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Level 4
posted Jun 10, 2024 8:33:24 AM

Last name differences on tax filings

I have dual citizenship. In one country (where I grew up), my formal last name is a compound: 1st my father's last and 2nd mother's last name. Together they are my last name in that country. In the U.S.A. (where I was born and returned to live in, years ago) my passport and SS card only have my father's last name (no compounds).

 

The problem: I started filing USA taxes using only my first last name, as in my official USA documents. But since 2008, I have been filing taxes with my compound last name (as in my other country's citizenship documents). So, the IRS has tax filings with the 2 versions. I have never had a problem. But:

 

1. Do I need to correct this? If so, where do I start?

 2. Will I run into problems when I qualify for medicare if I do not fix this?

 

Thank you for your help!

0 6 6026
1 Best answer
Level 15
Jun 10, 2024 9:40:48 AM

You should be able to work with social security without involving anyone else. 

6 Replies
Level 15
Jun 10, 2024 8:54:32 AM

Your name for tax purposes should match the name on your social security card. 

Level 15
Jun 10, 2024 9:02:41 AM

Your name on your tax return needs to match the name on your Social Security card when you prepare your U.S. tax return.

 

 

You asked:

1. Do I need to correct this? If so, where do I start?

 2. Will I run into problems when I qualify for medicare if I do not fix this?

 

If you are worried about what might happen regarding Social Security benefits and/or Medicare, you should ask the Social Security Administration about that.

 

www.ssa.gov

 

Level 4
Jun 10, 2024 9:34:19 AM

Thank you. Before contacting the Social Security Adminsitration (which will likely be a longer process), is there a professional that can advise on how to proceed and maybe help to do paperwork? Would an accountant do that? Thanks again!

Level 15
Jun 10, 2024 9:40:48 AM

You should be able to work with social security without involving anyone else. 

Level 15
Jun 10, 2024 9:42:54 AM
Level 4
Jun 10, 2024 9:52:03 AM

Thank you!