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 with the Comptroller of Maryland. Completing this form is essential for those who need access to their tax information for various purposes, such as loan applications or personal record-keeping. To begin the process of obtaining your tax documents, please fill out the form by clicking the button below.
The Maryland Request for Copy of Tax Return Form 129 serves as a vital tool for individuals seeking copies of their tax returns or W-2 forms previously filed with the Comptroller of Maryland. This form requires the taxpayer to provide essential information, including their name, mailing address, and Social Security number, as well as the tax year for which the records are requested. If the request is being made for a joint tax return, the spouse's details must also be included. A notary public may be required to validate the request if the current mailing address differs from the address on the original tax return. This ensures that the confidentiality of tax return information is maintained, as mandated by Maryland law. The completed Form 129 can be submitted either in person at any Comptroller office or mailed directly to the Revenue Administration Division. It is important to note that tax return copies will not be sent via email or fax; instead, they will be mailed through the U.S. Postal Service. Understanding the specific requirements and instructions for completing Form 129 can facilitate a smoother process for obtaining these important documents.
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 Copies released
COM/RAD-029 08/20
INSTRUCTIONS
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
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
Completing the Maryland 129 form is essential for requesting copies of tax returns or W-2 forms from the Comptroller of Maryland. After filling out the form, you can submit it either in person or by mail, ensuring that all necessary information is included. Follow these steps carefully to complete the form accurately.
The Maryland 129 form is designed to request a copy of your Maryland tax return and/or W-2 forms as originally filed with the Comptroller of Maryland. This form is essential for individuals who need to obtain copies of their tax documents for various reasons, such as applying for loans, verifying income, or addressing tax-related inquiries.
To complete the Maryland 129 form, follow these steps:
Make sure to submit the completed form either in person at a Comptroller office or by mailing it to the specified address. Remember, the form must be signed and, if necessary, notarized before submission.
You can mail your completed Maryland 129 form to:
Alternatively, you can submit the form in person at any branch office of the Comptroller of Maryland during business hours, which are Monday through Friday from 8:30 a.m. to 4:30 p.m.
If you are requesting a copy of a tax return for a deceased taxpayer, you can do so by signing the Maryland 129 form as a personal representative of the estate. It is important to include a copy of the letter of administration with your request to verify your authority to act on behalf of the deceased. This step ensures that the request is processed smoothly and in accordance with Maryland law.
Incorrect Taxpayer Information: Many individuals fail to enter the taxpayer's name and mailing address exactly as it appears on the original tax return. This can lead to delays or rejections of the request.
Missing Notary Requirements: Some people overlook the notary requirement when the current mailing address differs from the address on Line 1. This can result in the form being invalid.
Failure to Specify Tax Year: Not indicating the correct tax year(s) requested can cause confusion and prevent the processing of the request.
Omitting Social Security Numbers: Forgetting to include the taxpayer’s or spouse’s Social Security numbers as shown on the tax return is a common mistake that can hinder the request.
Improper Signature: The form must be signed by the taxpayer or their representative. Signing with a different name or failing to sign at all can lead to complications.
Incorrect Mailing Information: Providing the wrong mailing address for where copies should be sent can result in the documents being sent to the wrong location.
Not Following Submission Guidelines: Some individuals may not realize that the form must be submitted in person with valid ID or mailed as a notarized document, leading to further delays.
Neglecting to Check for Additional Requirements: Failing to include necessary documentation, such as a letter of administration for deceased taxpayers, can lead to the rejection of the request.
When requesting a copy of a tax return using the Maryland 129 form, there are several other forms and documents that may be necessary or helpful. Each of these documents serves a specific purpose in the tax request process. Below is a list of commonly used forms and documents that you might encounter.
Understanding these forms can simplify the process of obtaining your tax documents. Ensure that you have the necessary paperwork ready to facilitate a smooth request. If you have questions about any of these documents, consider reaching out to the Maryland Comptroller’s office for assistance.
The Maryland Power of Attorney Form (Form 548) allows individuals to designate another person to act on their behalf in legal matters, including tax-related issues. Like the Maryland 129 form, it requires personal information such as the taxpayer's name and Social Security number. However, while Form 129 is specifically for requesting copies of tax returns or W-2s, Form 548 grants broader authority, enabling the designated agent to handle various transactions and decisions. Both forms necessitate signatures, but the Power of Attorney form may not require notarization unless specified by the principal.
The IRS Form 4506, known as the Request for Copy of Tax Return, serves a similar purpose at the federal level. Taxpayers use this form to request copies of their federal tax returns from the IRS. Like the Maryland 129 form, it requires the taxpayer’s identifying information and specifies the years for which copies are requested. However, Form 4506 is exclusively for federal tax returns, whereas Form 129 is tailored for Maryland state tax returns. Both forms emphasize the importance of accurate information to ensure the correct documents are sent to the requester.
The IRS Form 4506-T, or Request for Transcript of Tax Return, is another document akin to the Maryland 129 form. It allows taxpayers to obtain a transcript of their tax return, which provides a summary of the return rather than a full copy. Similar to Form 129, it requires personal details and can be used to verify income for loans or other purposes. However, unlike the Maryland 129 form, which requests copies of tax returns or W-2s, Form 4506-T is focused on providing a summary, making it a quicker option for those needing verification without the need for complete documents.
The Maryland Form 548P, specifically for reporting agents, allows individuals to authorize a representative to act on their behalf in tax matters. This form is similar to the Maryland 129 in that it facilitates communication with the state tax authority, but it focuses on granting authority rather than requesting documents. Both forms require the taxpayer's signature, but Form 548P includes additional requirements, such as attaching a copy of the signed form to any request for tax information, ensuring that the representative has the proper authority to act.
The IRS Form 8821, known as the Tax Information Authorization, allows taxpayers to authorize someone to receive and inspect their tax information. This form shares similarities with the Maryland 129 form in that it facilitates access to tax-related documents. However, Form 8821 does not allow the authorized individual to sign returns or make decisions on behalf of the taxpayer, unlike the broader authority granted by the Maryland Power of Attorney. Both forms require the taxpayer's signature and personal information, emphasizing the need for proper authorization when handling sensitive tax data.
The Maryland Form 130, which is used to request a copy of a property tax bill, is another document that shares a similar purpose with the Maryland 129 form. While Form 129 focuses on tax returns and W-2s, Form 130 is specifically for property tax information. Both forms require the taxpayer’s identification details and specify the information being requested. However, Form 130 is limited to property tax matters, whereas Form 129 encompasses a wider range of tax documents, reflecting the distinct nature of state tax requirements.
When filling out the Maryland 129 form, there are important steps to follow to ensure your request is processed smoothly. Here are four things you should and shouldn't do:
This is not true. The form must be notarized unless the current mailing address is the same as the address on the original tax return.
Copies will only be sent through the U.S. Postal Service. They cannot be emailed, scanned, or faxed to you.
A personal representative or a reporting agent can also submit the form if they have the proper authorization.
The form must be completed in its entirety. Incomplete submissions will not be accepted.
Both the taxpayer's and spouse's Social Security numbers must be included as shown on the original tax return.
While you can pick up copies at branch offices, they are only open Monday through Friday, from 8:30 a.m. to 4:30 p.m.
Key Takeaways for Using the Maryland 129 Form