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Preparing for Your Tax Interview: What to Bring?
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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. As
an added bonus, present this money saving coupon to any
participating Jackson Hewitt Tax Service? location to save $10 on
tax preparation.
ABOUT THE AUTHOR
http://www.jacksonhewitt.com
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