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How Changing Your Name Affects Your Taxes

As we approach the 4th quarter of 2014, it’s a good time to review any unusual life events creating documentation changes that will affect your individual income tax filing.

Name ChangeFor example, if your name or a dependent’s name has changed, you’ll need to take some action before filing a tax return.

A name change must be reported to the Social Security Administration (SSA) before you file your tax return with the IRS. This is important because the name on your tax return must match SSA records or you will receive an IRS notice and any income tax refund may be delayed.

You should file SSA Form SS-5 at an SSA office or by mail if you have been married or divorced and you changed your name, or a dependent experienced a name change (such as an adopted child changes his or her last name).

Along with updating your name on your social security card consider other accounts and licenses that may also need to be changed including your current passport, driver’s license, bank account(s) and financial records, vehicle title and registration, insurance policies, professional licenses, and medical records. Don’t forget you should also notify the postal service.

Contact us at McRuer CPAs to help you file the necessary paperwork and correct tax filing status providing you the correct deductions.


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