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Should you staple tax return when mailing?
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.
Can I fold my tax return when mailing?
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.
Do you have to staple W2 to tax return?
In my experience, if you’re paper filing a tax return, W-2s or any other IRS income related documents (1099-MISC, etc.) should be all stapled in the upper left hand corner with ONE staple only. Staple to the front of the return, not the back.
Where do I staple my W-2?
Only staple the W-2 to the first page. Place the W-2 on the right-hand side of the top page of your tax return and staple the W-2 in the middle so the IRS employee can quickly see your name and Social Security number without having to remove your W-2. You can also use a paper clip to attach the W-2 to your return.
Should I staple or paperclip my tax documents?
By securing them, either by staple or paper-clip it ensures the documents remain together. The only caveat to this is if you are sending in a payment with your return. IRS requests you do not staple it to your return.
Can I staple a payment to my tax return?
Do not staple a payment to the return, however. The only thing you need to staple is the federal copy of your W2 form that shows the taxes withheld from your pay. You staple that to the 1040 form.
What is the best way to file a tax return?
Paper clip your return together. Also paper clip your w2s, 1099s, and any other necessary forms at the indicated spot, (I don’t have a form in front of me) usually on the 2nd page, 3/4 of the way down, on the left. With the shortened form, it could be at a different location. Just remember, DO NOT STAPLE! and you will be fine.
Should I staple my W2 to my 1040 Form?
Enclose your payment loosely with your return; don’t staple or otherwise attach your payment or Form 1040-V to your return. TLDR: Staple W-2s to front page (1040) in middle-left as indicated, do not staple the rest but combine in a flat envelope. The crux of the debate is, what exactly does IRS mean by “attach.”