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W2 acting only

Name:
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You can use the monthly columns, or just enter in the yearly totals, totally up to you!
Note: "out of town" usually means away from home overnight

General Acting Expenses

Total
Headshots
Classes (voice, dance acting etc)
Office Supplies (paper, ink, stamps, etc)
Audition sites (Backstage etc)
Audition Fees
Personal Website
General Dance Clothes/Shoes
Sheet music/downloads
Acting Books
Tickets to shows
Studio Rentals
Gifts (up to $25 per person)
Makeup (50% for women)
Internet (specify %)
Phone (specify %)
Unusual clothing costume pieces
Agent fees
Union Dues
Other list below, please specify:

Jan

Feb

Mar

Jan

Feb

Mar

Non-acting W2 job deductions:

Local Travel (to auditions, classes Total

Metrocards
Acting %
NJ Transit/LIRR/Metronorth
Taxis
Other list below, please specify:
*if used own car, see mileage below

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What % of your Metrocard used is for:
Auditions/classes
Acting Gigs in NYC
location
Going to other job gigs like catering,
babysitting, or personal training
Personal
Sum to 100:
Travel
Plane/train/bus
using Rental
Hotels
Baggage fees
Internet costs
Laundry
Storage

Total

Jan

Feb

Mar

Meals
Total
Business Meals in town w/ industry people
diem amounts

Jan

Feb

Mar

List location and dates of out town

jobs/auditions. For a tour, please
send tour schedule. Do NOT worry
about adding up your food receipts,
just tell me where you were.

Ex. Rock Island, IL 1/1 to 3/5

Mileage with Own Car

Make/Model/Year of Car
Total Miles put on car during 2013

Did you get paid a per diem while out of town?

Amount CONUS
of daily
Amt
# of Days per diem (from Jen)

Total

Business miles for W2 jobs

Parking/Tolls for W2 jobs
Depreciable Equipment

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Jan

Feb

Mar

*this includes Computers, Cell

Phones, Instruments, Cameras,
anything designed to be used for
more than a year
Item:

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Date purchased

% business use

Do you have an area in your home used EXCLUSIVELY for business?

*ie no watching tv, sleeping, playing solitaire, anything
If yes:
Size of Area in sq ft
Size of Apartment in sq ft
Rent
Utilities
Renters Insurance
*if you actually own the home, lets talk in person!

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Tab 5 has
lly up to you!

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

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Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Jun

Jul

Aug

Sep

Oct

Nov

r diem while out of town?

Apr

May

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Price

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Dec

Dec

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Dec

Dec

Dec

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Personal Ded
Personal Deductibles
Medical:
Doctors
Dentists
Prescriptions
Therapy
Chiro
Other, specify

Health Insurance

Total

Jan

Feb

Mar

Apr

Total

Jan

Feb

Mar

Apr

Monetary Charity
Item Charity
Tax Prep Fees
Mortgage Interest
Property Tax
Personal Property Tax
Taxes Paid to the State

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Personal Ded

May

Jun

Jul

Aug

Sep

Oct

Nov

May

Jun

Jul

Aug

Sep

Oct

Nov

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Personal Ded

Dec

Dec

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Other Ded
Other Deduction Info
Do you have student loan interest?
Do you have your 1098?
IRA contributions?
Moved more than 50 miles?
Moving truck
Shipping
Personal car mileage
Tolls
HSA?
Did you pay tuition?

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No-Nos
Common Non-Deductible Items
Gym Memberships
Nice audition outfits
Cable Bill (unless you are willing to do a LOT of documentation)
Movies with no acting value
Concerts, unless a musician/concert singer
Luggage
Clothes for different weather on job
Driver License or Passport costs
Normal haircuts (unless ordered by a job)
Manicures or pedicures or other grooming (unless ordered by a job)
Toiletries
Rent or utilities unless you are taking a home office deduction
Meals alone or not with industry people (unless away overnight)
Mileage/subway to a place you work every day
Over-the-counter medications
Vitamins or supplements (unless prescribed by a doctor)

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Documents to bring/send to Jen!
Document Name
What does it come from?
W2
employee jobs
1099-misc
contractor jobs
1099-Int
bank interest
1099-Div
stock dividends
1099-R
retirement distributions
1098E
student loan interest
1098T
tuition statements
Year end stock reporstock sales
1099G
unemployment or state refunds
K1
partnerships or inheritances
1099SSA
Social Security
1095-A
Marketplace Health Insurance NEW!
Any info on other income, jury duty pay, mortgage interest, property taxes

If you are missing a W2, you need to try to get it if at all possible. If it is absolutely not possible, I ne

If you are new to filing taxes, please ask your parents if you have any stocks! You would be surprised

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utely not possible, I need the last paystub, and you will not be able to efile.

You would be surprised how many people have stocks that relatives bought them when they were kids.

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Docs to Bring

when they were kids.

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