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Prepare for Your Tax Interview

Submitted by Chris Spewock

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