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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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