What you should bring to your appointmentWe can get started on your tax return with just 5 things . Gather them up and come on in to an office near you to get going.W-2, earnings statement or paystub for W-2 download Driver's License(s) Social Security card or cardsLast year's Federal and State tax returnsSocial Security numbers and birth dates of dependentsOther documents you might needYou can print this list to keep track of documents as you receive them throughout the year, and do not forget to bring them with you when you come in.Print ChecklistOr, you can securely upload your tax documents directly to Jackson Hewitt before your appointment. Don't have an appointment yet? Schedule one. Or just come in.Upload Tax Documents Real Estate Real estate taxes paid Personal property taxes paid Mortgage or home equity loan interest paid / 1098 Record of new home purchase or sale Rental income and expenses Repayment of the First-Time Homebuyer Credit/form 5405 State & Local Taxes State or local taxes paid State refund amount / 1099-G Estimated taxes or foreign taxes paid Income Sources Self-employed business income and expenses / 1099-MISC Commissions you received or paid Pension or retirement income / 1099-R Unemployment income / 1099-G Social Security Income / SSA-1099 Alimony paid or received Lottery or gambling winnings/losses (If you itemize, even if you have winnings, losses may be listed on Schedule A in your favor) Savings & Investments IRA contributions Interest and dividend income / 1099-INT or 1099-DIV Statements on stock or bond sales / 1099-B HSA Contribution HSA/MSA Distribution/Form 1099-SA Family Medical and dental expenses Child care expenses and provider information Mileage records to doctor appointments Work Expenses (Unreimbursed) Uniforms, union dues/expenses, dues to professional societies, licenses and regulatory fees, subscriptions to professional journals/trade magazines, tools/supplies used in your work, occupational taxes, passport for a business trip, travel, transportation, meals, entertainment, gifts and local lodging related to your work. Job-related educational expenses Education Expenses (Unreimbursed) Classroom expenses for teachers Tuition, books, supplies/equipment needed for a course of study, notebooks, ebooks, education fees, non-academic fees, student activity fees, athletic fees. Student loan interest / 1098-E Other Charitable donations, cash and non-cash Casualty or theft losses Mileage records for travel to and from Goodwill, Salvation Army, charity events, volunteer work, etc.
