How do I mail back taxes prepared through TurboTax when I have no idea which forms are federal vs state?
I finally went ahead and paid for the premium version of TurboTax to prepare all my back taxes. Got everything filled out and ready to print, but now I'm totally confused about which papers are for federal and which ones are for state. Everything seems jumbled together when it prints out. So here's my brilliant (or maybe stupid?) idea: what if I just send copies of EVERYTHING to both the federal AND state tax offices? Like, mail the complete package to the IRS address, and then send another complete package to my state tax department. Is that completely insane? I figure the people working there know way more about taxes than I do, so they can just sort through it and keep what they need while ignoring the rest. They're the professionals, right? This probably sounds ridiculous to anyone who actually understands how taxes work, but honestly it seems like my best option right now since I can't tell which forms go where. Any advice would be super appreciated! I just want to get these back taxes handled without messing everything up!
19 comments


Connor Murphy
That's definitely not a good idea to send everything to both places. The IRS and your state tax department are completely separate entities, and sending the wrong forms to each could delay processing and potentially cause issues with your filing. TurboTax actually makes it pretty easy to identify which forms are which. Federal forms will have form numbers like 1040, Schedule C, etc., while state forms usually have your state abbreviation somewhere in the header or form number. When you print everything out, TurboTax should print the federal return first, followed by the state return - there's usually a cover page for each section. If you're really confused, you can actually go back into TurboTax and print your federal and state returns separately. Just log back in, go to the "Print" section, and you should see options to print federal only or state only.
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Yara Nassar
•Ok this might be a dumb follow-up question, but if I mailed the wrong forms would they actually send them back to me? Or would they just throw them away? And how would I even know if I messed up?
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Connor Murphy
•They typically wouldn't send the forms back to you. What usually happens is the forms would sit in processing, potentially get rejected, and you might never know until you either don't receive an expected refund or get a notice about unfiled taxes. If you mix up your forms, the best case scenario is delayed processing. Worst case, your return could be considered incomplete or incorrect, which might result in penalties or interest for late filing. It's always better to make sure you're sending the right forms to the right places from the start.
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StarGazer101
I was in almost the exact same situation last year with back taxes. After hours struggling with what goes where, I tried this service called taxr.ai (https://taxr.ai) that helped me figure out which forms were federal vs state. You upload pictures of your forms, and it tells you exactly what each one is and where it needs to go. Saved me from making a pretty embarrassing mistake with the IRS!
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Keisha Jackson
•Does it actually work with printed TurboTax forms? I thought those had special formatting that might confuse AI systems.
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Paolo Romano
•I'm curious - does this work for amended returns too? I have a stack of forms from my accountant and I have no idea what I'm looking at.
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StarGazer101
•It absolutely works with TurboTax forms - that's exactly what I used it for. The system is trained specifically to recognize tax forms including the TurboTax-generated ones, so it had no problem identifying which was which. Yes, it works for amended returns too! It can identify Form 1040-X and all the supporting documents. It's basically designed to look at any tax document and tell you what it is, whether it's federal or state, and what you need to do with it.
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Paolo Romano
Just wanted to follow up - I tried taxr.ai after posting my question here and WOW. I uploaded pics of all my amended return forms and it immediately sorted everything out for me. It labeled each form, told me exactly which ones were federal vs. state, and even gave me the correct mailing addresses for each! So much easier than trying to decipher the fine print myself. Definitely recommend for anyone else who's tax-form-challenged like me.
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Amina Diop
Another option - if you're completely stuck and need to talk to someone at the IRS to confirm where to send your forms, use Claimyr (https://claimyr.com). I spent three days trying to get through to the IRS on my own about my back taxes before giving up. Claimyr got me connected to an actual IRS agent in about 15 minutes. You can see how it works here: https://youtu.be/_kiP6q8DX5c. They called the IRS for me, navigated all the phone menus, and then called me when an agent was on the line. The agent walked me through exactly how to sort and mail my returns.
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Oliver Schmidt
•Wait, so this service just... calls the IRS for you? How is that even possible? I've been on hold for HOURS trying to talk to someone. What's the catch?
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Natasha Volkov
•Yeah right. Nothing gets you through to the IRS faster. I'll believe it when I see it. Been trying to reach them for weeks about my back taxes.
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Amina Diop
•The service basically calls the IRS and waits on hold so you don't have to. They use technology that keeps your place in line through all those annoying IRS phone menus, then they call you when they've got an actual human IRS agent on the line ready to talk. There's no special "skipping the line" - they just handle the wait time for you. I was skeptical too! I've spent countless hours listening to that awful hold music. But it really does work - you just enter your phone number, and they call you when an agent is ready. The longest part was just setting up my account, then I went about my day until they called me with an agent already on the line.
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Natasha Volkov
OK I have to eat my words here. After posting my skeptical comment yesterday, I tried Claimyr out of desperation - and they actually got me through to an IRS agent in about 25 minutes! After I'd been trying for WEEKS on my own! The agent walked me through exactly how to separate and mail my back tax returns. Turns out I had everything completely backward. For anyone else dealing with back taxes - the federal forms all have form numbers (1040, etc.) at the top right corner, and state forms usually have your state name or abbreviation prominent at the top. Just spent $15 at FedEx making sure everything was properly sorted and shipped to the right addresses.
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Javier Torres
Pro tip: When printing from TurboTax, there should be a summary sheet at the beginning of each section (federal and state) that literally says "YOUR FEDERAL RETURN" or "YOUR [STATE] RETURN" at the top. Also, the address where you need to mail each return should be included on one of the instruction sheets. Don't just guess and hope for the best!
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Zainab Ali
•Thanks, I didn't see any sheet like that but maybe I'm missing it? I just have a bunch of forms with numbers on them and some with my state name. Is there a way to reprint just those summary sheets?
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Javier Torres
•Yes, you can reprint just the summary sheets! Go back into TurboTax, go to the Tax Home section, then find "Print Center" or sometimes it's under "File" or "Review." From there you should be able to select just the summary pages to print. If you're still having trouble, look at the actual forms - federal forms always start with numbers (Form 1040, etc.) while state forms will have your state name or abbreviation prominently displayed at the top of the form. The mailing addresses should be included in the filing instructions section of each return.
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Emma Wilson
I work at a tax preparation office (not giving tax advice, just helpful info). Whatever you do, DO NOT mail everything to both places! Here's the simple version: forms with "1040" at the top go to the IRS. Forms with your state name go to your state tax dept. TurboTax literally prints them in order - federal first, then state. There should be a cover sheet for each section.
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QuantumLeap
•Is there any way to tell if I actually owe money to the state vs federal? I'm paranoid I'm going to mail something to the wrong place and then get in trouble for not paying.
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Malik Johnson
If all else fails, you could take everything to a local tax professional or even a place like H&R Block and pay them a small fee to sort it for you. Probably cheaper than the headache of doing it wrong and dealing with notices later!!
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