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Form 940B: Request for Verification of Credit Information Shown on Form 940
IRS Form 940B is Request for Verification of Credit Information Shown on Form 940. No official source is available for this form. Filing instructions are unavailable; only general tax filing principles apply.
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IRS Form 940B - Request for Verification of Credit Information Shown on Form 940
IRS Form 940B is Request for Verification of Credit Information Shown on Form 940. No official source is available for this form. Filing instructions are unavailable; only general tax filing principles apply.
Risk Radar
Scan points- 1No official guidance available; verify accuracy of all entered data.
- 2Not stated in the official source.
- 3Not stated in the official source.
- 4Not stated in the official source.
- 5Not stated in the official source.
Plain English
This form asks the IRS to confirm credit information reported on Form 940. It is used to verify amounts shown on your tax return. No specific instructions are available from the IRS.
Submission Date
- Filing date: 2012-07-17 00:00:00
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when requesting verification of credit information shown on Form 940.
- Do not use it when filing Form 940 or correcting a previously filed Form 940.
Form selector
Use this form or another form?
Filing annual federal unemployment tax
Form 940 is the main tax return; Form 940B is a verification request.
✓ Verify you need credit verification, not the original return.
Correcting an error on a previously filed Form 940
Form 940-X is used for amendments, not Form 940B.
✓ Confirm you are not filing a correction.
Requesting a transcript of your tax account
Form 4506-T is for general tax return transcripts; Form 940B is specific to credit verification.
✓ Ensure you need credit verification, not a transcript.
Deadline or filing window
Not stated in the official source. No filing window or extension information is available.
Checklist
What you need before filling it out
Taxpayer identification information
Employer Identification Number (EIN) or Social Security Number · Form 940 records
Credit amount shown on Form 940
Amount of credit claimed on the original Form 940 · Copy of filed Form 940
Tax year being verified
Tax year of the Form 940 · Form 940 line 12 or Schedule A
Requesting entity type
Entity type (e.g., employer, third-party) · Entity formation documents
Contact information
Current mailing address and phone number · Current records
Before you submit
- 1Confirm you have a copy of the relevant Form 940.
- 2Verify the tax year on Form 940B matches the credit being verified.
- 3Check that the employer identification number (EIN) is entered correctly.
- 4Ensure the credit amount matches exactly what was on the original Form 940.
- 5Include any supporting documentation as required (not stated in official source — verify on agency site).
- 6Sign and date the form.
- 7Make a copy for your records.
- 8Mail to the address specified for this form (not stated in official source — verify on agency site).
How to file this form
- 1Obtain the current version of Form 940B from the IRS website.
- 2Complete the form with accurate taxpayer identification and credit information from Form 940.
- 3Attach any required supporting documentation (not stated in official source — verify on agency site).
- 4Sign the form with the appropriate signature.
- 5Make a copy for your records.
- 6Mail the form to the appropriate IRS address (not stated in official source — verify on agency site).
- 7Keep proof of mailing, such as certified mail receipt.
Known limitations
- 1The IRS has not published official instructions for Form 940B; no completion sequence or filing guidance exists.
- 2Your first step should be contacting the IRS directly to ask if an obsolete edition is still accepted.
- 3Any revision date printed on your copy may be years old; expect the IRS to require a current edition for processing.
- 4The mailing address for Form 940B is not stated; check the IRS website or call their forms line before you send it.
- 5No fee is listed for this request; confirm with the IRS whether any charge applies for the verification service.
- 6Because official rules are missing, sign and date the form anyway and keep a photocopy for your records, as with all IRS filings.
Field map
Compact field-by-field guide
Employer Info
1 items
Full legal name and Employer Identification Number.
Quarter
1 items
Select the calendar quarter this return covers.
Wages
1 items
Sum of all wages, tips, and other compensation paid to employees during the quarter.
Withholding
1 items
Total federal income tax withheld from employee paychecks.
SS & Medicare
1 items
Wages subject to Social Security tax (capped) and Medicare tax (uncapped).
Deposit
1 items
Indicate your deposit schedule: monthly, semiweekly, or next-day rule if over $100k.
Signatures
1 items
Must be signed by an authorized officer or agent of the employer.
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Fillable formOpen in Editor->No official source is available for this form. The current revision date is not stated.
What changed or needs a fresh check
- Edition date — Not stated in the official source — verify on the agency site.
- Fee — Not stated in the official source — verify on the agency site.
- Mailing address — Not stated in the official source — verify on the agency site.
- Signature — Not stated in the official source — verify on the agency site.
Quick Facts
Downloads
After you file
- 1Retain a copy of the completed Form 940B and any attachments.
- 2Note the date of filing and the address used.
- 3Allow standard processing time for IRS verification requests (not stated in official source — verify on agency site).
- 4If you do not receive a response within a reasonable time, follow up with the IRS (not stated in official source — verify on agency site).
- 5If you discover an error after filing, check with the IRS on how to correct it (not stated in official source — verify on agency site).
Sources
- SRCNot stated in the official source — verify on the agency site for Form 940B purpose.
- SRCNot stated in the official source — verify on the agency site for revision date.
- SRCNot stated in the official source — verify on the agency site for filing address.
- SRCNot stated in the official source — verify on the agency site for fee.
- SRCNot stated in the official source — verify on the agency site for processing time.
- SRCNot stated in the official source — verify on the agency site for alternative forms.
- SRCNot stated in the official source — verify on the agency site for evidence requirements.
- SRCNot stated in the official source — verify on the agency site for after-filing steps.
- SRCNot stated in the official source — verify on the agency site for mistakes.
- SRCNot stated in the official source — verify on the agency site for contact number.
Common confusion points
What is the purpose of Form 940B?
Form 940B is rarely used; filers confuse it with Form 940 or Form 940-X.
→ Read the form title: Request for Verification of Credit Information Shown on Form 940.
Do I need to file a separate Form 940B with my annual Form 940?
Filers might think both forms are needed at the same time.
→ Form 940B is only for verification after the fact, not for original filing.
What if the credit amount I request verification for differs from the original Form 940?
Errors in transcribing the credit amount.
→ Match the credit amount to the exact line on the filed Form 940.
Is Form 940B used to amend a return?
Both involve changes to credit information.
→ Use Form 940-X for amendments, not Form 940B.
Where do I send Form 940B?
Address not stated on the form itself.
→ Check the IRS website or instructions for the current mailing address.
Is there a fee to file Form 940B?
Some IRS verification forms charge a fee.
→ Not stated in official source — verify on agency site.
Workflow map
Related forms and next steps
Before
Current
After
⚠ If something goes wrong
- Form 940-X — Amended employer's annual federal unemployment tax return if correction needed.
- Form 4506-T — General tax return transcript; alternative for some verification needs.
Questions about IRS Form 940B
What is IRS Form 940B used for?
This form asks the IRS to confirm credit information reported on Form 940. It is used to verify amounts shown on your tax return. No specific instructions are available from the IRS.
How do I complete IRS Form 940B?
No specific completion sequence is available for this form. Ensure all information matches your Form 940. Sign and date the form before sending. Keep a copy for your records.
What is the purpose of Form 940B?
Form 940B is rarely used; filers confuse it with Form 940 or Form 940-X. Read the form title: Request for Verification of Credit Information Shown on Form 940.
Do I need to file a separate Form 940B with my annual Form 940?
Filers might think both forms are needed at the same time. Form 940B is only for verification after the fact, not for original filing.
What if the credit amount I request verification for differs from the original Form 940?
Errors in transcribing the credit amount. Match the credit amount to the exact line on the filed Form 940.
Is Form 940B used to amend a return?
Both involve changes to credit information. Use Form 940-X for amendments, not Form 940B.
Where do I send Form 940B?
Address not stated on the form itself. Check the IRS website or instructions for the current mailing address.
Is there a fee to file Form 940B?
Some IRS verification forms charge a fee. Not stated in official source — verify on agency site.
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