Forms and Spreadsheets!
Here are the intake forms, please fill them out before your appointment! Also here are the spreadsheets to do if you want to take deductions. There is a guide to which spreadsheet on the intake forms, but its also below:
What Spreadsheets do I need to fill out?
1. Did you have acting/artistic jobs that were only on W2s?
For NYers: Did you have at least $10,000 in job expenses? (20 if married)
For CA: at least $5000? (10 if married)
Then fill out the Large W2 Acting spreadsheet
(Note, if your expenses are smaller, then don't bother. If you have 1099s, see #2!)
2. Did you have at least $1000 on 1099s or undocumented income for acting/artistic jobs (including teaching)?
Then fill out the 1099 Acting Income spreadsheet or the 1099 Behind-the-Scenes spreadsheet
3. Do you have 1099 or self-employment income from another sort of business like baby-sitting, personal training, or web design?
Then fill out the Self-Employed Business spreadsheet
4. Did you have a large amount (several thousands) of medical expenses, charitable donations, mortgage interest and property taxes or a combination thereof?
Then fill out the Itemized deductions spreadsheet
5. Did you rent out space on AirBnB or do you have other rental income?
Then fill out the Rental Income spreadsheet
6. Did you produce your own show/concert/film? And have income from Fractured Atlas, Kickstarter, or ticket sales?
Then fill out the Special Project spreadsheet
(Note, This is geared towards one-time things, if you are an ongoing producer use 1099 Behind-the-Scenes)
Fill out as many spreadsheets as apply to you (though do NOT do both #1 and #2, its one or the other!) Also make sure not to double up on expenses, pick whichever spreadsheet the expense most applies to or split the amount.
Married people – you need your own spreadsheets for 1, 2, 3, and 6, you can combine 4 and 5.
Q: Jen, I have mostly W2s and a couple of small 1099s, do I really need to do that whole 1099 spreadsheet?
A: It's up to you! If you don't really want to spend a ton of time on deductions and don't mind if that means you pay a bit more in taxes, then do the simpler W2 spreadsheet. (#1 vs #2)
Q: I have a ton of deductions I want to take, but I was only on W2s! Why doesn't Spreadsheet 1 have all those categories?
A: Because W2 expenses are only useful on states, they are worth a lot less. To save you time and trouble, I created a simplified spreadsheet (#1) that only has the big things on it. If you still want to go through every little thing, you totally can, just do Spreadsheet 2 instead.
Q: Should I do both Spreadsheet 1 and 2?
A: Nope! Please pick one or the other, Spreadsheet 1 is just a simplified version of Spreadsheet 2.
List of Documents to bring/send to Jen!
W2 - employee jobs
1099-misc - contractor jobs
1099-NEC - contractor jobs
1099-Int - bank interest
1099-Div - stock dividends
1099-R - retirement distributions
1098E - student loan interest
1098T - tuition statements
1099G - unemployment or state refunds
K1 - partnerships or inheritances
1099-SSA - Social Security
1095-A - Health Exchange Insurance
Year end stock report for stock sales
Jury duty income info
Business income info
Rental Income info
Drivers License front and back
Last years tax return
Bank account and routing # for direct deposit/debits