Accountant Forums


Reply
Thread Tools

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

 
 
Patty.Still@gmail.com
Guest
Posts: n/a
Thanked:
 
      04-26-2007, 06:11 AM
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

<< ================================================== ===== >>
<< 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. >>
<< ================================================== ===== >>
 
Reply With Quote
 
 
 
 
Han
Guest
Posts: n/a
Thanked:
 
      04-28-2007, 08:44 PM
> 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. >>
<< ================================================== ===== >>
 
Reply With Quote
 
 
 
 
Paul Thomas, CPA
Guest
Posts: n/a
Thanked:
 
      04-28-2007, 08:44 PM
<(E-Mail Removed)> 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.


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. >>
<< ================================================== ===== >>
 
Reply With Quote
 
Harlan Lunsford
Guest
Posts: n/a
Thanked:
 
      04-28-2007, 08:44 PM
(E-Mail Removed) 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. >>
<< ================================================== ===== >>
 
Reply With Quote
 
Mark Bole
Guest
Posts: n/a
Thanked:
 
      04-28-2007, 08:44 PM
(E-Mail Removed) 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. >>
<< ================================================== ===== >>
 
Reply With Quote
 
Bill Brown
Guest
Posts: n/a
Thanked:
 
      04-28-2007, 08:44 PM
(E-Mail Removed) 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

<< ================================================== ===== >>
<< 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. >>
<< ================================================== ===== >>
 
Reply With Quote
 
Mike20878
Guest
Posts: n/a
Thanked:
 
      04-28-2007, 08:44 PM
(E-Mail Removed) 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. >>
<< ================================================== ===== >>
 
Reply With Quote
 
DORFMONT@aol.com (Linda Dorfmont)
Guest
Posts: n/a
Thanked:
 
      04-30-2007, 03:22 PM
Mark Bole <(E-Mail Removed)> wrote:
> (E-Mail Removed) 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. >>
<< ------------------------------------------------------- >>
 
Reply With Quote
 
parrisbraeside@yahoo.ca
Guest
Posts: n/a
Thanked:
 
      04-30-2007, 03:22 PM
Mark Bole <(E-Mail Removed)> wrote:

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


Some states don't want staples. But people use them anyway.

<< ------------------------------------------------------- >>
<< 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. >>
<< ------------------------------------------------------- >>
 
Reply With Quote
 
Bernard S
Guest
Posts: n/a
Thanked:
 
      04-30-2007, 03:41 PM
"Mike20878" <(E-Mail Removed)> wrote:
> (E-Mail Removed) 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. >>
<< ------------------------------------------------------- >>
 
Reply With Quote
 
 
 
Reply

Thread Tools

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are On
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
11/26, 27 Staples In Store Special Cal Tinson Quicken 26 12-03-2004 07:21 PM
Peachtree 2004 FREE after rebate at Staples Geoman Quickbooks 8 05-12-2004 03:47 PM
Staples: Quicken Dlx & TTax Dlx for $29 Clark W. Griswold, Jr. Quicken 0 11-27-2003 05:49 PM


All times are GMT. The time now is 09:35 AM.
Posts in this forum do not constitute the advice of AccountantForums.com or its members. Financial advice should always be taken from qualified advisors before committing to a financial decision.