Name Changes & Social Security
Number Matching Issues
This is archived information that pertains only to the 2002 Tax Year. If you
are looking for information for the current tax year, go to the Tax Prep Help Area.
If I go to the Social Security Administration office to change my name, how long does it take the IRS to update its records?
IRS records are generally updated 10 days after the records at the Social Security Administration are changed.
Do I contact you or social security to check on my name change?
You should contact the Social Security Administration at 1-800-772-1213 and they can instruct you via telephone what you will need to bring to their office in order to change your card to match your name.
I got married last year. I have filed with the Social Security Administration for name and address change, but my Form W-2 still has my maiden name. Can I send it in as it is with our joint return or do I need to get a new W-2?
You can use the Form W-2 you received from your employer. If the W-2 has your maiden name, all you have to do is cross it out and write in your married name. The last name on the tax return is verified through the Social Security Adminisration. Make sure that the name matches the name listed with the Social Security Adminstration.
I got married and I have not changed the name on my social security card to my married name. My Form W-2 is in my married name but my tax forms came in my maiden name. Should I file with my maiden name or married name?
6.3 Social Security Income: Regular & Disability Benefits
It is important that the name the Social Security Administration has for your social security number agrees with the name on your tax return. So, you have a choice. You can file with your maiden name and contact the Social Security Administration after you file your return. Or, if you have enough time before the due date of your return, you can contact the Social Security Administration and have your records changed, wait 10 days and then file your tax return. You may contact the Social Security Administation at 1-800-772-1213.
I am looking for the form you would use to find out how many quarters you've put in, and what your Social Security amounts would be and the varying ages of retirement, but I don't know the name. Can you help?
14.1 Electronic Filing and Tele-File: Age/Name/SSN Rejects, Errors, Correction Procedures
You need to contact the Social Security Administration at 800-772-1213 or check the Social Security Administration web site, at www.ssa.gov. They can give you the number of the form, tell you how to get the form, and answer your other questions concerning social security.
How long after I change my name with social security will I be able to file my tax return electronically?
Two weeks after you change your name with the Social Security Administration, the IRS should have the information and you should be able to file electronically. If you do not have two weeks to wait before the due date for filing your return timely, you will need to file a paper return. For general information about e-file, refer to Tax Topic 252, Electronic Filing.
I have electronically filed my tax return and it has not been accepted because a dependent's social security number and last name do not match the IRS records. I have checked with the Social Security Administration office and the information is correct as it appears on their social security cards. What do I do now?
Unfortunately, you will need to file a paper return this year. You should also attach documentation supporting the social security numbers in question for the dependents and a copy of the e-file rejection notice. For general information about e-file, refer to Tax Topic 252, Electronic Filing.
I corrected my date of birth with the Social Security Administration and received my new social security card in the mail. However, my tax return is still being rejected due to the date of birth. How should I proceed?
Allow two weeks for our records to be corrected. If it is still a problem, call 800-829-1040 to see what our records still show. For general information about e-file, refer to Tax Topic 252, Electronic Filing.
We electronically filed our tax return and it came back stating that it was rejected for an error with my husband's date of birth not matching his social security number. There has never been a problem before this year and it does have the correct date. What do we do?
Unfortunately, you will need to file a paper return this year. You should also attach documentation supporting the social security number and date of birth in question and a copy of the e-file rejection notice. Contact the Social Security Administration (SSA) at 1-800-772-1213 to verify the accuracy of your date of birth as recorded with SSA. For general information about e-file, refer to Tax Topic 252, Electronic Filing.
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