Jackson Hewitt’s frequently asked questions

Depending on how your return was prepared and filed; in a Jackson Hewitt office by one of our Tax Pros, or you prepared the return yourself using Jackson Hewitt Online, please see the appropriate answer below:

• At a Local Jackson Hewitt Office

  1. You electronically signed your tax return
     
     If your return (2009 through the current year) was prepared at a Jackson Hewitt office that uses the Electronic Signature & Storage (ESS) system, you can print your tax return and other related tax documentation using MyJH.
     1. Join MyJH or Log In to your MyJH.
     2. New members: After creating a MyJH account, you must first authenticate the account. This will link your account to your JH returns for access to your secure tax documents.
     3. Click on ‘Return Status’ to authenticate your account.
     4. Once authenticated (and for existing MyJH members), click ‘Upload and access tax docs’ and from there, click the ellipsis '•••' to the right of the document you'd like to download.
     5. Select download.
     If needed you can download the Adobe Reader here: https://get.adobe.com/reader/.
  2. You DID NOT electronically sign your tax return
     If you require a copy of a return prepared by a local Jackson Hewitt office that did NOT participate in the ESS program you can go to any office and show proper identification to obtain a copy. We ask for identification to protect your privacy and make sure we give copies to only the taxpayer.
     To use our online office locator click here and enter your zip code or call us toll free at 1-800-234-1040 and select option 1 to connect you to the nearest office.

• Online Using Your Jackson Hewitt Online Account

  For the current year's return:
  1. Sign into Jackson Hewitt Online
  2. After logging in, go to ‘My Account’ to find your returns.
  For another year's return:
  1. Customers should sign into MyJH using the credentials they used when they filed that return.
  2. After logging in, go to Return Status.

You can request a photocopy or a computer transcript (a line-by-line listing) of the information on your filed tax return. Photocopies and transcripts are free from the IRS. If you need an actual copy (not a photocopy), then you must complete IRS Form 4506 and pay a $43 fee for your filed tax return and all related tax information, such as your Form W-2.

To get a copy of your Form W-2 or Form 1099, you should first contact your employer or financial institution. If we used your W-2 to prepare your tax return, though, you have a couple of options. If you have a MyJH account, you can log-in and view your filed tax return including your W-2.  If you don’t have a MyJH account, we recommend creating one, but you can also reach out to your local office to request a copy, if available. You can also download Form 4506 at www.irs.gov to request a copy of the return you filed with the IRS which will include your Form W-2 or Form 1099 and other tax documents.

You can find your AGI on your 1040 form. The line in which the AGI is located depends on which 1040 was used to file your tax return. Learn more about how to find your AGI from last year.

1. Go to MyJH Login.
2. Click the Forgot Password? link next to the password field.
3. Enter your username and click Continue.
4. An access code from webmaster@jacksonhewitt.com will be sent to your registered email address.
5. Enter the access code in the field and click Continue.
6. On the next screen, enter your new password in the required fields.

Please keep in mind, your MyJH account access will be locked for one hour, after 3 attempts to login have failed.

To find an office near you, please use our online office locator. To view offices that are open right now, select the “Open now” filter.

Or, call us toll free at 1-800-234-1040 and select option 1 to get connected to the nearest office.

Tax Preparers (Tax Pros) with Jackson Hewitt can assist taxpayers through the IRS amendment process. Many Jackson Hewitt offices have year-round hours. To find an office near you, please use our online office locator or call us toll free at 1-800-234-1040 and select option 1 to connect you to the nearest office.

Visit our File an Amendment page to learn more and get started amending your return.

If you filed at one of our locations, create or sign into your MyJH Account to track your tax return.

You can also visit our “Where’s my refund?” page and follow the instructions from there. Or visit the IRS website to track your refund directly there. Lastly, you may call the automated refund hotline at 800-829-1954 for a current-year refund, or 866-464-2050 for an amended return, if you lack internet access.

We have helpful resources for when you can expect to get your tax refund.

According to the IRS, if you file a completed and accurate tax return electronically, then you can expect to get your federal refund in less than 3 weeks, and even faster if you’ve chosen direct deposit into your checking account, rather than waiting for a check in the mail. If you’ve filed a paper tax return sent by mail, the federal refund you’re owed will be issued in approximately 6 to 8 weeks (about 2 months) from the date that the IRS receives your completed return.

Need your tax refund money as soon as possible after you file your taxes? Get access to your IRS refund up to 5 days faster* than standard Direct Deposit when you choose to have it deposited on a Serve® American Express® Card.

*Up to 5 days faster refund estimate is based on 2023 tax year filing data. Faster access compared to standard tax refund electronic deposit and subject to IRS submitting refund information to the bank before release date. IRS may not submit refund information early.

Yes, and you will need to have all your tax documents handy to file. Keeping a recent paystub with your tax documents is a good move to make, especially if you are seeking an Early Tax Refund Advance loan or a Tax Refund Advance loan. Also, if you are unable to get your W-2 and it is past February 15, you can use your paystub to file your return. However, you must try to get your W-2 and keep proof of your attempts in your records.

Yes, Jackson Hewitt can assist you if you’ve been audited or answer any questions you may have. Find the tax help and resources you need online or call or visit your local Tax Pro any time.

Chat with us online or call our Customer Service number at 1-800-234-1040. A live agent will gather all the necessary information needed to help you file a formal customer service case. The case will be escalated to the local Client Care Manager, and they should contact you within 24 hours.

We offer refund advance loans for a limited time during the tax season each year. We also have exciting deals and offers throughout the year as well as annual sweepstakes contests for chances to win money with Jackson Hewitt. You may also explore more of our financial products online and speak with your local Tax Pro about ways to get money from Jackson Hewitt when you need it.

We meet all IRS requirements. Our Tax Preparers receive training in the basics of income taxes, they receive practice and testing in preparing income taxes using our proprietary software, ProFiler®, and they must pass a test to prove they understand the basics of taxes before they can prepare income taxes. Additionally, we require two hours of Ethics and Fraud and Prevention training for all tax preparers annually. We offer continuing education annually in tax theory. Most offices also employ Enrolled Agents, individuals who are authorized to practice before the IRS.

There are many Jackson Hewitt Tax Service offices open year-round to help taxpayers understand the ever-changing world of taxes, prepare and file individual income tax returns electronically via IRS e-file, and to deal with all individual income tax concerns. To find an office near you, please use our online office locator at https://office.jacksonhewitt.com/office-locator/ or call us toll free at 1-800-234-1040 and select option 1 to connect you to the nearest office.

The office where you signed up for tax school should have provided a Tax School Registration letter which contains the web site address: https://www.taxschool.com and your login username and password. If you cannot locate the letter please contact the local office and they can reprint another letter for you.

Finding Your Local Office

1. Visit https://office.jacksonhewitt.com/office-locator.
2. Enter your zip code.
3. Make sure the checkbox next to Open Year Round is checked.
4. Once you locate an office, click to see the hours of operation.

Our Tax Schools are offered at various Jackson Hewitt locations throughout the country. In order to provide details on the Jackson Hewitt Tax School most convenient to you, please complete the Tax School Inquiry Form. Once the Tax School Inquiry Form has been completed, a local Jackson Hewitt office will be in contact with you.

Alternatively, you can call 1-800-234-1040 and select option 1 to be directly routed to the nearest Jackson Hewitt office or stay on the line if you have any additional questions or comments.