Amended return what to put for name and SSN after a change

[mscott138]

I am amending a 2019 return to carryback credits paid overseas in 2020 for the 2019 tax year. At the time I had my maiden name and ITIN. Now I have a married name and SSN. What do I put in the amended return for name and SSN and what do i put on the 1040X? Also, do I put my current address in the amended return or do I leave it as it was at the time?

Thanks

[Anonymous_]

@pk ?

[Critter-3 · Accepted solution]

OK .. you will use your current name and address on the 1040X and if you sent in the correct ITIN to SS  information in the past the IRS will make the connection.  However, on the 1040S ...in the explanation of changes section,  that information should also be listed. 

You will use the Social Security Number. You need to notify the IRS, so it can combine all of your tax records under one identification number. This is from IRS website:

What do I do when I am assigned a social security number (SSN)?
Once you receive a SSN, you must use that number for tax purposes and discontinue using your ITIN.  It is improper to use both the ITIN and the SSN assigned to the same person to file tax returns.  It is your responsibility to notify the IRS so we can combine all of your tax records under one identification number.  If you do not notify the IRS when you are assigned a SSN, you may not receive credit for all wages paid and taxes withheld which could reduce the amount of any refund due.  You can visit a local IRS office or write a letter explaining that you have now been assigned a SSN and want your tax records combined.  Include your complete name, mailing address, and ITIN along with a copy of your social security card and a copy of the CP 565, Notice of ITIN Assignment, if available.  The IRS will void the ITIN and associate all prior tax information filed under the ITIN with the SSN.  Send your letter to: 

     Internal Revenue Service 
     Austin, TX 73301 -  0057