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Old 03-29-2003, 01:56 PM
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Join Date: Mar 1999
Location: Florida, USA
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Dumb US Tax question; how do I "attach" my W-2?

I cannot seem to find an explanation in my IRS booklet of how I am supposed to attach my W-2 to my tax return. Staple? Tape? A booger? What do they want me to use?

And it says to attach it "here" in the income section; does that mean it will be stapled/taped such that it basically covers that whole section? I assume I only attach it at one end, so they can flip it open like a page and read what's underneath.

Every year I have to ask somebody this..... I've been filing for over 10 years and iInever remember how I do this or if it matters......
Old 03-29-2003, 02:04 PM
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I always just staple it. But considering the destination, a booger might not be such a bad idea. Heh.
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Old 03-29-2003, 02:04 PM
Kat Kat is offline
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I always use tape. I learned this from my mother. If you can't trust my mother, who can you trust?
Old 03-29-2003, 02:09 PM
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Location: Florida, USA
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Thanks folks. Sounds like it doesn't matter too much.

Another probably dumb question: The return ends up being 3 full pages, plus the W-2 that's 1/5 a page.

Will a single 37 cent stamp cover this? Should I put 2 on to be sure? (I don't mail things much, everybody I know has email)
Old 03-29-2003, 02:12 PM
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Location: The Golden State
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With an income tax return, it's best to err on the side of caution and use a lot of stamps.

I will likely mail it from the Post Office anyway and have them weigh it for me. I've got a mother of a return this year.
Old 03-29-2003, 03:17 PM
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Quote:
Originally posted by Revtim
Thanks folks. Sounds like it doesn't matter too much.

Another probably dumb question: The return ends up being 3 full pages, plus the W-2 that's 1/5 a page.

Will a single 37 cent stamp cover this? Should I put 2 on to be sure? (I don't mail things much, everybody I know has email)

My general rule is that one first class stamp is sufficient postage for 4 pages, but with a tax return, it's better to mail the damn thing certified mail anyway.
Old 03-29-2003, 06:56 PM
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Location: East Texas
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I have 3 W-2s and I'm filing a 1040-EZ, so I only have this one side of one page document to file and three things to attach to it. How should I do it?
Old 03-29-2003, 07:07 PM
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If I have multiple income statements (I had three this year), I attach them based on size, largest to smallest. All are facing up, with the W-2s/1099s on top of the tax form
Old 03-29-2003, 07:07 PM
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Location: SLC, USA
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Quote:
Originally posted by racinchikki
I have 3 W-2s and I'm filing a 1040-EZ, so I only have this one side of one page document to file and three things to attach to it. How should I do it?
Stack your W-2's on top of each other and staple them to the 1040-EZ form (on the front side).
Old 03-29-2003, 07:32 PM
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Join Date: Mar 2000
Posts: 7,851
Staple it.

Last few years, I've filed electronically, actually, which is less hassle. If you qualify, you might even be able to do it for free. I DO find it annoying that they normally charge a fee for efiling. It has to be less cost to them than handling a paper return.
Old 03-29-2003, 07:34 PM
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Thanks!
Old 03-29-2003, 07:51 PM
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Geez - you folks ever hear of e-file? No stamps required, no W-2s to "attach and you get your refund in 10 business days or less. Plus, the cost is deductible!
Old 03-30-2003, 08:20 AM
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Join Date: Sep 2002
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Quote:
Originally posted by Rex Fenestrarum
Plus, the cost is deductible!
Well, not really. As a "miscellaneous deduction," tax preparation fees are only deductible to the extent that they exceed 2% of your adjusted gross income, which is usually a pretty high bar to clear.
Old 03-30-2003, 08:27 AM
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Join Date: Sep 2002
Location: Sector R
Posts: 3,891
Quote:
Originally posted by Lsura
If I have multiple income statements (I had three this year), I attach them based on size, largest to smallest. All are facing up, with the W-2s/1099s on top of the tax form
I've encountered a lot of folks who send all of their 1099 forms along with their returns. The IRS doesn't want you to attach most 1099s, like the ones you get reporting interest from your bank account, your brokerage account, etc.

The only version of the 1099 that you should attach is the 1099-R, which reports pension payments from plans other than Social Security (they don't want the 1099 the Social Security folks send you, either!), and even then, they only want the 1099-R if some taxes were withheld from those payments.

Simple rule: if they don't ask for it, don't send it. If they have some questions about your return later, they'll write and ask for clarification.
Old 03-30-2003, 09:10 AM
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Join Date: Mar 1999
Location: Florida, USA
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Quote:
Originally posted by Rex Fenestrarum
Geez - you folks ever hear of e-file? No stamps required, no W-2s to "attach and you get your refund in 10 business days or less. Plus, the cost is deductible!
Nevertheless, the savings from the deduction (if it even applies) is still much less than the cost of the e-file.
Old 03-30-2003, 09:38 AM
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Join Date: Jun 2000
Location: Back in the South, y'all
Posts: 6,947
Quote:
Originally posted by Early Out
The only version of the 1099 that you should attach is the 1099-R, which reports pension payments from plans other than Social Security (they don't want the 1099 the Social Security folks send you, either!), and even then, they only want the 1099-R if some taxes were withheld from those payments.
Yeah, I did have a 1099-R this year and I remember checking closely to make sure I was supposed to send it. I just didn't remember when I was making my post. Thanks for the correction - I wouldn't want someone to send the wrong stuff in based on my post!
Old 03-30-2003, 11:02 AM
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Join Date: Nov 2001
Location: Bogotá, Colombia
Posts: 1,420
E-File........ The only way to go. Nothing to attach, period. Easy, swift and if you have a refund coming, it comes fast.
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