Name change and filing taxes

Answer 1

First, make sure you have notified the Social Security Administration (SSA) of your new name. The IRS gets records of names and Social Security Numbers on from the SSA.

If the name on your return does not match the name on file with the SSA, processing your return and refund may be delayed. You will also be prevented from e-filing.

If your e-file is rejected, DO NOT FILE YOUR RETURN LATE. Instead, tell the web site or tax software that you are using that you want to mail in a paper return. Then the program will allow you to print out a return on paper. Write a SHORT explanation of your old and new name on a plain piece of paper, attach it to your tax forms, and mail it in. MAKE SURE YOU FILE ON TIME.

A sample of the explanation:

"Social Security Number: 123-45-6789

I changed my name on June 1, 2008

My old name was John Smith

My new name is Mary Jones."