what part of tax return do I submit?

[EmilyM 0]

heya, I am so confused looking at my tax stuff... I had someone do my taxes...

I have a stapled pack of papers that say 1040 on the top, but then one says schedule M and others are about credits (doesnt say 1040 on the bottom)

should I unstaple it and only send in the ones that say 1040? do I need to send in schedule M too?

also do I need transcripts?

thanks for any responses, I appreciate you taking the time to answer.

[George & Gina 29]

had a brain fart, sorry.

Edited December 11, 2010 by George & Gina

[ManuFred 10]

1040 is what you wan to send. Even better would be a transcript as this is printed by the IRS

[EmilyM 0]

Ok, thanks! I will add the 1040 pages only. I don't have time to get a transcript, but I will do it if they ask. Thanks again

[Nich-Nick 3,354]

Ok, thanks! I will add the 1040 pages only. I don't have time to get a transcript, but I will do it if they ask. Thanks again

I got mine faxed to me while I waited. This I what I did

Called 1-800-829-1040 (which is the general number for everything) Pushed zero, zero, zero a bunch until a live person answered. Used my cell phone so as not to tie up house phone which is same number as our fax machine. Told him I wanted to order a transcript, so he transfered me to accounts department.

Told accounts I needed the transcript faxed to me. She asked for SSN and various info to verify identity. It's handy to have the tax return to get the information off of. They ask if you have a "secure" fax machine. I think they are trying to find out if your machine is in your home (secure) or at a public place (not secure.) If it's in your home, they have the "system" fax it and say to allow 48 hours. If you're at a place where somebody else could pick it up, they send it "manually" and you stay on the line with them to confirm it came and you have it in your hands. So I asked if she would do it manually because being on one phone line, we don't answer the phone if we know a fax is coming. The system generated fax could come at anytime and we could mess it up by answering the handset or being on the phone with somebody. It took awhile because their machine was a little busy but we got it and she confirmed it before hanging up.

On the topic of this thread, I've only included page 1 of the transcript from 2008 and 2009. My submission is ready to mail, but I have to wait for the 90 day window to open. The reason for page1 only is that page shows we filed "married filing jointly." The point is to show them we are married and mix our finances, It's not an affidavit of support so the rest of the transcript it just extra paper cluttering the file. I highlighted our names and the filing status and wrote in red Sharpie at the bottom, "Page 1 only of 2008 tax transcript showing joint filing." Same for 2009.

I guess for the purpose of ROC, a transcript verifies the IRS has record of the joint filing, whereas a 1040 alone could be faked on TurboTax to say anything. I suppose if you included W2s for each person and the income on those matched up with the joint income on the 1040, it would be some good evidence.

[OBX 51]

I got mine faxed to me while I waited. This I what I did

Called 1-800-829-1040 (which is the general number for everything) Pushed zero, zero, zero a bunch until a live person answered. Used my cell phone so as not to tie up house phone which is same number as our fax machine. Told him I wanted to order a transcript, so he transfered me to accounts department.

Told accounts I needed the transcript faxed to me. She asked for SSN and various info to verify identity. It's handy to have the tax return to get the information off of. They ask if you have a "secure" fax machine. I think they are trying to find out if your machine is in your home (secure) or at a public place (not secure.) If it's in your home, they have the "system" fax it and say to allow 48 hours. If you're at a place where somebody else could pick it up, they send it "manually" and you stay on the line with them to confirm it came and you have it in your hands. So I asked if she would do it manually because being on one phone line, we don't answer the phone if we know a fax is coming. The system generated fax could come at anytime and we could mess it up by answering the handset or being on the phone with somebody. It took awhile because their machine was a little busy but we got it and she confirmed it before hanging up.

On the topic of this thread, I've only included page 1 of the transcript from 2008 and 2009. My submission is ready to mail, but I have to wait for the 90 day window to open. The reason for page1 only is that page shows we filed "married filing jointly." The point is to show them we are married and mix our finances, It's not an affidavit of support so the rest of the transcript it just extra paper cluttering the file. I highlighted our names and the filing status and wrote in red Sharpie at the bottom, "Page 1 only of 2008 tax transcript showing joint filing." Same for 2009.

I guess for the purpose of ROC, a transcript verifies the IRS has record of the joint filing, whereas a 1040 alone could be faked on TurboTax to say anything. I suppose if you included W2s for each person and the income on those matched up with the joint income on the 1040, it would be some good evidence.

Excellent information. Thanks.