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Paper Handling for Tax Returns prepared on TaxWise for
the Santa Clara County |
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Scenario |
Filing Method |
Documentation |
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Federal |
State |
For Taxpayer (TP) |
For VITA |
Vita Paper Disposition after IRS/FTB accepts e-files |
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1 |
Paper |
Paper |
2 Complete Federal
- mail signed copy
- keep unsigned copy |
Not Required |
N/A |
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2 Complete State
- mail signed copy
- keep unsigned copy |
Not Required |
N/A |
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2 |
Efile |
Paper |
Not Recommended |
Not Recommended |
N/A |
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3 |
Efile |
Efile |
1 Copy 8879 |
1 8879 signed
Keep 1 Copy w W2s |
File 1 with W2s with VITA
Send 9325 to Taxpayer |
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1 Complete Federal |
Not Required |
N/A |
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1 Copy 8879 State |
1 8879 State signed |
File with VITA |
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1 Complete State |
Not Required |
N/A |
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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 and all forms used
- 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 1 copy of each of
packets 3,4,5,6
- Give all packets to TP
- Ask TP to keep 3 and 4
- Ask TP to sign 5 & 6 and
send to IRS & State
For E-File Federal and State
- Print 1 copy of each of packets 1 and 2
- Ask TP to sign all pages in packet1;
VITA retains them with 1 copy of each W2 and 1099
- Ask TP to keep packet 2
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