Want to send copy for mortgage applicatio of tax return without social security number.
HOw is this done?
Here are a few ways you can do it.
1. Go to the Personal Info section and delete your Social Security number. Print the tax return. Then go back to Personal Info and put the Social Security number back in.
2. Save the PDF. Use PDF editing software to redact the Social Security number in the PDF. Then print the tax return from the redacted PDF.
3. Print the tax return. Block out the Social Security number on each page with white-out or with a black marker. Make a photocopy of the tax return with the number blocked out, and send the photocopy .
True about the mortgage company, in fact they need it to verify it’s your actual return against a transcript they request and the economic situation portrayed is real. So you make a good point.
However, we’re looking at several financial advisors, and so for us the concern is about some of their junior staff, Especially those in the copy and transcript department might be high school kids. The planners have fiduciary responsibility but their clerks might not
Then take a picture of each of your paper tax return sheets to create jpeg files ( .jpg extension )….and then use picture processing software to erase the SSN on each sheet you are releasing. Then print those.
Windows software has a native Paint app that allows opening a jpg file and an eraser tool that I've used. Don't know what a MAC might have.