Print the Taxpayer's Copy

Volunteer tax assistance sites use tax software to create and e-file tax returns. All taxpayers must receive a complete copy of their return before leaving. Follow the steps in Publication 4012 to prepare the packet. In general:

1. Use the tax software to print the entire return, including all forms, schedules, and attachments
2. Make sure the taxpayer names and social security numbers are legible on every sheet
3. Assemble the packet:
   • Start with Form 1040
   • Place each form, schedule, and attachment in numeric order, based on the sequence number shown in the upper right corner of the form
4. Show the taxpayers the printed copy of the tax return, verifying once more the name, SSN, ITIN, address, filing status, dependents, income, expenses, deductions, credits, payments, and finally, tax refund or balance due