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Tax Preparation Checklist
These are the most commonly-used documents and information you’ll need to complete your taxes using any of our free filing methods.
Tax Preparation Checklist
ITIN Resource Hub

View our ITIN Resource Hub for key considerations, eligibility information, and the latest updates for this tax season. The hub also includes an ITIN Checklist to help you understand what documents may be needed and what steps to expect, as well as information on where to access no-cost, obligation-free ITIN application or renewal support.

ITIN Resource Hub
Reconstructing Tax Records
Learn how you can request copies of previously filed tax returns.
Reconstructing Tax Records
Preparing for Paper Check Refunds Ending This Fall
Starting September 30, 2025, IRS tax refunds will no longer be sent by paper check. Learn how to prepare now and avoid payment delays.
Preparing for Paper Check Refunds Ending This Fall
State and Federal Payment Relief Options
Explore different options to set up a payment plan or potentially reduce your tax debt with the Internal Revenue Service (IRS) or Franchise Tax Board (FTB).
State and Federal Payment Relief Options
Protect Your Tax Return: How to Get and Renew an Identity Protection Personal Identification Number
Learn how to request, retrieve, and renew an Identity Protection Personal Identification Number (IP PIN) to help prevent tax-related identity theft and keep your tax return secure.
Protect Your Tax Return: How to Get and Renew an Identity Protection Personal Identification Number
Understanding IRS Mailed Notifications
Learn about common reasons for IRS letters, steps you can take if you need to respond, and what you can do if you’ve misplaced your notice.
Understanding IRS Mailed Notifications
Testimonials

“Throughout the process, they’re so informative. I was going to have to pay. [The VITA volunteer] looked at last year’s taxes, and [the paid tax preparer I used last year] did it wrong, so after tax season is over, he wants me to come back so he can redo them. My refund is huge this time…over $3,000. I normally save my refund for when I really need it, but this time I’m going to think of me first. Not making that much money and having this done for free… I’m just so relieved.”

— Yolanda, VITA filer

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United Ways of California’s MyFreeTaxes.org program uplifts California families by connecting them to free tax filing services that unlock life-changing tax credits.

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