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