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What You Need to File Taxes with
Jackson Hewitt®

We can start your tax return with only five things. Come to an office near you to get started.

What You Need to File Taxes with
Jackson Hewitt®

We can start your tax return with only five things.
Come to an office near you to get started.
Open late. Open weekends. Come in anytime.
Our Tax Pros are ready and waiting in nearly 6,000 locations, with 3,000 in Walmart.
You will need
•    W-2, earnings statement or paystub for W-2 download.
•   Driver's License(s).
•   Social Security card or cards.
•   Last year's Federal and State tax returns.
•   Dependent information such as social security numbers and birth dates.
 

Get more with Jackson Hewitt

 
We’ll make it easy.
We do the work so you don't have to worry. Open late and weekends, no appointment necessary.
 
We’ll fight for you.
We're not tax machines. We're Tax Pros who are happy to answer all of your questions.
 
We know our stuff.
We'll dig deep to get you 
100% Accuracy. Maximum Refund Guaranteed.
 
Other documents you might need
Family
•   Medical and dental expenses.
•   Child care expenses and provider information.
•   Mileage records to doctor appointments.
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).
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.
•   JTuition, 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.
State & Local Taxes
•   State or local taxes paid.
•   State refund amount / 1099-G.
•   Estimated taxes or foreign taxes paid.
Savings & Investments
•    IRA contributions.
•    JInterest and dividend income / 1099-INT or 1099-DIV.
•   Statements on stock or bond sales / 1099-B.
•   HSA Contribution.
•   HSA / MSA Distribution / Form 1099-SA.
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.
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.
.