What documents do I need to bring to my Jackson Hewitt appointment?

Asked 6 months ago
When attending your appointment with Jackson Hewitt, there are a few essential documents you should bring along. These include your Social Security card or Individual Taxpayer Identification Number (ITIN) card for all individuals mentioned in the return. Additionally, you will need to bring a valid photo identification card, such as a driver's license. It's also crucial to have copies of your previous year's tax returns, as they can provide essential information for accurate filing. If applicable, bring any W-2 forms received from employers, 1099 forms for miscellaneous income, and records of self-employment income. Don't forget to bring documentation of any deductions or credits, such as mortgage interest statements, education expenses, or medical receipts. Organizing and bringing these documents will ensure a smoother and more efficient tax preparation process with Jackson Hewitt.
Christian Allen is the editor / author responsible for this content.
Answered May 3, 2024

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