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Paper Handling for Tax Returns prepared on TaxWise for
the San Jose Area |
|
Scenario |
Filing Method |
Documentation |
|
Federal |
State |
For Taxpayer (TP) |
For VITA |
Vita Paper Disposition after IRS/FTB accepts e-files |
|
1 |
Paper |
Paper |
2 Complete Federal
- mail signed copy
- keep unsigned copy |
Not Required |
N/A |
|
|
|
|
2 Complete State
- mail signed copy
- keep unsigned copy |
Not Required |
N/A |
|
2 |
Efile |
Paper |
Not Recommended |
Not Recommended |
N/A |
|
3 |
Efile |
Efile |
1 Copy 8453 |
2 8453 signed
Keep 1 Copy w W2s |
Put DCN on both 8453 copies.
Mail 1w/o W2s to Austin IRS Center
File 1 with W2s with VITA
Put 9325 form into postage prepaid envelopes provided by VITA |
|
|
|
|
1 Complete Federal |
Not Required |
N/A |
|
|
|
|
1 Copy 8453 State |
1 8453 State signed
Keep with W2s |
File with VITA |
|
|
|
|
1 Complete State |
Not Required |
N/A |
|
4 |
Paper |
Efile |
Not Recommended |
Not Recommended |
N/A |
- Complete Federal and State means
including all the schedules
- signed 8453s to be mailed to IRS within
72 hours of acceptance of E-filed returns in special Prepaid Postage
Envelopes
Printer Settings:
The following are Print Packet settings that the webmaster found
useful, and are being shared in case it is useful to others.
- Signature Page - 2 copies 8453; 1 copy
8453 for State
- Filing Copy - 1 Copy each 1040, 1040A,
1040EZ, 540
- Federal Copy - leave as is
- State Copy - leave as is
- Federal Filing Copy - Leave as is
- State Filing Copy - Leave as is
For Paper Filing Federal and State
- Print 2
packets 5,6
- Give all packets to TP
- Ask TP to keep 1 copy of packets 5 and 6
- Ask TP to sign 1copy of packets 5 & 6 and
send to IRS & State
For E-File Federal and State
- Print 1 copy packets 1,5,6;
- Ask TP to sign packets 1; VITA
retains them with two copies W2s and 1099s
- Ask TP to keep Packets 5 & 6
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