stocks, bonds and mutual funds ….

stocks, bonds and mutual funds sold in 2025

• Verification of the sale of a California residence

• Form 1095-A if you purchased medical insurance through Covered California

• For itemized deductions, prepare and total a list of medical expenses, charitable contributions, taxes, mortgage interest and other deductions (the total for CA state returns should exceed $5,706 if Single or $11,412 if Married Filing Joint). Bring the list along with the organized receipts The AARP program cannot prepare returns with rental property, a net loss from self-employment, or a sale of anything other than a California home, stocks, bonds or mutual funds.