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:

  1. W-2 forms from your employer(s)
  2. 1099 forms for freelance work, interest, dividends, or capital gains
  3. Interest statements from banks and credit unions (1099-INT)
  4. Dividend statements from investments (1099-DIV)
  5. Capital gains and losses statements from investments (1099-B)
  6. Charitable donation receipts
  7. Medical expense receipts
  8. Mortgage interest statements (1098)
  9. Property tax statements
  10. Any other relevant tax-related documents

Choose the correct form:

  1. For individual taxpayers, use Form 1040.
  2. For self-employed individuals, use Form 1040 and Schedule C (Form 1040).
  3. For businesses, use Form 1120 (for corporations) or Form 1065 (for partnerships).

Complete the tax forms:

  1. Fill out the tax forms accurately and completely. You can use tax preparation software or consult a tax professional if needed.
  2. Sign and date the forms.

Assemble the tax package:

  1. Attach all supporting documents to the tax forms.
  2. 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)
  3. Use a paper clip or staple to keep the documents together.

Address the envelope:

  1. 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
  2. Make sure to use the correct postage and a legible address.

Mail the tax package:

  1. Mail the tax package at least 6-8 weeks before the tax filing deadline (April 15th for individual taxpayers).
  2. Keep a copy of the tax package for your records.

Track your tax return:

  1. Use the IRS's "Where's My Refund?" tool to track the status of your tax return.
  2. 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.