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.
