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:
- 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 and property tax statements (Form 1098)
- Any other relevant tax-related documents
Choose the correct form:
- Form 1040: Individual Income Tax Return
- Form 1040A: Simplified Individual Income Tax Return (if you don't have self-employment income, interest, dividends, or capital gains)
- Form 1040EZ: Simplified Individual Income Tax Return (if you're single, have no dependents, and only have wages and salaries)
Complete the form:
- Fill out the form accurately and completely, following the instructions provided.
- Sign and date the form.
Attach supporting documents:
- Attach all supporting documents to the back of the form, in the order listed above.
Mail the return:
- Use a sturdy envelope with a correct postage stamp.
- Address the envelope to:
- Internal Revenue Service
- P.O. Box 1302
- Charlotte, NC 28201-1302 (for paper returns)
- Make sure to include your name, address, and Social Security number or Individual Taxpayer Identification Number (ITIN) on the envelope.
Tips and reminders:
- Make a copy of your return and supporting documents for your records.
- Keep the original return and supporting documents for at least three years in case of an audit.
- If you're due a refund, consider using direct deposit to receive your refund faster.
- If you owe taxes, make sure to include a check or money order for the correct amount.
- If you're filing for an extension, use Form 4868 and attach it to your return.
Estimated delivery time:
- The IRS typically processes paper returns within 6-8 weeks.
- 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.