I changed my name and my social security card shows my new name. I received my Form W-2 and Form 1099 in my former name. How can I get my name corrected?

To get your name corrected on your Form W-2 and Form 1099 after a name change, follow these steps:

1. Contact the Issuer: Reach out to the issuer of the Form W-2 or Form 1099 and request that they issue a corrected form. Provide them with your new name as it appears on your updated social security card.
2. Corrected Forms: If the issuer agrees to correct the forms, they will issue a Form W-2c (Corrected Wage and Tax Statement) or a corrected Form 1099. Include a copy of these corrected forms with your tax return.
3. Issuer Refusal: If the issuer refuses to correct the form, you should still report the income using your new name. Attach a statement to your tax return explaining the discrepancy between the name on your social security card and the name on the forms.
4. Prevent Future Issues: Ensure that your employer and any other institutions issuing tax forms have your correct name on file to prevent similar issues in the future.

By following these steps, you can ensure that your tax return is processed correctly and avoid any delays or complications related to the name discrepancy.

Sources:
Publication 17 (2023)
Publication 963 (11/2014)
Publication 1281 (12/2023)
Publication 1380