Tax Documents We Support
Tax Returns
Form 1040, 1040-SR, state returns, and all schedules.
W-2 Forms
Employee wage and tax statements from employers.
1099 Forms
1099-MISC, 1099-NEC, 1099-INT, 1099-DIV, and more.
What to Redact vs. Keep
β Keep Visible
- β’ Your name
- β’ Tax year
- β’ Total income (if proving income)
- β’ Filing status
- β’ Signature (proves authenticity)
β Redact These
- β’ Full Social Security number
- β’ Spouse's SSN
- β’ Dependent SSNs
- β’ Bank account/routing numbers
- β’ Employer EIN (if not needed)
Common Use Cases
π Rental Applications
Landlords need income proof, not your SSN. Redact sensitive numbers while showing earnings.
π¦ Loan Pre-Qualification
Share income verification without full SSN exposure during initial discussions.
π¨βπΌ New Accountant
Protect dependent SSNs when sharing prior returns with a new tax preparer.
π Personal Records
Keep redacted copies in less-secure storage locations.
β οΈ When NOT to Redact
Some recipients legally require unredacted tax documents: IRS audits, official mortgage underwriting, immigration applications (USCIS), and court-ordered financial disclosure. Always verify requirements before redacting.
SSN Protection Tips
Show Last 4 Only
When SSN is required for verification, show only last 4 digits: XXX-XX-1234
Protect Dependents
Children's SSNs are rarely needed by third partiesβalways redact them.
Redact Refund Info
Bank account and routing numbers for direct deposit should be redacted.
Protect Your Tax Documents
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