CA Resident Tax Prep Checklist

Photo Identification: Valid Driver’s License or State ID for you (and your spouse if filing jointly).

Social Security or ITIN Cards: Original documents for everyone on the return: You, your spouse, and ALL dependents.

Birth Dates: Exact dates of birth for every person listed on the tax return.

Bank Account Information: A voided check or banking app screen showing your Routing and Account Numbers. (Required for Direct Deposit refunds).

Prior Year Return: A copy of your 2024 Federal and State tax returns (very helpful for VITA volunteers or new accountants).

W-2 Forms: From all employers you worked for during 2025.

1099-NEC or 1099-K: For freelance, gig work (Uber, DoorDash, etc.), or self-employment income.

1099-G: For Unemployment benefits received or state tax refunds.

SSA-1099: Social Security benefits statement.

1099-R: For pension, IRA, or retirement plan distributions.

1099-INT or 1099-DIV: Interest and dividend statements from banks/investments.

Other Income: Records of gambling winnings, jury duty pay, or prizes.

Childcare Records: Total amount paid in 2025, plus the provider’s Name, Address, and Tax ID (SSN or EIN).

Education Expenses: Form 1098-T (Tuition statement) from colleges, plus receipts for required books and supplies.

Mileage Logs: If claiming business miles (2025 rate: 70¢/mile), medical miles, or charity miles.

Homeowner Docs: Form 1098 (Mortgage Interest) and your property tax bill.

Charitable Donations: Records of cash donations and receipts for non-cash donations (Goodwill drop-offs, etc.).

Vehicle License Fees: The VLF portion of your California car registration renewal paid in 2025.

Refund Timing: If claiming EITC or ACTC, the IRS cannot release your refund until mid-February. Expect funds around March 3, 2026, if you e-file early with direct deposit.

IRS Free File: If your 2025 Adjusted Gross Income (AGI) is $89,000 or less, you can use IRS Free File software starting late January 2026.

Local Help (VITA): Eastvale residents (ZIP 92880) generally find free VITA tax sites at the Corona Public Library or through Riverside Community Action Partnership (CAP). Use the FTB site locator to confirm 2026 hours.