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IRonMaN
Level 15
March 28, 2024
Question

I don't need 59 copies

  • March 28, 2024
  • 3 replies
  • 21 views

It seems this year more than in years past, clients are printing off tax documents from their accounts online.  But if you are going to do it, you don't need to print 59 copies of the W-2, 1099R, 1099INT, etc.  One copy works just fine for me.  But if you do feel the need to print all 59 copies, can you at least keep all of the copies together rather than playing 52 card pickup with all of your tax documents.  I don't know how many times this year I have been digging through piles of paper, finding another 1099 only having to compare account numbers to make sure it is just a duplicate instead of another account with the same dollar amount of income.  I have to admit, Jim has to be a lot more proficient than I am at spotting those duplicates 😁

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3 replies

Jim-from-Ohio
Intuit Community Champion
March 28, 2024

I get often when flipping through the docs with regards to 1099 DIVs. I see a lot where they print one out on the computer and they bring the mailed one in also. 

IRonMaN
IRonMaNAuthor
Level 15
March 28, 2024

Yup, I also experience that expected unexpected client behavior.

Slava Ukraini!
Just-Lisa-Now-
Intuit Community Champion
March 28, 2024

Tons of duplicates this year, and why oh why do we still need the W2s and 1099Rs in triplicate? 

Are there still that many people mailing returns in with the docs attached to the front?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
IRonMaN
IRonMaNAuthor
Level 15
March 28, 2024

Bob still needs them for all of his paper filed returns  😀

Slava Ukraini!
PATAX
Level 12
March 28, 2024

And then there are those at the other end of the spectrum that only bring in one W-2.

Just-Lisa-Now-
Intuit Community Champion
March 28, 2024

@PATAX wrote:

And then there are those at the other end of the spectrum that only bring in one W-2.


the one little square they ripped off the full page, yea, love keeping track of those!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
PATAX
Level 12
March 28, 2024

In Pennsylvania we have to prepare the local earned income tax return and attach a W-2 to that. I don't think you have that in California. Some states have it and some don't.