For everyone
- ✓Government-issued photo identification
- ✓Social Security or taxpayer identification information for everyone included on the return
- ✓All W-2, 1099, and other income statements
- ✓A copy of last year’s federal and state tax returns, if available
- ✓Bank information for direct deposit or payment
- ✓Any IRS or California tax notices received
Family & household
- ✓Dependent information
- ✓Childcare provider name, address, and tax ID
- ✓Education tuition statements and student-loan interest forms
- ✓Health coverage documents when applicable
Credits & deductions
- ✓Mortgage interest and property tax records
- ✓Charitable donation records
- ✓Retirement contribution records
- ✓Medical or other itemized expense records when relevant
Protect your information
Do not send Social Security numbers, tax returns, identity documents, or financial records by ordinary text message or unencrypted email. Call Dhaliwal to arrange a secure way to provide documents.