8 things to do before mailing your return
Don't send off your forms before double-checking to make sure you've completed all the necessary steps, from signing in the right place to sending your check to the correct address.
If you, or your tax preparer, are submitting your returns electronically, review hard copies before sending them along the information highway.
Even if your return was completed by a paid preparer, you are legally responsible for all the information on the return.
If you discover something on a return that you do not understand, contact your preparer immediately. But remember, just because you do not understand something does not mean there is an error. (Post continues below video.)
Here is what to do before putting your tax return in the mail (or sending it online):
- Double-check all Social Security numbers entered on all pages of your return. An incorrect number will hold up your refund. If you changed your name during the year because of marriage or divorce, you should notify the Social Security Administration and receive a new Social Security card before filing a return with the new last name.
- Sign your return in the proper place. If you are filing a joint tax return with a spouse, both of you must sign. If your spouse passed away during the year, sign on the first line and write "Surviving Spouse" on the line for the spouse’s signature. Special rules apply if you are signing the return for a non-spouse deceased taxpayer or for someone else under a power of attorney.
- Make sure the preparer signs the return. If you paid a professional to prepare your returns, you’ll need his or her signature and the Preparer Tax Identification Number (PTIN) issued by the Internal Revenue Service.
- Attach Copy B of all Forms W-2, W-2G and 1099-R with federal income tax withheld. Uncle Sam is very particular and wants Copy B and not Copy C or Copy 2. If you attach the wrong copy, the IRS may return the form to you.
- Mail your return to the correct address. The IRS often changes the mailing address for returns. The address is determined by your state of residence. It is listed in the instruction booklet or at the IRS website. If you have a balance due, you must use a payment voucher (1040-V), and mail your return to a lockbox instead of directly to the IRS.
- Make your check payable to "United States Treasury Service." If you owe money to Uncle Sam, the check should be made out to the Treasury and not to the Internal Revenue Service or IRS. Write your Social Security number and "2011 Form 1040" (or "2011 Form 1040A") on the check.
- Make a copy of the return for your records. Or, if you hired a preparer, be sure you get a copy from him or her.
- Have the envelope weighed to be sure there is enough postage. Also, include your full return address.
More from MainStreet and MSN Money:
Uh, before mailing your return.... "I know, I know, sign the damn thing".
How many times have I heard this before?
GO JOIN ANOTHER COUNRTY CLUB IF YOU DON'T WANT TO PAY THE DUES DUDE.
I KNOW YOU WANT TO LIVE IN A FREE COUNTRY AND THE BENEFITS THEREIN WITH OUT HAVING TO PAY, BUT IT DOESN;T WORK THAT WAY.
The IRS sent my Tax Return back! AGAIN!!!
....I guess it was because of my response to the question : "List all dependents?"
I replied -
12 million illegal immigrants;
3 million crack heads;
42 million unemployable people on food stamps,
2 million people in over 243 prisons;
Half of Mexico ; and
535 fools in the U.S. House and Senate.”
Apparently, this was NOT an acceptable answer.
Who sends hard copy?
I don't even know where you get the forms.
I have done mine electronically for years.
Check the SS#s. Done that three times.
Nothing else applies.
My service costs $15 and both Fed and State are electron.
"mailing"??? Who "mails" *anything*?
truecapitalist: quit yelling. You're not 5 years old.
Well I GIVE UP! The rich are taking everything they can and no one seems to question how they are doing it. I KNOW! Do you want to see how they are getting a ton of cash for their stock budgets? Google the term "FAST STOCK BUDGET" and go to the first site or right to the site with the same name. They have a penny stock page that shows what the rich don't want you to see. If you are tired of being poor and want in on the action, then this is a must see. Be prepared to see how the other half lives.
is a not acceptable.......... the IRS address clearly already printed on outside of
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