OMG This is hilarious and extremely informative. I just had a tax consultation with him today, and he is witty, chatty and a gentleman. Jared(sp) is like a diamond in the mess of tax preparers that are available. . My husband and my daughter were truly impressed with his knowledge and smooth manner in which he handled this meeting. This video shows how diversified he is when dealing with his customers. He is detailed, asks questions, and never makes one feel uncomfortable. Thanks you Jared.. You are soaring high.. Thanks for being you..

@WilsonRogersCompanyInc

Жыл бұрын

OMG, you just made my year! 😉❤️ Thanks for the kind words and it was a pleasure meeting you all and helping with your returns. Lord willing and the creek don’t rise, let’s do it again next tax season. Stay blessed! 😁🙏🏽

When one is ignorant and young this kind of fast, straight forward information helps immensely. 🏆

@WilsonRogersCompanyInc

5 ай бұрын

Glad you liked the video. Yeah, this is old school. Especially when everything is mostly done electronically these days. Lost art form. Thanks for watching and the comment! 😉

@captainravioli2823

5 ай бұрын

@@WilsonRogersCompanyInc main reason for needing a physical mail delivery was due to electronic failure, so no matter how different things become it will never be perfect nor reliable.

@WilsonRogersCompanyInc

5 ай бұрын

Understood. Yeah, things are never perfect. Thank goodness for backups like mail! 🤣

First 4 seconds and you can already tell this is pure gold

@WilsonRogersCompanyInc

3 ай бұрын

Gotta keep it interesting right? We all know how sexy taxes are… NOT! 😉🤣 Thanks for watching and the comment.

HAHAHAHA not even 3 seconds into the video and it’s already relatable- “What order do these go in man?” Hahahahahhaa love this

@WilsonRogersCompanyInc

2 жыл бұрын

Thanks for watching and the comment. Yeah, our "friend" Roscoe always makes the videos he's in a little more fun to watch. Plus, we know the questions that go through most peoples heads...been doing this tax thang since 2005. Hopefully you're good to mail YOUR taxes now! 😁😉

@camalebell

Жыл бұрын

​@@WilsonRogersCompanyInc hey how are you doing I have a question, IRS is having me wait 360 day's for identity theft, but I spoke with a irs representative she said since I claimed all 3 stimulus check rebate on my income tax I did with TurboTax, I'll not get a refund

@camalebell

Жыл бұрын

​@@WilsonRogersCompanyInc hey how are you doing I have a question, IRS is having me wait 360 day's for identity theft, but I spoke with a irs representative she said since I claimed all 3 stimulus check rebate on my income tax I did with TurboTax, I'll not get a refund

@camalebell

Жыл бұрын

​@@WilsonRogersCompanyInc hey how are you doing I have a question, IRS is having me wait 360 day's for identity theft, but I spoke with a irs representative she said since I claimed all 3 stimulus check rebate on my income tax I did with TurboTax, I'll not get a refund

@camalebell

Жыл бұрын

​@@WilsonRogersCompanyInc hey how are you doing I have a question, IRS is having me wait 360 day's for identity theft, but I spoke with a irs representative she said since I claimed all 3 stimulus check rebate on my income tax I did with TurboTax, I'll not get a refund

Thank you! This is exactly what I was looking for. It's been years since I sent hard copies in the mail and I didn't want to get anything wrong. Your video is very helpful.

@WilsonRogersCompanyInc

Жыл бұрын

Glad you liked it. Yeah, mailing tax returns is a lost art to some. Unfortunately and fortunately, it’s not lost to us! Thanks for watching and the comment. 😁

That was a great tip on the Sequence Number on the top right of the forms, I had no idea! Ty

@WilsonRogersCompanyInc

Ай бұрын

Glad you found it helpful. Yeah, the things you learn back in the day when paper filing tax returns! 🤣

Dude you are the best, you provided all the necessary information very clearly and for free! Something that's hard to find online these days! Thank you!

@WilsonRogersCompanyInc

3 ай бұрын

You’re welcome. Glad that you likeed the information. Thanks for watching and the comment! 😁

omg was going to pay $700+ for someone to teach me how to do this but then i was like, wait a minute, please let there be a video just explaining the steps. thank youuuuuuuuuu! the straightforward steps I've been looking for!

@WilsonRogersCompanyInc

2 жыл бұрын

Someone is charging $700+ to teach people how to mail tax returns!?!? Man, we know this is a lost art, but not THAT lost! Maybe we should start a course too? 🧐 Just kidding - glad we could help! 😉🤣

God bless you and yours Sir...thank you for sharing this VERY helpful information. You made it easy to follow, and delightfully entertaining as well 👍🏾😎

@WilsonRogersCompanyInc

2 жыл бұрын

Thanks for watching and the kind words. We do our best on the edutaining front! 😉😁🤣

@michaelangelotaylor8th

2 жыл бұрын

@@WilsonRogersCompanyInc you're welcome 👍🏾😁

Just the video I needed I sent my return to the IRS and I was due a refund and never heard any more about it! Thanks for the great video!

@WilsonRogersCompanyInc

Ай бұрын

Glad you liked the video and we could help. Thanks for watching and the comment! 😁

@airbearx

18 күн бұрын

This happened to me to I filed a 2020 return before the may 17 2024 deadline and they claimed they never received it and it’s been 8 weeks now. 🤦‍♀️

@WilsonRogersCompanyInc

16 күн бұрын

@@airbearx eight weeks is a kind of short time. It can take anywhere between 8 to 16 weeks for them to get it in their system. More than likely it’s just still in the mail room/warehouse. Thanks for watching and the comment! 😁

Just a little tip I learned.. do not smoke weed not even a little and try to do your taxes or you'll be on you tube trying to figure out wtf to do and still be confused after the videos you watch 🤯

@WilsonRogersCompanyInc

Жыл бұрын

💯😉 But once things wear off and you’re back to “normal” come back and watch the videos again. We do a good job of explaining things so hopefully it will make sense then. Thanks for watching inand the comment! 😉😁

Thank you!!! I used your method and mailed federal and two state returns today!!

@WilsonRogersCompanyInc

2 жыл бұрын

Awesome sauce! The IRS is really backed up these days due to Covid. So having proof of filing can come in handy should they say they never got it. Thanks for watching and the comment! 😉👍🏾

Super helpful, exactly what I was looking for! Thank you!

@WilsonRogersCompanyInc

Жыл бұрын

Glad you liked it. Thanks for watching and the comment! 😁

Thank you Wilson and Roscommon for the great tips!!!

@WilsonRogersCompanyInc

10 ай бұрын

No worries. Glad you found it helpful. Thanks for watching and the comments! 😁

Exactly the video I was looking for, Thank you Sir.

@WilsonRogersCompanyInc

Жыл бұрын

No worries. Glad that you found it helpful. Thanks for watching and the comment! 😁

I used this guys services to complete an old tax return. So grateful for the help and I would recommend him to my mama, your mama, and his!!!🎉🎉🎉🎉🎉

@WilsonRogersCompanyInc

Жыл бұрын

My mama, yo mama and they mama all thank you for the kind words! 😉🤣 Glad we could help out and let us know if you need assistance in the future. 😁

very easy instructions with some humor . love it

@WilsonRogersCompanyInc

4 ай бұрын

We try - glad you liked it! 😉

YOU DA MAN. Made this soooo simple and entertaining? Dayum you da man

@WilsonRogersCompanyInc

Жыл бұрын

Aww shucks….🥰 Glad we could help! Thanks for watching and the comment.

Awesome video straight to the point. Thanks

@WilsonRogersCompanyInc

Жыл бұрын

Thanks for watching and the comment. Glad you found it helpful! 😉🙏🏽

This was a wonderfully informative video! I'm a tax accountant helping some family members file 5 years of tax returns previously not filed...this video was a life-saver!

@WilsonRogersCompanyInc

Жыл бұрын

Awesome sauce! Glad it was helpful and good luck this filing season. 😁

Thanks for the organization and pro tips! U da man!

@WilsonRogersCompanyInc

3 ай бұрын

We try. Glad you found it helpful. Thanks for watching and the comment! 😁

thank you family you saved me a lot of time!

@WilsonRogersCompanyInc

Жыл бұрын

No worries and glad you found it helpful. Thanks for watching and the comment! 👊🏾

Very informative and animated!

@WilsonRogersCompanyInc

2 жыл бұрын

We try. I mean, no one wants to listen to “blah, blah, blah..taxes. Blah, blah, blah…money.” Right? Glad you enjoyed it and thank ms for the comment! 😉

just sent my taxes following this steps. thank you sir!

@WilsonRogersCompanyInc

2 жыл бұрын

Thanks for watching and the comment. Glad the video was helpful! 😉

Extremely helpful video. Thank you

@WilsonRogersCompanyInc

4 ай бұрын

You're welcome. Glad that you liked it. Thanks for watching and the comment! 🥰

Thank you from Michigan!! You helped me in 2024 (2023 Taxes)

@WilsonRogersCompanyInc

5 ай бұрын

You’re Welcome from Chicago! 😉😁🤣

Thank you very much Sir. I was about to drop off without any certified mail. But it's so hard to trust the IRS. They are jerks and sloppy. When I need them for previous years reports, they can't even find my name in their system, even if I am face to face in their office, but I always tell them, if I owed you money, you would find me in the hell, how convenient. They can't find me because they keep recording my name wrong. They are sloppy and don't care, only care to take our money.

Lmaooo u just gained a subscriber in 6 seconds cuz YES PRECISELY! Just like that 🤣

@WilsonRogersCompanyInc

3 ай бұрын

Glad you liked the video. Roscoe understands what’s going through most peoples minds! 😉🤣

Thank you so much! You're really good. And so is bubba

@WilsonRogersCompanyInc

2 жыл бұрын

Thanks for watching and the comment. Glad we could help! 😁

10 seconds in and I love your video already lol

@WilsonRogersCompanyInc

Жыл бұрын

Thanks for watching and comment. We try! 😉

If only i had one extra day. I was on my way to mail while listening. But I was able to recheck the order of papers by number before I sealed them. Thanks.

@WilsonRogersCompanyInc

2 жыл бұрын

We ALL wish we had more time today. Thanks for watching and the comment. Happy Tax Day! 🤣

Very helpful. Thank you.

@WilsonRogersCompanyInc

2 жыл бұрын

Thank you for watching and the comment! Glad you found it useful. 😁

Make sure to send it by certified mail with return recipes make irs sign for it so they can't say they did not get it

@WilsonRogersCompanyInc

2 жыл бұрын

Thanks for watching and the comment. And using the cover letter ensures that you have proof of what was inside the envelope. Sometimes that comes into question. 😉

Wait one fricking minute. The attachment order is listed on the right hand side of all of these forms?!!! What in the ... ??? Why has no one ever said this to me before. Like, how is that not something I've ever heard before. Also, thank you for all of the other tips re: how to ensure my tax forms have been received. That's super helpful and something that is really hard to get correct information on, even when I ask postal carriers themselves.

@WilsonRogersCompanyInc

10 ай бұрын

You’re welcome and thanks for watching. Probably never had to “figure out” the question Roscoe asked at the beginning - “what order do these go in man?!?!” 😉🤣 Just be advised that if you are mailing a return now AND the government shuts down this weekend, there will be delays on the processing of your return. Longest recent shutdowns were in the 20-36 day range. Hopefully this one won’t be too long if it happens. 😢

so helpful thank you!

@WilsonRogersCompanyInc

2 жыл бұрын

Thanks for watching and the comment. Glad you found it helpful! 😁😉

Thank you! Short simple, and easy to understand. First year doing taxes myself

@WilsonRogersCompanyInc

2 жыл бұрын

No worries and thanks for watching and the comment. BTW - you got this! 😁😉

@1968superclark

Жыл бұрын

@@WilsonRogersCompanyInc Could you help? I keep on getting REJECTED 03/05/2023 Filed Illinois Tax Return - even if the state ID number is correct

@WilsonRogersCompanyInc

Жыл бұрын

@@1968superclark Thanks for watching and the comment. Need more details to know what is going on. Is this an IRS or Illinois reject? What is the reject number that you are getting? Like reject IL1040-8000-2 or IL1040-9900-2

Ha! I expected this topic to be boring so I'm glad you made it funny.

@WilsonRogersCompanyInc

3 ай бұрын

Glad you enjoyed it. We try to keep things Edutaining around here. 😉

10 out of 10, hilarious and smart.

@WilsonRogersCompanyInc

6 ай бұрын

We try to make it less boring. Not like taxes are sexy ya know! 🤣

Very informative. Thanks

@WilsonRogersCompanyInc

5 ай бұрын

Glad it was helpful! Thanks for watching and the comment. 😉

Thank you. Thank you! THANK YOU!!

@WilsonRogersCompanyInc

Жыл бұрын

You’re welcome. Thanks for watching and the comment! 😁

I am so mad I have to file by mail this year but your video was very helpful and easy to watch and understand. Thank you!

@WilsonRogersCompanyInc

4 ай бұрын

Why did you have to file via mail if you don’t mind? Glad that we could help. Thanks for watching and the comment! 😁

@cantuwithdraw

4 ай бұрын

@@WilsonRogersCompanyInc I had to mail because I just got married and her last name changed and some papers still had her old name so I hope that’s why and I mailed like a normal letter so hope all goes well after watching your video now I no correct way to mail.

@WilsonRogersCompanyInc

4 ай бұрын

Generally speaking, when filing a tax return, the only thing that matters when it comes to e-filing is what last name is on file with the Social Security Administration. So if your spouse changed their name with SSA, then all one has to do to e-file is use the same name that the SSA has. Outside of that, the names on the actual forms are irrelevant. We talk about that more in this blog post - www.wilsonrogers.net/2015/02/27/name-changes-and-income-taxes/ But if could have been that when you e-filed you got an error and the instructions were to mail it if you felt everything was correct. Either way it goes, if the IRS has an issue with the return, they'll send you a letter letting you 1) know what it is and 2) how to fix it. Thanks for watching and the comment!

@iesh6876

4 ай бұрын

@@WilsonRogersCompanyInc Somone claimed my dependent on their taxes when they definitely should not have. They did not have permission nor did my dependent (my child) live with them. I do not know who did it either :(

@WilsonRogersCompanyInc

4 ай бұрын

@@iesh6876 Gotcha. Well, the IRS will send them a letter and make them prove why they should be allowed to claim your child. If they can’t prove it, the IRS will change their return and they might owe money. Bet you they won’t do it again as nobody likes the smoke that the IRS throws! 😉🤣

Thank you -thank you -thank you 🙏🏼😇♥️

@WilsonRogersCompanyInc

6 ай бұрын

You’re welcome. Glad it helped you out! 😁

I really enjoy with this video 🤣🤣🤣🤣,muy bueno

@WilsonRogersCompanyInc

2 жыл бұрын

Thanks for watching and the comment. We try! 😉

Thank you !

@WilsonRogersCompanyInc

2 жыл бұрын

You’re most certainly welcome. Thanks for watching and the comment! 😁👍🏾

Major, major THANK YOU for your videos--they are chock-full of information and super helpful! 👏 Just for clarity, I'm not seeing a "sequence" number on the 1040 or 1040X. If I am filing an amended 1040 on the 1040X form, based on previous videos, I will be including a "new" copy of my original 1040 plus any schedules & forms. A bit confused about the order for mailing.

@WilsonRogersCompanyInc

Жыл бұрын

So, if you are filing a 1040X, that form will go first (2 pages). Then the "amended" 1040 goes behind it. Then the schedules and forms associated with the amended 1040 go in sequence order which is in the upper right. It is possible to not have a return with schedules, like if you just had a W2. But just go 1040X, new 1040 and then schedules associated with the new 1040 and it should work out. Thanks for watching the video and the comment! 😉

@tchims9103

Жыл бұрын

@@WilsonRogersCompanyInc Copy that & Thank you!!

Thank you kindly

@WilsonRogersCompanyInc

2 ай бұрын

You’re welcome. Glad you liked it!

really appreciate this lol

@WilsonRogersCompanyInc

2 жыл бұрын

You’re welcome and thanks for watching. We know mailing taxes certainly isn’t the norm in the digital age, so just trying to help! 😉👍🏾

Thanks much !

@WilsonRogersCompanyInc

2 жыл бұрын

No worries. Thanks for watching and the comment! 😉

Best video ever lol❤

@WilsonRogersCompanyInc

6 ай бұрын

We won't argue wit 'cha! Thanks for watching. 😉

Hi! Thanks so much this is so helpful! So just to be sure you file state and federal together??

@WilsonRogersCompanyInc

Жыл бұрын

Thanks for watching and the comment. Nope, each goes to a different address as they are two separate government entities. You will need to look up the Federal address based on the instructions in the video (go to www.IRS.gov) and you will need to send the state to it's location based on the tax form instrucitons. Hope that helps!

This was very helpful! With the letter saying that what's enclosed, do I just put that inside the envelope on top of all the forms?

@WilsonRogersCompanyInc

6 ай бұрын

Correct. Nothing special with regards to including it. We don’t staple it to the return; it’s just put on top “loose” like a cover letter. Thanks for watching and the comment!

I only seen him do the irs return and not the state still new to this

@WilsonRogersCompanyInc

Жыл бұрын

The state works very similar. You prepare the return, assemble it and mail to the state for processing. If you look at the actual forms line by line, they will tell you if you need to attach a schedule or form. Make sure you include the W2s or anything else that had state taxes taken out. Mail to the address the state has in its instructions and you are done! 😉 Thanks for watching and the comment!

Hi! Great video!! Would you recommend sending state tax returns by certified mail too? Since my state's address is a PO box, not sure if that would cause issues.

@WilsonRogersCompanyInc

Жыл бұрын

Thanks for watching and the comment. You can if you like. Even with a PO Box they will show delivery and if you mail the letter, they should send back the acknowledgement.

Thank you

@WilsonRogersCompanyInc

6 ай бұрын

Nope, thank you for watching and the comment. Glad you liked it! 😁

Thank you!!!!!!

@WilsonRogersCompanyInc

3 ай бұрын

You’re so very welcome. Thanks for watching and the comment!

Thank you so much for the simple video. First year doing taxes myself. I had a question. For some reason I am not able to E file my taxes. So I was thinking of sending the Taxes by Mail and doing that payment online. Is that something I can do or do I have to attach the check while mailing the documents.

@WilsonRogersCompanyInc

2 жыл бұрын

Thanks for the comment and question. If you owe money, you can either mail a check to the IRS or have them deduct the money from your bank account (even if you mail the return). We did a short on how to pay balances to the IRS here: kzread.info6rxY63k5hr0 Good luck! 😁

What a coincidence I’m in Kansas City MO

The hardest part of filing is trying to print up the forms in the first place. No one can tell me!!!!

@WilsonRogersCompanyInc

3 ай бұрын

What exactly do you mean? Do you mean where to get the forms that are to be used? If that’s the case you either get them from irs.gov or you use software. If a person makes below a certain dollar limit they may be able to file their taxes for free using software via the IRS free file program. Thanks for watching and comment. Hope that helps! 😁

Great video. Thank you for sharing such a useful information. I followed your extra pro move step and included a proof letter with my other documents, however, it is been more than 10 days since they IRS received the documents with no replying back to me. Is there a reason for the delay?

@WilsonRogersCompanyInc

2 жыл бұрын

The IRS is backed up like all us professionals - it’s tax season. I’ve sent 3 in the past month or so and they all came back. Just give it some time, like 3 weeks. 😁👍🏾

@nuhaalkhalifah2803

2 жыл бұрын

@@WilsonRogersCompanyInc Thank you for your reply.

Hello again, when you put your name year and form number in the certified mail receipt postmark area did you mean the date of the current year, or the date of the year for which your filing the tax return on? Thanks so much fir your quick responses

@WilsonRogersCompanyInc

2 жыл бұрын

We put the name, date and year of the tax return. So if the form is a 2018 Form 1040, it would say J Rogers 2018 Form 1040 in the postmark area. If it were state, it would say the same except IL-1040.

@austinterry6302

2 жыл бұрын

Much appreciated!

should you also do a cover letter to the State your filling too? or just the required attachments Thank you very much for this video!

@WilsonRogersCompanyInc

2 жыл бұрын

Thanks for watching and the comment. We typically don’t do a cover letter to the state. Because the IRS is SO big and gets so many returns, they’re the ones where processing problems or returns getting lost often happen. Since the state is smaller, there aren’t typically issues with them processing. But if you 1) want the state to confirm they received a return or 2) their DOR is known to have issues, then feel free to send them a cover letter too. It can’t hurt right? 😁👍🏾

Please make video on how they prepare the forms then mail them

@WilsonRogersCompanyInc

Жыл бұрын

Thanks for watching and the comment. That’s kind of what we just did! 😉🤣 Can you provide some more details on what you mean? Meaning, are you talking about how the actual forms get prepared? Like using computer software versus filling them out by hand? No matter if the forms are done by hand or computer, the mailing process is the exact same as what we described in the video. 👍🏾

@Honeyyumyum

Жыл бұрын

Yes

@WilsonRogersCompanyInc

Жыл бұрын

Check out this video we did on Self Employed tax returns: kzread.info/dash/bejne/mW2MzdCelNfZeps.html If that is along the lines of what you're talking about, then what type of tax return would you want us to go over? Someone with a W2? Someone with retirement? Dependents? Just give us an idea and we can consider making it.

thanks for this! the address(zip code) for my check is slightly different from the address for my tax return. Do i still attach the check to my return or send separate?

@WilsonRogersCompanyInc

3 ай бұрын

You can send it with your return to the address listed for mailing returns that include a payment. If you wanted to just make the payment online directly from your bank account (and keep your check) you can do so using the steps in this video: kzread.infoneMpsJk25co The IRS isn't concerned with the address on the check. They just want your 💰💸🤑 Thanks for watching and the comment! 😉

Thanks a lot! Can you do all this at a UPS?

@WilsonRogersCompanyInc

5 ай бұрын

Yes you can. There typically is a different mailing address to send a return when using a private service versus USPS. You would still include the letters and USPS paid envelope for the IRS to send back. You can find the private mailing addresses here: www.irs.gov/filing/submission-processing-center-street-addresses-for-private-delivery-service-pds Normal mailing addresses are found here: www.irs.gov/filing/where-to-file-paper-tax-returns-with-or-without-a-payment Thanks for watching and the comment!

IRS modernized efile allows filing of prior year 1040 returns. It accepts the current tax year and two prior tax years. For example: In January 2021, 1040 MeF accepts Tax Years 2018, 2019, and 2020. If you have a return that is outside of the MeF window, then you will need to watch this video and learn how to file it via paper! 😁😉

@bobandbecca727

2 жыл бұрын

We

@WilsonRogersCompanyInc

2 жыл бұрын

We what? 😁😉

@camalebell9826

2 жыл бұрын

How are you doing. I'm doing this tomorrow I have 4 tax return and I have a addivit form and I'll attach to that correct?

@camalebell9826

2 жыл бұрын

I had filed a extension

@WilsonRogersCompanyInc

2 жыл бұрын

@@camalebell9826 You can, but we would suggest putting in the cover letter telling the IRS what you are sending and asking them to send a copy back like we mention in the video. The IRS has a BAD habit of losing things when multiple items are sent in the same envelope (like 4 years of tax returns). You want them to send you something indicating that they received the 4 years (and affidavit) in case they claim they never it in the future. Good luck and thanks for watching and the comment! 😁

hi there! just wanted to find out if i should fill in all the schedules even if im not claiming from them? :)

@WilsonRogersCompanyInc

Жыл бұрын

Not really sure that that means. You only mail in the forms that contain data. If you are using software, it should give you a complete Federal (and state if applicable) set to mail and submit. Hope that helps. Thanks for watching and the comment! 😉

Hello, thank you for sharing these valuable info. So it’s been more than eight weeks now since I received back my USPS card form the IRS stamped Mar312022. However, I still have not gotten my refund? They also have not responded back to the proof letter I included upon filing my 2020 tax. Is there away to contact them in regard to this?? I am also unable to check the status using the portal?

@WilsonRogersCompanyInc

2 жыл бұрын

So per the IRS it can take up to 4 weeks after mailing a return for it to show up in the “where’s my refund” portal and you can call the IRS after 6 weeks of mailing: www.irs.gov/refunds But we know that the IRS is MASSIVELY behind on mailed returns. So it might be some months before they process it. You can call the IRS at 1-800-829-1040 but hold times are like 2 hours these days. The recommendation? Just be patient. They will process it…eventually. 😉

Since you need to send all forms to the IRS, if there happens to be a LOT of forms that need to be sent, and it's not practicle to fit them in a basic envelope, is it still ok to use a manilla envelope instead? Just so I don't have to fold a bunch of forms and jam them into a smaller envelope?

@WilsonRogersCompanyInc

Жыл бұрын

It’s most certainly OK. What you call a manila envelope is the one that we call a 9“ x 12“ envelope. We use that when we have multiple years that need to be sent. Very Seldomly are we using a normal envelope a.k.a. a #10. Good luck getting everything submitted and thanks for watching and the comment! 😉

Hi. Thank you for informative video. I just mailed my tax returns attaching form 8854 and other important documents. My tax returns were so thick and wasn't able to staple them. Do you think there is any risk that some of the documents may get separated during the process? Because today is the extension due date, should I mail my returns again, this time with staples?

@WilsonRogersCompanyInc

9 ай бұрын

Glad you found the video helpful. As long as they’re in the same envelope we wouldn’t think there would be an issue. The IRS commonly unstaples items once they get it on their end.

Should state and federal taxes be mailed to the same location? The IRS website does not specify a separate mailing location for state and federal. Super helpful video, thanks!

@WilsonRogersCompanyInc

2 жыл бұрын

Thanks for watching and the comment. Check the instructions for the tax return for your state. They will tell you the address to mail them to. Federal and state do NOT go to the same place. 😉🤣

Thanks for the helpful video, I usually efile but this year it wouldn’t let me

@WilsonRogersCompanyInc

5 ай бұрын

Thanks for watching and the comment. That’s kind of odd. Did they say why you couldn’t e-file?

@blee3ee

5 ай бұрын

@@WilsonRogersCompanyInc the W2 had zero in box 1 & 2 which makes it not eligible to e-file. boxes 3-6 had withheld wages so have to mail it in

@WilsonRogersCompanyInc

5 ай бұрын

@@blee3ee Gotcha. Good luck!

hi... i have a question, if in the w2 or 1099 forms no tax amount was withheld, is it necessary to send a copy to the irs or not?

@WilsonRogersCompanyInc

2 жыл бұрын

Good question. Most of the time you are attaching the W2 or 1099 to prove to the IRS the amount withheld matches what is shown on the tax return. But if it is $0 then “technically” why would they need it? As a professional, we would probably send it anyway; it can’t hurt. But just know that it’s probably not needed. Thanks for watching and the comment! 😉

A quick question about pro step, as a personal tax reporter, will my letter of proving documents have been sent efficient as yours?

@WilsonRogersCompanyInc

Жыл бұрын

Your letter and mine would have the same IRS “received” stamp on the letter they send back. That’s all that really matters. Thanks for watching and the comment! 😉

Hi my forms printed out front and back instead of on individual papers is that ok?

@WilsonRogersCompanyInc

2 жыл бұрын

Thanks for watching and the comment. You'll actually want to print them out single sided before you mail them. I've never sent them in double sided to the IRS or state, but better safe than sorry. The actual forms are single sided so we would recommend mimicking that. Hope that helps! 😉😁

so if im back filing my 2021 and 2022 should i use different envelopes. Or can i just use that cover letter to address both? which would be better?

@WilsonRogersCompanyInc

4 ай бұрын

Many pros will suggest two envelopes. We’ve never done it like that. We indicate on the cover letter all the years. We put a sticky on each year that reads “process separately not a duplicate return” so the IRS doesn’t mistake them for the same year. But if they only process one year, you’ll know why. Thanks for watching and the comment! 😁

Do you put both state and federal into the envelope together or separate

@WilsonRogersCompanyInc

3 ай бұрын

Separate. Go to your state’s Department of revenue website. You can then find the address of where to mail the state return depending on if you have a refund or owe. Thanks for watching and the comment! 😁

So, my wife died of cancer last July and she handled all of our taxes for years. After trying to efile my return for the past MONTH & A HALF, I discovered I must file a paper return this year. Why you ask? Simple......... long story short, the IRS never issued either my wife or me a IP PIN number for 2023. Thus, I have zero way to efile. Even on the IRS website itself, they all ask for IP PIN numbers for 2023. I have no other option other than to file paper. Fortunately, I DO have a brand new IP PIN number for 2024, so hopefully I won't have this problem next year. Right? RIGHT?! I can't be the only one with this problem.

@WilsonRogersCompanyInc

4 ай бұрын

First and foremost I am sorry for your loss. My condolences to you and your family. 🙏🏽 Lost and missing IP PINs are more common than one thinks as well as people saying they never got it from the IRS. Hopefully things will work out much better for you next filing season. But yes, unfortunately, you’ll have to paper file this year. Thanks for watching and the comment. 😁

@endy5enduros307

4 ай бұрын

@@WilsonRogersCompanyIncThank you. I truly appreciate that. I don't wish this upon anyone, even my worst enemy. And thank you for the helpful video. I really helped me a lot! Keep up the great work! 🙂

The letterhead says you enclosed an envelope, but you never mentioned an enclosed envelope in your video. The only reason I mention this is because the example envelope you were planning to mail to the IRS, in the video, doesn't seem large enough to fit another envelope. It doesn't even look big enough to fit all the forms.

@WilsonRogersCompanyInc

2 жыл бұрын

Thanks for watching and the comment. You'd be surprised what "we" can get to fit in an envelope to the IRS. 😁 Please note that everything is for illustrative purposes only, including the envelope sizes. I don't know Bubba, his SSN in the video isn't real, and you'd want to use the appropriate size envelopes, etc. for your own mailing. To that end, yes, you would want to include a return envelope in your mailing if you want the IRS to send the letter back. But some people are okay just sending the returns certified so that they can track it if the IRS tells them they never received it. That way they can prove mailing and delivery.😉

@ZimZam131

2 жыл бұрын

@@WilsonRogersCompanyInc Thanks for your help. I did end up stuffing everything in to a basic envelope. I had to fold up the second envelope, but I guess that's the cost of mailing the same size envelope.

If I am mailing only the state tax, can it be through ups? Does it needs to be stamp?

@WilsonRogersCompanyInc

Жыл бұрын

You can mail it with whatever service you like. But if using something like UPS or FedEx, just read the return instructions. Sometimes they have specific addresses for “private delivery services” like those. Thanks for watching and the comment! 😁

Can I just send in 1040 or do I need to do any other forms as well with my w2? I cant e-file because I did a no file for COVID relief funds and need to send them to the IRS.

@WilsonRogersCompanyInc

2 жыл бұрын

We recommend using software to prepare the return vs. manual/by hand. If there are other forms or schedules to send, the software will generate them. You then attach them all in sequence order as shown in the video and include any form that had federal tax withheld (like W2, 1099R, etc). Hope that helps and thanks for watching and the comment. 😉

❤❤❤

@WilsonRogersCompanyInc

Жыл бұрын

Aww…thanks. Glad you found it helpful!

how do you go about getting the tax papers? And can we mail are W2s?

@WilsonRogersCompanyInc

2 жыл бұрын

So for an old year, you would need to go to www.irs.gov and click Forms & Publications and then select the link "Find prior years forms, instructions & publications" to get the form that you need. Like a 2020 From 1040, 2020 Schedule 1, etc. When you complete your return, you would then need to attach any forms where income tax was withheld (e.g. W2, 1099-R, SSA-1099, etc) and staple that to the first page of your return. Basically, follow the steps in the video once you've completed the return. Hope that helps. Reach out via the info in the video description if you need further assistance. 👍🏾😉

@deadinside8781

2 жыл бұрын

@@WilsonRogersCompanyInc Hi, I have a perforated W2, do I put one copy for federal and another for state? I was told by someone else it wasn't necessary to send a W2.

@WilsonRogersCompanyInc

2 жыл бұрын

@@deadinside8781 Yes, you send a copy of the perforated W2 to each agency that you need to file a return with. They use it to see how much tax was withheld per job and match that to the goal reported in your tax return. If you don’t send it, some states will not know how much you paid in. Hope that helps!

@deadinside8781

2 жыл бұрын

@@WilsonRogersCompanyInc I'm a bit confused, does that mean the federal return has to be sent to one address and the state return to another? Because I owe state taxes but not federal tax, I was under taxed by the state.

@WilsonRogersCompanyInc

2 жыл бұрын

@@deadinside8781 Correct. Google where to mail 1040 as well as “where to mail MY STATE tax return” (e.g. IL, GA, CA, etc). The instructions for each return tell you where to mail them.

Should a W-2c be sent along with the original W-2? or just send the W-2?

@WilsonRogersCompanyInc

2 жыл бұрын

Thanks for watching and the comment. You just attach a copy of the W2 to the return, not the W2-C. If you are in a state where you have to file an income tax return, you would attach a copy of the W2 to that return as well. Hope that helps! 😉

@_Edition-qx9hf

2 жыл бұрын

@@WilsonRogersCompanyInc Thank you! I really appreciate you replying.

Do you need to send 1099-nec or self employment forms?

@WilsonRogersCompanyInc

Жыл бұрын

If you are referring to when you are mailing your Form 1040 to the IRS then... the 1099-NEC would only be attached if Box 4 Federal Income Tax Withheld has an amount in it. With regards to the self employment forms (e.g. IRS Schedule SE), if it printed with your return from the software, then yes, you would need to include that and insert it according to the attachment sequence number as discussed in the video. Hope that answers your questions. If not, reply with more details and we'll try to assist. Thanks for the comment and watching! 😁

How should I attach a copy of my federal tax return while filing my state tax return in California?

@WilsonRogersCompanyInc

5 ай бұрын

It just goes at the back for your California return. See the image under “assembling your tax return” in the California instructions - www.ftb.ca.gov/forms/2022/2022-540-booklet.html#Instructions-for-Form-540

Question..what if i'm mailing without a payment but Im making the payment electronically...I still use the red circled address?

@WilsonRogersCompanyInc

3 ай бұрын

No. If you are not including a payment in the envelope, you send to the address for not making a payment. The "making payment" address is a processing center where they are equipped to process checks. No check? Don't send to that address. Hope that makes sense. Thanks for watching and the comment! ☺

Can I send a 7202 form in the mail after I already e filed my state and federal?

@WilsonRogersCompanyInc

2 жыл бұрын

Thanks for watching and the comment. Unfortunately if the return was e-filed and accepted, then the only option is to file an amended return to include the form. Head on over to www.irs.gov and do a search for Form 1040X as well as 1040X instructions. We'll do a video on amended returns next and post the link here once we load it. 😉

I have tons of receipts for my schedule C . I used the software and payed online to do my 2021 taxes, printed out all my forms. Do I mail all my receipts?

@WilsonRogersCompanyInc

Жыл бұрын

Nope. You keep the receipts as proof of the numbers you entered in on your Schedule C. For example, if you have advertising expense of $3,689.45 and you had 8 receipts for services that total that, you just need to keep the receipts. Why? Because if you are audited, the IRS will ask you to prove what makes up the $3,689.45. We talk about tricks to audit proof your tax return in this blog post: www.wilsonrogers.net/2014/03/30/tricks-to-audit-proof-your-tax-return/ So no, you don't send the receipts. The IRS doesn't want them. Just send the forms, schedules and attachments as we laid out in the video. Thanks for watching and the comment! 😁

@jesusjesus12

Жыл бұрын

Thank you so much 🙏🏽 for replying your amazing!

@WilsonRogersCompanyInc

Жыл бұрын

@@jesusjesus12 No worries. Happy to help!

Hi, we are in year 2023 now. i forget to mail my 2021 tax return. Can i just mail my 2021 tax return in 2023? or i need to make some modification on my 2021 tax before i mail it. Thanks in advace for your help.

@WilsonRogersCompanyInc

Жыл бұрын

Thanks for watching and the comment. There are no modifications needed. You mail it the same way as if it were a TY 2022 return due in 2023. Just make sure you look up the address to mail it to as indicated in the video. They sometimes change and the IRS website will have the current one. Good luck! 👍🏾

@donaldjoseph8327

Жыл бұрын

@@WilsonRogersCompanyInc Thank you!

IRS modernized efile allows filing of prior year 1040 returns. It accepts the current tax year and two prior tax years. For example: In January 2023, 1040 MeF accepts Tax Years 2020, 2021, and 2022. If you have a return that is outside of the MeF window, then you will need to watch this video and learn how to file it via paper! 😁😉 Wilson Rogers & Company, Inc. Reply

@OM33WRLD

Жыл бұрын

Ty brotha help a lot appreciate what you do

@WilsonRogersCompanyInc

Жыл бұрын

@@OM33WRLD Thanks for watching and the comment. Glad you found it helpful! 😁

If my tax preparer allready filed my returns,do I just have to sign and date then mail mail ?

@WilsonRogersCompanyInc

Жыл бұрын

Thanks for watching and the comment. Check with them for instructions. In our company we e-file. The client never mails a tax return. So you have to check and see if one, they were electronically filed or two if they were supposed to be mailed did they mail them or are you supposed to mail them. Good luck!

What I put in the mail reciept I have to also put it on the mail I’m sending

@WilsonRogersCompanyInc

Жыл бұрын

Both the receipt and the letter you include inside the envelope and the tax return all list the address to where it is going. You can look up your address based on the state you live in by following this link: www.irs.gov/filing/where-to-file-paper-tax-returns-with-or-without-a-payment Hope that helps. Thanks for watching and the comment! 😁

when attaching the letter to prove what was sent, did you mean it should be attached to the outside of the envelope or be put inside with the return? thanks

@WilsonRogersCompanyInc

Жыл бұрын

It goes inside with the return. So inside we have the letter loose and then taped to it is the stamped envelope back to us that has the second copy of the same letter. The IRS keeps one copy and mails the other back to us with their date stamp. Hope that helps. Thanks for watching and the comment! 😁

@mgacct

Жыл бұрын

I sent my taxes by mail following your guide. My federal was lost in the mail! How do I resend proving i sent before the tax due date?

@WilsonRogersCompanyInc

Жыл бұрын

@@mgacct Did you owe taxes or due a refund? Also did you send certified? Assuming yes but just confirming. I can provide more details once I know those answers.

@mgacct

Жыл бұрын

@@WilsonRogersCompanyInc nothing owed, refund due. it was sent certified and usps has notified me that it is lost and i filed a missing mail report with usps already.

@WilsonRogersCompanyInc

Жыл бұрын

@@mgacct So the good news is that because you’re due a refund, there’s no penalties for filing after the due date. Basically, you have three years from the due date of the return to file and claim the refund. If you don’t, then the US government gets to keep it. So there’s not really any proof needed that you filed on time. Just send in the taxes again using the same method and hopefully this time they won’t lose them. And then you can get your refund! 😁

First, thank you for the great information. 👍🏾 👏🏾🙂 QUESTION - If taxes were e-filed, rejected, and now need to be mailed, can you just print from your saved PDF for your e-filed taxes, sign, and mail (as indicated in your video😉), or do you need to get the actual tax forms, complete, and mail?

@WilsonRogersCompanyInc

2 жыл бұрын

Thanks for watching and the comment. Assuming you used software they might have sent you instructions on how to rectify the reject. But if they do need to be mailed, you should have the option to print the return. Just make sure that 1) your SSN is NOT redacted like xxx-xx-xxxx and 2) that the PIN numbers do not show up on the signature line. You will then send the copy with your visible SSN, ink signature and attached W2s and the like showing your federal withholding. Repeat the process if you are in a state that taxes as well (vs. FL, NV, WA, TX, etc). Good luck! 😁😉

@cynthiamayzes108

2 жыл бұрын

@@WilsonRogersCompanyInc Thank you much. 😉

Are you supposed to mail the state and federal returns to the same address? I live in Alabama.

@WilsonRogersCompanyInc

3 ай бұрын

Nope. Go to your department of revenue website for the state you live in and they will have the address for where to mail the state return. Typically there is one address if you owe and are making a payment, and a different address if you’re owed a refund. Hope that helps. Thanks for watching and the comment!

So when sending tax return, the irs doesnt have a street address? Is it to be left blank?

@WilsonRogersCompanyInc

Жыл бұрын

Thanks for watching and the comment. Correct, most processing facilities do not have a normal street address. It will say Internal Revenue Service or Department of the Treasury. But there won’t be a number like 123 Sesame Street. 😉🤣 Just make sure you look up the address per our instructions. And for the ZIP Code make sure you use the zip + 4. The last four digits on the ZIP Code will sometimes tell them where a particular tax return gets routed once it gets into the building. IRS service centers are as huge as warehouses. Getting mail there doesn’t happen like your mailman dropping off a couple of pieces. These are trucks and trailers that get backed up to processing facilities for them to unload with forklift! 😁

I have a question? I have a 1041 , 1041-v, 1099 oid with a 1096 and form 56. Are they sent all to the same department and destination? Or do I send it to the place that is assigned based on the address that is stated on the back of each of the forms ?

@WilsonRogersCompanyInc

3 ай бұрын

You would have to send them to the address listed in each respective forms instructions. They’re not all the same and they don’t go to the same place. Hope that helps. Thanks for watching and the comment. 😁

@racheldevries9567

3 ай бұрын

@@WilsonRogersCompanyInc thank you for your response. I was literally on the phone yesterday called five different IRS agents. That had very little information. As they all referenced the forms publications , which I have read multiple times. Sent me to the 1041 business line then the 1099 information reference branch the IRB , as well as other numbers and I had the go around so I thought I would try good ol KZread !

@WilsonRogersCompanyInc

3 ай бұрын

@@racheldevries9567 when in doubt always Google “where to mail IRS Form XXXX” and it should take you to the proper listing. It’s what we do when in doubt. 😉

@racheldevries9567

3 ай бұрын

@@WilsonRogersCompanyInc thank you very much !

😂super

@WilsonRogersCompanyInc

6 ай бұрын

We try. Glad that you liked the video. Thanks for watching and the comment!

Maybe it's just me but I didn't understand. What to send and what order did not register

@WilsonRogersCompanyInc

Жыл бұрын

Thanks for watching and the comment. You print out the Federal forms, schedules and attachments. You put them in order by sequence number located in the right corner. You attach any form that shows federal taxes being withheld (e.g. W2, 1099, etc) to the front via staple. Then mail according to video. It may have been missed as it was when we went through the tax return with the highlights. So maybe watch that section again? You would do the same for your state return if you have that depending on where you live. Hope that clarifies! 😁👍🏾

Hi I'm sending in my 2020 tax return, do I have to also include my mortgage statements. Im in Maryland and currently the IRS website is giving a Kansas City address but in 2020 the tax software Im using is giving Ogden UT address. Which one should I use?

@WilsonRogersCompanyInc

3 ай бұрын

Only W2s, 1099s and other things that show Federal taxes being withheld get attached. Not the mortgage statements. Same goes for state regarding those forms showing state withholding. Use this link to determine where to send the return based on 1) where you live and 2) if there is a refund or balance due: www.irs.gov/filing/where-to-file-paper-tax-returns-with-or-without-a-payment Thanks for watching and the comment.

@gurlnheels3624

3 ай бұрын

Thank you so much! 😊

@WilsonRogersCompanyInc

3 ай бұрын

You’re so very welcome! 🥰