Can I file my form 1040 electronically if I legally changed my name but I made estimated tax payments using my prior name, or must I file on paper?

[HallieP]

Legal name change was made at Social Security and tax return will be under new name. Form 1040 instructions say to attach a statement to the front indicating dates, amounts and name used for estimated pmts. Can TurboTax handle this electronically or must I file on paper?

[MonikaK1]

When you file your return, check that both your name and SSN agree with your social security card to prevent any delays in processing your return and issuing any refunds.  

There isn't a way to attach a document in TurboTax Online. You could send the IRS a separate statement together with a copy of your return (clearly labeled "COPY") explaining which payments were made with the other name, or you could choose to paper-file your TurboTax return. See here for instructions to print and file your return by mail.

[HallieP]

Thank you for the reply. It sounds like I end up sending a paper document to the IRS either way. However, if I file my 1040 on paper, I have to file my state 540 return (California) on paper as well. I also made estimated payments to CA under the old name, but it appears on my CA FTB account that they are showing those payments under my current name. Also, I find nothing in the CA form 540 instructions regarding estimated payments made under a prior name. It seems, therefore, that I can file my CA form electronically. Are you aware of any requirements in CA to file on paper in this situation? If not, then it appears electronically filing both forms is a better option.  Are you aware of any disadvantage to filing Form 1040 electronically, followed up with a paper copy detailing the names used on the estimated tax payments)?

[KrisD15]

The IRS matches everyone to their Social Security Numbers. 

Names can change, but Social Security Numbers stay the same. 

If the system allows you to e-file DO NOT also send any paper copies. Paper and the IRS do not get along.