@AGV wrote:
Thank you for responding promptly. My concern is with the timing of our situation since the change is happening in March, I wanted to avoid any conflicts. All her tax forms are in her current name. None of them will have her new name on them. As you have mentioned, the IRS will use the SSN, but will the difference in names cause any conflicts?
The option I was considering was to file early in March, wait for a few days for the returns to be processed and then start the update at SSN. Is this a good idea? or should I just go ahead with the changes as you recommended?
If you can file the returns before you start the name change, that sounds sensible. I guess it depends on why you were originally thinking of the specific timing you had in mind. Many people prefer to file as fast as they can to get their refunds, but some poeple are delayed waiting for documents from companies or investments they own or other reasons. It's up to you.
