If you have changed your name, it is important to ensure that your new name is correctly reflected on your tax return to avoid any delays in processing. Here are the steps you should follow:
- Notify the Social Security Administration (SSA):
- You must inform the SSA of your name change so that your new name matches your Social Security Number (SSN). This can be done by filing Form SS-5, Application for a Social Security Card. You can obtain this form from the SSA website (SSA.gov), your local SSA office, or by calling the SSA at 800-772-1213.
- Update Your Social Security Card:
- Once you have notified the SSA and your new name is updated, ensure that your social security card reflects your new name. This is crucial because the name on your tax return must match the name on your social security card.
- Correct Your Tax Forms:
- If you receive tax forms such as Form W-2 or Form 1099 in your former name, contact your employer or the institution that issued the forms and request that they correct the forms to reflect your new name. You can also correct the name on the copies of these forms that you use to file your return. If you receive a Form W-2c, Corrected Wage and Tax Statement, include a copy with your tax return.
- Filing Your Tax Return:
- When filing your tax return, ensure that both your name and SSN agree with your social security card. This will help prevent any delays in processing your return and issuing any refunds. If you have not yet updated your name with the SSA, you should use your former name on the tax return to avoid delays.
- Additional Considerations:
- If you are filing a joint return and your spouse's name has also changed, both names must match the names on the respective social security cards. If you are in the process of adopting a child and cannot get an SSN for the child until the adoption is final, you can apply for an Adoption Taxpayer Identification Number (ATIN) to use instead of an SSN.
By following these steps, you can ensure that your tax return is filed correctly and that any potential issues related to your name change are addressed.
Sources:
Publication 17 (2023)
Publication 1380
