In order to save postage, can one send multiple forms 8822 (say for personal and business) in one envelope, and multiple form 3533 in one envelope? Anyone has experience with this. BTW, these are the change of address forms for IRS and California FTB.
Probably, but I would suggest placing a "post-it" (of a different colored paper) on the top of the stack indicating how many separate documents are included (and please count correctly).
I used to package multiple years returns in a single envelope and mark MULTIPLE YEARS ENCLOSED on the envelope. I also made it a point to staple each year together separately with it's own cover letter INSIDE the envelope. It didn't help - the taxing authorities, both Federal and most states, only processed the one on top - the rest they either lost or tossed. As a result, for multiple years or filings I now advise the client to hand carry the returns - along with a copy of the front page from each - directly to the local IRS office. When they drop off the returns the IRS desk agent will date stamp their copy - I also advise them to note the desk person's name and ID number (its on their badge - or should be).
I also take no responsibility for mailing client forms or returns to the authorities. I will hand carry them if necessary, for an additional fee, but I will NOT mail their returns to the IRS.
So, I would NOT mail multiples of anything in the same envelope - I'd prepare envelopes for each client and have them mail them off.
Gene E. Utterback, EA, RFC, ABA
BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.