In the last few tax tips we discussed filing status, if yours recently changed because you were married or divorced in 2009, there are few things you must consider.

If you took your spouse’s last name or if both spouses hyphenate their last names, you may run into complications if you do not notify Social Security Administration and have new Social Security cards issued in the new names. In order to properly file electronically and have the IRS issue refund checks in a timely manner, last names must match Social Security Administration information.

This is true if you were recently divorced and change your name as part of the divorce process. You must contact Social Security Administration (SSA). SSA will NOT automatically be notified of that change. That is the taxpayer’s responsibility.

In order to change your name, you will need to file a Form SS-5, “Application for a Social Security Card.” This is available on SSA’s website, www.socialsecurity.gov or by calling 800-772-1213. It will take about two weeks to have the change verified.

 
This information is provided in an effort to help you gather and organize the information necessary to file your individual or small business income tax return. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in your decision making process.