Can I file taxes under my married name if my maiden name is on my 1099 for investment accounts but my married name is on my W2?

hanna-webster · ‎March 2, 2024

My name has legally been changed to my married name and I recently got married in 2023.

DoninGA · ‎March 2, 2024

On your tax return you use the name that is on your current Social Security card. The name on the tax return and the name on the Form 1099-B do not have to match. Only the Social Security number must be the same.

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DoninGA · ‎March 2, 2024

On your tax return you use the name that is on your current Social Security card. The name on the tax return and the name on the Form 1099-B do not have to match. Only the Social Security number must be the same.

xmasbaby0 · ‎March 2, 2024

Use the name that matches your current Social Security card.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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Can I file taxes under my married name if my maiden name is on my 1099 for investment accounts but my married name is on my W2?