Cat. No. 20604Q Form 2106-EZ 2017 This Page Left Intentionally Blank Page 3 Section references are to the Internal Revenue Code. See the line 6 instructions below for definitions. If you aren t required to file Form 2106-EZ enter your expenses directly on Schedule A Form 1040 line 21 Line 5. Future Developments For the latest information about developments related to Form 2106-EZ and its instructions such as legislation enacted after they were published go to www.irs.gov/Form2106EZ. 6 amount...attributable to expenses you incurred for services performed in that job in the total on Form 1040 line 24 and attach Form 2106-EZ to your return. These Qualified performing artist. Page 4 If you qualify complete Form 2106-EZ and include the part of the line 6 amount attributable to the expenses for travel more than 100 miles away from home in connection with your performance of services as a member of the reserves on Form 1040 line 24 and attach Form 2106-EZ to your return. The amount of...expenses you can deduct on Form 1040 line 24 is limited to the regular federal per diem rate for lodging meals and incidental expenses and the standard mileage rate for car expenses plus any parking fees ferry fees and tolls. Note If line 4 is your only entry don t complete Form 2106-EZ unless you are claiming Expenses for performing your job as a fee-basis state or local government official Performing-arts-related business expenses as a qualified performing artist or Impairment-related work...expenses as an individual with a disability. Form 2106-EZ OMB No. 1545-0074 Unreimbursed Employee Business Expenses Department of the Treasury Internal Revenue Service 99 Your name Attach to Form 1040 or Form 1040NR. Go to www.irs.gov/Form2106EZ for the latest information. Attachment Sequence No. Social security number Occupation in which you incurred expenses You Can Use This Form Only if All of the Following Apply. Purpose of Form You can use Form 2106-EZ instead of Form 2106 to claim your...unreimbursed employee business expenses if you meet all the requirements listed above Part I of the form. Recordkeeping You can t deduct expenses for travel including meals unless you used the standard meal allowance entertainment gifts or use of a car or other listed property unless you keep records to prove the time place business purpose business relationship for entertainment and gifts and amounts of these expenses. You are an employee deducting ordinary and necessary expenses attributable...to your job. An ordinary expense is one that is common and accepted in your field of trade business or profession* A necessary expense is one that is helpful and appropriate for your business. An expense doesn t have to be required to be considered necessary. You don t get reimbursed by your employer for any expenses amounts your employer included in box 1 of your Form W-2 aren t considered reimbursements for this purpose. If you are claiming vehicle expense you are using the standard mileage...rate for 2017. Caution You can use the standard mileage rate for 2017 only if a you owned the vehicle and used the standard mileage rate for the first year you placed the vehicle in service or b you leased the vehicle and used the standard mileage rate for the portion of the lease period after 1997.
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Instructions and Help about IRS 2106-EZ
How to edit IRS 2106-EZ
How to fill out IRS 2106-EZ
Instructions and Help about IRS 2106-EZ
How to edit IRS 2106-EZ
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How to fill out IRS 2106-EZ
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01
Download the IRS 2106-EZ form from the IRS website or access it through pdfFiller.
02
Input your name, address, and social security number in the designated fields.
03
List your expenses related to your job, ensuring they qualify under tax guidelines.
04
Add signatures and dates where required.
Ensure to double-check all entered details for accuracy and completeness before finalizing your submission.
Latest updates to IRS 2106-EZ
Latest updates to IRS 2106-EZ
The IRS periodically updates forms to reflect changes in tax laws or regulations. Check the IRS website or trusted tax resources for the most current update information regarding IRS 2106-EZ.
All You Need to Know About IRS 2106-EZ
What is IRS 2106-EZ?
What is the purpose of this form?
Who needs the form?
When am I exempt from filling out this form?
Components of the form
What are the penalties for not issuing the form?
What information do you need when you file the form?
Is the form accompanied by other forms?
Where do I send the form?
All You Need to Know About IRS 2106-EZ
What is IRS 2106-EZ?
IRS 2106-EZ is a simplified version of the IRS 2106 form used to report employee business expenses. It is designed for employees who receive no reimbursement or are not provided a vehicle by their employer.
What is the purpose of this form?
The purpose of IRS 2106-EZ is to allow employees to claim deductions for expenses incurred for business purposes. This form helps to report expenses such as travel, meals, and transportation related to your employment.
Who needs the form?
Individuals who incur job-related expenses and do not receive reimbursement from their employers should use IRS 2106-EZ. Eligible filers typically include employees required to use personal vehicles for business or those who pay for business-related supplies.
When am I exempt from filling out this form?
You are exempt from filling out IRS 2106-EZ if your employer reimburses you for all business-related expenses or if your expenses do not exceed $100 for the tax year. In addition, certain categories of employees, such as those using an accountable plan, may also be exempt.
Components of the form
IRS 2106-EZ consists of several key components including personal information, a summary of eligible expenses, and a calculation section for total deductions. Each section must be completed accurately to ensure compliance and correct tax deduction claims.
What are the penalties for not issuing the form?
Failing to properly file IRS 2106-EZ can result in penalties that include disallowance of deductions claimed, increased tax liability, and potential fines for incorrect filing. Keeping accurate records and submitting the form on time can mitigate these risks.
What information do you need when you file the form?
When filing IRS 2106-EZ, you will need your employment-related expenses, details about your employer, and any other relevant documentation proving your incurred expenses. It's essential to gather all necessary receipts and records beforehand.
Is the form accompanied by other forms?
IRS 2106-EZ can be submitted independently but may need to be accompanied by Form 1040 when filing your tax return, depending on how you report your income and deductions. Ensure you review the requirements for your specific tax situation.
Where do I send the form?
After completing IRS 2106-EZ, you should send the form to the address indicated on the form for your specific tax situation. Typically, it’s included with your federal tax return submission to the IRS.
FAQ about IRS 2106-EZ
What should I do if I realize I've made a mistake on my IRS 2106-EZ after submission?
If you discover an error on your IRS 2106-EZ after it has been submitted, you will need to file an amended return. Use Form 1040-X for this process, and clearly indicate the changes made. Keep documentation of your original submission and any evidence supporting your amendments.
How can I verify the status of my IRS 2106-EZ submission?
To track the status of your IRS 2106-EZ submission, you can use the IRS 'Where's My Refund?' tool if you expect a refund. If you filed electronically, check your e-file software for status updates or rejection notifications. Be aware of common e-file rejection codes that could signal issues needing resolution.
What should I do if I receive a notice or letter from the IRS regarding my IRS 2106-EZ?
Upon receiving a notice from the IRS concerning your IRS 2106-EZ, carefully read the communication to understand the issue. Gather any necessary documentation and respond promptly within the timeframe specified to avoid penalties. If you're uncertain, consider consulting a tax professional for guidance.
Are there specific service fees associated with electronically filing the IRS 2106-EZ?
Yes, many e-filing services charge a fee for filing the IRS 2106-EZ electronically. The fees can vary based on the provider and the complexity of your return. Be sure to compare options, and check if refunds are available in case your submission is rejected.
Can I file the IRS 2106-EZ on behalf of someone else, such as a family member or friend?
Filing the IRS 2106-EZ on behalf of another individual requires you to have proper authorization, such as a Power of Attorney (POA). Ensure that all required signatures are obtained and that you follow the necessary steps set by the IRS for submitting forms on behalf of someone else.
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