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The Missouri Form, officially known as Form 1937, is a request form for obtaining a photocopy of one’s Missouri Income Tax Return or Property Tax Credit Claim. It requires detailed information such as the taxpayer's name, social security number, address at the time of filing, current address if different, and the specific tax year(s) for which copies are requested. Designed to protect taxpayer confidentiality under Missouri income tax law, this form is a crucial tool for individuals needing to access their past tax return or property tax credit claim information for personal records or legal purposes.

If you need to retrieve a copy of your tax returns or property tax credit claim, click the button below to begin filling out the Missouri Form.

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When residents of Missouri find themselves needing a duplicate of their income tax return or property tax credit claim, the Missouri Department of Revenue provides a straightforward resource for this necessity through the Request for Photocopy of Missouri Income Tax Return or Property Tax Credit Claim, formally known as Form 1937. This form serves as a key tool for individuals to access their own tax documents for a variety of reasons such as personal record keeping, loan applications, or legal matters. Completing the form requires essential information including Social Security numbers for both the individual and spouse if applicable, the specific tax year(s) in question, and current as well as previous addresses to ensure accurate processing. Signatures from the taxpayer and spouse, if filing jointly, are mandatory to validate the request. The state goes to great lengths to safeguard taxpayer data, adhering to strict confidentiality standards that bar unauthorized access to personal information. This commitment is evident in the diligent processing protocols that only release documents following the verification of the requestor's identity. Individuals interested in using this service can submit their completed forms via mail or seek further assistance through direct contact with the Missouri Department of Revenue via email or their comprehensive online FAQ.

Preview - Missouri Form

 

 

 

Department Use Only

 

Form

Request for Photocopy of Missouri Income

(MM/DD/YY)

1937

 

Tax Return or Property Tax Credit Claim

 

 

 

 

 

 

 

 

Social Security Number

Spouse’s Social Security Number

 

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Taxpayer Name

Address on Return As Filed

Present Address (If Different)

Tax Year(s) Requested

 

 

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Spouse’s Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

 

State

ZIP Code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

 

State

ZIP Code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signature

Department Use Only

Taxpayer Signature

Spouse’s Signature (required if a joint tax return)

Request Process By

Release Approved By

Comments

Date (MM/DD/YYYY)

Date (MM/DD/YYYY)

Date (MM/DD/YYYY)

Date (MM/DD/YYYY)

The confidentiality provisions of the Missouri income tax law protect you by prohibiting other persons from obtaining information contained on your tax return or property tax credit claim(s). In compliance with these provisions, please complete this form to obtain a copy of your tax return(s).

Form 1937 (Revised 11-2020)

Mail to: Missouri Department of Revenue E-mail: TaxForms@dor.mo.gov

Taxation Division

Visit http://dor.mo.gov/faq/personal/indiv.php

P.O. Box 3022

for additional information.

Jefferson City, MO 65105-3022

 

*17354010001*

17354010001

File Properties

Fact Name Description
Form Title Request for Photocopy of Missouri Income Tax Return or Property Tax Credit Claim
Form Number 1937
Relevant Law The confidentiality provisions of the Missouri income tax law
Submission Method Mail to Missouri Department of Revenue or email to TaxForms@dor.mo.gov
Key Components Social Security Number, Taxpayer Name, Tax Year(s) Requested, Address as Filed, Present Address (if different), and Signatures
Purpose of the Form To obtain a copy of your Missouri income tax return(s) or property tax credit claim(s) complying with the state's confidentiality provisions.
Official Contact Point Missouri Department of Revenue, P.O. Box 3022, Jefferson City, MO 65105-3022; and the dedicated FAQ page at the Missouri Department of Revenue's website.

How to Fill Out Missouri

Obtaining a copy of your Missouri tax return or property tax credit claim is an important step in keeping your financial records up to date. This process, governed by strict confidentiality laws, ensures your information is protected while allowing you to access your historical data for reference, correction, or filing future taxes. To request a photocopy of your records, you'll need to accurately complete Missouri Form 1937. Follow the steps below to ensure your request is processed smoothly and efficiently.

  1. Find the section labeled "Department Use Only" at the top and leave it blank, as it's meant for official use during processing.
  2. Write the date of the request in the field marked "Request for Photocopy of Missouri Income (MM/DD/YY)."
  3. Enter your Social Security Number in the designated space. If you're requesting a copy of a joint tax return, also include your spouse's Social Security Number.
  4. Fill in your full name next to "Taxpayer Name."
  5. Under "Address on Return As Filed," provide the address you used when you originally filed the return you're requesting.
  6. If your current address is different from the one on the filed return, enter this current address under "Present Address (If Different)."
  7. Specify the "Tax Year(s) Requested" by writing the year or years for which you need copies.
  8. Include your spouse’s full name if you're requesting a copy of a joint tax return.
  9. Provide the current city, state, and ZIP code associated with your present address.
  10. Sign and date the form in the provided spaces under "Signature." If applicable, have your spouse sign and date the form as well.
  11. Review your form for accuracy and completeness to ensure there are no delays in processing your request.
  12. Mail the completed form to "Missouri Department of Revenue, Taxation Division, P.O. Box 3022, Jefferson City, MO 65105-3022" or email it to TaxForms@dor.mo.gov.
  13. For additional guidance or information, consider visiting the Missouri Department of Revenue's official website at http://dor.mo.gov/faq/personal/indiv.php.

Once your request is submitted, it will undergo a review for approval. Upon approval, a photocopy of the requested tax return or property tax credit claim will be released to you. Keep an eye on your mail or email (depending on the submission method) for any correspondence from the Missouri Department of Revenue regarding the status of your request. This ensures you stay informed throughout the process.

Understanding Missouri

What is Form 1937 used for?

Form 1937 is a request form for obtaining a photocopy of a Missouri income tax return or property tax credit claim. Individuals use this form to request copies of their tax documents for a specific tax year or years.

Who needs to sign the Form 1937?

Both the taxpayer and the spouse must sign Form 1937 if requesting a copy of a joint tax return. If the tax return was filed individually, then only the taxpayer's signature is required.

What information is required to complete Form 1937?

To complete Form 1937, the following information is needed:

  • Social Security Number and, if applicable, the spouse’s Social Security Number
  • Taxpayer name
  • Address as filed on the original tax return
  • Present address, if different from the address on the original return
  • Tax year(s) for which copies are requested
  • Signatures of the taxpayer and spouse (if applicable)

How can Form 1937 be submitted?

Form 1937 can be mailed to the Missouri Department of Revenue at the provided address. It can also be submitted via the email address provided for tax forms.

Is there a cost to request photocopies of tax documents using Form 1937?

The document does not specify any fee for requesting photocopies of tax documents. Generally, state departments may charge a nominal fee for such services. It's advisable to contact the Missouri Department of Revenue directly for the most accurate information.

How long does it take to process a Form 1937 request?

The processing time for a Form 1937 request is not specified in the document. Processing times can vary based on the volume of requests. For an estimated turnaround time, directly contact the Missouri Department of Revenue or refer to their official website.

Can Form 1937 be used to request multiple tax years?

Yes, individuals can request photocopies of tax returns or property tax credit claims for multiple tax years by indicating the specific years requested on Form 1937.

How does Missouri ensure the confidentiality of tax return information?

Missouri income tax law includes confidentiality provisions that protect individuals by restricting access to their tax return information. These provisions prevent unauthorized persons from obtaining sensitive information contained in tax returns or property tax credit claims.

What should I do if my address has changed since I filed the tax return?

If your address has changed since filing the return, you should provide your current address in the designated section on Form 1937. This ensures that the Department of Revenue sends the photocopies to the correct address.

Where can I find additional information or assistance with Form 1937?

For more information or assistance with Form 1937, you can visit the Missouri Department of Revenue's official website provided in the document. The site offers a comprehensive FAQ section and contact information for direct inquiries.

Common mistakes

  1. Failing to Provide Complete Social Security Numbers: People often forget to fill in their Social Security Number (SSN) and, if applicable, their spouse's SSN. This mistake can delay processing since these numbers are crucial for identification.

  2. Incorrect Address Information: Sometimes, the address on the return as filed and the present address (if different) are incorrectly entered or left blank. It's important to provide both addresses accurately for correspondence purposes.

  3. Not Specifying the Tax Year(s) Requested: It's essential to clearly indicate the tax year(s) for which the photocopy of the income tax return or property tax credit claim is being requested. Leaving this section blank or unclear can lead to unnecessary delays.

  4. Forgetting Signatures: The form requires the taxpayer's signature and, in the case of a joint tax return, the spouse's signature. Sometimes, people overlook this section. Without these signatures, the request cannot be processed.

  5. Omitting Contact Information: Neglecting to provide contact information, such as a phone number or email address, makes it difficult for the department to reach out if there are any issues with the request.

When filling out the Missouri Form 1937, paying close attention to detail and thoroughly reviewing all information before submission can greatly speed up the process and ensure a smoother experience.

Documents used along the form

The process of handling tax-related matters often involves more than just a single document. Along with the Missouri Form 1937, Request for Photocopy of Missouri Income Tax Return or Property Tax Credit Claim, there are several other forms and documents that taxpayers in Missouri may find themselves needing to manage their taxes effectively. The following list outlines some of these additional documents, each serving a unique purpose in the broader context of tax administration.

  1. Form MO-1040: This is the Missouri Individual Income Tax Return form. It is used annually by residents to file their state income taxes. The form includes sections for reporting income, calculating tax liability, and claiming deductions and credits.
  2. Form MO-PTS: Property Tax Credit Claim form for seniors and disabled individuals, allowing them to claim a credit for a portion of the real estate taxes or rent they have paid throughout the tax year.
  3. Form MO-W3: The Missouri Annual Withholding Tax Return, used by employers to report total wages paid and state tax withheld for employees over the previous year.
  4. Form MO-CRP: Certification of Rent Paid form, utilized by renters when applying for the Property Tax Credit, providing proof of rent paid over the tax year.
  5. Form MO-2210: Underpayment of Estimated Tax by Individuals, essentially for taxpayers who did not pay enough in estimated tax or through withholding across the tax year, potentially subjecting them to penalties.
  6. Form 1099-G: This document is not specific to Missouri but is commonly used in conjunction with state tax filings. It outlines the amount of refunds, credits, or offsets of state or local income taxes received by the taxpayer.
  7. Form 1040: The standard IRS form for individual federal income tax returns. It's often needed alongside state tax forms to provide a comprehensive view of an individual's tax liability.
  8. Form W-2: Wage and Tax Statement, an essential document for employees, recording annual wages and the amount of taxes withheld from their paycheck. Although a federal form, it's crucial for completing state tax returns accurately.
  9. Schedule A: Itemized Deductions form, often accompanying the federal Form 1040 to claim allowable deductions against income, potentially affecting state tax liability.

Together, these forms and documents create a framework that Missouri residents can navigate to ensure compliance with both state and federal tax laws. Each document complements the Missouri Form 1937 by underpinning the broader spectrum of individual tax circumstances, ranging from regular income reporting to specific credits and deductions. It's crucial for taxpayers to be aware of these documents and understand their purposes to effectively manage their tax obligations.

Similar forms

The Missouri form is similar to various documents used in other contexts, such as requests for personal records or official submissions. It shares characteristics with documents from different sectors, emphasizing how structured forms cater to specific needs while maintaining a focus on privacy and verification.

IRS Form 4506-T, Request for Transcript of Tax Return: The Missouri form and the IRS Form 4506-T both serve the purpose of requesting tax-related documents, but they cater to different jurisdictional needs—one at the state level and the other at the federal level. Each requires basic personal information, such as Social Security numbers and addresses, and is designed to protect taxpayers' privacy while allowing them to access their own tax information. The structure of these forms—sections for personal identification, the tax year(s) in question, and authorization signatures—highlights their functional similarities in facilitating secure requests for tax records.

Freedom of Information Act (FOIA) Request Form: When comparing the Missouri form to a FOIA request form, similarities emerge in the context of requesting official records. Although a FOIA request is generally broader and can apply to any record held by federal agencies, the essence of requesting access to documents is shared. Both forms necessitate identifying information about the requester and detailed descriptions of the documents sought, with a clear emphasis on privacy and the legal right to access personal or public records. However, the Missouri form is more specific to tax and property records, while a FOIA request might encompass a wide range of government documents.

Medical Records Release Form: Similarities between the Missouri form and Medical Records Release forms extend to the principle of granting access to personal information. These forms both require detailed personal identifiers, an indication of what specific documents are being requested, and authorization through signatures. The protective measures taken to ensure privacy and confidentiality are paramount in both types of requests. They represent the careful balance between an individual's right to access their personal information and the necessity of protecting that information from unauthorized disclosure.

Dos and Don'ts

When filling out the Missouri form for a request for photocopy of income tax return or property tax credit claim, there are specific steps you should follow to ensure the process is completed correctly and efficiently. Here is a guide on what to do and what not to do:

Do's:

  • Double-check the Social Security numbers you provide, including your spouse’s if you are filing a joint tax return. This is crucial for accurately processing your request.
  • Clearly indicate the tax year(s) for which you are requesting copies. Providing the specific year(s) helps in locating your filing more quickly.
  • If your address has changed since you filed the return, make sure to update your present address completely. This ensures that any correspondence or documents reach you without delay.
  • Sign the form before submitting it. If you are requesting information from a joint tax return, both you and your spouse need to sign the form, affirming the request.

Don'ts:

  • Do not leave the Social Security Number fields blank. These numbers are essential for identifying your tax records.
  • Avoid using informal or nicknames. Always use the full taxpayer name as filed on your return. This minimizes the risk of confusion or errors in processing your request.
  • Try not to submit incomplete forms. An incomplete form may cause delays or result in the inability to process your request.
  • Lastly, do not forget to check the mailing instructions. Sending your request to the correct address or email ensures it is directed to the right department without unnecessary delays.

Misconceptions

Understanding the intricacies of tax documentation can be challenging, and the Missouri Request for Photocopy of Income Tax Return or Property Tax Credit Claim form is no exception. Here are five common misconceptions about this form and the facts to help clarify each point.

  1. Only the taxpayer needs to sign. In reality, if you filed a joint tax return with a spouse, both parties need to sign the form. This requirement ensures that both individuals authorize the release of potentially sensitive information, staying in line with privacy protections.

  2. Personal information isn't highly protected. Quite the opposite; the form itself is covered by the confidentiality provisions of the Missouri income tax law. These provisions are designed to shield your information from unauthorized access, reflecting the seriousness with which your privacy is treated.

  3. The form can only be mailed. While mailing is an option, modern communication channels are recognized. The document specifies an email address and a website for additional support, indicating that the Missouri Department of Revenue embraces various means of communication with taxpayers.

  4. Requests are limited to recent tax years. The form does not specify a time limit when requesting photocopies of tax returns or property tax credit claims. This absence suggests that, depending on records retention policies, you might be able to obtain copies from years past, not just recent ones.

  5. The form is only for individual income tax returns. The title might lead some to believe it's only for individual income taxes. However, it explicitly mentions property tax credit claims as well. This inclusion means individuals can also request information relevant to property tax credits, broadening the form's utility.

By dispelling these misconceptions, individuals seeking to use the form can do so more effectively and with a better understanding of the protections and provisions in place to secure their personal information.

Key takeaways

Filling out and using the Missouri Form 1937 is an important process for individuals needing official copies of their Missouri income tax return or property tax credit claim. Follow these key takeaways to ensure you're completing and using the form correctly:

  • Understand the purpose: The Missouri Form 1937 is specifically designed for those requesting photocopies of their Missouri income tax return or property tax credit claims. It serves to protect the confidentiality of taxpayers.
  • Complete all sections: You must fill in all required fields including Social Security Number(s), Taxpayer Name, addresses (both as filed and current, if different), and the Tax Year(s) requested. Omission of any of these details may delay processing.
  • Joint returns require both signatures: If you are requesting a document related to a joint tax return, the form requires both the taxpayer's and the spouse's signature to process the request.
  • Maintain confidentiality: The form is designed to comply with confidentiality provisions of the Missouri income tax law. These provisions prevent unauthorized access to your tax information, ensuring your financial privacy is protected.
  • Submission details: Once completed, the form should be mailed to the Missouri Department of Revenue. The specific address is provided on the form, as well as an email address for those who prefer to submit electronically or require further information.
  • Use official channels for queries: For additional information or assistance, the Missouri Department of Revenue's official website hosts a FAQ section that addresses common concerns and questions regarding personal tax matters. It's advisable to consult this source for the most accurate and up-to-date information.

By keeping these key points in mind, taxpayers can navigate the process of requesting their tax documents with confidence, ensuring they comply with state requirements while safeguarding their personal information.

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