Frequently Asked Questions
about IRS forms and Tax Refunds
Q: I am based in New York and have an apartment here until I transfer back home to Chicago, but I claim Illinois as my permanent home and pay Illinois taxes. Which address do you want from me?
A: BOTH! We need the address of the state you claim for tax purposes and who you pay state taxes to. We also want to have the address of where you can be reached and where you want us to mail your information back to you. Your refunds will be mailed to your tax address.
Q: I spent a lot of money on the professional deduction items, but I can't find all of my receipts. Can I still take the deduction?
A: Yes! The IRS only requires receipts for each item costing more than $75. For example, if you have a total of $750 for dry cleaning expenses, you do not need a receipt since each time you went to the dry cleaners the total expense was under $75. You do have to keep a logbook for these expenses. Make sure you list the item, date and price.
Q: What happens if I tell my friends about FLIGHTAX and they use your services?
A: If your friends tell us that they were referred by you, we will give you $10.00 as a thank you! Right on the front of the Organizer, under Personal Data, we ask who referred you to FLIGHTAX. Make sure the people you refer put your full name on the Organizer! We will send you a separate check for the referral - for accounting procedures, we cannot deduct this amount from your fee. We do not pay referrals for clients who do not use us to file a complete tax return, i.e.: Per Diem or Professional Deductions.
Q: I can't find my flight schedules. What should I do?
A: Just fill in the appropriate section (domestic only): number months flown and average number of days per month. Do not include turn arounds in this count. You are not allowed a per diem deduction for these days. We will use the government allowed amount for the domestic worked. This is a great deduction for you - so don't forget to fill in this area! If you are INTERNATIONAL you need to complete the monthly grid on the bottom 2/3rds of the Per Diem Information page. You can also have your airline provide you with a copy of your monthly schedules. Be prepared, this may cost you for each month that you request. If as a last resort, you can not obtain your schedules, you must provide to us a percentage of the areas you flew. For example: 40% LHR, 25%GIG, 20% SJU, and 15% CDG. From these percentages, we will be able to back our way into a conservative per diem calculation. Pleas call if you have any questions.
Q: My spouse owns a business and uses a separate accountant. Can you figure just my flying deductions?
A: Of Course! We can do just your flying deductions and per diem calculations. We will complete your 2106, Employee Business Expense Form, and a partial Schedule A. Your accountant can incorporate these deductions right into your return. Just complete the Personal Data, Professional Deductions and Per Diem Information sections of the Organizer.
Q: What is the best way for me to send you my Organizer and information?
A: The United States Post Office is usually very reliable. No information sent to us by mail has ever been "lost"; however, we have had items take up to three weeks to get to us. We suggest sending your information by certified mail, or using an overnight delivery service. As you know, most airline employees are offered a substantial discount at FedEx when you show your airline ID. There is added security when using an overnight service because your package can be tracked. In addition, this should expedite the processing of your information.