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Delete Surname Field from the Tax Agreement

Delete Surname Field from 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.

Does IRS consider suffix part of name?

If a suffix such as Jr., Sr., Third, III, etc. is part of your name, enter it after your last name in that field of the return. Since the IRS looks only at the first four characters of the last name in an e-filed return, it wont matter if the suffix is left off due to space constraints.

What if I filed taxes with the wrong last name?

IRS Rejected Tax Return Due to a Wrong Name on File You can docHub them by calling: IRS 800-829-1040. SSA 800-772-1213.

How does IRS determine name control?

A name control is established by the IRS when the taxpayer requests an Employer Identification Number (EIN). The IRS creates the name control from the legal name listed on the Form SS-4, Application for Employer Identification Number.

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.

Is suffix part of given name?

A name suffix, in the Western English-language naming tradition, follows a persons full name and provides additional information about the person. Post-nominal letters indicate that the individual holds a position, educational degree, accreditation, office, or honor (e.g. PhD, CCNA, OBE).

Is the suffix of a name part of the last name?

The suffix is an explanation of the first name, not the last. John Doe Jr. means he is John, the son of John. In a full name listing, the suffix follows the last name because the person is primarily known by is given name and surname, the suffix being a secondary piece of information.

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.

What does suffix mean on tax return?

If you have a suffix as part of your name (i.e. Jr, Sr, III, etc.), you can enter it after your last name in that field of the return. As the IRS only looks at the first 4 characters of the last name in an electronically filed return, it will not matter if this is left off due to space constraints.

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