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Final Review Before You Mail Your Tax Forms

Created by FindLaw's team of legal writers and editors.

 

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?

Next Steps

Contact a qualified tax attorney to help you navigate your federal and/or state tax issues.

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