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New Member
posted Apr 10, 2024 7:59:20 AM

Dependant changes name/ssn in 2024 but filing 2023

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!

0 4 1676
1 Best answer
Expert Alumni
Apr 10, 2024 8:24:56 AM

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. 

4 Replies
Level 15
Apr 10, 2024 8:06:22 AM

Use the name that matches their current Social Security card.

New Member
Apr 10, 2024 8:09:06 AM

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

New Member
Apr 10, 2024 8:10:49 AM

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?

Expert Alumni
Apr 10, 2024 8:24:56 AM

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.