Whether you're filing a tax return for the first or 50th time, tax preparation can be a time-intensive process. It can be very stressful too: you want to make sure you do everything correctly and get your return filed on time. The experts at Jackson Hewitt have compiled a list of items to help you prepare for your next tax interview. Bring the applicable items from this list to help your tax service representative prepare a tax return that will result in the largest allowable refund for you.
· Social Security Card(s)
· Driver's License(s)
· Dependents' Social Security Numbers & Dates of Birth
· Last Year's Federal and State Tax Returns
· Wage Statements
· Pension or Retirement Income
· Interest and Dividend Income
· State Income Tax Refund Amount
· Social Security Income
· Unemployment Income
· Commissions Received
· Commissions Paid
· Sales of Stocks or Bonds
· Self-Employed Business Income & Expenses
· Lottery or Gambling Winnings
· Lottery or Gambling Losses
· Income and Expenses from Rentals
· Income from Partnerships, S Corporations, Trusts, and Estates
· IRA Contributions
· Alimony Paid or Received
· Child Care Expenses and Provider Information
· Medical, Eye Care, and Dental Expenses
· Cash and Non-cash Charitable
· Record of Purchase or Sale of Residence
· Mortgage or Home Equity Loan Interest Paid
· Real Estate and Personal Property Taxes
· Un-reimbursed Employment-Related Expenses
· Job-Related Educational Expenses
· Educator Expenses
· Tuition and Education Fees
· Student Loan Interest
· Casualty and Theft Losses
· Estimated Taxes
· Foreign Taxes Paid
These tax prep tips will help you save time and money, and help ensure a smooth ride to a completed tax return. As an added bonus, present this money saving coupon to any participating Jackson Hewitt Tax Service® location to save $10 on tax preparation. |
