Dependant changes name/ssn in 2024 but filing 2023

dlarkin_dc · ‎April 10, 2024

I have a dependent that changes name/ssn in Jan 2024... as I'm filing TY 2023 in April '24, which name/ssn should I use 2023 or current?

TIA!

KrisD15 · ‎April 10, 2024

The change should have been updated by the Social Security Administration for the IRS by now so I suggest you use the updated (current) name and Social Security number.

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xmasbaby0 · ‎April 10, 2024

Use the name that matches their 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.**

dlarkin_dc · ‎April 10, 2024

FYI - all the bank, education, etc. 1098/99's for the dependent are all in the old names/ssn.

dlarkin_dc · ‎April 10, 2024

Thanks!

Will it cause an issue for the taxman if all the interest, education, etc. forms for the dependent will be in the old name/ssn?

KrisD15 · ‎April 10, 2024

The change should have been updated by the Social Security Administration for the IRS by now so I suggest you use the updated (current) name and Social Security number.

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Dependant changes name/ssn in 2024 but filing 2023