I've printer my tax returns to send in via mail. I need step by step guidance of what to include. (2024)

FAQs

What do I need to include in my mailed tax return? ›

Write both the destination and return addresses clearly or print your mailing label and postage. If your tax return is postmarked by the filing date deadline, the IRS considers it on time. Mail your return in a USPS^® blue collection box or at a Postal location that has a pickup time before the deadline.

Be sure to write your name and Social Security number on the top of each tax form, just in case they are separated. And, staple a copy of any W-2 Forms you received to the front of the return.

For example, you might write "Internal Revenue Service." On the next line, write the specific address for the IRS center. This could include a P.O. Box, street address, or other details. Below the IRS center name and address, write the city, state, and ZIP code associated with the IRS center.

Staple all your tax pages (forms and schedules) together in the upper left corner. If you are filing on paper by mail, staple the 1099-R to your Federal income tax return ONLY if there is an entry in Box 4 for Federal income tax withheld. Staple it to the front on your return.

If you must file a paper tax return, consider sending it by certified mail, with a return receipt. This will be your proof of the date you mailed your tax return and when the IRS received it. You may also use certain private delivery services designated by the IRS.

You typically don't have to submit your 1099-K and 1099-NEC to the IRS along with your tax return. A notable exception is if the 1099s show federal or state withholding. If you've had any tax already withheld from your income, then you'll need to submit your 1099s along with your tax return.

You must provide a copy of your Forms W-2 to the authorized IRS e-file provider before the provider sends the electronic return to the IRS. You don't need to send your Forms W-2 to the IRS and should keep them in a safe place with a copy of your tax return.

Yes, you can fold your return to put it in an envelope. When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2's or any 1099's. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS received the return.

Should you send tax returns certified mail? ›

By using certified mail, you can see each step your letter has taken, including if someone refused to sign for it and if it's coming back to you. Seeing when your letter gets delivered gives you peace of mind that the IRS has your mail and can start to process your return.

Form 1040 or 1040-SR If you file a paper return, attach any forms and schedules behind Form 1040 or 1040-SR in order of the “Attachment Sequence No.” shown in the upper right corner of the form or schedule.

n Attach a copy of Forms W-2, W-2G and 2439 to the front of Form 1040. Also attach Forms 1099-R if tax was withheld. n Use the coded envelope included with your tax package to mail your return.

My tax software says 21 pages for an official return, but 81 pages if all the worksheets are included, or 113 if including worksheets and itemized lists. You may want worksheets for your records; the IRS doesn't.

Do not use staples or paper clips to affix your payment to your voucher or return. Make sure your check or money order includes the following information: Your name and address. Daytime phone number.

n Attach a copy of Forms W-2, W-2G and 2439 to the front of Form 1040. Also attach Forms 1099-R if tax was withheld. n Use the coded envelope included with your tax package to mail your return.

Yes, for your federal return you attach all W-2 forms, but only the 1099s that show tax withheld. You don't have to attach anything like a mortgage interest statement. Keep those for your records. other compensation and any PA tax withheld.

Your letter should include personal identification details, tax return information and any supporting documents or evidence.