If you're wondering what you should bring with you when you meet with your tax preparer, refer to this list.

• Wage statements/W-2s

• Self-employed business income and expenses/1099-MISC

• Commissions received/paid

• Pension, retirement income/1099-R

• Unemployment income/1099-G

• Canceled Debt Amount/1099-C

• Social Security income/SSA-1099

• IRA contributions

• Statements on the sales of stocks or bonds/1099-B

• Interest and dividend income/1099-INT/1099-DIV

• Lottery or gambling winnings/losses W-2G

• State refund amount/1099-G

• Income and expenses from rentals

• Alimony paid or received

• Medical and dental expenses

• Real estate and personal property taxes

• State or local taxes paid

• Estimated taxes or foreign taxes paid

• Cash and non-cash charitable donations

• Mortgage or home equity loan interest paid/1098

• Unreimbursed employment-related expenses

• Job-related educational expenses

• Educator expenses

• Tuition and Education Fees/1098-T

• Student loan interest/1098-E

• Casualty or theft losses

• Child care expenses and provider information

• Social Security card(s)

• Driver’s license(s)

• Dependents’ Social Security numbers and dates of birth

• Information concerning Stimulus payment check

• Last year’s Federal and State tax return

• HUD-1 statement or substitute, if new home purchased

  • Tax Talk Blog

    03.18.13 Tax Tip - Dependent Parents

    Did you know that if you are providing support for your parent(s), you may be able to claim them as a dependent. If you are providing over half the cost of your parent(s) support including housing costs, food, utilities, medical

  • Tax Talk Blog

    07.31.12 Enrollment Starts Now for Tax School This Fall!

    When you enroll in Jackson Hewitt’s Tax School, our experienced instructors will provide education and training for beginners, as well as ongoing tax education and training to meet IRS requirements for experienced tax professionals. And, learning to prepare taxes is

  • Tax Talk Blog

    04.26.11 Start Preparing for the Next Tax Filing Season Now

    Now that tax season is over, it is time to start preparing for next year. These simple steps can help you receive a refund next year and you reduce your taxes. Predict the future – using your last pay stub

  • Tax Talk Blog

    04.20.11 Spring Tax Cleaning

    The IRS had a record year for electronic filing.  Before the end of day, April 18, More than one million people filed their tax returns electronically.  Less than one million tax returns were electronically filed in all of calendar year 2010.