When preparing your tax return, you need to include various forms, schedules, and documentation depending on your specific tax situation. Here is a comprehensive list of the information you may need to include with your return:
- Personal Information:
- Your name and address.
- Your Social Security Number (SSN).
- Forms and Schedules:
- Depending on the items reported on your return, you may need to complete additional schedules and forms and attach them to your paper return.
- Proof of Payment:
- Records to support certain amounts shown on your tax return.
- Legible financial account statements prepared by your bank or other financial institution.
- Year-end or final pay statements for deductible expenses withheld from your paycheck, such as medical insurance premiums.
- Attachments for Specific Forms:
- For Form 709 (United States Gift (and Generation-Skipping Transfer) Tax Return), you need to include:
- Copies of appraisals.
- Copies of relevant documents regarding the transfer.
- Documentation of any unusual items shown on the return (e.g., partially-gifted assets).
- Electronic Filing Requirements:
- For corporate returns (Forms 1120, 1120F, and 1120S) and exempt organization returns (990 series), electronic filing is required unless a waiver has been approved.
- Amended and superseding returns must also be e-filed if the taxpayer is required to file electronically.
- Specific Forms for Exempt Organizations:
- For Forms 990, 990EZ, 990PF, 1120POL, and 8868, attachments will normally be submitted electronically as XML documents.
- Binary documents are permitted if necessary as part of submitting a shared Form 1120/1120F/1120S form or schedule.
- Third Party Designee:
- If you want to allow a friend, family member, or any other person to discuss your tax return with the IRS, you need to check the "Yes" box in the "Third party designee" area on your return and provide the designee's name, phone number, and a personal identification number (PIN).
- Signature and Date:
- You must sign and date your return and enter your occupation(s). If filing a joint return, both you and your spouse must sign it. Enter your daytime phone number in the space provided.
- Mailing Instructions:
- Mail your paper return to the address shown in the Instructions for Form 1040.
- Additional Forms and Instructions:
- Form 8453 and Instructions.
- Form 8453OL and Instructions.
- Form 8878 and Instructions.
- Form 8879 and Instructions.
- Form 9325 and Instructions.
Ensure you review the specific instructions for each form you are required to file to confirm all necessary attachments and documentation are included with your return.
Sources:
Publication 1345-A
Publication 1380
Publication 17 (2023)
Publication 4164 (10/2023)
Publication 967
