Important Aviation Tax Documents

The following list describes the documents you need to supply in order to ensure that your aviation-related tax returns are prepared properly:

Copy of all W-2s from all Employers
Copy of last year's Federal (1040) and State tax return
Copy of last pay stub (dated 12/31/2008)
Printed Copy (all 12 months) of flight schedule for 2008 (this is so we can compute the city-by-city per diem deduction)
Copy of Mortgage statement 1098 (for home-owners)
Voided check for direct deposit
Payment
Organizer

Additional Documents, if applicable:

1099T, 1098T, 1099DIV, 1099B, 1099R, any other 1099’s, K-1 statements, copy of Brokerage Statement for all sales, copy of year-end brokerage statement, copy of closing statement if bought/sold home.

EZCrewTax does not need your receipts, but you are required to substantiate your expenses. There are several articles on the EZPerDiem.com website that can help you with your aviation taxes. With regard to recordkeeping and determining whether or not a given expense is tax deductible, we recommend the following:

If you have questions, contact us and we will be happy to assist you.

Visit our other great aviation tax websites

IMPORTANT

Terms of service are subject to change. EZCrewTax is not responsible for false or misleading tax data that is sent in order to prepare a tax return. The client is responsible for ensuring that all tax information is substantiated according to IRS approved recordkeeping methods. EZCrewTax is not responsible for lost or stolen documents sent via mail or during any part of the tax preparation process. You agree to provide true, accurate, current and complete information about yourself. EZCrewTax is the owner and/or authorized user of any trademark that uses the phrase EZCREWTAX as part of its name. This includes all TLDs and domain names that can be mistaken for EZCrewTax.com in any way. EZCrewTax may withold tax returns and documentation sent until payment is receved. EZCrewTax is not bound to complete every person's taxes and may deny service to anyone if it sees fit without explanation. You agree to defend, indemnify and hold EZCrewTax and its affiliates harmless from any and all claims, liabilities, costs and expenses, including reasonable attorneys' fees, arising in any way from your use of the service. Information provided in any email or on the EZCrewTax.com website is not considered to be tax advice. It is informational only. IRS Circular 230 Notice. Nothing in our communications with you (including, but not limited to, any emails, web site content, attachments, enclosures or other accompanying materials) relating to any federal tax transaction or matter are considered to be covered opinions as described in Circular 230.