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Does Changing Your Name Impact Your Taxes?

3/2/2017

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Does Changing Your Name Impact Your Taxes?
A name change can have an effect on taxes. All the names on a taxpayer’s tax return must match Social Security records. A name mismatch can delay a tax refund.

Here’s what you should know if you changed your name during 2016:
  • Reporting Name Changes Got married and now using a new spouse’s last name or hyphenate a name? Divorced and now back to using a former last name? In either case, notify the SSA (Social Security Administration) of a name change. That way the new name on IRS records will match the SSA records.
  • Making a Dependent’s Name Change Notify the SSA if a dependent had a name change. For example, if a taxpayer adopted a child and the child’s last name changed. If the child does not have a Social Security number, the taxpayer may use an Adoption Taxpayer Identification Number on their tax return. An ATIN is a temporary number. Apply for an ATIN by filing Form W-7A (Application for Taxpayer Identification Number for Pending U.S. Adoptions), with the IRS.
  • Getting a New SS Card File Form SS-5 (Application for a Social Security Card). The taxpayer’s new card will reflect the name change.
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Ellsworth & Associates, Inc. CPAs
513.272.8400
Cincinnati: 9624 Cincinnati Columbus Road, Suite 209, Cincinnati, OH 45241

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  • About
  • Services
    • Tax Preparation
    • Financial Planning
    • Accounting
    • Outsourced Accounting
    • Business Consulting
  • Individuals
    • Individuals
    • Real Estate Investors
    • Clergy
    • Business Owners
    • Professionals
  • Businesses
    • Small Businesses
    • Mid-Size Businesses
    • Real Estate Investors
  • Organizations
    • Churches
    • Non-Profits
  • Resources
    • Pay Your Bill
    • Tax Resources
    • E-File
    • Real Estate Resources
  • Contact
    • Contact Us
    • FAQ
    • Review Us
  • Login