Serving all of
Orange County
California

Get Ready for Your 2021 Taxes

Be sure to have the following items ready for preparing your 2021 tax returns:

Income Documents

  • W-2 form(s) from your employer(s)
  • 1099-G form if you received unemployment benefits in 2021
  • 1099-SSA if you received Social Security in 2021
  • 1099-R if you received retirement or pension payments
  • Any other 1099s you received for interest, investment income, etc.
  • Income & expenses from self-employment or rental properties

Stimulus Payments

  • If you received any stimulus payment(s) in 2021, the IRS will send you Letter 6475 in January indicating the amount. Please give this letter to your tax preparer.
  • If you do not receive this letter, you can access Your Online Account on the IRS website to find out the amount(s).

Advance Child Tax Credit Payments

  • If you received advance child tax credit payments in 2021, the IRS will send you Letter 6419 in January. Please give this letter to your tax preparer.
  • If you do not receive this letter, you can log on to Your Online Account on the IRS website to confirm the payments you received.
  • Be sure to notify your tax preparer of any changes in your family (marriage, divorce, new children, etc.) during 2021

Deductions

  • 1098 Form(s) received for Mortgage Interest paid in 2021
  • The amount you paid for Property Taxes in 2021. Note: If you paid in two installments, this will usually be Installment 2 of your 2020-21 tax bill, and Installment 1 of your 2021-22 tax bill.
  • Charitable contributions you made in 2021. Note: even if you don’t itemize deductions, you can deduct up to $300 ($600 if married filing jointly) in cash contributions you made during 2021. This does not apply to donations of items.
  • Auto Registration renewal statement(s) received from the DMV in 2021

Health Care

  • Although there is no longer a Federal mandate for health insurance, California still requires everyone on your tax return (including your spouse and dependents) to have health coverage or you may have to pay a fine.
  • If you receive health coverage through your employer, please provide Form 1095-B to your tax preparer. Your employer should give you this form.
  • If you obtained health coverage from Covered California, please provide Form 1095-A and Form FTB 3895 to your tax preparer. Covered California will mail you these forms in January. If you have not received them, please click here for instructions.

Identity Protection PIN

  • If you have been a victim of identity theft, the IRS may issue you an Identity Protection PIN. You will receive a new IP PIN each year. The IRS will send you a letter in the mail in January with your IP PIN. This is required to file your tax returns. If you received an IP PIN in the mail, please provide it to your tax preparer.
  • If you did not receive your IP PIN or you lost it, click here to retrieve it or have a new one issued to you by the IRS.