Tuesday, January 28, 2014

Did You Get Married in 2013?


Article Highlights: 
  • E-filing is not possible if married name does not match Social Security Administration (SSA) records.
  • Use SSA Form SS-5 to update SSA records.
  • A married status may produce unexpected tax results.
If you got married during 2013, don’t forget to notify the Social Security Administration (SSA), IRS, and Postal Service of your address and/or name change. If the SSA does not have the same name as used on your tax return, you may not be able to e-file your returns and your refund could be delayed. 

Here are some actions that you should take as soon as possible: 
  1. Notify the Social Security Administration − Report any name change to the Social Security Administration so that your name and SSN will match when filing your next tax return. Informing the SSA of a name change is quite simple. File a Form SS-5, Application for a Social Security Card at your local SSA office. You can access the form on SSA’s Web site, by calling 800-772-1213, or at local offices. Your income tax refund may be delayed if it is discovered that your name and SSN don’t match at the time your return is filed.
  2. Notify the IRS -  If you have a new address, you should notify the IRS by sending Form 8822, Change of Address. 
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