My current location: , | Change location

Checklist: Final Review Before You Mail Your Tax Forms


Also available in PDF | MS Word

Once you've filled in your tax forms, make sure you do a final review before you mail or e-mail them. 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 all of the "B" copies of your W-2s attached?
____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 by both you and your spouse?
____Do all of the forms have the appropriate names and social security numbers at the top of them?
____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 the Internal Revenue Service, as opposed to the IRS?
____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?

More Sponsored Services
Wills, Divorce, Incorporation & More - Legalzoom:
Fast and friendly legal document service from LegalZoom, the #1 online legal document service.
USLegalForms.com - Largest Selection of Legal Forms on The Internet:
Download more than 50,000 state-specific legal forms. Real estate documents, power of attorney forms, wills, employment contracts, divorce and separation agreements and much more.