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Tax FAQ's

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Is a W-2 required to file my tax return, or can I use my final paystub from 2011?

You must have a valid Form W-2 in order to complete and file your income tax return. Your employer(s) must issue your  W-2s by January 31. If you do not receive your W-2 mid-February, then contact your employer for more information.

Jackson Hewitt may be able to download your W-2, and complete and file your income tax return before it arrives by mail. Contact your neighborhood Jackson Hewitt office at 1-800-234-1040, or use our Office Locator.

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How much does Jackson Hewitt charge for tax preparation?

The cost of income tax preparation is based on the complexity of your tax return and the products and services you choose in addition to tax preparation. Call your neighborhood Jackson Hewitt Tax Service office to discuss your tax situation. 1-800-234-1040, or use our Office Locator.

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Who can I claim as a dependent?

To claim a dependent, you must not be able to be claimed as a dependent by any other taxpayer. In addition, you generally cannot claim an exemption on a dependent who is married if they file a joint return. You cannot claim a person as a dependent unless that person is a U.S. citizen, a U.S. resident, U.S. national, or a resident of Canada or Mexico, for some part of the year. To be a dependent, the person must be your qualifying child or qualifying relative. Read more about Dependents

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How quickly can I get money at Jackson Hewitt?

When you file electronically and choose one of the free IRS Direct options, you can receive your refund directly from the IRS by direct deposit in approximately7 to 13 days. IRS Direct is free with paid tax preparation. We also make a variety of financial products available to qualified customers through our lending partners if you need to receive money faster. Ask your Jackson Hewitt tax preparer for full details.

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What is the Refer-A-Friend Program?

After you pay for tax preparation, you will receive several Refer-A-Friend certificates from your tax preparer. Fill them out and pass them on to a friend who did not use Jackson Hewitt Tax Service last year. When your friend redeems the Refer-A-Friend certificate you gave him at Jackson Hewitt, we'll send you a cash reward! There's no limit to the number of customers you can refer.

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How do I get a copy of a prior-year tax return and Form W-2?

If you filed your tax return through Jackson Hewitt Tax Service®, then you can get a copy of your records at any Jackson Hewitt Tax Service office across the country. Otherwise, as long as you filed your tax return with the IRS, you can request a photocopy or a computer transcript (a line-by-line listing) of the information on your filed tax return by filing For 4506-T, Request for Transcript of Tax Return. Photocopies and transcripts are free from the IRS. If you need an actual copy (not a photocopy), then you must complete Form 4506, Request for Copy of Tax Return, and pay a $57 fee for your filed tax return and all related tax information, such as your Form W-2.

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What is the Earned Income Tax Credit (EITC) and am I eligible?

The Earned Income Tax Credit (EITC) is applicable to low-income workers who may or may not have a qualifying child, or children, living with them. If you can take the EITC, then it is subtracted from the tax owed. The credit can be refunded even if you don't owe any tax. If you have a qualifying child and your earned income and adjusted gross income (AGI) are each less than $37,870 ($43,210 if filing Married Filing Jointly), then you could be eligible for a maximum credit of $3,250. The maximum credit is $5,372 if you have two qualifying children and your earned income and your AGI are both less than $43,038 ($48,378 if Married Filing Jointly). The maximum credit is $6,044 if you have three or more children and your earned income and your AGI are both less than $46,227 ($51,567 if Married Filing Jointly). You may still qualify for a maximum credit of $487 if you do not have children and your income is less than $14,340 ($19,680 if Married Filing Jointly). Ask your Jackson Hewitt tax preparer for more information.

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Do you stand behind your work?

When you pay for tax preparation at Jackson Hewitt, you are automatically covered under our Accuracy Guarantee which entitles you to reimbursement of penalties and interest charged by a taxing authority if a Jackson Hewitt tax preparer makes an error preparing your return.  For an additional fee, you can purchase the Gold Guarantee® for extra, worry-free coverage.  If you purchase the Gold Guarantee and a taxing authority notifies you of an error on your tax return, contact Jackson Hewitt, present our Gold Guarantee Certificate, and we'll work with you to resolve the issue, which may include reimbursement for any additional tax liability or reduction in your refund amount up to $5,000.  Ask your tax preparer for current pricing of the Gold Guarantee and a copy of the Jackson Hewitt Commitment to Quality brochure which explains our guarantees, their terms and conditions.

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Is there an age limit on claiming my children as dependents?

Age is a factor in the qualifying child test, but a qualifying relative can be any age. As long as the following dependency exemption tests are met, you may claim him or her:

  • Qualifying child or qualifying relative test
  • Dependent taxpayer test
  • Citizenship or resident test
  • Joint return test

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If I claim my daughter as a dependent because she is a full-time college student, can she claim herself as a dependent when she files her return?

If you claim your daughter as a dependent on your income tax return, she cannot claim herself on her income tax return.

If an individual is filing his or her own tax return, and the individual can be claimed as a dependent on someone else's return, the individual cannot claim his or her own personal exemption.

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I received unemployment in 2013. Is this taxable?

Yes, all unemployment compensation paid by the state and local governments is taxable.

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What types of educational expenses are deductible?

Deductible educational expenses include:

  • Amounts spent for tuition, books, supplies, laboratory fees and similar items.They also include the cost of correspondence courses, as well as formal training and research you do as part of an educational program.
  • Transportation and travel expenses to attend qualified educational activities may also be deductible.

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Answers To Your Tax Questions

Frequently Asked Questions
to Assist Your Tax Preparation

You have tax questions. Jackson Hewitt is your one-stop source for tax information to help you easily and correctly file your return and receive your tax refund fast.

With an Assisted Refund

Get upto $9,999 Fast

Ask your tax pro for details

What Should You Bring To You Jackson Hewitt Tax Interview

Do you know what documents are needed for your interview?

Check the list below. You many not need or have all of these documents. Bring the ones you have. If you have questions, ask your Jackson Hewitt tax agent.

What to bring:

  • Wage statements/W-2s
  • Driver’s license(s)
  • Social Security card(s)
  • Dependents’ Social Security numbers and dates of birth
  • Last year’s Federal and State tax return, if not a prior-year client
  • Child care expenses and provider information
  • Lottery or gambling winnings/losses
  • State or local taxes paid
  • Mortgage or home equity loan interest paid/1098
  • Real estate and personal property taxes
  • Cash and non-cash charitable donations
  • Medical and dental expenses
  • Record of purchase or sale of residence
  • Alimony paid or received
  • 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
  • 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
  • State refund amount/1099-G
  • Income and expenses from rentals
  • Self-employed business income and expenses/1099-MISC
  • Estimated taxes or foreign taxes paid
  • HUD-1 statement or substitute, if new home purchased

Do You Need An ITIN (Individual Taxpayer Identification Number)

Find Out If You Qualify and Whether You Need to Apply for An ITIN

An ITIN (Individual Taxpayer Identification Number) enables individuals who aren't eligible for Social Security Numbers to comply with US tax laws and take care of their IRS requirements. The ITIN is issued for the purpose of filing taxes but has other uses such as:

  • Establishing credit
  • Opening a Bank Account
  • Purchasing a House or Automobile
  • Renting An Apartment or House
  • Starting a Business

An ITIN cannot be used for employment purposes.

Jackson Hewitt Tax Service can assist as a Certificate Acceptance Agent before IRS with the application process for the ITIN, including the following steps:

  • Completing Form W-7.
  • Completing Form 1040.
  • Jackson Hewitt Acceptance Agents send paper forms of all documents to the IRS.

Family members can be included on tax returns filed using ITIN if:

  • They qualify as dependents
  • They live in Canada, Mexico or the United States
  • If dependents do not qualify to obtain a social security number you can apply for ITIN's for them.
  • By law the IRS is prohibited from communicating with the Department of Immigration unless tributary fraud should exist.


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