I got married this year and changed my last name with SSA. I asked my former employer to update my last name for my W-2. Unfortunately they were unable to change former employees information. Turbo Tax automatically puts my married name on my W-2 is there a way to change it to my maiden name to reflect what is on the W-2 I received?
@raj17872 Your post to a five year old thread makes no sense. Do you have a question?
if my w2 is in my maiden name should i file my taxes under my maiden name
@kdesmond1961 You should file your taxes under the name on your current social security card. If you have changed your name with the Social Security Administration and received a new Social Security Card then file with your married name. If you have not made the change with Social Security yet, then file with your maiden name.
Hi heathermcfarland!
You do not need to change your name on your W-2 in Turbo Tax. The W-2 will be matched to your return using your social security number rather than your name.
As a side note your employer really should have changed your name on the W-2 since they could face a penalty for reporting a W-2 with a name and social that do not match. This isn't your problem though and shouldn't effect your ability to file your return.
I hope this helps. If it does not adequately address your concern, please reply to this post so that I may continue to assist you.
Thank you for being a Turbo Tax customer!
I'm getting married on Dec 4 my w2 has maiden name. How will they know my new name
It only goes by your SSN. On your tax return use whatever name is still at Social Security. So if you haven't changed it there yet then still use your maiden name on your tax return. Doesn't matter if you are filing Joint or Separately.
Hi,
I have a follow up question for the original post. I am changing my name with Social Security but am keeping my maiden name professionally for work. My W2 will have my maiden name from my work payroll, but my Social Security will have my married name. Will this be a problem?
It "could" be a problem, but not necessarily with the IRS. When you go to get a loan (such as a mortgage) things are going to look "fishy" to a loan officer. Your tax return has one last name on it. Your W-2's and work records have another last name on it. Has the potential to "raise eyebrows" with questions like, "are you omitting some kind of identity theft?, are you really a legal citizen of this country? If not a citizen, are you here legally?" among other things.
"My W2 will have my maiden name from my work payroll,"
That will raise questions with both the IRS and social security down the road. Particularly when you go to apply for benefits. The first flag that will pop up will be the fraud flag. Be it retirement benefits at retirement age, or disability benefits if needed, before retiring. Medical records and obtaining medical care can post a whole new set of problems that have nothing to do with taxes. Especially if you are insured through your employer. More so if after 2025 the newly elected administration once again "forces" you to have health coverage.
I could keep going here as a lot keeps coming to mind. But I think you get the point.
Thanks for this answer! Helped me figure that one out. haha
You need to file your tax return using the name that agrees to what is reported to SSA; otherwise, your return will be rejected by the IRS (if you e-file your return.) It's up to your former employer to make any changes to the W-2.
My SS last name is hyphenated. My W-2 from my last job used both names so j got one w2 with the hyphenated name. I started a new job this year and they just used the first of the hyphenated names (the one I go by). Does that matter? We submitted our taxes and they were accepted but not sure if this could raise an issue later? I used my legal, hyphenated name on the tax return.
It may raise an issue later, but as long as your Social Security Number is correct, you should be able to file your return with this W-2.
The IRS uses Social Security Numbers to manage and process supporting tax forms such as W-2s and 1099s. Spelling errors or name issues such as yours, will only create an issue when you e-file your return. Since your return was accepted, it must not be an issue.
You might want to ask your employer to correct your last name in the system so you don't have any problems in the future.
We did e-file and it was accepted within half an hour so I assume it's a non issue this year. I did send an e mail to our HR department to try and fix it so next year I stress less. Thank you!
I filed my taxes with my wife original last name, even though she changed on her Social security to my last name, is this going to cause a problem.
Last year we filed our taxes on her original last name. she changed this year to my last name.
The issue of the last name comes up at e-filing time.
The IRS gets a copy of the Social Security Administration's database before tax season and checks each SS number on tax returns against the last names.
In your case, I would not be surprised if your return were rejected in e-filing. Please see this TurboTax FAQ if you want to check the status of a return that you e-filed.
If your return was rejected, then re-open TurboTax, go into your return, change her last name, then e-file as if it were for the first time.
If your return was not rejected, well, OK. But if you are sure that she changed her name with the SSA, then be sure to use her new name next tax season.
I got married in October but I don't think I changed my SSN to my married name until Jan. 2020. I started filing under my married name because that's what is currently attached to my SSN, but not sure if that's correct. . .
@Kjgtax wrote:
I got married in October but I don't think I changed my SSN to my married name until Jan. 2020. I started filing under my married name because that's what is currently attached to my SSN, but not sure if that's correct. . .
On your tax return you enter the name that is on your current Social Security card. The name on the tax return and the name on the W-2 do not have to match. Only the Social Security numbers.
In 2018 I file married jointly with my husband but I chose not to change my name due to work purposes. On Turbo review it asked me to fill out the AGI for me and then my husband. What do I do?
i dont understand the message i continue to get . it rejects my name as it appears my social security card .
it is AUREA
AND MY SS# IS [social security number removed]
If you verified that the info you entered is correct and you e-file again, the IRS e-file servers will almost certainly reject your return for the same reason. In this case, your only option is to paper-file (mail) your return. See the attached TurboTax FAQ for more information: E-file rejections related to incorrect or duplicated names, birth dates, or Social Security numbers
so my married name is on my w2 and my ID drives license but my maiden name is on my social security card and it keeps rejecting my info to file my taxes because of the names not matching I don't know what to do I need help so I can file my taxes
@Elisedodsonarmstrong wrote:
so my married name is on my w2 and my ID drives license but my maiden name is on my social security card and it keeps rejecting my info to file my taxes because of the names not matching I don't know what to do I need help so I can file my taxes
On your tax return enter the name that is on the Social Security card in the My Info section of the TurboTax online edition you are using. This should stop the e-filed tax return from being rejected.
my wife recently changed her name to my last name and has a new SSN with my last name as well as a passport, however, her W-2 still reflects her maiden name. we will be filing jointly and are wondering if we have to wait to file our taxes and get a new W-2 with her new last name before we can submit. we are both active duty military and will be trying to file our taxes soon