Documents and Information Needed To File Your Tax Return

 Individuals who received a California Middle Class Tax Refund (MCTR) of $600 or more will receive a 1099-MISC for this payment.   The MCTR payment IS taxable on your federal income tax return.

If you have any questions regarding this refund, please contact the CA FTB at 1-800-852-5711

• Marketplace Forms; 1095A and 3895

• Marketplace Forms; 1095A and 3895

• Name, Social Security Number, Date of Birth

• Medical Immunization Record and/or School Report Card

• Advance Child Tax Payments

• Provider Name, Address, Phone 

• Provider Tax ID (EIN)

• Amount Paid

• Employee Wages (W2)

• Independent Contractor (1099-MISC)

• Merchant Payments (1099-K)

• Interest and Dividends

• Partnerships and Corporations (K-1) Alimony Received

• Gambling Winnings

• Scholarships and Fellowships

• State and Local Income Tax Refunds 

• Unemployment Compensation & Paid Family Leave

FINANCIAL ASSETS

• Capital Gain and Losses

• Stock Portfolio

• Crypto

Estimated Tax Payments

Retirement Plans

Health Insurance

Receipts or Record of Expenses

Milage Log

• Mortgage Interest (Form 1098) 

• Real Estate Property Taxes

• Sale of your Home/Property (Form 1099-S) 

• HUD Closing Statement

• Final Escrow

• Rents Received*

• Repairs/Maintenance Expenses*

• Insurance*

• Utilities*

*(for real estate rentals)

• Tax Preparation Fee

• Charitable Donations

• Unreimbursed Work Expenses

• Medical Expenses

• DMV Tax Fee

• Education Expenses (Tuition and Fees)

• New Vehicle Taxes

• Adoption Expenses

• Student Loan Interest (Form 1098-E) 

• Retirement Contributions (IRA)

• Moving Expenses (active military only)

• Bank Name

• Account Number

• Routing Number