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Student Name Change - 1098T has new name
My daughter is in the middle of a legal name change. She has gotten a legal decree to change her name, but has not filed paperwork with Social Security office yet. She uses her "new" legal name at her university and that "new"name appears on her 1098T.
Under my dependents I think I need to list her old name as that is still officially linked to her SSN. But then the "dependent" name and student name on 1098 will not match.
What do I do? Keep as different names in two place? Will the 529 withdrawals be considered unauthorized? Or do I list her new name as my dependent (SSN has not changed)?
Help!
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March 30, 2022
3:40 PM