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Author: newlady50 Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121061  
Subject: name on tax return Date: 4/14/2001 5:08 AM
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i ran one of those turbotax programs to file my taxes, however one question has me puzzled: if i got married in 2000 and neglected to change my name on my social security card this program says to file jointly i should still use my maiden name if thats on my ss card. i never heard of that before. does anyone know if that information is correct, that i should use my maiden name still? PLEASE help ! time is running out thanks to all
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Author: BigBunkler Big funky green star, 20000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 50243 of 121061
Subject: Re: name on tax return Date: 4/14/2001 5:17 AM
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i ran one of those turbotax programs to file my taxes, however one question has me puzzled: if i got married in 2000 and neglected to change my name on my social security card this program says to file jointly i should still use my maiden name if thats on my ss card. i never heard of that before. does anyone know if that information is correct, that i should use my maiden name still?
== == ==
Yep, the IRS looks at SS records to compare your name with your social security number. So, if you haven't yet changed your name down at SS, you should still use your maiden name on your tax return. Then, this summer, you should contact the SS people and change your name over to your married name.
HTH
--BigBunk

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Author: BostonCPA Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 50247 of 121061
Subject: Re: name on tax return Date: 4/14/2001 9:04 AM
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<< Yep, the IRS looks at SS records to compare your name with your social security number. So, if you haven't yet changed your name down at SS, you should still use your maiden name on your tax return. Then, this summer, you should contact the SS people and change your name over to your married name. >>

This is a great point because this year the IRS is specifically targeting spouses who have not changed to their married name. I have already had three clients receive letters from the IRS saying that their personal exemption will be disallowed because their married last name doesn't match their social security number on record.

The problem can be easily resolved with a phone call to the IRS (they give you the number to call on the notice). However, people should be aware of this situation before they file to avoid the delay of getting their return processed.


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