@AGV wrote:
Yes, she has an SSN with her current name. All her tax forms are in her current name....and the her name change will happen in March. On the SS website, they ask to wait for 10 days for changes to reflect, and a new card to be issued. So it will end up being closer to April. Just want to avoid any confusion between the new and old names that close to the deadline.
The name on tax documents (like W-2s and 1099s) does not have to match the name on the tax return. To get past the e-file verification with the IRS, the name and SSN on the tax return should match the SS database. However, it's not clear how often the IRS refreshes their copy of the SS name database. I think the practical answer is, whenever you are ready to file, use the name on file with the SSA as of that day, and if it gets rejected, try the other name.
