Question to all who became citizen with name changed, the tax deadline is approaching, how did you

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ddyy

Registered Users (C)
Question to all who became citizen with name changed, the tax deadline is approaching, how did you guys handle the tax return ? Do I just use the old name for the tax return and pretend nothing happened, or I have to report to IRS about the name change, and do the tax return under new legal name ? I became citizen on 03/26/2010.

Please advise
 
ddyy said:
Question to all who became citizen with name changed, the tax deadline is approaching, how did you guys handle the tax return ? Do I just use the old name for the tax return and pretend nothing happened, or I have to report to IRS about the name change, and do the tax return under new legal name ? I became citizen on 03/26/2010.

Please advise
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If you've already notified the SSA (Social Security Administration) about your change of status and name change, it'll be done automatically. In fact, I am not even sure you need to do it in order to file taxes under your new name. After all, your SS number remains the same.

When I filed my first tax return under my new name, I just entered the new last name and sent it in. This didn't create any issues.
 
I made my employer change my name, so they sent me a W-2 with my new name. I filed taxes with my new name and got refund in a week without any issues.
 
Since I became citizen on March 2010, so legally my name in year 2009 was still my old name. The tax return is for year 2009, so I believe it would make sense to use old name ? anything i am missing ?
 
ddyy said:
Since I became citizen on March 2010, so legally my name in year 2009 was still my old name. The tax return is for year 2009, so I believe it would make sense to use old name ? anything i am missing ?
Click to expand...

I do not think so. You are signing the return and writing a date there, right? So should not the information be as on that date? I do not see a qualm in you using your new name - why are you hesitating? Your SSN is still the same.
 
make sense too. I have notified SSA, not yet received new card. Since all of tax documents received so far to file tax return have old name, is this going to be any issue ?
 
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