How To Fax Your IRS Tax Forms Online

This doesn’t mean, however, that you need to start investing in a fax machine. In fact, plenty of online faxing providers present a far better solution than old-fashioned machine faxing.

All you need to do is sign up for an online faxing service, and you’ll be ready to fax straight away. Some services like MyFax even offer free trials, so testing it for yourself won’t cost you a dollar. Nonetheless, let’s start from the beginning:

Can you fax tax forms directly to the IRS?

Not always – the IRS typically doesn’t accept tax forms via fax. However, even though the IRS has a preference for traditional mail or modern e-filling, the good news is that there are exceptions to the rule.

Still, before rushing to your fax machine or online fax provider, it’s important to know that Form 1040 is not one of the exceptions. Unfortunately, it can’t be faxed to the IRS, so it’s time to dust off your envelope and stamps for that one.

What types of tax forms can you send via fax?

Tax season can be a maze of paperwork, so having the option to fax your forms is a life saver. While most tax documents still need to be mailed or e-filed, understanding the exceptions can save you time and hassle.

However, it’s important to note that often they come with specific requirements. Some must be sent by a certain date, accompanied by a cover sheet or a written request. Keeping up with the IRS rules is necessary to avoid any issues. Still, here are some of the forms that can be sent via fax:

Form 8918

Material advisors involved in reportable transactions can fax the Form 8918 to the IRS. However, there must be a cover sheet with the subject line ‘Form 8918′ and specific information such as the sender’s and material advisor’s names.

It’s also important to note that the IRS has a general fax number for you to fax this form specifically to, depending on where you’re located.

Form 8806

If you’re dealing with changes in the ownership structure, especially acquisitions, Form 8806 is your fax-friendly ally. You can submit it annually by fax, as the IRS currently doesn’t accept submissions of this form via mail.

Form 8023

Form 8023 is for foreign corporations looking to elect taxation based on an annual accounting period. It’s important to note that once the election is made on this form, it’s binding. Only the IRS can revoke it, and it needs a written request for it to be considered.

Form 2353

Filing the Form 2353 allows small businesses to sidestep federal income tax at the corporate level and opt for pass-through taxation. This means that the setup, income, deductions, and credits flow through the shareholders for tax purposes.

Form 8962

The Form 8962 is essential for anyone claiming the premium tax credit. It helps cover health insurance obtained through the Health Insurance Marketplace, ensuring accurate calculations of any overpayment or underpayment.

Form 2848

Form 2848 is related to the client’s third-party authorizations, specifically to the power of attorney and declaration of a representative. There are different fax numbers for sending this form, depending on the state you’re based in.

Form 8821

Form 8821 annually authorizes any individual, corporation, or organization to inspect and receive confidential information verbally or in writing during the year it was filed. The form can also be used to revoke past authorizations. The IRS fax numbers change depending on the location you’re sending your fax from, so you should always keep that in mind when faxing your forms.

Form 4868

If you need an extension for your individual income tax return, Form 4868 is your go-to form. Faxing it buys you some extra time, sparing you from pesky late-filing penalties.

Form SS-4

Domestic and foreign businesses can fax the Form SS-4 to apply for an Employer Identification Number. The IRS fax number may vary depending on your entity’s location, so be sure to check out the IRS guidelines.

Faxing vs mailing tax forms

There are plenty of valid reasons that may convince you to opt for faxing over other options instead of mailing your forms. Here are some key benefits:

• Speed: Faxing is typically faster than mailing, which is especially helpful when you’re in a time crunch.
• Confirmation: You’ll always receive confirmation that your fax was sent, so you can be sure your documents were received.
• Accuracy: Faxes are less prone to errors and delays that can plague traditional mail since they’re sent instantly.
• Convenience: Faxing tax forms with an online faxing provider can be done from anywhere, increasing the convenience of having to send out IRS forms.
• Increased security: Online faxing providers add a layer of security to your files, as they are encrypted and secured digitally.
• Flexibility: Since you don’t need a physical machine to send faxes and can rely on specific software to fax, submitting forms from anywhere at any time becomes possible.

How to fax tax forms online

If you’re intrigued by the idea of faxing your tax forms, why not make it even easier by going digital? Embracing the modern era by using a reliable online fax service such as MyFax is a great example of how to optimize and make the most of your time while sending out tax forms.

To fax or not to fax?

It’s about time to bid farewell to the slow pace of traditional mail. Filing taxes can be daunting, but faxing your tax forms to the IRS can make it a less time-consuming and clearer task. Remember, the IRS may not be overly fond of faxes, but there’s a handful of forms that can bypass the mailbox.

For a smoother experience, consider using a reliable online faxing provider, such as MyFax. Offering a 3-day free trial, and discounts of up to 17% on annual plans, this intuitive platform makes sure your taxes arrive at the right destination in a quick and easy way.