Taxwise Paperwork

Paper Handling for Tax Returns prepared on TaxWise for the San Jose Area
Scenario	Filing Method		Documentation
Scenario	Federal	State	For Taxpayer (TP)	For VITA	Vita Paper Disposition after IRS/FTB accepts e-files
1	Paper	Paper	2 Complete Federal - mail signed copy - keep unsigned copy	Not Required	N/A
			2 Complete State - mail signed copy - keep unsigned copy	Not Required	N/A
2	Efile	Paper	1 Copy 8453	2 8453 signed Keep 1 copy w W2s	Put DCN on both 8453 copies. Mail 1w/o W2 to Austin IRS Center File 1 with W2 with VITA Put 9325 form into postage prepaid envelopes provided by VITA
			1 Complete Federal	Not Required	N/A
			2 Complete State - mail signed copy - keep unsigned copy	Not Required	N/A
3	Efile	Efile	1 Copy 8453	2 8453 signed Keep 1 Copy w W2s	Put DCN on both 8453 copies. Mail 1w/o W2 to IAustin IRS Center File 1 with W2 with VITA Put 9325 form into postage prepaid envelopes provided by VITA
			1 Complete Federal	Not Required	N/A
			1 Copy 8453 State	1 8453 State signed Keep with W2s	File 1 with W2 with VTIA
			1 Complete State	Not Required	N/A
4	Paper	Efile	Not Recommended	Not Recommended	N/A

	Complete Federal and State means including all the schedules
	Not recommended to Paper File Federal and E-File State
	signed 8453s to be mailed to IRS within 72 hours of acceptance of E-filed returns in special Prepaid Postage Envelopes
	signed copies of 1040 and 540 retained as backup only at the beginning and the end of the tax season; otherwise it is not necessary to generate or keep them
	No E-files to be accepted after April 10; only paper returns prepared after April 10.

Printer Settings:
The following are Print Packet settings that the webmaster found useful, and are being shared in case it is useful to others.

Signature Page - 2 copies 8453; 1 copy 8453 for State
Filing Copy - 1 Copy each 1040, 1040A, 1040EZ, 540
Federal Copy - leave as is
State Copy - leave as is
Federal Filing Copy - Leave as is
State Filing Copy - Leave as is

For Paper Filing Federal and State

Print 2 packets 5,6

Give all packets to TP

Ask TP to keep 1 copy of packets 5 and 6

Ask TP to sign 1copy of packets 5 & 6 and send to IRS & State

For E-File Federal and State

Print 1 copy packets 1,5,6;

Ask TP to sign packets 1; VITA retains them with two copies W2s and 1099s

Ask TP to keep Packets 5 & 6

For E-File Federal and Paper State

Print 1 copy packets 1,5 and 2 copies packet 6;

Ask TP to sign Packet 1; Vita retains it with 1 copy W2s and 1099s

Ask TP to keep Packets 5 & 6

Ask TP to sign 1 copy packet 6 and file with the State