Likely not needed anymore. I've used it for many years and I will compare both reports this year for consistency. If they're basically the same then next year I'll just use the company report and save $45. If there are problems with the company report, which would not surprise anyone one bit, I'll delay. The timeliness of the company report is important too. I like to file early partly to avoid a scammer filing under my identity.

"File your tax return as early as possible. This is probably the best move you can make to avoid tax fraud. As soon as you receive your W-2s, 1099s and other documents, complete and submit your tax return (electronically) to the IRS. If you can beat the criminals to the punch, and your legitimate return is filed first, any subsequent fraudulent return filings will be rejected. The IRS will likely begin to accept filings in late January, so encourage your employer and other organizations that issue your tax documents to get it done early, allowing you to file before the criminals."

http://houchinswitt.com/blog/filing-.../#.Vq98J_A8KrU

 

Reports are now available under My Info on Flying Together

 

Data looks pretty solid too which is a surprise… also like how it presents the data so you can input into the IRS 2106 tax form. For the tax prep challenged you input the "City Amount" from the last page of the report into Part 1 line 5 of the 2106. Then you enter the nontaxable amount of "Per Diem Paid" from your W-2 (also listed on report), "L" in box 12, into block 7 for the 2106… do the subtractions and use the 80% reduction of the balance from Step 3 line 9...

 

Just checked mine...my pro diem report was $160 less than the United one. Looks like what the company provides is legit and accurate.


Save the $59 and stick with the company report IMO.

 

Wondering if anyone minds sharing what kind of deduction you are getting from per diem. I know you can take 80% of the difference but I just started at UA in September and would have to manually go through all my layovers from last job from last year. I know there are people who will calculate if for you but since I don't have access to my old employer's computer system I would have to try to get a report from them or do it all from my pilot logbook. Just trying to ballpark if it's worth the time and effort....
Thanks!

 

Obviously it will differ dramatically with your income, per diem received, and city allowances...

But as a example: before I hit AMT it was always consistently worth several hundred dollars a year in TurboTax.

YMMV.

 

I fly all international... So probably a lot higher than normal... the difference for me was 8500 from what PD I was paid against the IRS allowance... So 8500 less 80% is deductable. I'm AMT so didn't help me for Fed taxes but since your new probably will help substantially... Especially with your prior jobs PD.

 

Soooo I saw the Per Diem report was on there yesterday. Signed on this morning to download and print and POOF. It's gone. Anyone else able to see it under My Info??

 

Same for me.....I should have grabbed it when I looked at it yesterday

 

Back up! Grab it while you can!!