Social Security cards or ITIN letters for you, your spouse, and your dependents.
Total cash income for all taxpayers
Proof of healthcare coverage on Form (1095)
Medi-Cal o Medi-Care
Receipts for Day Care, Kindergarten and/or nannies
Loans and/or scholarships
Higher education forms 1098-T/1090-E are required.
List of contributions and amounts
Receipts for contributions over $250
Name and phone number of your landlord, property management, or building supervisor.
Mortgage interest statement (Form 1098)
Real estate taxes paid.
Statement of Property Tax Paid in 2019.
Expenses and/or taxes on housing & personal property
Job search expenses
Work-related expenses: travel, tools, uniforms, fees, etc.
Last year’s return