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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
These tax prep tips will help you save time and money, and help ensure a smooth ride to a completed tax return.
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