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No staples or tape?! The IRS "attachment rule"

 

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Subject Author Date
No staples or tape?! The IRS "attachment rule" Patty.Still 04-26-2007
Posted by Patty.Still on April 26, 2007, 2:11 am
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I hadn't filed a paper return in years and years, but I had
to this year - ack! The instructions on how attach the W2s,
etc., were printed on the back of the "big" W2: there was a
tiny line drawing of a large rectangle (the return), then
there a couple of smaller rectangles, which were laid
horizontally. Okay, I can figure that out, but HOW do you
attach them? In the very fine print, under the cute little
drawings, it said, "Do not staple or tape the forms...
attach them the agency's way." I looked all over the web,
and read, online, everything that MIGHT tell me how to
attach these little rectanges, "the agencies way." I'm going
to sleep, and call my friends at the IRS later this morning.
Oh, and will definitely check on the forbidden "staples and
tape." I know that everyone will be SOOOO happy to find out
this wonderful info! How I adore tax time! Yeah, right.

Patty

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Posted by Han on April 28, 2007, 4:44 pm
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> In the very fine print, under the cute little
> drawings, it said, "Do not staple or tape the forms...
> attach them the agency's way." I looked all over the web,
> and read, online, everything that MIGHT tell me how to
> attach these little rectanges, "the agencies way."

"My way" used to be a paperclip.

--
Best regards
Han
email address is invalid

<< ======================================================= >>
<< 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 (2006) - All rights reserved. >>
<< ======================================================= >>

Posted by Paul Thomas, CPA on April 28, 2007, 4:44 pm
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> I hadn't filed a paper return in years and years, but I had
> to this year - ack! The instructions on how attach the W2s,
> etc., were printed on the back of the "big" W2: there was a
> tiny line drawing of a large rectangle (the return), then
> there a couple of smaller rectangles, which were laid
> horizontally. Okay, I can figure that out, but HOW do you
> attach them? In the very fine print, under the cute little
> drawings, it said, "Do not staple or tape the forms...
> attach them the agency's way." I looked all over the web,
> and read, online, everything that MIGHT tell me how to
> attach these little rectanges, "the agencies way." I'm going
> to sleep, and call my friends at the IRS later this morning.
> Oh, and will definitely check on the forbidden "staples and
> tape." I know that everyone will be SOOOO happy to find out
> this wonderful info! How I adore tax time! Yeah, right.

Staple the W-2's and 1099's to your return and get it mailed
in. Some states require that you paper clip the return
together, but what's the worst case scenario, they send you
a notice that you're a baaaaad person for doing so.

"Psssst. Hey bud, whatcha in for?" "I'm doing 3 to 5 for
stapling my return together." None of the cons will mess
with you after they hear that.

FYI: The cutsy pictures of how to fasten the documents to
the return has their W-2 on top, doesn't it. Sounds like
marketing instead of law. You actually don't have to place
their W-2 on top of all the other W-2's.

--
Paul A. Thomas, CPA
Athens, Georgia

<< ======================================================= >>
<< 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 (2006) - All rights reserved. >>
<< ======================================================= >>

Posted by Mark Bole on April 28, 2007, 4:44 pm
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Patty.Still@gmail.com wrote:

> I hadn't filed a paper return in years and years, but I had
> to this year - ack! The instructions on how attach the W2s,
> etc., were printed on the back of the "big" W2: there was a
> tiny line drawing of a large rectangle (the return), then
> there a couple of smaller rectangles, which were laid
> horizontally. Okay, I can figure that out, but HOW do you
> attach them? In the very fine print, under the cute little
> drawings, it said, "Do not staple or tape the forms...
> attach them the agency's way."

Paper clips? The instructions for Form 1040 only use the
word "attach". What instructions are you referring to?

-Mark Bole

<< ======================================================= >>
<< 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 (2006) - All rights reserved. >>
<< ======================================================= >>

Posted by Harlan Lunsford on April 28, 2007, 4:44 pm
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Patty.Still@gmail.com wrote:

> I hadn't filed a paper return in years and years, but I had
> to this year - ack! The instructions on how attach the W2s,
> etc., were printed on the back of the "big" W2: there was a
> tiny line drawing of a large rectangle (the return), then
> there a couple of smaller rectangles, which were laid
> horizontally. Okay, I can figure that out, but HOW do you
> attach them? In the very fine print, under the cute little
> drawings, it said, "Do not staple or tape the forms...
> attach them the agency's way." I looked all over the web,
> and read, online, everything that MIGHT tell me how to
> attach these little rectanges, "the agencies way." I'm going
> to sleep, and call my friends at the IRS later this morning.
> Oh, and will definitely check on the forbidden "staples and
> tape." I know that everyone will be SOOOO happy to find out
> this wonderful info! How I adore tax time! Yeah, right.

Something somewhere actually says that? I've been stapling
W2 forms to tax returns (when necessary this day and age of
efiling) for years and years, and never had one rejected for
something so trivial.

Not to worry; they'll process the return without calling you
a "bad girl".

ChEAr$,
Harlan Lunsford, EA n LA

<< ======================================================= >>
<< 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 (2006) - All rights reserved. >>
<< ======================================================= >>

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