What to bring

What to bring to your Jackson Hewitt Tax Interview

Identification for Electronic Filing and Bank Products:

___ Picture ID for you and your spouse                   

___ Child care provider name, address and SSN or EIN

___ Social Security Cards for you and your spouse   

___ Dates of Birth for you and dependants

___ Name and phone number of a relative not living with you

Sources of Income:                                                             Self Employment Income:

___ W-2 Wage Statements

___ Pension, Retirement Income- 1099- R                       ___ Advertising

___ Interest and Dividends                                               ___ Car and Truck Expenses

___ Commission                                                               ___ Total Business Miles

___ Sales of Stocks and Bonds                                         ___ Legal and Professional

___ Lottery and Gambling Winnings                               ___ Office Expenses

___ State Refund amount from last year                          ___ Rent or Lease Payments

___ Social Security Income                                              ___ Utilities and Telephone

___ Unemployment Compensation                                  ___ Repairs and Maintenance

___ Income from rentals                                                   ___ Supplies

___ Alimony received                                                       ___ Taxes and License

___ Sale of Residence                                                       ___ Travel

___ All 1099 Forms                                                          ___ Meals

___ Quarterly payments Federal and State                       ___ Recertification/ License

___ Child Care Expenses                                                  ___ Professional Publications

___ IRA Contributions                                                      ___ Credit Card Fees

___ School Tuition and Student Loan Interest                 ____________________Other

Personal Expenses for Itemized Deductions:              

___ Medical and Dental Expenses

___ Real Estate Taxes

___ Personal Property Tax such as vehicle registration fees

___  Home Mortgage and Home Equity

___ Foreign Taxes Paid

___ Non- Monetary Charitable contributions

___ Monetary Charitable contributions

___ Unreimbursed Employee Expenses

___ Investment Expenses

___ Gambling Losses

___ Estimated and Quarterly payments Federal and State

___ Child Care Expenses

___ IRA Contributions

___ Self Employment Expenses

___ Business Mileage

___ School Tuition and Student Loan Interest

Please bring last year’s tax return if we did not prepare your return, or you are going to a different office.