ZigaForm version 7.6.4
Serving all of
Orange County
California

Get Ready for Your 2025 Taxes

January 2nd, 2026 | By Vere Chappell

Be sure to have the following items ready for preparing your 2025 tax returns:

New Clients

  • Please have a copy of your 2024 tax returns (or the last year you filed)

Income Documents

  • W-2 form(s) from your employer(s)
  • 1099-SSA if you received Social Security benefits in 2025
  • 1099-G form if you received unemployment benefits in 2025
  • 1099-R if you received retirement or pension payments
  • 1099-K if you received payments from PayPal, Venmo, Square, etc.
  • 1099-DA if you traded cryptocurrency in 2025 (NEW FOR 2025)
  • Any other 1099s you received for interest, investment income, etc.
  • Income & expenses from self-employment or rental properties

Deductions

  • Be sure to notify your tax preparer of any changes in your family (marriage, divorce, new children, etc.) during 2025
  • 1098 Form(s) received for Mortgage Interest paid in 2025
  • The amount you paid for Property Taxes in 2025. Note: If you paid in two installments, this will usually be Installment 2 of your 2024-25 tax bill, and Installment 1 of your 2025-26 tax bill.
  • Charitable contributions you made in 2025
  • Auto Registration renewal statement(s) received from the DMV in 2025

Health Care

  • California 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 have given you this form.
  • If you obtained health coverage from Covered California, please provide Form 1095-A to your tax preparer. Covered California mailed you this form in January. If you have not received it, please click here for instructions.

Identity Protection PIN

  • If you have experienced 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.