Taxstra • Planning worksheet • 2026-09-05

Moonlighting While Employed: Coordinating W-2 and 1099 Physician Income

Use this worksheet alongside the guide. The figures and schedules are educational illustrations, not individualized tax advice or a recommendation for your circumstances.

Work through your records

Read the explanation in the guide before filling in the schedule. Keep the illustrated values separate from your actual records. For each row, identify the supporting document, applicable period, unresolved assumption, and person responsible. Do not treat example percentages or classifications as established facts for your situation.

Input	Record	Your records / questions
Employed income	Current paystub and expected remaining wages
Moonlighting	Contracts, invoices and expenses
Existing payments	Withholding and estimated-payment confirmations
Retirement	Plan documents and year-to-date contributions
States	Service dates and locations

Resolve the decision

What decision or discrepancy does your completed schedule reveal?Which assumptions need professional review, and what documents support them?Who will take the next action, and by what date?

These fields stay in this document. Taxstra does not receive the information. Print to paper or PDF if you want to retain completed entries; do not rely on browser storage.

Explore the relevant Taxstra service. Use the consultation to establish fit and scope; individualized analysis and implementation require an engagement.