Income tax forms by mail

The joys of filing taxes by mail! Here's a step-by-step guide to help you navigate the process:

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 and property tax statements (Form 1098)
  9. Any other relevant tax-related documents

Choose the correct form:

  1. Form 1040: Individual Income Tax Return
  2. Form 1040A: Simplified Individual Income Tax Return (if you don't have self-employment income, interest, dividends, or capital gains)
  3. Form 1040EZ: Simplified Individual Income Tax Return (if you're single, have no dependents, and only have wages and salaries)

Fill out the form:

  1. Use the IRS's online fillable forms or print and fill out the paper forms.
  2. Enter your personal information, income, deductions, and credits.
  3. Sign and date the form.

Attach supporting documents:

  1. Attach all supporting documents to the back of the form or in a separate envelope.
  2. Make sure to include any required schedules, such as Schedule A for itemized deductions or Schedule B for interest and dividends.

Mail the form:

  1. Use the correct mailing address for your state or region.
  2. Make sure to use a secure and trackable mail service, such as USPS Certified Mail or UPS.
  3. Keep a copy of the form and supporting documents for your records.

IRS mailing addresses:

Tips and reminders:

By following these steps, you'll be well on your way to successfully filing your income tax forms by mail. Happy filing!