E-Tax Tax evidence and preparation

One trip to print. One trip to USPS.

1. Download each ready PDF below. Print single-sided, black-and-white, actual size, on letter paper. No binding.
2. Sign and date the listed pages in blue or black ink. Page numbers count from the first PDF page. Leave spouse and paid-preparer lines blank.
3. Scan or copy each complete signed packet. Put each packet in its own 9 × 12-inch self-sealing envelope, with your return address at upper left. Enclose no payment.
4. At a staffed USPS counter, ask for First-Class Mail with Certified Mail and electronic Return Receipt for each envelope. Ask the clerk to postmark each mailing receipt.
5. Label and photograph each receipt by tax year. Keep the tracking numbers and delivery receipts with your signed copies.

The print shop can print these; use USPS for mailing. Your 2021 return, state returns and amendments are separate work.

USPS mailing services · IRS return addresses

Document checklist

• ⬜ 1099-R for each retirement distribution (verify account type from the form and account records)
• ⬜ W-2s for each tax year in scope
• ⬜ 1099-NEC / 1099-K for any LLC or freelance income
• ⬜ LLC formation docs, registered agent receipts, annual report fees
• ⬜ Bank statements (checking + savings) — even phone photos
• ⬜ Credit card statements (especially business cards)
• ⬜ Medical and pharmacy receipts that may be relevant to itemized deductions
• ⬜ VA disability rating letter(s)
• ⬜ Any business receipts/expenses from the LLC