Required Documentation

Required Documentation for Tax Year 2021

ALL Taxpayers

To help protect your identity and fight tax fraud, please bring a valid government-issued ID (e.g., driver's license, passport).

  1. Third Economic Stimulus Payments ($ amounts received)
  2. Form 1095 A, B or C Medical & CA 3895
  3. Health Coverage Letter 6475 and Letter 6419 (if applicable)
Taxpayers with dependents below 18 years old

The Due Diligence Law (IRC §6695) requires documentation as proof of your child's residency to qualify for Child Tax Credit and other refundable credits. Please provide any of the following:

  1. School records or letter of statement
  2. Healthcare provider statement
  3. Medical records
  4. Childcare provider records (12 yrs old & under)