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Dos and Don'ts
When filling out the Maryland 129 form, there are several important dos and don'ts to keep in mind to ensure a smooth process. Below is a list that can help guide you through the application.
- Do print your name and mailing address clearly as shown on your original tax form.
- Do check the appropriate box if you are only requesting W-2 forms.
- Do provide your current mailing address, especially if it differs from the one on your tax return.
- Do sign and date the form only when instructed by a representative.
- Don't forget to include Social Security numbers as required for both you and your spouse, if applicable.
- Don't submit the form without ensuring it is fully completed and accurate.
Following these guidelines will help you avoid common pitfalls and facilitate the processing of your request for tax return copies.
Misconceptions
- Misconception 1: The Maryland 129 form is only for requesting tax returns.
- Misconception 2: Notarization is always required for the Maryland 129 form.
- Misconception 3: You can submit the Maryland 129 form electronically.
- Misconception 4: You can request tax returns for any year without restrictions.
- Misconception 5: A personal representative cannot request a copy for a deceased taxpayer.
- Misconception 6: You can sign the Maryland 129 form before going to the office.
- Misconception 7: The form can be submitted at any time without concern for office hours.
This form can also be used to request W-2 forms. If you only need W-2s, you can check the appropriate box on the form.
Notarization is not necessary if the current mailing address is the same as the address listed on the tax return. This can simplify the process for many taxpayers.
The form must be mailed or submitted in person. Copies of tax returns will not be emailed, scanned, or faxed.
Only the tax returns for the years you specify on the form will be processed. Be sure to list the correct tax years you need.
A personal representative can indeed request a copy, but they must include a letter of administration with the request.
Do not sign the form until instructed to do so by a representative of the Comptroller's office if you are submitting it in person.
Form submissions must be made during the Comptroller's office hours, which are Monday to Friday, 8:30 a.m. to 4:30 p.m.
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Key takeaways
When filling out the Maryland Request for Copy of Tax Return Form 129, keep these key takeaways in mind:
- Complete the Form Fully: Ensure that every section of the form is filled out accurately. Missing information can delay your request.
- Notarization Requirements: Notarization is required unless your current mailing address is the same as the address on the original tax return.
- Submission Options: You can submit the form either in person at a Comptroller office or by mailing it. If mailing, ensure it is signed and notarized.
- Confidentiality: Tax return information is confidential. Your request will be processed securely, and copies will not be emailed or faxed.
- Joint Filers: Both spouses can request copies of a joint tax return. Sign the form as your name appears on the original tax return.
For additional information or assistance, consider visiting the Maryland tax website or contacting their office directly.
Guidelines on Utilizing Maryland 129
Filling out the Maryland 129 form is a straightforward process that allows you to request a copy of your tax return or W-2 forms. Before you start, ensure you have all necessary information at hand. Take your time to complete each section accurately, as this will help avoid delays in processing your request.
- Provide Your Information: In Line 1, print the name and mailing address of the taxpayer(s) as it appears on the tax form for the year(s) you are requesting.
- W-2 Request: If you only want W-2 forms, check the box in Line 1a. If so, also note the employer’s details on the back of the form or on a separate page.
- Specify Tax Year: In Line 1b, enter the tax year(s) for which you are requesting copies.
- Current Address: Fill in your current mailing address in Line 2. If this address is different from Line 1, you will need a notary.
- Social Security Numbers: In Line 2a, enter the taxpayer’s Social Security number as shown on the tax form. In Line 2b, enter the spouse’s Social Security number if applicable.
- Mailing Instructions: In Line 3, if you want the copies mailed to someone else, provide their name, address, and phone number.
- Signature: Sign and date the form in the designated area. Ensure that the signature matches the name on the original tax return.
- Notarization: If your current mailing address (Line 2) differs from the address in Line 1, have the form notarized. If not, notarization is not required.
- Submission: Mail the completed form to the Comptroller of Maryland at the address provided, or submit it in person at any branch office.
Once you have submitted the form, it will be processed, and you can expect to receive your requested copies via U.S. Postal Service. If you have questions or need assistance, don’t hesitate to reach out to the Comptroller's office directly.
Form Preview Example
MARYLAND |
REQUEST FOR COPY OF TAX RETURN |
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FORM |
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129 |
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1. PRINT name and mailing address of taxpayer(s) as shown on the tax form for the requested year(s) |
1a. |
Check here if you are requesting |
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1b. |
Tax year(s) requested |
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2. PRINT current mailing address (Notary required if different from Line 1) |
2a. |
Taxpayer’s Social Security number as |
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shown on the tax form |
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2b. |
Spouse’s Social Security number as shown |
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on the tax form |
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3.Mail copies to (Notary required if different from Line 1)
Requester’s telephone number
Signature of taxpayer/or Requester
Signature of spouse
Date
NOTARY CERTIFICATE OF ACKNOWLEDGMENT (IF REQUIRED, SEE INSTRUCTIONS)
State of ___________________
County of ___________________
On this, the ________ day of __________, 20____, before me a notary public, the
undersigned taxpayer(s),
____________________________________________________________________,
personally appeared known to me (or satisfactorily proven) to be the person(s) whose name(s) is/are subscribed to the within instrument, and acknowledged that he/she executed the same for the purposes therein contained.
In witness hereof, I hereunto set my hand and official seal.
_____________________________________
Notary Public [SEAL]
Phone: |
Mail to: Comptroller of Maryland |
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Revenue Administration Division |
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Central Files |
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PO Box 549 |
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Annapolis, MD |
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OFFICE USE ONLY |
Tax year(s)
Taxpayer’s signature(s) verified by:
Researcher’s initials
Reviewed by:
Date
Date Copies released
MARYLAND |
REQUEST FOR COPY OF TAX RETURN |
FORM |
INSTRUCTIONS |
129 |
GENERAL INSTRUCTIONS
Purpose of Form. The purpose of Form 129 is to request a copy of a Maryland tax return and/or
INSTRUCTIONS. Tax return information is confidential as stated by the
In person with valid photo identification to any office of the Comptroller of Maryland. Do not sign Form 129 until you are instructed to do so by a representative of the Comptroller of Maryland, Revenue Administration
Division.
By mail send the original Form 129 signed by the taxpayer and notarized. The branch office receiving the form must have the original notarized Form 129 before the request is completed. Exception: Form 129 does not need to be notarized if the address in line 2 is the same as the address in line 1.
NOTE: A copy of a tax return will not be emailed, scanned or faxed to the requestor but sent via U.S. Postal Service. It may also be picked up in person at one of our branch offices listed.
Where to File:
Taxpayers can mail their requests to:
Comptroller of Maryland
Revenue Administration Division
Central Files
PO Box 549
Annapolis, MD
You can also submit Form 129 to any of the branch offices. Offices are open Monday – Friday, 8:30 a.m. - 4:30 p.m.
Specific Instructions - This form must be completed in its entirety.
Line 1. Enter the taxpayer’s name and mailing address as shown on the original filed tax return.
If a joint tax return was filed, also enter spouse’s name, listed on
the tax return.
Line 1a. Check this box if you are requesting
Line 1b. Enter the tax year(s) requested on the provided lines. Line 2. Enter your current mailing address.
Line 2a. Enter the taxpayer’s Social Security number as shown on the original filed tax return.
Line 2b. FOR JOINT FILERS: Enter spouse’s Social Security number as shown on the original filed tax return.
Line 3. If the copy of your tax return(s) are to be sent to someone other than the taxpayer, enter their name, address and phone number.
Signature. Form 129 must be signed and dated by the taxpayer listed on
line 1, a personal representative or a taxpayer’s representative.
Jointly filed returns. Copies of a joint tax return may be issued to either spouse. Sign exactly as your name appears on the original filed tax return. If you changed your name, also sign with your current name.
Notary Certificate of Acknowledgment. Form 129 does not need to be notarized if the address in Line 2 is the same as the address in line 1.
Deceased taxpayers. A personal representative of the estate may sign Form 129 when requesting a copy of a tax return for the deceased taxpayer. A copy of the letter of administration must be included with the request.
Reporting Agent. A reporting agent for the taxpayer can sign Form 129 if the authority has been specifically delegated to the representative on Maryland Form 548P. A copy of the signed Maryland Form 548P must be included with Form 129.
FOR ADDITIONAL INFORMATION OR SPECIAL ASSISTANCE
Visit our Web site at www.marylandtaxes.gov or call
Maryland Relay Service (MRS) . . . . . . . . . . . . . . . . . . . . . . 711
BRANCH OFFICES
Annapolis
60 West Street
Suite 102
Annapolis, MD
Baltimore
State Office Building
301 W. Preston Street, Rm. 206
Baltimore, MD
Cumberland
3 Pershing Street, Ste 101
Cumberland, MD
Elkton
Upper Chesapeake Corporate Center
103 Chesapeake Blvd., Suite D
Elkton, MD
Frederick
Courthouse/Multiservice Center
100 West Patrick Street, Rm. 2603
Frederick, MD
Greenbelt
Triangle Centre
6401 Golden Triangle Drive, Suite 100
Greenbelt, MD
Hagerstown
Crystal Building
1850 Dual Hwy., Suite 201
Hagerstown, MD
Salisbury
Sea Gull Square
1306 South Salisbury Blvd., Unit 182
Salisbury, MD
Towson
Hampton Plaza
300 East Joppa Road, Ste. Plaza Level
Towson, MD
Upper Marlboro
Prince George’s County Courthouse
14735 Main Street, Rm. 083B
Upper Marlboro, MD
Waldorf
1036 St. Nicholas Dr., Unit 202
Waldorf, MD
Wheaton
Westfield Wheaton South Building
11002 Veirs Mill Road, Suite 408
Wheaton, MD
Common mistakes
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Inaccurate Personal Information: One common mistake is failing to enter the taxpayer's name and mailing address exactly as it appears on the original tax return. This can lead to delays or the request being denied.
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Missing Notary Requirement: If the current mailing address is different from the address listed in Line 1, the form must be notarized. Many people forget this step, which can result in the request being incomplete.
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Incorrect Social Security Numbers: Entering the wrong Social Security number for either the taxpayer or spouse can cause significant issues. It is crucial to ensure that these numbers match those on the original tax return.
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Failure to Sign: The form must be signed by the taxpayer or their representative. Some individuals neglect to sign, thinking the form is complete without it. This oversight can prevent the request from being processed.
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Not Specifying Tax Year: When filling out Line 1b, it is essential to specify the tax year(s) requested. Omitting this information can lead to confusion and delays in processing the request.
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Ignoring Joint Filing Rules: For those who filed jointly, both spouses need to be accounted for. Not including the spouse's name or Social Security number can complicate the process and may require additional verification.
Learn More on This Form
What is the purpose of the Maryland 129 form?
The Maryland 129 form is used to request a copy of a Maryland tax return or W-2 forms as originally filed with the Comptroller of Maryland. This form allows individuals to obtain their tax documents for various purposes, such as applying for loans or verifying income.
Who needs to fill out the Maryland 129 form?
Any taxpayer who wishes to obtain a copy of their Maryland tax return or W-2 forms must complete the Maryland 129 form. This includes individuals who filed as single, married, or joint filers. If you are a personal representative of a deceased taxpayer, you can also fill out this form on their behalf.
How do I submit the Maryland 129 form?
You can submit the Maryland 129 form in two ways: in person or by mail. If you choose to go in person, bring valid photo identification to any office of the Comptroller of Maryland. If you prefer to mail the form, ensure it is signed and notarized, and send it to the address provided on the form.
Is notarization required for the Maryland 129 form?
Notarization is required if the current mailing address (Line 2) is different from the taxpayer’s address (Line 1). If both addresses are the same, you can skip the notarization process. This requirement helps ensure the security and confidentiality of your tax information.
What information do I need to provide on the form?
When filling out the Maryland 129 form, you will need to provide your name, mailing address, Social Security number, and the tax year(s) you are requesting. If you are requesting W-2 forms, you should also include the employer's name and identification number, if known. Make sure to complete all required fields to avoid delays in processing your request.
Can I request tax documents for someone else?
You can request tax documents for someone else if you have been granted authority through a valid Maryland Power of Attorney (Form 548). In such cases, you must include a copy of this form with your Maryland 129 request. If the taxpayer is deceased, a personal representative can sign the form, but must include a letter of administration.
How long does it take to receive the requested documents?
The processing time for the Maryland 129 form can vary. If submitted in person, you may receive your documents on the same day, depending on the office's workload. If mailed, it may take several weeks for the request to be processed and for you to receive your documents via U.S. Postal Service.
Where do I send the completed Maryland 129 form?
You should mail your completed Maryland 129 form to the Comptroller of Maryland, Revenue Administration Division, Central Files, at the address provided in the instructions. You can also submit it in person at any of the branch offices listed in the form.
What if I have more questions about the Maryland 129 form?
If you have additional questions or need special assistance, you can visit the Maryland taxes website or call the provided phone numbers for help. The staff is available to guide you through the process and answer any concerns you may have.