You do not have to include the 1098. The IRS already has a
copy. Same with the 1099-int.

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

You do not attach any 1098s or receipts. You do keep them
for three years in case of an audit.

Missy Doyle

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

- quote -

just schedule A.

- quote -

no, keep them for your records.

- quote -

assuming there was no Fed tax withheld, no

- quote -

what they really mean of course is that they want anything
showing fed tax withheld attached to the return.

Dave

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

- quote -

Just the Schedule A.

- quote -

No, none of them.

- quote -

No, unless it shows tax withheld.

- quote -

They don't mean 1098s, 1099s that do not show tax withheld,
or receipts. But you should hold on to all these documents
for 3 years so you'll have them in the unlikely event that
you get audited.

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

plark[at]szyzsygy.zys (Prex=A0Larker) wrote:

- quote -

No.

- quote -

No. Just keep them with your copy of the return, as a part
of your tax records -- available if ever needed to prove the
accuracy of your return.

- quote -

No, unless there was tax withheld. I have actually seen
this on a 1099-DIV. The amount withheld was $5, so that
gives you an idea of how picayune some people can be.

- quote -

Typical bureaucratic CYA. Could mean anything, or could
mean nothing. But it can apply to whatever they want it to.

The fact is, you should attach a copy of all W-2s -- whether
tax is w/h or not -- 1099s only if tax is w/h, and all forms
which are required for proper completion of your return --
based on your tax situation.

Bill

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

"Prex Larker" <plark[at]szyzsygy.zys> wrote:

- quote -

Just Schedule A.

- quote -

No.

- quote -

No.

- quote -

The instructions with the 1040 tell you precisely which
forms to attach. For most taxpayers it's just the W-2's.

--
Barry Margolin, barmar[at]alum.mit.edu
Arlington, MA

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

"Prex Larker" <plark[at]szyzsygy.zys> wrote:

- quote -

Welcome to growup taxes.

- quote -

Just Schedule A

- quote -

No

- quote -

No

- quote -

I'm not sure what you're looking at, but don't send anything
with the return that isn't specifically required. If they
need something more, they'll ask for it.

--
Phil Marti
Clarksburg, MD

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

"Prex Larker" <plark[at]szyzsygy.zys> writes:

- quote -

No.

- quote -

Yes.

- quote -

No.

- quote -

Not unless the 1099-DIV you got shows federal
income tax withheld.

--
Rich Carreiro rlcarr[at]animato.arlington.ma.us

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

I am submitting a Schedule A for the first time.

I have itemized mortgage interest and real estate taxes. Do
I have to attach a my 1098 with the return, or just the
Schedule A with the appropriate amounts filled in?

I am also deducting the sales tax for an auto purchase and a
couple of charitable donations (total less than $500). Do I
have to attach all the receipts?

Also, I had about $92 in interest from a money-market
account. Do I have to attach the 1099?

The irs.gov website only says to attach copies of W2s,
appropriate forms, and "supporting documentation."

Thanks

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->