@RothExcessPast wrote:
Thank you so much for the help and the detail you gave. Had an idea of what I needed but wanted to confirm with other members of the community. I really appreciate it.
This is more of just a broad question that some may or may not be able to answer.
I've read varying degrees from other topics and what not, but would one check for XXXX amount, five separate 5329 forms, and a generic cover letter explaining what I did, all placed into one single envelope work?
Could I simply send that in the mail or would I be better off with one cover letter, five checks and five 5329 forms all attached separately inside a single envelope.
What you are really asking is, if I mail 5 forms and one check in one envelope, will the entry-level unionized data entry clerk, whose job is to open the envelopes, scan or type in the content, code it to the correct taxpayer, and apply the payments -- will that person process each form correctly without miscoding or misplacing anything.
To imagine it another way, if you handed one envelope to the worst DMV clerk you've ever had, would you trust them to do it properly without you being there to answer questions and to check their work?
I would use 4 separate envelopes, 4 separate forms and 4 separate checks (2018, 2019, 2020 and 2021). 2022 will be e-filed as part of your main 2022 tax return. That way, if the check was cashed, you have proof they received and opened the envelope. If you send one envelope with 4 forms and 1 check, or 4 checks, they could always lose a check or a form and then claim you left it out of the envelope.
