Changing Your Name? Make Sure Your Tax Return Matches Social Security Records.
When someone legally changes their name, there are tax consequences. People change their names for several reasons:
Taking their spouse’s last name after a marriage
Hyphenating their last name with their spouse’s after getting married
Going back to their former name after a divorce
Giving an adopted child the last name of their new family
Reporting change to SSA. Taxpayers should notify the Social Security Administration (SSA) of a name change ASAP. When a taxpayer files their taxes, the IRS checks SSA records to ensure names and social security numbers on the forms match.
Failing to report a name change. If a name on a taxpayer’s tax return doesn’t match SSA records, it can delay the IRS processing of that return. In that case, if the taxpayer is due a refund, it will take longer for them to get their money.
Getting a New Social Security Card. After a name change, a taxpayer should file Form SS-5, Application for a Social Security Card. with the Social Security Administration.
Since it’s wedding season, don’t forget about updating SSA records and don’t forget tax planning.