Skip to main content

Are you a legal professional? Visit our professional site

Please enter a legal issue and/or a location
Begin typing to search, use arrow keys to navigate, use enter to select

Final Review Before You Mail Your Tax Forms


Once you've filled in your tax forms, make sure you do a final review before you mail or e-mail them. Misprinted or overlooked data on your forms can lead to refund delays or imposition of interest and penalties.


____ Are all of your calculations correct?
____ Are all of the "B" copies of your W-2s attached?
____ 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 by both you and your spouse?
____ Do all of the forms have the appropriate names and social security numbers at the top of them?
____ 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 the Internal Revenue Service, as opposed to the IRS?
____ 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?

Next Steps

Contact a qualified tax attorney to help you navigate your federal and/or state tax issues.

Begin typing to search, use arrow keys to navigate, use enter to select

Help Me Find a Do-It-Yourself Solution

Copied to clipboard

Find a Lawyer

More Options