Are worksheets required to be sent to the IRS with the return?

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The correct answer highlights the process for handling worksheets in relation to tax returns. Workpapers and worksheets are vital tools for tax preparers, assisting in the calculation of deductions and credits, but they are not required to be submitted to the IRS with the tax return. Instead, they are meant to support the preparation of the return and should be retained in the taxpayer's records. This allows the taxpayer to have documentation on hand in the event of an audit or if any questions arise about the return.

Taxpayers should ensure that they maintain these documents as part of their financial records, but they don’t need to be submitted to the IRS when filing the taxes. This approach streamlines the filing process for taxpayers while preserving necessary documentation for personal and potential tax authority review later on.

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