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Preparing for Your Tax Interview: The "What to Bring" Checkl |
by:
Chris Spewock |
Whether you're filing a tax return for the first or 50th time, tax preparation can be a tim 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 ServiceŽ location to save $10 on tax preparation.
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