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• Copy of 2019 and 2020 Federal and State returns

• Forms W-2

• Forms 1099 for interest, dividends, pensions, Social Security benefits, sales of stocks

• Healthcare subsidy forms 1095A/CA3895 if you had medical insurance through Covered California

• Letter 6475 from IRS showing the amount of your 2021 Economic Impact Payment

• Amount of California Golden State Stimulus I and II Payment(s) received

• Copy of a voided check for those who want their refunds to be deposited to or direct debited from a checking account GAF tax preparers cannot handle returns that are out-ofscope for the program, including rental property, self-employed status with a net loss or expenses exceeding $35,000, and the sale of anything other than California residences, stocks, bonds and mutual funds.

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