Filing by mail--how to staple and need to include 1099?

Forum|Forum|2 years ago
June 16, 2023
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Hi,

If one must file by mail, it looks like W-2s need to be attached. Is this true? Also, are all the 1099s (1099-INT, 1099-MISC, 1099-INV, etc.) also need to be included?

Also, how should the pages be stapled and organized?

Thanks.

Mike9241

Level 15

If one must file by mail, it looks like W-2s need to be attached. Is this true? Also, are all the 1099s (1099-INT, 1099-MISC, 1099-INV, etc.) also need to be included?

On the 1040 left side below "Income" (all w-2s even if no federal withholding)

Attach Form(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld. one or two staples.

Also, how should the pages be stapled and organized?

1040 pages 1 and 2 all other forms in attachment sequence order at the top right.

if you have a state return do not attach it to the federal. that is mailed separately. same rules for attaching withholding forms all w-2's and other forms with state withholding. use attachment number if there is one otherwise, in form number order,

xmasbaby0

Level 15

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/state received the return.

Federal and state returns must be in separate envelopes and they are mailed to different addresses. Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Anonymous

I am gathering that W-2s and 1099-Rs that show tax withheld need to be included. Those that do not have tax withholding, such as 1099-INV, 1099-DIV, 1099-INT, 1099-MISC, do not need to be included. Am I correct?