Easily Insert Name Field in the Tax Agreement

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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.

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Does the name on my W-2 need to match my social security card?

That is why it is critical that each employees name and SSN, as shown on their Social Security card, match your payroll records and year-end Forms W-2. The Internal Revenue Services Publication 15 (Circular E, Employers Tax Guide) contains instructions for recording employees names and SSNs.

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 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.

What name do I put my tax refund direct deposit in?

Your refund should only be deposited directly into accounts that are in your own name, your spouses name or both, if its a joint account. These are some of the reasons a financial institution may reject a direct deposit, resulting in a paper check.

Do you use full name in tax return?

On your tax return, you will always need to enter the name exactly as it is shown on your current Social Security card. If youre a newlywed but you havent officially your name yet, enter your name as it appears on your Social Security card right now.

How is a name on an income tax return?

On your tax return, you will always need to enter the name exactly as it is shown on your current Social Security card. If youre a newlywed but you havent officially your name yet, enter your name as it appears on your Social Security card right now.

What name do I put on my 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.

What name should you use on tax return?

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.

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