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I changed my name January 2023, when filing my taxes do I use my old name or do I use the new one?

 
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SantinoD
Expert Alumni
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I changed my name January 2023, when filing my taxes do I use my old name or do I use the new one?

Names must be entered exactly as shown on currently valid Social Security cards. 

 

If your name change was reported to the Social Security Administration (SSA), you must receive a new Social Security card with your new name before using it to file a tax return. An e-filed return will be rejected if the name entered on the return does not match the name on file with the SSA.

 

If you have not received your new Social Security card and you want to file with your new name, I recommend waiting to e-file until you receive it. 

 

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1 Reply
SantinoD
Expert Alumni
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I changed my name January 2023, when filing my taxes do I use my old name or do I use the new one?

Names must be entered exactly as shown on currently valid Social Security cards. 

 

If your name change was reported to the Social Security Administration (SSA), you must receive a new Social Security card with your new name before using it to file a tax return. An e-filed return will be rejected if the name entered on the return does not match the name on file with the SSA.

 

If you have not received your new Social Security card and you want to file with your new name, I recommend waiting to e-file until you receive it. 

 

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