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Replace Surname Field in the Refund Request Form

Replace Surname Field in the Refund Request Form

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 name on my refund check?

If you filed a tax return with a spouse who died in 2022 and you want to change the name of the taxpayer on the refund check, you must file Form 1310 Statement of Person Claiming Refund Due a Deceased Taxpayer.

What happens if my last name is wrong on my tax return?

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.

How do I write a letter to the IRS for name change?

To be safe, you should include the following details in the letter: Your current EIN. The old name of the business as mentioned in the IRS records. Complete address of the business as it exists in the IRS records. The new name of your business. Date from which the name has been changed. New address if applicable.

How do I notify the IRS of name change after marriage?

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 change my last name with the IRS?

Apply for an ATIN by filing Form W-7A, and file this form with the IRS. After a name change, file Form SS-5PDF. The form is available on SSA.gov or by calling 800-772-1213.

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