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I recently changed my last name to Carter and my taxes keep getting rejected! Please help. I have already called SS office to confirm name change.

 
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I recently changed my last name to Carter and my taxes keep getting rejected! Please help. I have already called SS office to confirm name change.

How recently did you change your last name with the Social Security Administration (SSA)?

At some point prior to the start of tax season, the IRS copies the SSA data base of names and social security numbers. If they did this before your change request arrived at the SSA, then the IRS still has your old name.

Your have several choices

1. Use your old name and re e-file. Just make sure first that your bank will accept a direct deposit or a check with your old name.

2. Print and paper file your return. This will obviously slow up refund processing (if you have a refund; if you owe money, you won't care).

3. Wait a couple of weeks or more and try to re e-file. The IRS likely re-copies the SSA's data base once or twice during tax season so maybe your later e-file will go through.

Unfortunately, the only people who are going to know if the IRS has your new or old name are at the IRS.

I recently changed my last name to Carter and my taxes keep getting rejected! Please help. I have already called SS office to confirm name change.

I just had the same situation happen. They updated the database on Nov. 8th, 2018 (which was just shy of my name update with the SSA). Filing under your old name won't matter because if you already got your w2 changed, then your old name won't match your w2. So right there we're both in the same boat. I called numerous times. They basically said that they would put a note in to check for a name change. Then it takes 6-8 weeks to file your return. They said not to re-file or make an appointment at AN iRS office to prove my identity. I guess my copies of my birth certificate, as card, Drivers License and court order are not goog enough for them to check out. So basically, they're gonna take their sweet time contacting the SS Admin. Then if they're still not satisfied, she said they would contact me and may ask me to mail them documentation.
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