Preparing for Your Tax Interview: The “What to Bring” Checklist



Posted: Tuesday, April 26, 2005

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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. 

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