Should you use certified mail for tax return

Using certified mail for tax returns is not strictly necessary, but it can provide additional proof of mailing and receipt, which can be beneficial in certain situations. Here are some scenarios where using certified mail for tax returns might be a good idea:

  1. Proof of mailing: If you're filing a tax return electronically, you'll receive an acknowledgement from the IRS, but if you're filing a paper return, certified mail can provide proof that the return was mailed on a specific date.
  2. Proof of receipt: Certified mail can also provide proof that the IRS received your tax return, which can be helpful if there's a dispute about the return's receipt.
  3. High-value or complex returns: If you're filing a tax return with a large refund or a complex situation (e.g., self-employment income, rental income, or foreign assets), certified mail can provide an added layer of security and proof of submission.
  4. Dispute resolution: In the event of an audit or dispute, certified mail can help establish a paper trail and provide evidence of the return's submission.

However, there are some situations where certified mail might not be necessary:

  1. Electronic filing: If you're filing your tax return electronically, you'll receive an acknowledgement from the IRS, which can serve as proof of submission.
  2. Low-value returns: If you're filing a simple tax return with a small refund or no refund, certified mail might not be necessary.
  3. IRS online account: If you have an IRS online account, you can track the status of your tax return and receive notifications about any issues or updates.

To use certified mail for your tax return, follow these steps:

  1. Go to your local post office or a USPS self-service kiosk.
  2. Fill out a certified mail form (PS Form 3800) and attach it to your tax return.
  3. Pay the certified mail fee (currently $3.45 for a domestic certified mail receipt).
  4. The post office will provide you with a receipt and a tracking number.
  5. Keep the receipt and tracking number for your records.

Remember to also keep a copy of your tax return and any supporting documents for your records.