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How Do I Send My Taxes By Mail?| TCC - YouTube
Channel: Wilson Rogers & Company, Inc.
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if you have to mail your taxes but have questions聽
like these... What order do these go in man?聽聽
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Hey, can I drop it in this here a mailbox, or聽
do I got to take it to the post office? Am I聽聽
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supposed to send this with some special tracking?聽
Then don't worry, I've got you and our friend聽聽
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Roscoe here covered. Welcome to tax chit chat. The聽
place where we talk all things tax all the time.聽聽
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In this quick video, I'm going to show you the聽
correct way to mail your taxes to the IRS. First,聽聽
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assembling the return. What you're going to do is聽
you're going to print out all the forms, schedules聽聽
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and attachments. You're going to do this for聽
both your Federal and state if applicable.聽聽
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So here we can see all of the forms and schedules聽
associated with this return. You're going to print聽聽
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everything out and then on the second page of the聽
return, so this is for Bubba and Laquisha Johnson聽聽
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and they make sure that they sign their return and聽
that they date their return. You're going to place聽聽
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the Form 1040 on the top of the stack followed聽
by all the other forms schedules and attachments聽聽
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behind it. So when you assemble the return you'll聽
see on the left hand side either the schedule聽聽
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number or name or either the form name. But you聽
don't have to worry about those. All you're really聽聽
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going to do is you're going to follow the sequence聽
number and just assemble the return going by聽聽
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the smallest number up through into the聽
largest number. So this one, for example,聽聽
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schedule 13, this is showing that Bubba apparently聽
is an owner of Bubba's Bait and Tackle and Bubba聽聽
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had profit of $371,000! Man I am in聽
the wrong business! But you just take all the forms聽聽
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put them in attachment order. And that's how you聽
assemble the return. You attach any additional聽聽
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statements and put them on the back of your packet,聽
staple the entire packet, usually on the left,聽聽
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and if you have any federal income tax withheld聽
from W-2s 1099s or any other forms, you just take聽聽
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those and you staple them to the front of the聽
return. Just the first top page don't staple all聽聽
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the way through. Next up... assembling the envelope.聽
The next thing you need to know is where to send聽聽
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the return based on your appropriate mailing聽
address. To do this head over to irs.gov, select聽聽
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file, where to file and then where to file聽
addresses for tax returns by state. Select your聽聽
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state from the list to get the correct address. Now聽
if you owe and are sending payment use the ARE聽聽
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enclosing payment address. If you are owed a refund聽
or you owe and can't send in a payment, because you聽聽
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don't have the money, use the are NOT enclosing a聽
payment address. Since Bubba and Laquisha live here聽聽
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in Illinois we're going to make sure that there is聽
a return address on there and the Illinois address聽聽
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to mail a return is going to be the Department of聽
The Treasury Internal Revenue Service Kansas City聽聽
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Missouri 64999-0002. When we mail old returns via聽
our service fileoldtaxreturns.com we always send it聽聽
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via USPS certified mail receipt. This is so we have聽
proof of mailing and can track the delivery of聽聽
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the return. So on the certified receipt you include聽
the address of where you are mailing your piece to,聽聽
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and as a pro tip, we include the name, the year, and聽
the form number in the postmark area. This proves聽聽
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what was mailed should it become a problem聽
with the IRS. You will now have proof of mailing聽聽
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and you can track your package over at usps.com聽
via the tracking tool. And now for the secret sauce聽聽
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my bulletproof method of mailing tax returns. Now聽
if you mail your return using the steps thus far聽聽
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you'll be able to prove that you mailed something聽
to the IRS, when it was mailed, and that it was聽聽
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delivered. But let's face it, the IRS ain't the聽
best with keeping up with mail. Sometimes they聽聽
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lose things, and sometimes this is an issue because聽
you can't prove what was mailed and that they聽聽
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actually did get it. So, to prove what was mailed聽
and that they actually got it we do this extra pro聽聽
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move step. We then include a letter on top of the聽
package like this one. It has the return address,聽聽
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the date, the address that you are mailing to and聽
then just telling what is going to be inside. And聽聽
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it reads "dear service center representative enclosed are the following documents being submitted聽聽
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on my behalf - a list of all forms, attachments,聽
returns, checks" and then you would list them聽聽
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out. So in this case it would be a 2020 tax return,聽
the attachments, and since Bubba and Laquisha owed,聽聽
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it would be a check payable to the United聽
States Treasury and the amount. And then it聽聽
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says "please indicate that the aforementioned items聽
are received by marking a copy of this transmittal聽聽
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letter as received via a date stamp and kindly聽
return it to me in the self-addressed stamped聽聽
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envelope that is enclosed. Thank you so much for聽
your assistance and consideration." And then you聽聽
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would sign the letter. This letter goes with the聽
return and will prove what was sent and that it聽聽
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was received once the IRS employee date stamps it聽
and sends it back to you. Never again can the IRS聽聽
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claim that they didn't get your return or they聽
don't know what you sent! It's in the letter and聽聽
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they date stamped that they got it and sent it back聽
to you. Now, the second thing is when you send your聽聽
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mail certified you're also going to send it return聽
receipt requested. So the thing that you're going聽聽
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to do to complete this is you're going to complete聽
it with your return address. You're then going to聽聽
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include the address of where you're mailing the聽
piece to. You're going to select certified mail.聽聽
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And then on your certified mail piece you're just聽
going to peel this little guy off right there.聽聽
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You attach it where it says article number聽
(transfer from the service label). On the back of聽聽
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this are some little stickies. You would just peel聽
them off and then on your letter you take that and聽聽
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you affix it to the back of the letter. So now, not聽
only do you have proof that you mailed your piece;聽聽
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you also have proof of what was inside that has聽
been date stamped by the IRS person, sent back to聽聽
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you so you can prove what you mailed and they聽
received it, and then you have further proof of聽聽
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who received it and when they received it. Now if聽
you can, the best option to file on a tax return聽聽
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these days is to use e-file. It's fast, easy, and聽
you don't need to take a trip to the post office.聽聽
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But what if I need help with an old聽
tax return? Can you help me with that?聽聽
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Sure Roscoe. Check out this video right here聽
on the steps to take to file an old tax return,聽聽
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and then check out the blog post聽
listed in the description of this video.聽聽
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Boi stop!!!! Okay. You? Keep earning, keep learning,聽
and just like that? This chat is adjourned!
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