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What to Bring

To help save you time and money, review the following list before visiting Jackson Hewitt for your income tax preparation. Print this money-saving offer and then use our Office Locator to find a Jackson Hewitt location near you. If you have any of the items listed below available, bring them to your tax interview and let us prepare your income tax return that results in the largest allowable refund for you.

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  • Wage statements/W-2s
  • Self-employment 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
  • State refund amount/1099-G
  • Income and expenses from rentals
  • Alimony paid or received
  • Record of purchase or sale of residence
  • 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 your Stimulus payment check
  • Last year's Federal and State tax return