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Replace Surname Field in the Tax Agreement

Replace 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 you notify the IRS of a name change?

If you are filing a current year Form 1065, mark the appropriate name change box on the form: Page 1, Line G, Box 3. If you have already filed your return for the current year, write to us at the address where you filed your return to inform us of the name change.

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.

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.

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 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 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.

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 if I filed my taxes with the wrong last name?

IRS Rejected Tax Return Due to a Wrong Name on File To move forward with your return, youll need to ask both of these agencies to fix the issue. You can docHub them by calling: IRS 800-829-1040. SSA 800-772-1213.

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