|
Five Filing Facts for Recently Married or Divorced Taxpayers
If you were married or divorced recently, there are a couple of things you’ll want to do to ensure the name on your tax return matches the name registered with the Social Security Administration.
Here are five facts from the IRS for recently married or divorced taxpayers. Following these steps will help avoid problems when you file your tax return.
1. If you took your spouse’s last name or if both spouses hyphenate their last names, you may run into complications if you don’t notify the SSA. When newlyweds file a tax return using their new last names, IRS computers can’t match the new name with their Social Security Number.
2. If you were recently divorced and changed back to your previous last name, you’ll also need to notify the SSA of this name change.
3. Informing the SSA of a name change is a snap; you’ll just need to file a Form SS-5, Application for a Social Security Card at your local SSA office.
4. Form SS-5 is available on SSA’s Web site at www.socialsecurity.gov., by calling 800-772-1213 or at local offices. It usually takes about two weeks to have the change verified.
5. If you adopted your spouse’s children after getting married, you’ll want to make sure the children have an SSN. Taxpayers must provide an SSN for each dependent claimed on a tax return. For adopted children without SSNs, the parents can apply for an Adoption Taxpayer Identification Number – or ATIN – by filing Form W-7A, Application for Taxpayer Identification Number for Pending U.S. Adoptions with the IRS. The ATIN is a temporary number used in place of an SSN on the tax return. The W-7A is available on IRS.gov, or by calling 800-TAX-FORM (800-829-3676).
Links:
· Social Security Administration
· Form SS-5, Application for a Social Security Card (PDF)
Form W-7A, Application for Taxpayer Identification Number for Pending U.S. Adoptions (PDF 42K)
Source: www.IRS.gov
Follow us now on TWITTER @LesemannCPA
For questions concerning this article and/or its contents listed herein, contact Lesemann & Associates, PLLC CPAs.
For assistance in tax planning and preparation of your Federal & State Income Tax Returns, please email Lesemann & Associates, PLLC CPAs (Info@LesemannCPA.com) or go to our Contact Us page. We will respond as soon as possible to your questions.
If you are looking for an experienced CPA firm in Charlotte NC, Lake Norman NC, Huntersville NC, Cornelius NC, Davidson NC, Mooresville NC, surrounding cities or even South Carolina, please contact Lesemann & Associates, PLLC CPAs.
CIRCULAR 230 NOTICE: IRS regulations require us to advise you that, unless otherwise specifically noted, any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purpose of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses. |
