Forms and Spreadsheets!
Below find links to the Intake Forms, Spreadsheets, and a list of tax documents you might need to send me!
Intake Form Links
|
The intake forms are now online! They must be submitted to secure your place in the queue as well as uploading your tax documents. Married people: If there is any chance we will be filing you jointly, do the married form. If you are certain you will be filing separately, or I am only doing one half of a couple, do the Single/Separated form.
Single/Separated People Married People |
|
What Spreadsheets do I need to fill out?
|
1. Did you have acting/artistic jobs that were only on W2s?
Lived or worked in NY: Did you have at least $10,000 in job expenses? (20 if married) Lived or worked in CA: at least $5000? (10 if married) Other States: MN 15k, AL AR HI 4k Then fill out the Large W2 Acting spreadsheet (Note, if your expenses are smaller, then don't bother. If you have 1099s, see #2!) 
Did you work on a W2 job in PA and have at least $500 in expenses? Fill out this PA specific sheet!
|
| ||||
|
2. Did you have at least $1000 on 1099s or undocumented income for acting/artistic jobs (including teaching)?
Then fill out the 1099 Performing Income spreadsheet or the 1099 Behind-the-Scenes spreadsheet |
|
For On-Stage Performers of all stripes - acting, singing, dancing, musicians, comedians, puppeteers, etc! (and teachers of these things)
| Spreadsheet 2 - 1099 Performing Income |
For people in the arts behind the scenes - stage managers, directors, writers, pit musicians, tech crew, etc!
| Spreadsheet 2 - 1099 Behind-the-Scenes |
3. Do you have 1099 or self-employment income from a non-performing business or line of work?
Examples: Baby-sitting, personal training, graphic design, photography, catering, Uber driving, admin work etc!
Then fill out the Self-Employed Business spreadsheet! (Note, each line of business needs its own sheet, so if you are both a photographer and a nanny, do a separate sheet for each. Closely related things can go together if you want, for example photographer and graphic designer.)
Examples: Baby-sitting, personal training, graphic design, photography, catering, Uber driving, admin work etc!
Then fill out the Self-Employed Business spreadsheet! (Note, each line of business needs its own sheet, so if you are both a photographer and a nanny, do a separate sheet for each. Closely related things can go together if you want, for example photographer and graphic designer.)
| Spreadsheet 3 - Self-Employed Business |
4. Did you have a large amount (several thousands) of medical expenses, charitable donations, mortgage interest and property taxes or a combination thereof? NJ RESIDENTS please do this sheet for the medical expenses.
Then fill out the Itemized deductions spreadsheet
Then fill out the Itemized deductions spreadsheet
| Spreadsheet 4 - Itemized Deductions |
5. Did you rent out space on AirBnB or do you have other rental income?
Then fill out the Rental Income spreadsheet
Then fill out the Rental Income spreadsheet
| Spreadsheet 5 - Rental Income |
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)
(Also Note, if multiple people are involved in the ownership/financing of a project, email me, you might need a referral to a CPA!)
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)
(Also Note, if multiple people are involved in the ownership/financing of a project, email me, you might need a referral to a CPA!)
| Spreadsheet 6 - Special Project |
Fill out as many spreadsheets as apply to you (though do NOT do both #1 and #2, its one or the other, except for PA!) 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, and 3, you can combine 4 and 5. For 6, do one sheet per project.
FAQ
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. The exception to this is PA, then you can do both.
Q: I worked in PA, what's the deal with that?
A: PA is unique in that it does job deductions per job and only allows certain things. So you can do the S1 PA sheet for your PA job(s) and then do the other spreadsheets as normal. So you can do a PA sheet, then do #1 or #2 depending on your situation for everything else.
Q: I was only on W2s, but I didn't live or work in any of the states mentioned in Spreadsheet 1, what should I do?
A: Sorry, but you can't take any employee job expenses then since your state doesn't allow them. Be sure to fill out any other applicable spreadsheets though!
Q: I don't have Excel, how can I send you the spreadsheet?
A: I can share spreadsheets with you on Google Sheets, or you can use Open Office. If you have Numbers on your Mac, you can export as an Excel file. Please do not send me spreadsheets as PDFs or Numbers files, I cannot work with them nearly as well.
List of Documents to bring/send to Jen!
IMPORTANT NOTE: I need the actual tax documents to complete your return. That means I need the W2, not just a paystub, I need the 1099G from unemployment not just a record of payments, I need your 1099DIV/B for stocks, not just your year-end statement, etc. Thank you!
W-2 - employee jobs
1099-MISC - contractor jobs/other income
1099-NEC - contractor jobs (note: jobs are not required to send you a 1099-NEC for under $600, you report that yourself on Spreadsheet 2/3)
1099-Int - bank interest
1099-Div - stock dividends
1099-B - profit from sales of stocks
1099-R - retirement distributions
1099-G - unemployment or state refunds
1099-K - from PayPal/Square/Venmo for online transactions
K-1 - partnerships, S-corps, or inheritances
1099-SSA - Social Security
1095-A - Marketplace Health Insurance
1098-E - student loan interest
1098-T - tuition statements
1098 - mortgage interest
Crypto - You must provide me with an official tax statement. Coinbase will generate a Form 8949 for you, that's what I need. Robinhood Crypto will give you a regular 1099B like it does for stocks. I will not accept excel files listing transactions, I must have a tax document.
Business income info (Spreadsheet 2/3)
Rental Income info (Spreadsheet 5)
Drivers License front (and back for NY)
Last years tax return (new clients only)
Bank account and routing # for direct deposit/debits
Married people – you need your own spreadsheets for 1, 2, and 3, you can combine 4 and 5. For 6, do one sheet per project.
FAQ
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. The exception to this is PA, then you can do both.
Q: I worked in PA, what's the deal with that?
A: PA is unique in that it does job deductions per job and only allows certain things. So you can do the S1 PA sheet for your PA job(s) and then do the other spreadsheets as normal. So you can do a PA sheet, then do #1 or #2 depending on your situation for everything else.
Q: I was only on W2s, but I didn't live or work in any of the states mentioned in Spreadsheet 1, what should I do?
A: Sorry, but you can't take any employee job expenses then since your state doesn't allow them. Be sure to fill out any other applicable spreadsheets though!
Q: I don't have Excel, how can I send you the spreadsheet?
A: I can share spreadsheets with you on Google Sheets, or you can use Open Office. If you have Numbers on your Mac, you can export as an Excel file. Please do not send me spreadsheets as PDFs or Numbers files, I cannot work with them nearly as well.
List of Documents to bring/send to Jen!
IMPORTANT NOTE: I need the actual tax documents to complete your return. That means I need the W2, not just a paystub, I need the 1099G from unemployment not just a record of payments, I need your 1099DIV/B for stocks, not just your year-end statement, etc. Thank you!
W-2 - employee jobs
1099-MISC - contractor jobs/other income
1099-NEC - contractor jobs (note: jobs are not required to send you a 1099-NEC for under $600, you report that yourself on Spreadsheet 2/3)
1099-Int - bank interest
1099-Div - stock dividends
1099-B - profit from sales of stocks
1099-R - retirement distributions
1099-G - unemployment or state refunds
1099-K - from PayPal/Square/Venmo for online transactions
K-1 - partnerships, S-corps, or inheritances
1099-SSA - Social Security
1095-A - Marketplace Health Insurance
1098-E - student loan interest
1098-T - tuition statements
1098 - mortgage interest
Crypto - You must provide me with an official tax statement. Coinbase will generate a Form 8949 for you, that's what I need. Robinhood Crypto will give you a regular 1099B like it does for stocks. I will not accept excel files listing transactions, I must have a tax document.
Business income info (Spreadsheet 2/3)
Rental Income info (Spreadsheet 5)
Drivers License front (and back for NY)
Last years tax return (new clients only)
Bank account and routing # for direct deposit/debits
