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Posted by Bill Brown on April 28, 2007, 4:44 pm
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Patty.St...@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.
I file a paper return every year (I'll start efiling when
the dollar cost to me is zero) so, believing I know it all,
I don't read the instructions detailing how to attach, or
not attach, W-2s. Therefore, I staple the W-2s to the Form
1040. As for the check, I just put it in the envelope loose.
As for the payment voucher, they've always managed to cash
my check without one.
We will see how the IRS reacts to my cavalier attitude
towards staples in a year (this one) that I'm due a refund.
Regards,
the first Bill
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<< 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. >>
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Posted by Mike20878 on April 28, 2007, 4:44 pm
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Patty.St...@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.
I'm almost positive it says right on the 1040 to staple W-2s
to the form.
<< ======================================================= >>
<< 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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Posted by Bernard S on April 30, 2007, 11:41 am
Please log in for more thread options > Patty.St...@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.
> I'm almost positive it says right on the 1040 to staple W-2s
> to the form.
You do not need to be almost positive. You can look and read
your return now and kmow for a certainty.
<< ------------------------------------------------------- >>
<< 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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Posted by Bernard S on May 3, 2007, 2:23 pm
Please log in for more thread options > Patty.St...@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.
> I'm almost positive it says right on the 1040 to staple W-2s
> to the form.
You do not need to be almost positive. You can look and read
your return now and kmow for a certainty.
<< ------------------------------------------------------- >>
<< 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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Posted by DORFMONT@aol.com (Linda Dorfmo on April 30, 2007, 11:22 am
Please log in for more thread options > Patty.St...@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?
We in California are very familiar with what taxing agencies
(the one in Sacramento) do with paper clipped forms. I
remember the many clients who got bills for additional taxes
owed in the exact amount of their withholding from one of
their W-2s. This is because the only way FTB knows how much
withholding an employee has is from the copy of the W-2
attached to his/her tax return. The guys who collect the
tax, EDD, don't tell FTB whose money it is until several
years later. IRS doesn't even get the state withholding.
A few years ago FTB got the brilliant idea to have us clip
the W-2s to the return since staples would foul up their
scanner readable format on the front page. All the tax pros
were livid and the new method only lasted 2 years. Without
staples FTB was losing not just the W-2s but the balance due
checks as well. FTB soon redesigned their front page to
allow for staples and we all went back to stapling. FTB went
back to losing W-2s just like they always did. Now we enter
the data on a special form with Federal and state employer
IDs and withholding, and don't attach any W-2s. We still
have to attach 1099s that have withholding though. Maybe
they will come up with another special form for those.
Meanwhile, I staple all the W-2s and 1099s with withholding
together and then staple them with at least 2 staples to the
front page of the 1040. IRS loss rate has been virtual nil.
Linda Dorfmont E.A., CFP, CSA
<< ------------------------------------------------------- >>
<< 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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