• Photo ID
• Social Security cards or ITIN letters for you, your spouse, and your dependents

• W-2s
• 1099’s
• total cash income for all taxpayers

• Proof of healthcare coverage on Form 1095
• Medi-Cal or MediCare, your employer, or Covered California

For your child care providers:

• name
• address
• Tax ID or Social Security Number

• loans and/or scholarships received
• tuition bills
• higher education forms 1098-T/1098-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 2016

• a voided check with routing and bank account numbers for your refund

• Last year’s return