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Author: SeniorCit Three stars, 500 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 124931  
Subject: Re: Legal Name Change Date: 2/1/2006 1:10 PM
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"The key to smooth tax return processing is to make sure that the name on his return matches the name in SSA records. If he has filed for a change at SSA, he should wait to file his return until SSA confirms they've made the change. Then he files under the "new" name.

If he hasn't yet submitted a change request to SSA, he should file under the old name. Once the tax return is processed, he can proceed with the SSA name change.

In either case the signature on the return matches the name on the return.


Thanks Phil,
He has received a new SS card with new name. The SS number is the same.
So he should use new name in the "Label here" area of 1040EZ and also
sign signature with new name? The W-2 will still reflect birth name but SS # is correct.
Thanks again.
Senior Citizen

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