Preparing,for,Your,Tax,Intervi business, insurance Preparing for Your Tax Interview: The What to Bring
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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 BirthLast Year's Federal and State Tax Returns Wage Statements Pension or Retirement IncomeInterest and Dividend Income State Income Tax Refund AmountSocial 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 LossesIncome and Expenses from RentalsIncome from Partnerships, S Corporations, Trusts, and Estates IRA Contributions Alimony Paid or ReceivedChild Care Expenses and Provider Information Medical, Eye Care, and Dental ExpensesCash and Non-cash Charitable Record of Purchase or Sale of ResidenceMortgage or Home Equity Loan Interest PaidReal 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.
Preparing,for,Your,Tax,Intervi