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FULL NAME (PRIMARY TAXPAYER)

FULL NAME (PRIMARY TAXPAYER) 2025

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The document is a confidential individual client questionnaire designed to collect personal, financial, and service-related information from clients. It includes sections for personal details of the primary taxpayer and spouse, dependent information, financial advisor relationships, investment preferences, estate planning status, and optional information about professional affiliations and hobbies. The purpose is to gather comprehensive data to assist in providing tailored financial services.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

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.

What is IRS reporting name?

The IRS creates the name control from the legal name listed on the Form SS-4, Application for Employer Identification Number. When a return or extension is filed, the IRS checks whether a name/TIN combination is correct by matching it against a file containing all employer identification numbers (EIN) issued by IRS.

What is the official name of the IRS?

IRS organization | Internal Revenue Service.

Who is my primary taxpayer?

The person listed first on your joint federal income tax return is sometimes called the primary taxpayer. But its important to note that your tax liability remains the same whether you list your name or your partners name first on your federal income tax return when you are married and filing jointly.

What is the correct full name for the IRS?

About IRS | Internal Revenue Service.

How can I correct the spelling of my 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.

What is the full form of the IRS?

Internal Revenue Service (IRS) The Internal Revenue Service (IRS) administers and enforces U.S. federal tax laws.

What is the primary taxpayer name?

The primary taxpayer is the taxpayer listed first on your tax return. Note: If you are a Sole Proprietor, without employees, use Form 9783, EFTPS Individual Enrollment and enroll in EFTPS as an Individual, using the primary Social Security Number associated with filing your Taxpayer Identification Number.

FULL NAME (PRIMARY TAXPAYER) 2025

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