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#24
02-28-2005, 07:35 PM
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 Re: How to Attach Form 1099s with Fed Tax WH? - quote - > > > Along these lines, can anyone comment on whether the
And if you attach a W-7 to this whole pile, then ...> > > following have to be attached: > > > > > 1099's showing federal tax withheld: > > > a. 1099-INT > > > b. 1099-DIV > > > c. SSA 1099 & RRB 1099 > > > d. 1099-G reporting unemployment and fed w/h > > > e. W-2G with w/h > > > > > Others I just can't think of but you all can :^) > > > one example: > > > > > f. 1099-Div reporting foreign tax credit. > > On the IRS website, there is a Tax Tip 2004-64, > > "Common Errors to Avoid": > > > http://www.irs.gov/newsroom/article/...108543,00.html > > > The second to last bullet says, "Attach all Forms W-2, > > 1099-R and others that reflect tax withheld to the front > > of the return." > Now if you attach a 9465 to the front of the return do you > staple the w-2d etc. to that form since it is now the first > page? ah, nevermind .... mumble.... __ Art Kamlet ArtKamlet [at] AOL.com Columbus OH K2PZH << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#23
02-28-2005, 06:57 PM
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| Re: Attach Form 1099s with Fed Tax WH? - quote - > > Along these lines, can anyone comment on whether the
Why not "D" also?> > following have to be attached: > > 1099's showing federal tax withheld: > > a. 1099-INT > > b. 1099-DIV > > c. SSA 1099 & RRB 1099 > > d. 1099-G reporting unemployment and fed w/h > > e. W-2G with w/h > > f. 1099-Div reporting foreign tax credit. > From your list I'll vote for ONLY the W2G << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#22
02-28-2005, 06:00 PM
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| Re: How to Attach Form 1099s with Fed Tax WH? "Harlan Lunsford" <hlunsford[at]bellsouth.net> wrote - quote - > I reckon you've been to Doraville and actually viewed the
Yup. Pipeline tour a few years back. At the end of the> sorting tables. tour, there wasn't a gift shop, or free samples, like when you tour other places. A real bummer. -- Paul A. Thomas, CPA Athens, Georgia taxman at negia.net << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#21
02-28-2005, 05:40 PM
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| Re: How to Attach Form 1099s with Fed Tax WH? "Harlan Lunsford" <hlunsford[at]bellsouth.net> wrote: - quote - > I reckon you've been to Doraville and actually viewed the
I have! I have! They're not called sorting tables, they're> sorting tables. called "Tingle tables" after the eponymous Jim Tingle of the Cincinnati Service Center, who designed them. I once participated in the making of a training film showing proper extraction and sorting. We brought in a sorter from Cincinnati who was, shall we say, amply endowed. She wore a bright purple sweater. We shot from overhead. It became known as the "Purple [well, you get the idea] Movie." -- Phil Marti Clarksburg, MD << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#20
02-28-2005, 05:40 PM
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| Re: How to Attach Form 1099s with Fed Tax WH? Frederick Jorden wrote: - quote - > Make sure you staple any check to page 1 also. This makes a
Sounds like a good idea, even if it is in specific violation> wonderful proof of date paid in the event the IRS mistakenly > treats a timely payment as late. of the instructions. << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#19
02-27-2005, 01:34 PM
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| Re: How to Attach Form 1099s with Fed Tax WH? MTW wrote: - quote - > Also, by the way, when I'm elected "King," all payers will
campaign manager. thank God we don't have W2-P forms> be required to use STANDARD FORMAT W-2s, 1099s, K-1s, etc. > No "creativity" will be tolerated! <grin let me know when you announce for election, and I'll be your anymore, though. And the new K-1's, aren't they standard by now? ChEAr$, Harlan Lunsford, EA n LA << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#18
02-27-2005, 01:34 PM
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| Re: How to Attach Form 1099s with Fed Tax WH? Heather wrote: - quote - > Arthur Kamlet wrote:
Yes, Heather; GMTA.> > Along these lines, can anyone comment on whether the > > following have to be attached: > > > 1099's showing federal tax withheld: > > a. 1099-INT > > b. 1099-DIV > > c. SSA 1099 & RRB 1099 > > d. 1099-G reporting unemployment and fed w/h > > e. W-2G with w/h > > > Others I just can't think of but you all can :^) > > one example: > > > f. 1099-Div reporting foreign tax credit. > On the IRS website, there is a Tax Tip 2004-64, > "Common Errors to Avoid": > http://www.irs.gov/newsroom/article/...108543,00.html > The second to last bullet says, "Attach all Forms W-2, > 1099-R and others that reflect tax withheld to the front > of the return." ChEAr$, Harlan Lunsford, EA n LA << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#17
02-27-2005, 01:15 PM
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| Re: Attach Form 1099s with Fed Tax WH? - quote - > > Along these lines, can anyone comment on whether the
I see this as relating to requirements for ERO to retain> > following have to be attached: > > 1099's showing federal tax withheld: > > a. 1099-INT > > b. 1099-DIV > > c. SSA 1099 & RRB 1099 > > d. 1099-G reporting unemployment and fed w/h > > e. W-2G with w/h > > f. 1099-Div reporting foreign tax credit. > From your list I'll vote for ONLY the W2G in file, and that would include a,b,c,d and e. not f. ChEAr$, Harlan Lunsford, EA n LA << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#16
02-27-2005, 01:15 PM
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| Re: How to Attach Form 1099s with Fed Tax WH? Paul A Thomas wrote: (snipped - quote - > If it makes you feel better, staple them behind page one.
You mean they actually remove the staples? Why then should> In any event, the person that removes the staples to resort > the return will place them where they are needed for > processing. we not use a paperclip? I reckon you've been to Doraville and actually viewed the sorting tables. ChEAr$, Harlan Lunsford, EA n LA << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#15
02-27-2005, 12:56 PM
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| Re: How to Attach Form 1099s with Fed Tax WH? Heather wrote: - quote - > Arthur Kamlet wrote:
Now if you attach a 9465 to the front of the return do you> > Along these lines, can anyone comment on whether the > > following have to be attached: > > > 1099's showing federal tax withheld: > > a. 1099-INT > > b. 1099-DIV > > c. SSA 1099 & RRB 1099 > > d. 1099-G reporting unemployment and fed w/h > > e. W-2G with w/h > > > Others I just can't think of but you all can :^) > > one example: > > > f. 1099-Div reporting foreign tax credit. > On the IRS website, there is a Tax Tip 2004-64, > "Common Errors to Avoid": > http://www.irs.gov/newsroom/article/...108543,00.html > The second to last bullet says, "Attach all Forms W-2, > 1099-R and others that reflect tax withheld to the front > of the return." staple the w-2d etc. to that form since it is now the first page? -- Frederick E. Jorden http://Tax-Accounting-Payroll.com 7825 Midlothian Tpk - 207 Richmond, VA 23235-5247 EMAIL knowtax[at]bigfoot.com (804) 320-6210 FAX (804) 320-6211 << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#14
02-27-2005, 12:56 PM
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| Re: How to Attach Form 1099s with Fed Tax WH? Harlan Lunsford wrote: - quote - > Heather wrote:
Please translate this for folks who have gone metric.> > I am filing a paper return for 2003 for refund. I have two > > Forms 1099 that each show Federal Income Tax Withheld, so I > > need to attach them to the front of my 1040. They are both > > full 8 1/2 x 11 sheets of paper, not the half sheet forms > > you sometimes see. So my question is how to properly > > assemble my return, specifically how to attach these 1099s. > > > -Should I staple them along with the W-2 in the left-hand > > margin by folding the 1099s in thirds and laying them > > between my W-2 and 1040? > > > -Or should I leave them full-size-flat and staple them in > > the upper left corner? If I leave them flat, they are full > > sheets of paper and would be on top where the IRS won't be > > able to see any of my 1040 return beneath them. That sounds > > a little dangerous. Also, since my W-2 will be stapled on > > the left-hand margin, I assume it would also be beneath the > > 1099s, so they really would not be able to see the 1040 or > > the W-2. > > > I don't mean to make a big deal out of this, but on the > > other hand, I don't want the IRS to start out their review > > my return a little pissed off because I didn't submit it > > correctly. I read the 1040 Instructions but can't find > > anything more specific than "attach the 1099s to the front > > of the return". > Fold in thirds like a letter and then attach. Be sure the > staple at left is exactly in the middle of the newly formed > 1099, and one eighth of inch in. -- Frederick E. Jorden http://Tax-Accounting-Payroll.com 7825 Midlothian Tpk - 207 Richmond, VA 23235-5247 EMAIL knowtax[at]bigfoot.com (804) 320-6210 FAX (804) 320-6211 << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#13
02-27-2005, 12:56 PM
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| Re: How to Attach Form 1099s with Fed Tax WH? Phil Marti wrote: - quote - > "Heather" <HeatherRain[at]hotmail.com> wrote:
Make sure you staple any check to page 1 also. This makes a> > I am filing a paper return for 2003 for refund. I have two > > Forms 1099 that each show Federal Income Tax Withheld, so I > > need to attach them to the front of my 1040. They are both > > full 8 1/2 x 11 sheets of paper, not the half sheet forms > > you sometimes see. So my question is how to properly > > assemble my return, specifically how to attach these 1099s. > Fold them letter style and staple them to the front of the > return where instructed. It would be a nice touch if you > could fold them so the withholding is visible, but I flunked > oregami. wonderful proof of date paid in the event the IRS mistakenly treats a timely payment as late. -- Frederick E. Jorden http://Tax-Accounting-Payroll.com 7825 Midlothian Tpk - 207 Richmond, VA 23235-5247 EMAIL knowtax[at]bigfoot.com (804) 320-6210 FAX (804) 320-6211 << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#12
02-27-2005, 12:56 PM
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| Re: How to Attach Form 1099s with Fed Tax WH? TaxSrv wrote: - quote - > "Heather" wrote:
Turnover insures inexperienced people in this position?> > I am filing a paper return for 2003 for refund. I have two > > Forms 1099 that each show Federal Income Tax Withheld.... > > > They are both full 8 1/2 x 11 sheets of paper... > > > Should I staple them along with the W-2 in the left-hand > > margin by folding the 1099s in thirds... > > > I don't want the IRS to start out their review > > my return a little pissed off because I didn't submit it > > correctly. > I would fold 'em up as you suggest, ideally so tax W/H is > exposed. The people who handle your return on the front end > do no technical review, but only check a few things for > smooth computer input by someone else. They don't survive > in such jobs were they to get irritated over the paper they > handle 8 hrs a day. Would you? :-) -- Frederick E. Jorden http://Tax-Accounting-Payroll.com 7825 Midlothian Tpk - 207 Richmond, VA 23235-5247 EMAIL knowtax[at]bigfoot.com (804) 320-6210 FAX (804) 320-6211 << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#11
02-27-2005, 12:56 PM
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| Re: How to Attach Form 1099s with Fed Tax WH? Phil Marti wrote: - quote - > "Heather" <HeatherRain[at]hotmail.com> wrote:
Did you flunk or did the class just fold?> > I am filing a paper return for 2003 for refund. I have two > > Forms 1099 that each show Federal Income Tax Withheld, so I > > need to attach them to the front of my 1040. They are both > > full 8 1/2 x 11 sheets of paper, not the half sheet forms > > you sometimes see. So my question is how to properly > > assemble my return, specifically how to attach these 1099s. > Fold them letter style and staple them to the front of the > return where instructed. It would be a nice touch if you > could fold them so the withholding is visible, but I flunked > oregami. << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#10
02-25-2005, 12:25 PM
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| Re: How to Attach Form 1099s with Fed Tax WH? Arthur Kamlet wrote: - quote - > Along these lines, can anyone comment on whether the
On the IRS website, there is a Tax Tip 2004-64,> following have to be attached: > 1099's showing federal tax withheld: > a. 1099-INT > b. 1099-DIV > c. SSA 1099 & RRB 1099 > d. 1099-G reporting unemployment and fed w/h > e. W-2G with w/h > Others I just can't think of but you all can :^) > one example: > f. 1099-Div reporting foreign tax credit. "Common Errors to Avoid": http://www.irs.gov/newsroom/article/...108543,00.html The second to last bullet says, "Attach all Forms W-2, 1099-R and others that reflect tax withheld to the front of the return." Heather << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#9
02-25-2005, 12:13 PM
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| Re: Attach Form 1099s with Fed Tax WH? - quote - > Along these lines, can anyone comment on whether the
From your list I'll vote for ONLY the W2G> following have to be attached: > 1099's showing federal tax withheld: > a. 1099-INT > b. 1099-DIV > c. SSA 1099 & RRB 1099 > d. 1099-G reporting unemployment and fed w/h > e. W-2G with w/h > f. 1099-Div reporting foreign tax credit. << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#8
02-25-2005, 12:11 PM
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| Re: How to Attach Form 1099s with Fed Tax WH? "Arthur Kamlet" <kamlet[at]panix.com> wrote: - quote - > Make it easy for them by highlighting in yellow or circling
I'd recommend against using colors on the return. Things may> the tax wihtheld amount in red ink, etc. very well have changed over the years, but I remember when colors had meaning, e.g., blue pencil for money, red for Code & Edit, purple for error resolution. -- Phil Marti Clarksburg, MD << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#7
02-25-2005, 07:27 AM
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| Re: How to Attach Form 1099s with Fed Tax WH? Harlan Lunsford wrote: - quote - > Be sure the staple at left is exactly in the middle of the
Too funny! Harlan, I'm laughing out loud - thanks for the> newly formed 1099, and one eighth of inch in. stress relief! Heather << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org> << -------------------------------------------------> |
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#6
02-25-2005, 07:27 AM
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| Re: How to Attach Form 1099s with Fed Tax WH? - quote - > I am filing a paper return for 2003 for refund. I have two
Along these lines, can anyone comment on whether the> Forms 1099 that each show Federal Income Tax Withheld, so I > need to attach them to the front of my 1040. They are both > full 8 1/2 x 11 sheets of paper, not the half sheet forms > you sometimes see. So my question is how to properly > assemble my return, specifically how to attach these 1099s. following have to be attached: 1099's showing federal tax withheld: a. 1099-INT b. 1099-DIV c. SSA 1099 & RRB 1099 d. 1099-G reporting unemployment and fed w/h e. W-2G with w/h Others I just can't think of but you all can :^) one example: f. 1099-Div reporting foreign tax credit. __ Art Kamlet ArtKamlet [at] AOL.com Columbus OH K2PZH << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#5
02-25-2005, 07:08 AM
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| Re: How to Attach Form 1099s with Fed Tax WH? TaxSrv <n3_eu[at]comcast.net> wrote: - quote - > "Heather" wrote:
Make it easy for them by highlighting in yellow or circling> > I am filing a paper return for 2003 for refund. I have two > > Forms 1099 that each show Federal Income Tax Withheld.... > > > They are both full 8 1/2 x 11 sheets of paper... > > > Should I staple them along with the W-2 in the left-hand > > margin by folding the 1099s in thirds... > > > I don't want the IRS to start out their review > > my return a little pissed off because I didn't submit it > > correctly. > I would fold 'em up as you suggest, ideally so tax W/H is > exposed. the tax wihtheld amount in red ink, etc. - quote - > The people who handle your return on the front end
__> do no technical review, but only check a few things for > smooth computer input by someone else. They don't survive > in such jobs were they to get irritated over the paper they > handle 8 hrs a day. Would you? :-) Art Kamlet ArtKamlet [at] AOL.com Columbus OH K2PZH << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
| Tags |
| 1099s, attach, fed, form, tax |
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