83b.ai

Sending Your 83(b) by Certified Mail: Best Practices

USPS Certified Mail with Return Receipt is the gold standard for proving an on-time 83(b) filing. It provides a dated USPS postmark and delivery confirmation—your audit-proof evidence.

Follow these steps to avoid disputes and keep perfect records.

Key Takeaways

  • USPS Only: Private carriers don’t qualify for the ‘timely mailed’ presumption—use USPS Certified Mail.
  • Keep Everything: Receipt, tracking PDF, and stamped copy should be stored for the life of the shares.
  • Double-Check Dates: Ensure the postmark is within 30 days of grant.

Step-by-Step

  1. Assemble original, copy for stamping, and SASE.
  2. Request Certified Mail with Return Receipt at USPS.
  3. Verify the postmark date before leaving the counter.
  4. Track delivery online and save a PDF confirmation.
  5. Staple the returned stamped copy to your receipt and scan both.

Frequently Asked Questions

What class of mail qualifies for the timely-mailed rule?

USPS First-Class Mail, Priority Mail, and Certified Mail apply to the ‘timely mailed = timely filed’ rule. Keep the dated USPS postmark. Private carriers do not qualify for this safe harbor.

Is FedEx or UPS acceptable?

Not for the ‘timely mailed’ presumption. Use USPS Certified Mail with Return Receipt to obtain a dated postmark recognized by the IRS.

How do I keep tracking records?

Save the USPS receipt with tracking number, the online delivery confirmation, and the returned stamped copy from the IRS. Store scans in a secure cloud folder.

Get Personalized Help

A CPA can prepare a compliant packet and review your proof of filing checklist.

→ Need tailored advice? Email taxhelp@example.com