallowance of doubtful deductions or deductions unsupported by adequate documentation, and the resulting taxes, penalties, and interest. It is possible your returns may be selected for review by the taxing authorities. Any proposed adjustments by the examining agent are subject to certain rights of appeal. In the event of such an examination, we will be available upon request to represent you and will render additional invoices for the time and expenses incurred. The parties agree that any action in relation to an alleged breach of this agreement shall be commenced within one year of the date of the breach, without regard to the date the breach is discovered. Any action not brought within that one year time period shall be barred, without regard to any other limitations period set forth by law or statute. If any dispute arises among the parties hereto, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under its Rules for Professional Accounting and Related Services Disputes before resorting to litigation. Costs of any mediation proceeding shall be shared equally by all parties. In the event a party is adjudged to be in breach of this agreement, including, as to client, any payment obligations, and as to Jodee Paape & Associates, any confidentiality obligations, the party in breach shall reimburse the non-breaching party for its reasonable out-of-pocket costs of enforcing the provisions of this agreement, including reasonable attorneys fees and disbursements. Our fees may include other factors deemed relevant, including, but not limited to, the difficulty of the questions and the skill required to perform the tax services properly; time limitations imposed by either you or the circumstances, or additional time required to organize information. All fees and costs incurred to prepare your income tax returns are due and payable when the returns are released from our office. We reserve the right to hold the completed returns until your account is paid in full. Should your return be released without full payment, a finance charge at an annual rate of 18% (1 ½% per month) will be assessed on any amount not paid by the 15th of the month following the billing date. Collection costs may also be assessed in certain circumstances. Having read and fully understood the engagement letter, I (we) agree to engage Jodee Paape & Associates, LLC, in accordance with the terms indicated. The information we have provided is complete and correct to the best of my (our) knowledge. PRINTED NAME OF TAXPAYER PRINTED NAME OF SPOUSE Signature (Taxpayer) Date Signature (Spouse) Date Please indicate which forms you wish to have prepared in addition to your federal income tax return: Minnesota Income Tax Return Minnesota Property Tax Refund Wisconsin Income Tax Return The foreign filing requirements described in this letter apply to my situation Other:
CONSENT TO USE OF TAX RETURN INFORMATION Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent. You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid through December 31, 2020. In order to provide you with a customized organizer, estimate reminder letters, newsletters, seminar invitations, etc. we need your consent to use your contact and other tax return information. Please remember, your information will NOT be disclosed or used by Jodee Paape & Associates, LLC and JP Advisors, LLC for any purpose other than that permitted by this consent document. We NEVER disclose your information to a third party without your specific consent. Taxpayer(s) authorize Jodee Paape & Associates, LLC and JP Advisors, LLC (affiliated financial planning firm of Jodee Paape & Associates, LLC) to use the information provided to Jodee Paape & Associates, LLC during the preparation of my tax return(s) for year(s) through the expiration of this letter. This includes my entire return. This information will be used to provide the taxpayer(s) information pertaining to: Newsletters of Jodee Paape & Associates, LLC and/or JP Advisors, LLC Press releases and published articles of Jodee Paape & Associates, LLC and/or JP Advisors, LLC Upcoming seminars, webinars, and webcasts Jodee Paape & Associates, LLC and/or JP Advisors, LLC promotion or hire announcements Information that might apply to taxpayer s individual situation I (we) understand I (we) have the right to limit the consent to specific information, not just authorized use of the entire return. Recognizing that right, I (we) consent to the use of my entire tax return. Alternative expiration date requested if not December 31, 2020:. Taxpayer Name (please print) Signature Date:, 20 Spouse Name (please print) Signature Date:, 20 If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1 800 366 4484 by email at complaints@tigta.treas.gov
Questions Please check the appropriate box and include all necessary details and documentation for yes answers. Personal Information Did your marital status change during the year?... Did you get married to a same-sex spouse in a state that legally recognizes same-sex marriage?... Did your address change from last year?... Can you be claimed as a dependent by another taxpayer?.... Did you change any bank accounts that have been used to direct deposit (or direct debit) funds from (or to) the IRS or other taxing authority during the tax year?... Dependent Information Were there any changes in dependents from the prior year?.... Do you have any children under age 19 or a full-time student under age 24 with unearned income (NOT wages) in excess of $2,000?... Do you have dependents who must file a tax return?... Did you provide over half the support for any person(s) other than your dependent children during the year?... Did you pay for child care while you worked or looked for work?.... Did you pay any expenses related to the adoption of a child during the year?... If you are divorced or separated with child(ren), do you have a divorce decree or other form of separation agreement which establishes custodial responsibilities?... Purchases, Sales and Debt Information Did you start a new business or purchase rental property during the year?... Did you acquire a new or additional interest in a partnership or S corporation?... Did you sell, exchange, or purchase any real estate during the year?... Did you purchase or sell a principal residence during the year?.... Did you foreclose or abandon a principal residence or real property during the year?... Did you acquire or dispose of any stock during the year (do NOT include transactions in your tax deferred accounts)?... Did you take out a home equity loan this year?... Did you refinance a principal residence or second home this year?... Did you sell an existing business, rental, or other property this year?... Did you lend money with the understanding of repayment and this year it became totally uncollectable?... Did you have any debts canceled or forgiven this year, such as home mortgage, credit cards, or student loans?... Did you purchase a new qualified plug-in electric drive vehicle or qualified fuel cell vehicle this year?... Income Information Did you have any foreign income or pay any foreign taxes during the year, directly or indirectly, such as from investment accounts, partnerships or a foreign employer?... Did you receive any income from property sold prior to this year?...... Did you receive any unemployment benefits during the year?... Did you receive any disability income during the year?..... Did you receive tip income not reported to your employer this year?... Did any of your life insurance policies mature, or did you surrender any policies?... Did you receive any awards, prizes, hobby income, gambling or lottery winnings?... No Yes
Retirement Information Are you an active participant in a pension or retirement plan?... Did you receive any Social Security benefits during the year?... Did you make any withdrawals from an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan?... Did you receive any lump-sum payments from a pension, profit sharing or 401(k) plan?. Did you make any contributions to an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan?... Education Information Did you, your spouse, or your dependents attend a post-secondary school during the year?... Did you have any educational expenses during the year on behalf of yourself, your spouse, or a dependent?... Did anyone in your family receive a scholarship of any kind during the year?... Did you make any withdrawals from an education savings or 529 Plan account?... Did you pay any student loan interest this year?... Did you cash any Series EE or I U.S. Savings bonds issued after 1989?... Did you make any contributions to an education savings or 529 Plan account?.. Health Care Information Did you have qualifying health care coverage, such as employer-sponsored coverage or government-sponsored coverage (i.e. Medicare/Medicaid) for every month of 2014 for your family? "Your family" for health care coverage refers to you, your spouse if filing jointly, and anyone you can claim as a dependent.. Did anyone in your family qualify for an exemption from the health care coverage mandate?. Did you enroll for lower cost Marketplace Coverage through healthcare.gov or mnsure.org under the Affordable Care Act? If yes, please provide any Form(s) 1095-A you received... Did you make any contributions to a Health savings account (HSA) or Archer MSA?... Did you receive any distributions from a Health savings account (HSA), Archer MSA, or Medicare Advantage MSA this year?.. Did you pay long-term care premiums (NOT Health Insurance) for yourself or your family?... If you are a business owner, did you pay health insurance premiums for your employees this year?... Itemized Deduction Information Did you incur a casualty or theft loss or any condemnation awards during the year?... Did your out-of-pocket medical expenses (Co-pays, prescription drugs, etc.) exceed 10% of your income (7.5% if taxpayer (or spouse) is age 65 or over)?... Did you make any cash or noncash charitable contributions (clothes, furniture, etc.)?... Do you have evidence to substantiate charitable contributions?... Do you have acknowledgements of charitable contributions over $250?... Did you donate a vehicle or boat during the year? If yes, attach Form 1098-C. Did you work out of town for part of the year?... Did you have any expenses related to seeking a new job during the year?... Did you make any major purchases during the year (cars, boats, etc.)?... Miscellaneous Information Did you make gifts of more than $14,000 to any individual?... Did you utilize an area of your home for business purposes?... Did you engage in any bartering transactions?... Did you retire or change jobs this year?...
Did you incur moving costs because of a job change?... Did you repay any previously taxed income during the year?... (e.g. unemployment benefits) Did you pay any individual as a household employee during the year?... Did you make energy efficient improvements to your main home this year?... Did you receive a distribution from, or were you a grantor or transferor to a foreign trust?... Did you receive any VA Benefits in 2014?... If yes, please indicate the amount received: $ Did you have a financial interest in or signature authority over a financial account such as a bank account, securities account, or brokerage account, located in a foreign country?... Do you have any foreign financial accounts, foreign financial assets, or hold interest in a foreign entity?... Did you receive correspondence from the State or the Internal Revenue Service?... If yes, please attach correspondence if you haven t sent it to us previously. Did you receive an Identity Protection PIN from the Internal Revenue Service or have you been a victim of identity theft? If yes, attach the IRS letter. Do you want to designate $3 to the Presidential Election Campaign Fund? Taxpayer Spouse... (If you check yes, it will not change your tax or reduce your refund) Do you expect a considerable change in your 2015 income?... Do you expect a considerable change in your 2015 deductions or withholding?... Do you expect a change in the number of dependents claimed in 2015?... If you have employee business expenses that were reimbursed to you and included in your W-2, have you included the detail of those reimbursements?... Tax Return Delivery Options (choose one) Please do NOT provide me (us) with a paper copy of my (our) tax return. I (we) prefer the return be posted on a secure portal. You must provide us your email address for this option. I (we) would like a paper copy of my (our) tax return. I (we) would like both a paper copy AND would like the return posted on a secure portal. You must provide us your email address for this option.
INCOME TAXES PAID IN 2014 FEDERAL STATE Amount Date Paid Amount Date Paid 4th Qtr 2013 Estimate $ $ Paid with 2013 Return $ $ Paid with Extension $ $ Applied from Refund $ $ 1st Qtr 2014 Estimate $ $ 2nd Qtr 2014 Estimate $ $ 3rd Qtr 2014 Estimate $ $ 4th Qtr 2014 Estimate $ $ (even if paid in 2015) Other year paid in 2014 $ $ Tax Year INCOME TAX REFUNDS RECEIVED IN 2014 2013 Income Tax Refunds Property Tax Refunds Federal $ 2013 $ State: $ 2012 $ Other Refunds Received in 2014: From where: For Year: $ From where: For Year: $ DIRECT DEPOSIT OF TAX REFUNDS - 2015 INSTRUCTIONS I (we) wish to direct deposit my (our) tax refunds (if any). Please use the following account: Institution name: Account type: Checking Savings I (we) authorize Jodee Paape& Associates, LLC to initiate direct deposits of my (our) tax refunds. Taxpayer: Spouse: (please attach a copy of a voided check if a new account a deposit slip is NOT acceptable)
Form ID: 1040 Personal Information 1 Filing (Marital) status code (1 = Single, 2 = Married filing joint, 3 = Married filing separate, 4 = Head of household, 5 = Qualifying widow(er)) Mark if you were married but living apart all year Mark if your nonresident alien spouse does not have an Individual Taxpayer Identification Number (ITIN) Taxpayer Social security number First name Last name Occupation Designate $3.00 to the presidential election campaign fund? (1 = Yes, 2 = No, 3 = Blank) Mark if dependent of another taxpayer Taxpayer with income less than 1/2 support age 18 or 19 23 full time student? (Y, N) [17] Mark if legally blind [20] Date of birth Date of death Work/daytime telephone number/ext number Home/evening telephone number [32] Do you authorize us to discuss your return with the IRS? (Y, N) [34] Address Apartment number City, state postal code, zip code Foreign country name In care of addressee Present Mailing Address Dependent Information Spouse (*Please refer to Dependent Codes located at the bottom) Care Months*** Dep expenses in Codes paid for First Name[48] Last Name Date of Birth Social Security No. Relationship home * ** dependent [1] [2] [3] [4] [5] [6] [7] [8] [9] [10] [11] [12] [14] [15] [16] [21] [22] [24] [26] [27] [28] [29] [30] [31] [33] [40] [41] [38] [39] [42] [44] [47] Name of child who lived with you but is not your dependent Social security number of qualifying person [49] [50] Dependent Codes *Basic 1 = Child who lived with you **Other 1 = Student (Age 19 23) 2 = Child who did not live with you 2 = Disabled dependent 3 = Other dependent 3 = Dependent who is both a student and disabled 5 = Qualifying child for Earned Income Credit only 6 = Children who lived with you, but do not qualify for Earned Income Credit 7 = Children who lived with you, but do not qualify for Child Tax Credit 8 = Children who lived with you, but do not qualify for Child Tax Credit or Earned Income Credit ***Months77 = Reported on odd year return 88 = Reported on even year return 99 = Not reported on return Form ID: 1040
Form ID: Info Client Contact Information Preparer Enter on Screen Contact 2 Tax matters person (Indicate which spouse handles tax return related questions) (Blank = Both, T = Taxpayer, S = Spouse) Taxpayer email address Spouse email address [8] [9] [10] Fax telephone number Mobile telephone number Mobile telephone #2 number Pager number Other: Telephone number Extension Preferred method of contact: Email, Work phone, Home phone, Fax, Mobile phone, Mobile phone #2 Taxpayer Spouse [11] [19] [12] [13] [20] [21] [14] [22] [15] [23] [16] [24] [17] [25] [18] [26] NOTES/QUESTIONS: Form ID: Info
Form ID: SumRep Income Summary 7 Below is a list of the forms as reported in last year's tax return. Please provide copies of all of the forms you received. To indicate which forms are attached, enter a "1" for attached in the field provided next to the Description. To indicate which forms are not applicable, enter a "2" for not applicable (N/A) in the field provided next to the Description. Otherwise, leave this field blank. Form T/S/J Description 1 = Attached 2 = N/A Form ID: SumRep
Form ID: IntDiv Interest and Dividend Summary 8 Below is a list of the forms as reported in last year's tax return. Please provide copies of all 1099 INT and 1099 DIV you received. To indicate which forms are attached, enter a "1" for attached in the field provided. To indicate which forms are not applicable, enter a "2" for not applicable (N/A) in the field provided. Otherwise, leave this field blank. Form T/S/J Description Mark if Foreign 1 = Attached 2 = N/A Form ID: IntDiv
BLANDN01 Bland, Neil Category Description Medical Not necessary to list unless your total exceeds 10% (7.5% if over 65) of your adjusted gross income. Insurance Premiums Do NOT list premiums paid with pre tax dollars Itemized Deductions Current Year Previous Year Long Term Care (Nursing Home) Ins Premiums Be sure to include this information even if you are not listing other medical expenses Medical and dental expenses Do NOT include amounts reimbursed by insurance or paid with pretax dollars Miles driven for medical purposes Prescriptions Tax Expenses Car Tabs List the license plate or your drivers license # or include the renewal card for each vehicle Real Estate Please include real estate tax statements for all properties owned & settlement statements for any property bought or sold during the year Interest Expenses Home mortgage interest Investment Interest Refinancing Points If you refinanced, include your settlement statement and indicate length of new mortgage BLANDN01
BLANDN01 Bland, Neil Category Description Charitable Contributions All MN filers complete this section if total is greater than $500 Cash or check You must include receipts for all donations in excess of $250 per organization Itemized Deductions Current Year Previous Year Miles driven for charitable purposes Non cash Include receipts and value if your total exceeds $500 Miscellaneous Deductions Not necessary to list unless your total exceeds 2% of your adjusted gross income Gambling Losses Only deductible to the extent of reported winnings Investment Management Fees Other investment expenses Safe deposit box rental Tax Preparation Fee Union Dues Unreimbursed business expenses BLANDN01
SOCIAL SECURITY INCOME RECEIVED IN 2014: Taxpayer: $ Spouse: $ Please include a copy of your Social Security form(s) 1099-SSA with your tax documents ADJUSTMENTS TO INCOME Penalty on early withdrawal of savings $ Alimony paid $ To: Name Social Security # Are you a K-12 Teacher? If so, list eligible educator expenses for which you have documentation $ (maximum $250) STUDENT LOAN INTEREST PAID (Please include statement from loan servicer) Lender Borrower Interest Paid $ Lender Borrower Interest Paid $ Lender Borrower Interest Paid $ IRA PLAN CONTRIBUTIONS (Do not include retirement contributions deducted from your paycheck) IRA Contributions for Plan Year 2014 may be made until April 15, 2015 Taxpayer Spouse Amount contributed to IRA $ $ Contribution made in 2014 or 2015? Roth or Traditional? Should we calculate your options & call to discuss? Yes No Yes No If you made a conversion from a traditional IRA to a Roth IRA, please provide additional details below Check any of the boxes below that apply to you for 2014, and provide details as necessary: Received combat pay in 2014? Were granted stock options by your employer and/or exercised employer stock options. Please include Form(s) 3922 and/or 3921 Had a casualty loss not covered by insurance in 2014 Had non-taxable income necessary to calculate household income for MN Property tax refund purposes Examples: VA Benefits, Workers Compensation, etc. MINNESOTA ELECTIONS If you are interested in contributing to the Minnesota wildlife fund, please indicate the amount of your contribution. This will decrease your refund, or increase your balance due to the state. Amount of desired contribution: $. If you are interested in making a $5 contribution to the Minnesota campaign fund, please indicate the party you d like your contribution made to: (Taxpayer):, (Spouse):. This will not change your refund or balance due.
EDUCATION EXPENSES (Must separate by student) Post Secondary Only Federal Credit/Deduction Please include your Forms 1098-T AND fee statement(s) from the school(s) Student #1 Student #2 Student #3 Student Name School Attended List tuition and required fees, even if a loan was used to pay them Amounts Amounts Amounts Tuition Required Fees Books, supplies & equipment: Purchased from school NOT purchased from school Attend Full Time? Yes No Yes No Yes No In a degree program? Yes No Yes No Yes No Completed 2 years post-secondary? Yes No Yes No Yes No Completed 4 years post-secondary? Yes No Yes No Yes No Felony drug conviction? Yes No Yes No Yes No Is the education required by employer? Yes No Yes No Yes No Scholarships Received $ $ $ EDUCATION EXPENSES (Must separate by student) Student Name School Attended Grade in School on 12/31/14 (Required) Minnesota residents with K-12 expenses only Student #1 Student #2 Student #3 Expenses for a student who graduated in 2014 may qualify for the subtraction, although they are not in K-12 at 12.31.14 Please see the fact sheet from the Minnesota Department of Revenue on our website for guidance. Tuition Required Supplies Tutoring (type) Enrichment: Dance & Music (lessons only) Other (not sports) Amounts Amounts Amounts Computer Expenses: Hardware Educational Software