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Hide Surname Field in the Tax Agreement

Hide Surname Field in 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 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.

How do I file taxes with a different last name?

Can I File Jointly While Married With a Different Last Name Than My Spouse? 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.

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 last name do I use for taxes?

Make sure that the name shown on your social security card matches the name you use on your tax return. If you havent changed your name with the SSA, youll need to show your former name on the tax return instead of your married name to avoid delays.

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.

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.

What is the name control field for the IRS?

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 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.

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