To help save you time and money, we have compiled the following list for you to review before visiting one of our offices. If you have any of the items listed below bring them with you. If you do not know whether or not you have the items listed below or need explanations regarding anything on this page please feel free to call us at 501-758-2424 and we will be more than happy to assist you.
- Social Security Card(s)
- Driver's License(s)
- Dependents' Social Security Numbers & Dates of Birth
- Wage Statements - Form W-2
- Pension or Retirement Income - Form 1099-R
- Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
- State Income Tax Refund Amount - Form 1099-G
- Social Security Income - Form SSA-1099
- Unemployment Income - Form 1099-G
- Information on sales of Stocks or Bonds - Form 1099-B
- Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
- Lottery or Gambling Winnings - Form W-2G
- Lottery or Gambling Losses
- Income and Expenses From Rentals
- Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1
- IRA Contributions
- Child Care Expenses & Provider Information
- Medical, Eye Care, and Dental Expenses
- Cash and Noncash Charitable Donations
- Record of Purchase or Sale of Residence
- Mortgage or Home Equity Loan Interest Paid - Form 1098
- Real Estate and Personal Property Taxes Paid
- State or Local Sales Taxes Paid
- Unreimbursed Employment-Related Expenses
- Job-Related Educational Expenses
- Educator Expenses
- Tuition and Education Fees - Form 1098-T
- Student Loan Interest - Form 1098-E
- Casualty or Theft Losses
- Estimated Taxes
- Foreign Taxes Paid
Last year I filed my tax return for the very first time. My tax preparer at JBL took the time to explain everything to me and in terms I could understand. I tell all my friends and family about JBL.
Danielle W.
When I moved to Arkansas from Texas I was totally confused about Arkansas State Income tax. The manager at JBL not only helped me file and understand my Arkansas State Tax Return but she also assisted me in getting prior year problems resolved. Thank you JBL!
Roy L.
JBL is the only place I will go to have my taxes filed. I get in quickly and get my money quickly, who could ask for more?
Lenora S.
