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Get the free Annual Taxation Statement Request Form

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This form is used to request a copy of the Annual Taxation Statement for dividends and interest paid to the registered holder during the tax year ending 31 March. It includes instructions for completion
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How to fill out annual taxation statement request

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How to fill out Annual Taxation Statement Request Form

01
Obtain the Annual Taxation Statement Request Form from the relevant authority or website.
02
Fill in your personal details including your full name, address, and contact information.
03
Provide your taxpayer identification number or social security number as required.
04
Indicate the tax year for which you are requesting the statement.
05
Specify the reason for requesting the statement if prompted.
06
Review the information filled out for accuracy.
07
Sign and date the form.
08
Submit the completed form via the specified method (mail, online upload, or in-person).

Who needs Annual Taxation Statement Request Form?

01
Individuals who need a summary of their taxable income and deductions for filing their taxes.
02
Taxpayers looking to verify their earnings for loan applications or financial planning.
03
Business owners who require their tax statements for record-keeping and compliance.
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Requesting copies by phone — 800-TAX-FORM (800-829-3676). Hours of operation are 7 a.m. to 10 p.m., Monday-Friday, your local time — except Alaska and Hawaii which are Pacific time.
The IRS usually releases an updated version of the 1040 tax return form each filing year. There are generally a few changes each year, such as adjustments for inflation, clarification on instructions, and implementation of relevant changes to the tax code.
If you need a photocopy of your return, submit Form 4506, Request for Copy of Tax Return. Caution: The IRS doesn't initiate contact with taxpayers by email, text messages or social media channels to request personal or financial information.
You can download a PDF of the 1040 tax form on the IRS website. If you hire a tax preparer to help you, they might also provide the form.
You can download a PDF of the 1040 tax form on the IRS website. If you hire a tax preparer to help you, they might also provide the form. You can also create an online account with the IRS to access your tax record, which may include 1040 forms from previous years.
Return and Income Verification Services (RAIVS) - Processing Requests for Tax Return/Return Information.

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The Annual Taxation Statement Request Form is a document used by individuals or entities to request a summary of their earnings, withholdings, and tax liabilities from a taxing authority for a specific tax year.
Typically, individuals who have received income that is subject to taxation, such as wages, dividends, or investments, are required to file the Annual Taxation Statement Request Form.
To fill out the form, include personal identification details, specify the tax year for which the statement is requested, and provide any required supporting documentation or identification numbers as instructed on the form.
The purpose of the form is to request an official statement that details an individual's or entity's taxable income and tax liabilities, which can be used for personal record keeping or to prepare tax returns.
The form typically requires reporting personal information, such as name and address, taxpayer identification number, the tax year requested, and details of income sources subject to taxation.
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