Tax return by mail

Filing your tax return 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)

Complete the form:

  1. Fill out the form accurately and completely, following the instructions provided.
  2. Sign and date the form.

Attach supporting documents:

  1. Attach all supporting documents to the back of the form, in the order listed above.

Mail the return:

  1. Use a sturdy envelope with a correct postage stamp.
  2. Address the envelope to:
    • Internal Revenue Service
    • P.O. Box 1302
    • Charlotte, NC 28201-1302 (for paper returns)
  3. Make sure to include your name, address, and Social Security number or Individual Taxpayer Identification Number (ITIN) on the envelope.

Tips and reminders:

  1. Make a copy of your return and supporting documents for your records.
  2. Keep the original return and supporting documents for at least three years in case of an audit.
  3. If you're due a refund, consider using direct deposit to receive your refund faster.
  4. If you owe taxes, make sure to include a check or money order for the correct amount.
  5. If you're filing for an extension, use Form 4868 and attach it to your return.

Estimated delivery time:

  1. The IRS typically processes paper returns within 6-8 weeks.
  2. If you're due a refund, you can track the status of your refund using the IRS's "Where's My Refund?" tool.

Remember to double-check your math and ensure you've completed the form accurately to avoid any potential issues or delays. If you're unsure about any part of the process, consider consulting a tax professional or the IRS website for guidance.