Fill a Valid Maryland 129 Template

Fill a Valid Maryland 129 Template

The Maryland Request for Copy of Tax Return Form 129 is a document used by taxpayers to obtain copies of their Maryland tax returns and W-2 forms as originally filed. Completing this form accurately is essential for processing your request efficiently. For those needing access to their tax information, fill out the form by clicking the button below.

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The Maryland Request for Copy of Tax Return Form 129 serves as an essential tool for individuals seeking copies of their Maryland tax returns or W-2 forms. This form requires taxpayers to provide their name, mailing address, and Social Security numbers, along with details about the tax years for which they are requesting copies. If a joint return was filed, the spouse's information must also be included. The form can be submitted in person or by mail, with specific instructions regarding notarization depending on the circumstances. Notably, if the current mailing address differs from the one on file, notarization is required. It is crucial to complete the form accurately and in its entirety, as tax return information is confidential. The completed form should be mailed to the Comptroller of Maryland or submitted at any branch office. Understanding the requirements and procedures associated with Form 129 ensures that taxpayers can efficiently obtain the necessary documents for their records or other purposes.

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MARYLAND

REQUEST FOR COPY OF TAX RETURN

 

 

FORM

 

 

 

129

 

 

 

 

 

 

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 W-2’s only

 

 

 

 

 

 

1b.

Tax year(s) requested

 

 

 

2. PRINT current mailing address (Notary required if different from Line 1)

2a.

Taxpayer’s Social Security number as

 

 

shown on the tax form

 

 

 

 

 

 

2b.

Spouse’s Social Security number as shown

 

 

on the tax form

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: 410-260-7951

Mail to: Comptroller of Maryland

 

Revenue Administration Division

 

Central Files

 

PO Box 549

 

Annapolis, MD 21404-0549

 

 

 

OFFICE USE ONLY

Tax year(s)

Taxpayer’s signature(s) verified by:

Researcher’s initials

Reviewed by:

Date

Date Copies released

COM/RAD-029 08/20

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 W-2’s as originally filed with the Comptroller of Maryland. The form must be completed in full. If you have a valid Maryland Power of Attorney (Form 548) on file it is not necessary to complete and submit a Form 129 to request a copy of a Maryland return.

INSTRUCTIONS. Tax return information is confidential as stated by the Tax-General Article of the Maryland Annotated Code, Section 13-202. Form 129 must be filled out in its entirety and submitted any one of two ways:

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 21404-0549

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 W-2 forms only. List the employer’s name, address and employer identification number, if known, on the back of Form 129 or on a separate page.

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 410-260-7980 or toll-free 800-638-2937.

Maryland Relay Service (MRS) . . . . . . . . . . . . . . . . . . . . . . 711

BRANCH OFFICES

Annapolis

60 West Street

Suite 102

Annapolis, MD 21404-2434

Baltimore

State Office Building

301 W. Preston Street, Rm. 206

Baltimore, MD 21201-2326

Cumberland

3 Pershing Street, Ste 101

Cumberland, MD 21502-3042

Elkton

Upper Chesapeake Corporate Center

103 Chesapeake Blvd., Suite D

Elkton, MD 21921-6391

Frederick

Courthouse/Multiservice Center

100 West Patrick Street, Rm. 2603

Frederick, MD 21701-5578

Greenbelt

Triangle Centre

6401 Golden Triangle Drive, Suite 100

Greenbelt, MD 20770-3201

Hagerstown

Crystal Building

1850 Dual Hwy., Suite 201

Hagerstown, MD 21740-6686

Salisbury

Sea Gull Square

1306 South Salisbury Blvd., Unit 182

Salisbury, MD 21801-6846

Towson

Hampton Plaza

300 East Joppa Road, Ste. Plaza Level 1-A

Towson, MD 21286-3020

Upper Marlboro

Prince George’s County Courthouse

14735 Main Street, Rm. 083B

Upper Marlboro, MD 20772-3051

Waldorf

1036 St. Nicholas Dr., Unit 202

Waldorf, MD 20603-4760

Wheaton

Westfield Wheaton South Building

11002 Veirs Mill Road, Suite 408

Wheaton, MD 20902-5919

COM/RAD-029 08/20

Misconceptions

  • Misconception 1: The Maryland 129 form can be submitted without notarization in all cases.
  • This is incorrect. The Maryland 129 form must be notarized unless the current mailing address provided is the same as the address on line 1. If the addresses differ, notarization is required.

  • Misconception 2: You can receive your tax return via email or fax.
  • This is not true. The Comptroller of Maryland does not send copies of tax returns through email, scanning, or fax. Requests are fulfilled through the U.S. Postal Service or can be picked up in person at designated branch offices.

  • Misconception 3: A personal representative can sign the form for any deceased taxpayer without additional documentation.
  • This is misleading. A personal representative may sign the Maryland 129 form for a deceased taxpayer, but they must include a copy of the letter of administration with the request to validate their authority.

  • Misconception 4: You do not need to provide Social Security numbers on the form.
  • This is false. The form requires the taxpayer's Social Security number and, if applicable, the spouse’s Social Security number as shown on the original tax return. This information is necessary for processing the request.

  • Misconception 5: Anyone can pick up a copy of a tax return on behalf of the taxpayer.
  • This is inaccurate. Only the taxpayer, a personal representative, or an authorized representative with a valid Maryland Power of Attorney can request or pick up copies of tax returns. Proper identification and authorization must be provided.

Common mistakes

Filling out the Maryland 129 form can seem straightforward, but many people make common mistakes that can delay their requests for tax return copies. One frequent error is not providing the correct name and mailing address as it appears on the original tax return. This information is crucial, and any discrepancies can lead to confusion or rejection of the request.

Another mistake involves skipping the Social Security number section. It's essential to include both the taxpayer's and spouse's Social Security numbers as they appear on the tax form. Omitting this information can halt the process and require additional follow-up, which can be frustrating.

Many individuals also forget to check the appropriate box if they are only requesting W-2 forms. This step is important because it helps the Comptroller's office understand exactly what you need. If this box is left unchecked, it may lead to unnecessary delays in processing your request.

Some people mistakenly think that notarization is optional for all requests. However, if the current mailing address differs from the address listed in Line 1, notarization is required. Failing to get the form notarized when necessary can result in outright rejection of the request.

Another common error is not signing the form correctly. The signature must match the name as it appears on the tax return. If there has been a name change, it’s important to sign both the old and new names. This ensures that the request can be processed without complications.

Additionally, individuals often overlook the requirement to provide a telephone number. Including a contact number is vital, as it allows the Comptroller's office to reach out for any clarifications or additional information needed to complete the request.

Finally, not mailing the form to the correct address can lead to delays. Make sure to send the completed form to the Comptroller of Maryland at the specified address. Double-checking this detail can save you time and ensure your request is processed smoothly.

Key takeaways

Filling out the Maryland 129 form can be straightforward if you keep a few key points in mind. Here are some essential takeaways to guide you through the process:

  • Complete the Form in Full: Ensure every section of the Maryland 129 form is filled out accurately. Incomplete forms may lead to delays.
  • Identify the Tax Year: Clearly indicate the tax year(s) for which you are requesting copies. This helps streamline the process.
  • Notary Requirement: If your current mailing address differs from the one on the original tax return, a notary is required. If they are the same, notarization is not necessary.
  • Submission Options: You can submit the completed form either in person at a Comptroller office or by mailing it. If mailing, ensure it is signed and notarized.
  • W-2 Requests: If you only need W-2 forms, check the designated box on the form and provide any additional information on a separate page if necessary.
  • Signature Matters: Sign the form exactly as your name appears on the original tax return. If your name has changed, include your current name as well.
  • Deceased Taxpayers: A personal representative can request copies for deceased taxpayers, but you must include a letter of administration.
  • Contact Information: If you have questions or need assistance, reach out to the Maryland Comptroller’s office via their website or phone number for support.

By keeping these points in mind, you can navigate the process of filling out and submitting the Maryland 129 form with confidence.

Documents used along the form

The Maryland 129 form is essential for individuals seeking copies of their tax returns or W-2 forms. However, it is often accompanied by other documents that facilitate the process or provide necessary authorizations. Below is a brief overview of four forms and documents that are commonly used alongside the Maryland 129 form.

  • Maryland Power of Attorney (Form 548): This document allows a designated representative to act on behalf of the taxpayer. If a valid Power of Attorney is on file, the taxpayer does not need to submit a Maryland 129 form to request copies of tax returns.
  • Arizona Room Rental Agreement Form: For those in need of securing housing arrangements, the comprehensive Room Rental Agreement document outlines essential terms and responsibilities for both landlords and tenants.
  • Notary Certificate of Acknowledgment: This certificate is required if the current mailing address differs from the address listed on the tax return. It verifies the identity of the signer and confirms that they executed the form willingly.
  • Letter of Administration: In cases where a deceased taxpayer's tax return is requested, this letter must accompany the Maryland 129 form. It serves as proof that the requester is authorized to act on behalf of the deceased taxpayer's estate.
  • Maryland Form 548P: This form is used to grant authority to a reporting agent to act on behalf of the taxpayer. A copy of this form must be submitted with the Maryland 129 form if a reporting agent is making the request.

Understanding these additional forms can simplify the process of obtaining tax documents in Maryland. Ensuring all necessary documentation is complete and accurate will help avoid delays and facilitate a smoother experience.

Similar forms

The Maryland Form 548, Power of Attorney, serves a similar purpose to the Maryland 129 form by allowing individuals to authorize someone else to act on their behalf regarding tax matters. While Form 129 is specifically for requesting copies of tax returns or W-2s, Form 548 enables a designated representative to handle various tax-related issues, including filing returns or communicating with the Comptroller’s office. Both forms require the taxpayer's signature, ensuring that the request is legitimate and authorized by the taxpayer.

The IRS Form 4506, Request for Copy of Tax Return, is another document akin to the Maryland 129 form. This federal form allows taxpayers to request copies of their tax returns from the IRS. Just like the Maryland 129, Form 4506 requires specific information about the taxpayer, including Social Security numbers and the years for which copies are requested. Both forms emphasize the confidentiality of tax information and necessitate a signature from the taxpayer to proceed with the request.

The IRS Form 4506-T, Request for Transcript of Tax Return, shares similarities with the Maryland 129 form as well. While Form 129 requests copies of tax returns, Form 4506-T allows individuals to obtain a transcript, which summarizes key information from a tax return. Both forms require the taxpayer's identification and specify the tax years in question. The process for submitting these forms is straightforward, ensuring that taxpayers can access their tax information efficiently.

The Maryland Form 130, Request for Tax Return Information, is closely related to the Maryland 129 form. It allows taxpayers to request information about their tax filings without needing a complete copy of their returns. While Form 129 focuses on obtaining actual copies of returns or W-2s, Form 130 provides a more general overview of tax information. Both forms require the taxpayer’s signature and identification to maintain the integrity and security of the information being requested.

When engaging in the sale of a firearm, it is crucial to have the appropriate documentation in place to safeguard both the buyer and seller. The Pistol Bill of Sale is an essential legal document that formally records the transfer of ownership and serves as evidence of the transaction, ensuring compliance with relevant laws and regulations.

The IRS Form 8821, Tax Information Authorization, is another document that parallels the Maryland 129 form. This form allows taxpayers to authorize an individual or organization to receive their tax information from the IRS. Similar to Form 129, it requires the taxpayer’s signature and identification details. While Form 129 is specifically for obtaining copies of tax documents, Form 8821 facilitates communication between the taxpayer and their chosen representative, ensuring that sensitive tax information is handled appropriately.