When you get married or divorced, or you change your name for any other reason, you have to change your name on checking accounts, retirement accounts, your driver's license, and so on. While you're doing all this paperwork, remember to also change your name with the Social Security Administration.
Here are five things you should know about changing your name:
You can change your name by mail or go to your local Social Security office. The Social Security Administration updates records of names, a process than can take some time.
If you file your tax return with a name that does not exactly match the name on your Social Security card, the processing of your return may be delayed. The IRS will not accept an electronically filed return if the name and Social Security number do not match their records. If you're expecting a tax refund, that can mean a longer wait for your money.
Changing your name with the SSA also helps safeguard your future Social Security benefits by assuring proper posting of earnings to your records.
This can be an original or certified copy of one of the following:
In addition, you need two separate documents with identifying information or a recent photograph, such as a driver's license or passport.
For example, if you adopt a child, or if the child takes the name of a stepparent, you should report the name before you file your return. Otherwise, you may not be able to claim the child as your dependent.
If you are not allowed to claim the child as a dependent because the child's name and Social Security number do not match, you could miss out on other tax benefits, such as education credits or the Child and Dependent Care Credit. You also will not be allowed to claim the Child Tax Credit or Additional Child Tax Credit for the child.
You can get this form on the Social Security website at ssa.gov.
March 1 — Farmers & fishermen
File your 2018 income tax return (Form 1040) and pay any tax due Details
March 10 — Employees who work for tips
If you received $20 or more in tips during February, report them to your employer Details
March 15 — S Corporations
File a 2018 calendar year income tax return (Form 1120S) and pay any tax due Details
March 15 — S Corporation election
File Form 2553, Election by a Small Business Corporation, to elect to be treated as an S corporation beginning with calendar year 2018. If Form 2553 is filed late, S corporation treatment will begin with calendar year 2019.
March 15 — Partnerships
File a 2018 calendar year return (Form 1065) Details
March 15 — Electing larger partnerships
Provide each partner with a copy of Schedule K1 (Form 1065B), Partner's Share of Income (Loss) From an Electing Large Partnership, or a substitute Schedule K1. This due date applies even if the partnership requests an extension of time to file the Form 1065B by filing Form 7004
March 15 — Partnerships
Electing large partnerships: File a 2018 calendar year return (Form 1065-B) Details
March 15 — Social security, Medicare, and withheld income tax
If the monthly deposit rule Page 6 Publication 509 applies, deposit the tax for payments in February.
March 31 — Electronic filing of Forms W2
File copies of all the Forms W2 you issued for 2018. This due date applies only if you electronically file.
March 31 — Electronic filing of Forms W2G
File copies of all the Forms W2G you issued for 2018. This due date applies only if you electronically file.
March 31 — Electronic filing of Forms 8027
File Forms 8027 for 2018. This due date applies only if you electronically file.