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Outline

Accessing personal tax information is a critical process for individuals managing their financial records, and the Maryland Request for Copy of Tax Return Form 129 is designed to facilitate this need for Maryland taxpayers. This form serves as a vehicle through which taxpayers can formally request copies of their tax returns and/or W-2 forms as they were originally filed with the Comptroller of Maryland. The necessity for this document arises in a variety of circumstances, from needing past financial information for loan applications to resolving discrepancies with IRS records. Careful completion of the form is essential, including the provision of specific personal details such as the taxpayer’s and, if applicable, the spouse's Social Security numbers, as well as the tax year(s) for which copies are requested. It also allows for the designation of an alternate recipient of the tax return copies, a feature crucial for taxpayers working with personal representatives or tax preparers. A unique aspect of Form 129 is its requirement for a notary’s certification if the current mailing address differs from what was listed on the tax form or if copies are to be sent to a third party, reinforcing the state's commitment to protecting taxpayer information. Furthermore, it emphasizes the confidentiality of tax return information, adhering to regulations set forth in the Maryland Annotated Code. This form, which is not intended for electronic transmission of tax documents, ensures that taxpayers' requests are processed securely, with copies sent through the U.S. Postal Service or made available for in-person pick-up at designated Comptroller of Maryland branch offices.

Maryland 129 Sample

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

⇓ Maryland 129 PDF

File Breakdown

Fact Name Detail
Purpose The Maryland Form 129 is used to request a copy of a Maryland tax return and/or W-2's as originally filed with the Comptroller of Maryland.
Submission Requirements Form 129 must be completed in full and can be submitted either in person with valid photo identification or by mail with the original form signed and notarized. A form does not need to be notarized if the current mailing address matches the one on the form.
Governing Law Form 129 is governed under the Tax-General Article of the Maryland Annotated Code, Section 13-202, which states that tax return information is confidential.
Signature Requirements Form 129 must be signed and dated by the taxpayer, a personal representative, or a taxpayer's representative. Copies of a joint tax return may be issued to either spouse. For deceased taxpayers, a personal representative can sign the form.

Steps to Filling Out Maryland 129

After deciding to request a copy of a Maryland tax return or W-2 forms, it is essential to complete the Maryland Request for Copy of Tax Return Form 129 accurately. This process involves providing specific information about the taxpayer(s), the tax year(s) requested, and current mailing address details. Following the guideline below will ensure that the request is processed smoothly and efficiently.

  1. Start by entering the taxpayer’s name and mailing address as they appeared on the tax return for the requested year(s).
  2. If only W-2 forms are needed, check the box in Line 1a. On a separate sheet or the back of the form, write down the employer's name, address, and employer identification number if available.
  3. On the provided lines under Line 1b, specify the tax year(s) for which copies of returns or W-2 forms are requested.
  4. Enter your current mailing address in Line 2. This is crucial if it differs from the one listed on the original tax return.
  5. In Line 2a, provide the taxpayer’s Social Security number as it was shown on the tax form.
  6. For joint filers, Line 2b requires the spouse’s Social Security number, also as it appeared on the tax form.
  7. If the tax return copies are to be mailed to an address other than the taxpayer's, fill in the recipient's name, address, and phone number in Line 3. Remember, notarization is required if this address is different from Line 1.
  8. The form must be signed and dated by the taxpayer(s) mentioned in Line 1. If the tax return was filed jointly, either spouse may sign. Make sure to sign with the name as it appeared on the original tax return. If your name has since changed, sign also with your new name.
  9. Review the form for completeness and accuracy before finalizing it. If your current address matches the one listed on the original tax return, notarization is not required. Otherwise, a notary certificate of acknowledgment must be completed.
  10. Mail the completed Form 129 to the Comptroller of Maryland Revenue Administration Division Central Files PO Box 549 Annapolis, MD 21404-0549 or submit it in person at any branch offices during their operating hours.

Once the form is submitted, it will be processed, and requested documents will be sent via U.S. Postal Service or can be picked up in person if preferred. It's a simple yet critical process to ensure that past tax return information is accurate and accessible when needed.

More About Maryland 129

What is the purpose of Form 129 in Maryland?

Form 129 is designed for individuals to request copies of their Maryland tax return and/or W-2 forms as they were originally filed with the Comptroller of Maryland. This ensures taxpayers can retrieve critical tax documentation necessary for various personal and financial reasons.

Who needs to sign the Maryland Form 129?

The individual whose information appears on line 1 of the form, a personal representative, or a taxpayer's representative must sign Form 129. In cases of jointly filed tax returns, either spouse can sign to request the copy. The form should be signed with the name as it appeared on the original tax return, with any current names added if changes have occurred since the filing.

Is notarization required for submitting Form 129?

Notarization is not necessary if the current mailing address provided on the form (line 2) matches the address listed when originally filing the return (line 1). Otherwise, notarization is required to verify the identity of the requester.

Can I email, scan, or fax Form 129 to the Comptroller of Maryland?

No, copies of the tax return requested through Form 129 cannot be sent to the requester via email, scan, or fax for security reasons. The official copy will be mailed via the U.S. Postal Service or can be picked up in person at one of the Comptroller's branch offices.

How do I submit Form 129?

Form 129 can be submitted in two ways:

  1. In person with a valid photo ID at any Comptroller of Maryland office. Do not sign the form until instructed by a representative.
  2. By mail, with the original signed and notarized (if necessary) Form 129 sent to the Comptroller of Maryland Revenue Administration Division Central Files at PO Box 549, Annapolis, MD 21404-0549.

What happens if the address where the tax return should be mailed is different from the one listed on the original tax return?

If the current mailing address is different from the address on the originally filed tax return, notarization is required on Form 129 to verify the authenticity and protect the taxpayer's sensitive information.

What happens if the tax return is for a deceased taxpayer?

In cases involving a deceased taxpayer, a personal representative of the estate can sign Form 129 to request copies of the tax return. It's important to include a copy of the letter of administration with the request to authenticate the representative's authority.

How can I obtain a copy of a joint tax return?

Copies of a joint tax return may be issued to either spouse. The requesting spouse should provide their signature as it appeared on the original filed tax return. If there has been a name change since the filing, the current name should also be included in the signature.

Where else can I find assistance or more information regarding Form 129?

For additional help or information concerning Form 129, individuals are encouraged to:

  • Visit the Maryland tax website at www.marylandtaxes.gov.
  • Call the Comptroller of Maryland at 410-260-7980 or toll-free at 800-638-2937.
  • Reach out via the Maryland Relay Service by dialing 711 for those who are hearing or speech impaired.

Common mistakes

  1. Failing to print the name and mailing address of the taxpayer(s) as it appeared on the tax form for the requested year(s) can lead to processing delays or incorrect fulfillment of the request. It's crucial that the information matches exactly to ensure the correct tax return is retrieved and sent.

  2. Not checking the box in line 1a when only requesting W-2 forms can cause confusion. If W-2’s are the only documents needed, this box must be marked to alert the processing team of the specific request, preventing unnecessary processing of a full tax return.

  3. Entering an outdated or incorrect mailing address in line 2, especially if it has changed since the tax return was filed. If the current address does not match the one on file (line 1), a notarization is required to verify the new address, and failure to provide this can result in the request being denied or delayed.

  4. Omitting the taxpayer’s and, if applicable, the spouse’s Social Security numbers in lines 2a and 2b respectively. These numbers are essential for identifying and verifying the taxpayer’s records accurately.

  5. Forgetting to sign and date the form before submitting it. The taxpayer’s signature, or the signature of an authorized personal representative or reporting agent, is a mandatory step for processing the form. An unsigned form will be considered incomplete and not processed.

  6. Incorrectly assuming the form does not need to be notarized. If the current mailing address (line 2) is different from the one listed on the filed tax return (line 1), notarization is mandatory unless specifically stated otherwise. This mistake can significantly delay the request process.

By avoiding these common mistakes, individuals can ensure a smoother and quicker process in obtaining copies of their tax returns or W-2 forms from the Maryland Comptroller’s Office.

Documents used along the form

When handling tax matters, especially in Maryland, having the right forms and understanding their purpose can smooth the way for efficient processing. Aside from the essential Maryland Request for Copy of Tax Return Form 129, users often need additional documents to complete their tax affairs. Here’s a brief overview of some of the key documents frequently accompany Form 129:

  • Form 548 (Power of Attorney): This form grants someone else the authority to request and receive tax return information on behalf of the taxpayer. It's especially useful if you're unable to handle tax matters personally.
  • Form 548P (Reporting Agent Authorization): Used by taxpayers who have a reporting agent handling their tax affairs. This form authorizes the agent to receive tax return information and sign Form 129 on behalf of the taxpayer.
  • Letter of Administration: Necessary when requesting tax return copies for deceased taxpayers. It proves that the requester is the personal representative authorized to handle the estate's tax matters.
  • W-2 Forms: Essential for individuals who are only requesting copies of their W-2 forms, which summarize annual wage and salary information for employees.
  • Photo Identification: Required when submitting Form 129 in person, to verify the identity of the requester and protect against unauthorized access to tax return information.
  • Change of Address Forms: If the current mailing address is different from the one listed on the returned tax form, a change of address documentation might be required to ensure that the tax return copies are sent to the correct location.

Gathering the right forms and understanding each document's role in your tax matters can be a great stride towards managing your taxes effectively. Whether you're dealing with personal taxes or you're a representative handling taxes for someone else, having the correct documents ready can lead to a smoother process and quicker outcomes. Remember, each document serves its purpose, from authorizing representatives to ensuring sensitive information is sent to the right address. Approach tax preparation and requests systematically, and you’ll navigate through tax season with greater ease.

Similar forms

The Maryland 129 form, also known as the Request for Copy of Tax Return form, serves a purpose similar to that of several other documents geared towards providing tax-related information upon request. Although unique in its application to Maryland and its specific requirements, it shares procedural and functional similarities with other forms used broadly in the United States for tax documentation purposes. Below, some of these similar documents are explored to highlight how they correspond with the Maryland 129 form, focusing on their purposes, submission processes, and confidentiality clauses.

IRS Form 4506, Request for Copy of Tax Return: This federal form is akin to the Maryland 129 form in several important ways. Firstly, both are official requests for copies of previously filed tax returns. IRS Form 4506 is utilized to obtain copies of a taxpayer’s federal tax return, while the Maryland 129 form applies specifically to state tax returns. Moreover, both forms require the taxpayer’s personal information, including Social Security numbers and mailing addresses. Finally, these documents underscore the importance of taxpayer confidentiality and ensure that tax return information is handled and released in a secure manner, subject to specific legal provisions.

IRS Form 4506-T, Request for Transcript of Tax Return: While IRS Form 4506 directly parallels the Maryland 129 form by providing actual copies of tax returns, Form 4506-T offers something slightly different - transcripts of tax returns. These transcripts summarize the tax information filed with the IRS and can serve similar purposes for verification and record-keeping. Just like the Maryland 129 form, the 4506-T form requires identification details of the requester and also emphasizes the confidentiality of taxpayer information. Its submission process, which can be executed via mail or online, mirrors the convenience offered by Maryland’s approach to requesting state tax return copies.

Power of Attorney Forms, e.g., Maryland Form 548: The reference to Maryland Form 548 within the Maryland 129 form’s instructions introduces another layer of similarity. Both the Maryland 129 form and various Power of Attorney forms, including the mentioned Maryland Form 548, facilitate the accessing of tax-related documents on one's behalf. A commonality they share is the inclusion of notarization under certain circumstances to authenticate the identity of the individual making the request or acting on another's behalf. This ensures that requests for sensitive financial information are legitimate and authorized.

In summary, the Maryland 129 form functions within a larger ecosystem of tax documentation and request forms. Its similarities with forms like IRS Form 4506, IRS Form 4506-T, and Power of Attorney forms illustrate the standardized approach towards maintaining confidentiality, ensuring accuracy, and providing accessibility for taxpayers seeking copies of their tax-related documents.

Dos and Don'ts

When filling out the Maryland 129 form, which is a request for a copy of a tax return, there are several things you should do and shouldn't do to ensure the process is completed smoothly and correctly. Below is a list of dos and don'ts that can help guide you through filling out this form:

  • Do ensure you print the taxpayer's name and mailing address exactly as it appeared on the tax form for the requested year(s).
  • Do check the box in line 1a if you are requesting W-2 forms only, and be sure to provide any known employer details on the back of the form or on a separate page.
  • Do accurately enter your current mailing address if it differs from the one listed on the tax form for the requested year(s), understanding that notarization is required if the current address differs.
  • Don't forget to include the Social Security number for both the taxpayer and the spouse (if filing jointly) as shown on the original filed tax return.
  • Don't sign the form until instructed if submitting in person or without ensuring the form is notarized if submitting by mail when the current address differs from that on the tax form.
  • Don't overlook the need to provide documentation such as a Power of Attorney (Form 548), if applicable, or documentation for deceased taxpayers and reporting agents.

Remember, the Maryland Request for Copy of Tax Return Form 129 is a vital document for obtaining your tax information, so taking these steps seriously can prevent delays and issues down the line. Always check the form for completeness and accuracy before submitting it to the Comptroller of Maryland.

Misconceptions

Many individuals hesitate to request copies of their tax returns due to misconceptions about the process. Specifically, the Maryland Request for Copy of Tax Return Form 129 is subject to several misunderstandings that can complicate what is, in reality, a straightforward procedure. Clarifying these could simplify the process for many.

  • Misconception 1: Notarization is Always Required

    One common misunderstanding is that the Form 129 always needs to be notarized before submission. However, the form stipulates that notarization is only required if the current mailing address provided is different from the address shown on the filed tax return. This simplifies the process for those who have not changed their address since filing their return.

  • Misconception 2: Form 129 is for Individual Taxpayer Use Only

    Another misconception is that only the individual taxpayer can request a copy of their tax return using Form 129. However, the form allows for a personal representative or a taxpayer’s representative to sign and submit the request. This includes instances where a power of attorney is in effect, or for estate matters concerning deceased taxpayers.

  • Misconception 3: Copies of Tax Returns Can Be Emailed

    There is also a false belief that the Comptroller of Maryland can email, fax, or electronically send copies of tax returns. The instructions clearly state that copies will not be emailed, scanned, or faxed but will instead be sent via the U.S. Postal Service or picked up in person. This ensures the confidentiality and security of personal tax information.

  • Misconception 4: Any Form 129 Submitted Will Be Processed

    A fourth misconception is that any Form 129 submitted, as long as it is filled out, will be processed. In reality, the form must be completed in its entirety, including all necessary signatures and notarization if required. Incomplete forms or those without the necessary authentication will not be processed until they meet the submission criteria.

Understanding the specific requirements and conditions of the Maryland Form 129 can make the process of requesting a copy of a tax return more efficient and less daunting. Clearing up these misconceptions ensures taxpayers are better equipped to utilize this resource effectively.

Key takeaways

Understanding the Maryland Request for Copy of Tax Return Form 129 is vital for taxpayers seeking to obtain copies of their Maryland tax returns and/or W-2's. Here are key takeaways to guide you through the process:

  • Before filling out the Form 129, it's necessary for individuals to know that this form is specifically designed for the purpose of requesting copies of Maryland tax returns and W-2 forms as originally filed with the Comptroller of Maryland. Accuracy and completeness in filling out the form are essential for a successful request.
  • The form clearly mandates the provision of specific personal information, including the taxpayer’s and, if applicable, the spouse’s Social Security numbers, as well as their names and mailing addresses as they appeared on the originally filed tax return. This requirement underscores the importance of preciseness to ensure the Comptroller's office can accurately identify and retrieve the requested documents.
  • A significant feature of the Form 129 is its flexibility regarding notarization. Notarization of the form is not mandatory if the current mailing address provided on the form matches the address listed on the originally filed tax return. This rule simplifies the process, making it easier for taxpayers who have not changed their address since the filing of the tax return in question.
  • In situations involving joint tax returns, the form allows for copies of such returns to be issued to either spouse, highlighting the importance of both parties signing the request if they are seeking information from a jointly filed tax return. This provision ensures that either spouse can have access to tax return information, reflecting an understanding of joint filing dynamics.
  • The instructions mention specific scenarios, such as requests made by or for deceased taxpayers and cases involving a personal or authorized representative. These include the necessity of including documentation such as a copy of the letter of administration for deceased taxpayers or a Maryland Form 548P for a reporting agent. Such rules emphasize the guarded nature of tax return information and the necessity for proper authorization before release.

For individuals requiring assistance or having questions, Form 129 instructions provide resources including a website and contact numbers, ensuring support is readily available. These key points highlight the Form 129's role in facilitating access to tax documents while ensuring a secure and orderly process.

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