Frequently Asked Tax Questions And Answers
Keyword: Social Security Administration
1.10 IRS Procedures: Name Changes & Social Security Number Matching Issues
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.
References:
Do I contact you or social security to check on my name change?
You should contact the Social Security Administration at (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.
References:
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 (PDF) 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 Administration. Make sure that the name
matches the name listed with the Social Security Administration. Tell your
employer about the name and address change so that your current Form W-2 reflects
the correct information.
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?
It is important that the name the Social Security Administration has in
its system for your social security number agrees with the name on your tax
return. 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. Please wait 10 days to file your tax return. You can contact the
Social Security Administration at (800) 772-1213.
References:
6.3 Social Security Income: Regular & Disability Benefits
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?
You need to check the Social Security Administration web site, at www.ssa.gov .
Or, you can contact the Social Security Administration at 1-800-772-1213.
They are currently providing information of this nature in an online format.
Their web site may also answer your other questions concerning social security.
References:
14.1 Electronic Filing (e-file) and TeleFile: Age/Name/SSN Rejects, Errors, Correction Procedures
How long after I change my name with social security will I be able to file
my tax return electronically?
Generally, 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.
References:
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. Do not send any
documents other than the required form. 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.
References:
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
1-800-829-1040 to see what our records still show. For general information about e-file,
refer to Tax Topic 252, Electronic Filing.
References:
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. 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 .
References:
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