How to file taxes in the mail
The old-fashioned way! Filing taxes by mail can be a bit more time-consuming, but it's still a viable option. Here's a step-by-step guide to help you file your taxes by mail:
Gather necessary documents:
- W-2 forms from your employer(s)
- 1099 forms for freelance work, interest, dividends, or capital gains
- Interest statements from banks and credit unions (1099-INT)
- Dividend statements from investments (1099-DIV)
- Capital gains and losses statements from investments (1099-B)
- Charitable donation receipts
- Medical expense receipts
- Mortgage interest statements (1098)
- Property tax statements
- Any other relevant tax-related documents
Choose the correct form:
- For individual taxpayers, use Form 1040.
- For self-employed individuals, use Form 1040 and Schedule C (Form 1040).
- For businesses, use Form 1120 (for corporations) or Form 1065 (for partnerships).
Complete the tax forms:
- Fill out the tax forms accurately and completely. You can use tax preparation software or consult a tax professional if needed.
- Sign and date the forms.
Assemble the tax package:
- Attach all supporting documents to the tax forms.
- Make sure to include all required schedules and forms, such as:
- Schedule A (Itemized Deductions)
- Schedule B (Interest and Dividend Income)
- Schedule C (Business Income and Expenses)
- Schedule D (Capital Gains and Losses)
- Schedule E (Supplemental Income and Loss)
- Use a paper clip or staple to keep the documents together.
Address the envelope:
- Use the correct mailing address for your tax return:
- For individual taxpayers: Internal Revenue Service, P.O. Box 1303, Charlotte, NC 28201-1303
- For business taxpayers: Internal Revenue Service, P.O. Box 802501, Cincinnati, OH 45280-2501
- Make sure to use the correct postage and a legible address.
Mail the tax package:
- Mail the tax package at least 6-8 weeks before the tax filing deadline (April 15th for individual taxpayers).
- Keep a copy of the tax package for your records.
Track your tax return:
- Use the IRS's "Where's My Refund?" tool to track the status of your tax return.
- You can also use the IRS2Go mobile app or call the IRS at 1-800-829-1040 to check on your refund.
Remember to double-check your math and ensure all information is accurate before mailing your tax return. If you're unsure about any part of the process, consider consulting a tax professional or using tax preparation software to help you file your taxes.