Final Review Before You Mail Your Tax Forms
By FindLaw Staff | Legally reviewed by John Devendorf, Esq. | Last reviewed December 13, 2021
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Once you've filled out your tax forms, make sure you do a final review before you mail or e-file your taxes. Misprinted or overlooked data on your forms can lead to refund delays or imposition of interest and penalties.
Yes/No |
|
____ | Are all of your calculations correct? |
____ | Are copies of your W-2s attached? Is your 1099-R attached if tax was withheld? |
____ | Have you attached all of the forms and schedules that you need to? |
____ | Are all of the social security numbers correct and legible? |
____ | Do the social security numbers match the names? |
____ | Is the return signed and dated? Is it signed and dated by both you and your spouse? |
____ | Do all of the forms have the appropriate names and social security numbers? |
____ | Did you or your computer program leave anything blank that needs to be filled in? |
____ | Did your computer program appropriately update your information? |
____ | Did you use the correct figure from the tax table? |
____ | Does your check have the same amount on it as the amount due on your return? |
____ | Do you have the correct amount of postage on the envelope? |
____ | Is your return address complete? |
____ | Is your check made payable to U.S. Treasury? |
____ | Does your check include your social security number, daytime telephone number, tax form number, and tax year? |
____ | Are you sending your return to the correct address? |
____ | Did you make copies? |
Can I Solve This on My Own or Do I Need an Attorney?
- You may need a certified public accountant (CPA), enrolled agent (EA), or a tax attorney for your tax issues or IRS concerns
- Complex tax cases (such as back taxes, criminal tax matters, tax litigation, or serious issues with the IRS) may need the support of an attorney
Tax issues and IRS matters can be challenging. A tax attorney has advanced training to offer tailored advice to resolve complicated tax situations.
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