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

Discussion in 'Tax' started by Patty.Still@gmail.com, Apr 26, 2007.

  1. Guest

    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. >>
    << ======================================================= >>
     
    , Apr 26, 2007
    #1
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  2. Han Guest

    > 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. >>
    << ======================================================= >>
     
    Han, Apr 28, 2007
    #2
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  3. <> 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. >>
    << ======================================================= >>
     
    Paul Thomas, CPA, Apr 28, 2007
    #3
  4. 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. >>
    << ======================================================= >>
     
    Harlan Lunsford, Apr 28, 2007
    #4
  5. Mark Bole Guest

    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. >>
    << ======================================================= >>
     
    Mark Bole, Apr 28, 2007
    #5
  6. Bill Brown Guest

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

    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. >>
    << ======================================================= >>
     
    Bill Brown, Apr 28, 2007
    #6
  7. Mike20878 Guest

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

    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. >>
    << ======================================================= >>
     
    Mike20878, Apr 28, 2007
    #7
  8. Re: No staples or tape?! The IRS "attachment rule"

    Mark Bole <> wrote:
    > 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. >>
    << ------------------------------------------------------- >>
     
    (Linda Dorfmont), Apr 30, 2007
    #8
  9. Guest

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

    Mark Bole <> 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. >>
    << ------------------------------------------------------- >>
     
    , Apr 30, 2007
    #9
  10. Bernard S Guest

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

    "Mike20878" <> wrote:
    > 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. >>
    << ------------------------------------------------------- >>
     
    Bernard S, Apr 30, 2007
    #10
  11. Guest

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

    Mark Bole <> 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. >>
    << ------------------------------------------------------- >>
     
    , May 3, 2007
    #11
  12. Bernard S Guest

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

    "Mike20878" <> wrote:
    > 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. >>
    << ------------------------------------------------------- >>
     
    Bernard S, May 3, 2007
    #12
  13. Mike20878 Guest

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

    "Bernard S" <> wrote:

    > You do not need to be almost positive. You can look and read
    > your return now and kmow for a certainty.


    Gee, sorry, I didn't have a return handy to look at. But
    now I see it says "attach." There is nothing on the form or
    in the instructions prohibiting one from stapling the W-2 to
    the 1040. If there is a payment it explicitly says not to
    attach it.

    << ======================================================= >>
    << 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. >>
    << ======================================================= >>
     
    Mike20878, May 9, 2007
    #13
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