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Name Change Tax Filing
Summary
When filing taxes, ensure your wifes name on the tax return matches her W2 forms. Update her address with the IRS using Form 8822 and notify her employer. You can change her name with the SSA after tax season. Filing jointly doesnt require proof of marriage, but keep documentation for future reference. Update both federal and state tax authorities with accurate information.Full Conversation
My wife and I got married in August this year. We got married in California and she applied for a name change. However, we did not inform the SSA of her name change yet. Do we need to legally change her name before tax season?
Hi ****! Congratulations on your marriage. To answer your question:
- It's important to update the name with the Social Security Administration (SSA) before filing taxes to avoid delays or issues with the IRS.
- You can update the name by submitting Form SS-* along with appropriate identification.
Do you need information on how to contact the SSA in Massachusetts?
- It's important to update the name with the Social Security Administration (SSA) before filing taxes to avoid delays or issues with the IRS.
- You can update the name by submitting Form SS-* along with appropriate identification.
Do you need information on how to contact the SSA in Massachusetts?
Can we change her name after tax season next year?
Hi ****! Yes, you can change your wife's name after tax season next year. However, it's advisable to update her name with the SSA before filing taxes to prevent any complications or delays with the IRS.
Would you like information on how to contact the SSA in Massachusetts?
Would you like information on how to contact the SSA in Massachusetts?
The thing is, her previous employment was before we got married, as she only worked from January through June *. So, all her W2 forms will have her maiden name on them.
Hi ****! Since your wife’s W2 forms will have her maiden name on them, it’s important to ensure that the name on her tax return matches the name on the W2 forms.
- You can file taxes using her maiden name if her SSA records haven’t been updated yet.
- If you decide to change her name after tax season, remember to update the SSA records first.
Would you like assistance with how to contact the SSA in Massachusetts?
- You can file taxes using her maiden name if her SSA records haven’t been updated yet.
- If you decide to change her name after tax season, remember to update the SSA records first.
Would you like assistance with how to contact the SSA in Massachusetts?
Does she need to update her address for taxes?
Hi ****,
Your wife should update her address for taxes to ensure she receives all relevant correspondence from the IRS. Here are some points:
- Update the address with the IRS using Form *.
- Update the address with the SSA to ensure consistency.
- Notify her employer to update her address on the W2 forms.
Would you like information on how to contact the SSA in Massachusetts?
Your wife should update her address for taxes to ensure she receives all relevant correspondence from the IRS. Here are some points:
- Update the address with the IRS using Form *.
- Update the address with the SSA to ensure consistency.
- Notify her employer to update her address on the W2 forms.
Would you like information on how to contact the SSA in Massachusetts?
We are planning on filing for taxes in California
Hi ****,
Since you’re planning on filing taxes in California but reside in Massachusetts, here are some points to consider:
- You can file state taxes in California if you earned income there.
- Ensure that you update both federal and state tax authorities with your correct information.
Do you need more details on how to update your address with the IRS or SSA?
Since you’re planning on filing taxes in California but reside in Massachusetts, here are some points to consider:
- You can file state taxes in California if you earned income there.
- Ensure that you update both federal and state tax authorities with your correct information.
Do you need more details on how to update your address with the IRS or SSA?
What if we want to file jointly? Do we need proof of marriage?
Hi ****,
When filing jointly, you generally do not need to provide proof of marriage to the IRS. Here are some important points:
- Ensure that both spouses' names and Social Security numbers are accurate.
- Both spouses must sign the tax return.
- Keep marriage documentation for your records in case of any future inquiries.
Would you like more information on updating your records with the IRS or SSA?
When filing jointly, you generally do not need to provide proof of marriage to the IRS. Here are some important points:
- Ensure that both spouses' names and Social Security numbers are accurate.
- Both spouses must sign the tax return.
- Keep marriage documentation for your records in case of any future inquiries.
Would you like more information on updating your records with the IRS or SSA?
Do we need to inform the IRS of a name change if we file jointly? Or can we do this after tax season because my wife's W2 forms will have her maiden name on them.
Hi ****,
You can inform the IRS of your wife's name change after tax season because her W2 forms will have her maiden name. Here are some points:
- Ensure the name on the tax return matches the W2 forms.
- Update the SSA and IRS records after tax season to reflect the name change.
Would you like assistance with contacting the SSA in Massachusetts?
You can inform the IRS of your wife's name change after tax season because her W2 forms will have her maiden name. Here are some points:
- Ensure the name on the tax return matches the W2 forms.
- Update the SSA and IRS records after tax season to reflect the name change.
Would you like assistance with contacting the SSA in Massachusetts?
Got it. And for her address, is it okay if this is still her previous address for last tax season?
Hi ****,
It's best to update her address to ensure all correspondence is received. Here are some steps:
- Update the address with the IRS using Form *.
- Update the address with the SSA.
- Notify her employer to update the address on her W2 forms.
Would you like information on how to contact the SSA in Massachusetts?
It's best to update her address to ensure all correspondence is received. Here are some steps:
- Update the address with the IRS using Form *.
- Update the address with the SSA.
- Notify her employer to update the address on her W2 forms.
Would you like information on how to contact the SSA in Massachusetts?
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