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Who must file MA Form 1?

Part-year residents must file Form 1 - NR/PY, Massachusetts Nonresident/Part-Year Resident Income Tax Return. You are a nonresident if you are not a resident of Massachusetts as defined above but received Massachusetts source income (e.g. from a job in Massachusetts).

Do I need to send a copy of my federal return with my Massachusetts state return?

If you file a Federal Income Tax Return, even if it is filed jointly and the only income is attributable to your spouse, you must enclose a copy of the first two pages of your U.S. Individual Income Tax Return (Federal Form 1040, or 1040A, or 1040EZ).

Should I staple tax forms together?

You staple that to the 1040 form. If you have multiple forms (such as Sch A, B, D, etc) and/or schedules, you dont need to staple or paper clip them together. Just put them form or schedule order behind the main 1040 schedule and mail them that way. Stapling is the best option, but not the check.

Do you staple your tax forms together?

The IRS accepts returns that are stapled or paperclipped together. However, any check or payment voucher, as well as accompanying Form 1040-V, must not be stapled or paperclipped with the rest of the return, since payments are processed separately.

What is the best way to organize your tax documents?

Organize tax documents using a folder structure. Organize tax documents by year and category by using sub-folders. For example, you could have a folder for 2022 documents and further split your PDFs into different invoice, receipt, and tax form folders.

Do tax forms need to be stapled?

If Youre Mailing Your Tax Return, Staple It Properly Staple one copy of each of your W-2 statements to the front of your tax return if youre mailing in a paper copy. Sort them from lowest to highest by using the attachment sequence number if you must file other schedules and statements with your return.

Can I mail multiple tax returns together?

If you are sending in multiple tax returns to the IRS or state, do not stuff them all together in one envelope without properly separating them. Often they get lost or disorganized.

What is the Schedule 1 instructions for 1040?

Part 1 of Schedule 1 covers a handful of additional income sources that the main Form 1040 doesnt directly ask about. Line 1 is where you write in the amount you earned from a tax refund, tax credit, or other offset for state and local income taxes. If you have this type of income, you probably received a 1099-G.

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