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Old 02-17-2018, 07:56 AM
 
Location: God's Country
4,655 posts, read 3,025,497 times
Reputation: 7551

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https://www.irs.gov/faqs/electronic-filing-e-file


(...)


When filing electronically:
•You must provide a copy of your Forms W-2 to the authorized IRS e-file provider before the provider sends the electronic return to the IRS.
•You don't need to send your Forms W-2 to the IRS and should keep them in a safe place with a copy of your tax return.


(...)
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Old 02-17-2018, 08:19 AM
 
2,771 posts, read 1,502,855 times
Reputation: 2173
Quote:
Originally Posted by Calvert Hall '62 View Post
https://www.irs.gov/faqs/electronic-filing-e-file


(...)


When filing electronically:
•You must provide a copy of your Forms W-2 to the authorized IRS e-file provider before the provider sends the electronic return to the IRS.
•You don't need to send your Forms W-2 to the IRS and should keep them in a safe place with a copy of your tax return.


(...)
Scan (=create a copy) and send. Retain the original form.
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Old 02-17-2018, 08:27 AM
 
Location: God's Country
4,655 posts, read 3,025,497 times
Reputation: 7551
Quote:
Originally Posted by damba View Post
Scan (=create a copy) and send. Retain the original form.

OK, bear with me on this.


Been doing paper returns since the 1960s. You're saying that in order to file electronically, an individual needs to have access to a scanner?


Unless I'm misinterpreting, other web sites advise not to send in 1099s or W-2s. Just be sure to keep them for your records in case IRS wants to verify them.


I'm an old dinosaur who would like to get with the electronic age, save paper and all that, but .....
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Old 02-17-2018, 10:17 AM
 
2,771 posts, read 1,502,855 times
Reputation: 2173
Who is preparing your taxes?
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Old 02-17-2018, 12:54 PM
 
512 posts, read 410,016 times
Reputation: 475
The preparer needs to see a copy of your w2 forms in to prepare your return properly and efile. Maybe have your taxes prepared by AARP tax-aide if you qualify.
Welcome to the computer age!!
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Old 02-17-2018, 01:16 PM
 
Location: Paranoid State
12,685 posts, read 9,443,087 times
Reputation: 14945
Quote:
Originally Posted by Calvert Hall '62 View Post
OK, bear with me on this.


Been doing paper returns since the 1960s. You're saying that in order to file electronically, an individual needs to have access to a scanner?


Unless I'm misinterpreting, other web sites advise not to send in 1099s or W-2s. Just be sure to keep them for your records in case IRS wants to verify them.


I'm an old dinosaur who would like to get with the electronic age, save paper and all that, but .....
If you're using TurboTax, for example, I think TurboTax can download electronic W2s from major employers.
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Old 02-17-2018, 01:22 PM
 
Location: on the wind
4,178 posts, read 1,558,100 times
Reputation: 14856
Quote:
Originally Posted by Calvert Hall '62 View Post
OK, bear with me on this.


Been doing paper returns since the 1960s. You're saying that in order to file electronically, an individual needs to have access to a scanner?


Unless I'm misinterpreting, other web sites advise not to send in 1099s or W-2s. Just be sure to keep them for your records in case IRS wants to verify them.


I'm an old dinosaur who would like to get with the electronic age, save paper and all that, but .....
You are not alone old dino!

I've always done my own tax returns, mostly on paper until a few years ago. Didn't have a home computer. Still don't use smartphones.

If you have a web-based user account set up with your employer you should be able to get your W-2 electronically. Download and save the file to your own machine to copy (attach) to your electronic tax return. You keep the original electronic file that way. You do not need to send in your 1099s either electronically or paper, just keep them for your records. Don't really know why the IRS wants only the W-2 attached, as the info on it is reported to them just as the info on 1099s is. However, I do as the form instructs to save possible hassle later. If push comes to shove, if I follow THEIR directions they can't really complain.

If you only have a paper W-2, take it to a library where you have a user account (helps keep it a tad more secure), scan it, save the electronic file to a thumb drive, upload it to your home machine, and then copy (attach) the file to your e-filed return. YOU keep the paper file and you now have the electronic file too. If you don't know how to scan or use thumb drives, ask the library staff to help you. Some libraries have thumb drives available for patrons to borrow so you can get the electronic files home. I know ours does...similar to checking out a book.

In these e-file days having your own thumb drive, memory stick, flash drive or whatever to carry with you will save hassle. Just buy one at a store that sells media or simple electronics. They are inexpensive and simple to use. Your library scanner may have a port to plug it into so you can save the scan to it directly. Then plug it into your home machine and upload the file. Of course, if you have all sorts of fancy smartphone abilities this may still be considered archaic. I don't.

Last edited by Parnassia; 02-17-2018 at 02:46 PM..
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Old 02-17-2018, 03:34 PM
 
Location: Glen Burnie, Maryland
1,245 posts, read 3,334,337 times
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I've been e-filing my taxes for years. You fill in the information from your w-2 and the program recreates it and sends it as an attachment. YOU do not have to attach a w-2. In most of the do-it-yourself tax programs, this is not even an option. If you are getting your taxes prepared by a professional, they just need a copy of your w-2 to be able to put in the information. Once they have filed your taxes, they will give you a packet back with your w-2 and printed copies of your returns.

If your return requires any other type of forms (earned income, child care, etc.) these are automatically produced by the software package also and are sent along with your 1040.
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Old 02-17-2018, 05:59 PM
 
2,771 posts, read 1,502,855 times
Reputation: 2173
Quote:
Originally Posted by AllisonHB View Post
You are not alone old dino!

I've always done my own tax returns, mostly on paper until a few years ago. Didn't have a home computer. Still don't use smartphones.

If you have a web-based user account set up with your employer you should be able to get your W-2 electronically. Download and save the file to your own machine to copy (attach) to your electronic tax return. You keep the original electronic file that way. You do not need to send in your 1099s either electronically or paper, just keep them for your records. Don't really know why the IRS wants only the W-2 attached, as the info on it is reported to them just as the info on 1099s is. However, I do as the form instructs to save possible hassle later. If push comes to shove, if I follow THEIR directions they can't really complain.

If you only have a paper W-2, take it to a library where you have a user account (helps keep it a tad more secure), scan it, save the electronic file to a thumb drive, upload it to your home machine, and then copy (attach) the file to your e-filed return. YOU keep the paper file and you now have the electronic file too. If you don't know how to scan or use thumb drives, ask the library staff to help you. Some libraries have thumb drives available for patrons to borrow so you can get the electronic files home. I know ours does...similar to checking out a book.

In these e-file days having your own thumb drive, memory stick, flash drive or whatever to carry with you will save hassle. Just buy one at a store that sells media or simple electronics. They are inexpensive and simple to use. Your library scanner may have a port to plug it into so you can save the scan to it directly. Then plug it into your home machine and upload the file. Of course, if you have all sorts of fancy smartphone abilities this may still be considered archaic. I don't.
Just be careful dealing with sensitive personal financial information on public computers.

It might actually be safer for the OP to have a friend or son/daughter use their smartphone to quickly scan tO PDF. YMMV
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Old 02-17-2018, 07:47 PM
Status: "Free at last!" (set 2 days ago)
 
Location: Somwhere
3,128 posts, read 1,222,903 times
Reputation: 8066
I've been e-filing for about 10 years, and have never mailed anything to the IRS.
You enter all the info into the tax software (you can probably do it online for free, I always do; start at irs.gov for a link for free filing). If you use the same online service every year, they retain your info and can auto-fill a lot of forms, plus prompt you about forms you've used in the past.
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