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
✓ Keep Visible
- • Your name
- • Tax year
- • Total income (if proving income)
- • Filing status
- • Signature (proves authenticity)
✗ Redact These
- • Full Social Security number
- • Spouse's SSN
- • Dependent SSNs
- • Bank account/routing numbers
- • Employer EIN (if not needed)
Common Use Cases
🏠 Rental Applications
Landlords need income proof, not your SSN. Redact sensitive numbers while showing earnings.
🏦 Loan Pre-Qualification
Share income verification without full SSN exposure during initial discussions.
👨💼 New Accountant
Protect dependent SSNs when sharing prior returns with a new tax preparer.
📁 Personal Records
Keep redacted copies in less-secure storage locations.
⚠️ 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 parties, always redact them.
Redact Refund Info
Bank account and routing numbers for direct deposit should be redacted.