• James D. Lynch

REPORT NAME CHANGES TO SOCIAL SECURITY BEFORE FILING TAXES

All of the names on a tax return must match Social Security Administration records. A name mismatch can delay a tax refund.


Taxpayers should notify the Social Security Administration of a name change for anyone on their tax return, including:

● recently married taxpayers who now use their spouse’s last name or a hyphenated name. ● a dependent who is an adopted child and now has a new last name.


Taxpayers who have a name change should get a new card that reflects the name change. File Form SS-5, Application for a Social Security Card, found at https://www.ssa.gov/forms/ss-5.pdf