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In our Joint Federal Return our AGI was acceptable for me but not my spouse
My spouse doesn't use her first name. Her AKA starts with her second given name. She uses AKA on her driver license, credit cards, bank accounts, mortgages, our marriage license,, etc.; even for her Social Security and Medicare. However, her birth record first name appears on her CSA 1099R. Is this causing the rejection?
‎September 1, 2021
1:08 PM