IRS form 8822 and FTB 3533

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Subject Author Date IRS form 8822 and FTB 3533 removeps-groups@yahoo.com 09-01-2009  Re: IRS form 8822 and FTB 3533 D. Stussy 09-02-2009  Re: IRS form 8822 and FTB 3533 Gene E. Utterback, EA, RF... 09-09-2009
Posted by removeps-groups@yahoo.com on September 1, 2009, 3:54 pm Please log in for more thread options In order to save postage, can one send multiple forms 8822 (say for personal and business) in one envelope, and multiple form 3533 in one envelope? Anyone has experience with this. BTW, these are the change of address forms for IRS and California FTB. -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by D. Stussy on September 2, 2009, 9:32 am Please log in for more thread options > In order to save postage, can one send multiple forms 8822 (say for > personal and business) in one envelope, and multiple form 3533 in one > envelope? Anyone has experience with this. BTW, these are the change > of address forms for IRS and California FTB. Probably, but I would suggest placing a "post-it" (of a different colored paper) on the top of the stack indicating how many separate documents are included (and please count correctly). -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Gene E. Utterback, EA, RFC, AB on September 9, 2009, 12:50 pm Please log in for more thread options > In order to save postage, can one send multiple forms 8822 (say for > personal and business) in one envelope, and multiple form 3533 in one > envelope? Anyone has experience with this. BTW, these are the change > of address forms for IRS and California FTB. I used to package multiple years returns in a single envelope and mark MULTIPLE YEARS ENCLOSED on the envelope. I also made it a point to staple each year together separately with it's own cover letter INSIDE the envelope. It didn't help - the taxing authorities, both Federal and most states, only processed the one on top - the rest they either lost or tossed. As a result, for multiple years or filings I now advise the client to hand carry the returns - along with a copy of the front page from each - directly to the local IRS office. When they drop off the returns the IRS desk agent will date stamp their copy - I also advise them to note the desk person's name and ID number (its on their badge - or should be). I also take no responsibility for mailing client forms or returns to the authorities. I will hand carry them if necessary, for an additional fee, but I will NOT mail their returns to the IRS. So, I would NOT mail multiples of anything in the same envelope - I'd prepare envelopes for each client and have them mail them off. Gene E. Utterback, EA, RFC, ABA -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Similar Threads Posted IRS follies: form 56 fiduciary vs. form 8822 change of address April 21, 2008, 9:54 pm IRS form SS-8 Worker Determination Form April 9, 2009, 11:37 pm form 211 and form 3949A January 10, 2008, 9:07 am Form 1099 -- Which Form to Use March 28, 2008, 3:39 pm 990 form March 30, 2007, 3:18 am form 990 March 30, 2007, 3:56 am K-1 form for LP October 8, 2007, 6:43 pm Re: K-1 form for LP October 16, 2007, 1:19 am Form W-4 January 26, 2008, 6:08 pm ETF K-1 form February 17, 2008, 5:05 pm