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Delete Last Name Field to the Tax Agreement

Delete Last Name Field to the Tax Agreement and eSign it in minutes

Aug 6th, 2022

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

How do I correct my last name with the IRS?

How can I correct the spelling of my name with the IRS? You can correct the spelling when you file or by calling us toll-free at 800-829-1040. When you file, check that both your name and SSN agree with your social security card to prevent any delays in processing your return and issuing any refunds.

Do I need to change my last name with IRS?

When you legally change your name, there are tax consequences. The IRS wants people experiencing a name change to remember these important things: Notify the Social Security Administration of a name change ASAP. If a name on your tax return doesnt match SSA records, it can delay the IRS processing of your return.

How does changing your last name affect taxes?

Does a name change affect my taxes? Yes, your identification information must match your W-2 information, and these must match the SSA information. If for any reason this information doesnt all match, processing of your tax return may be delayed while you update your information.

How long does it take for the IRS to change your name?

The IRS takes about six weeks on average to process a name change letter. If you fail to provide the necessary details in your letter, the IRS may request additional information, which may further delay the processing.

What happens if my last name doesnt match my W-2?

You can correct the name on copies of Form W-2 and Form 1099 that you use to file your return. Please include a copy of Form W-2c, Corrected Wage and Tax Statement from your employer or corrected Form 1099 with your tax return.

How do I change my last name after marriage with the IRS?

Whether you file Form SS-5 at your local Social Security office or by mail, youll need to provide documents to support your legal name change, such as an original or certified copy of your marriage certificate. For more information, go to IRS.gov.

Should I change my name before or after filing taxes?

You can change your name before or after filing your tax return. However, remember that once you change your name with the SSA, you should allow a minimum of 10 days before filing your tax return. This period of time will allow the IRS database to update with the most recent changes to your records.

Do you have to have the same last name to file taxes?

Having different last names is not a factor in which filing status you can choose. As mentioned above, IRS tax forms provide separate lines for each spouses name and Social Security number.

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