Question

E-filing and Worksheets

Forum|Forum|3 years ago
October 4, 2022
3 replies
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Not sure what the significance of the worksheets are. Does any of this get included in the e-file? Or should I be concerned only with what I see on the government forms. I would prefer not to have to review the worksheets. I know that everything on the government forms is correct.

Most everything has been entered in the "Step-by-step" input, but it's possible that something was entered directly on a worksheet, e.g., an answer to a question.

Critter-3

Only the required forms, schedules and statements are sent to the IRS when filing. All the federal & TT worksheets are for your records only.

SteamTrain

Employee

Yeah, the IRS doesn't get the worksheets, BUT when something goes wrong, those worksheets are critical in finding out what happened, or exactly where a mis-entry was made.

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Examples:

1) Multiple W-2 forms, total income is right, but and tax withholding totals up wrong for either the Feds or the state. Which W-2 was the entry mis-entered on? (happens a lot with people double-hitting a key or inverting numbers)

2) W-2 forms for both husband and spouse......but they were mis-entered as both coming from just one of them...and that resulted in an improper SS tax refund for overpayment into SS. (Happens a lot)

3) Folks want a list of all the charities they entered and $$ amounts....it's on the worksheets, but the actual Schedule A just shows a total.

etc...etc...

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*