Sharing tax documents with a landlord, lender, or accountant? Protect your SSN and sensitive financial data.
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Form 1040, 1040-SR, state returns, and all schedules.
Employee wage and tax statements from employers.
1099-MISC, 1099-NEC, 1099-INT, 1099-DIV, and more.
Landlords need income proof, not your SSN. Redact sensitive numbers while showing earnings.
Share income verification without full SSN exposure during initial discussions.
Protect dependent SSNs when sharing prior returns with a new tax preparer.
Keep redacted copies in less-secure storage locations.
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.
When SSN is required for verification, show only last 4 digits: XXX-XX-1234
Children's SSNs are rarely needed by third parties—always redact them.
Bank account and routing numbers for direct deposit should be redacted.
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