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Reminder: Paper Filed Returns Must Display Full SSN

31 Jan 23
Craig Smith
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We received messages from a couple state departments indicating they have received paper returns where the SSN’s were masked/truncated. If a taxpayer at your site needs to paper file a return (Federal or state), please make sure they receive a PDF of their return with the full SSN displayed. Generally, a preparer with a security template that has “View Full SSN” marked should print PDF’s for the taxpayer to mail in when needed. It is also possible that the taxpayer simply mailed in their masked PDF copy after the site e-filed the return instead of keeping the PDF for their records. Hard to combat against that but we are posting this message as a favor to state departments to help reduce/eliminate paper returns with masked SSN’s arriving at their door.

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