Name spelled wrong on previous tax returns

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Sprucebark
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Name spelled wrong on previous tax returns

Post by Sprucebark »

I’m helping my grandma file her taxes (poor health and paperwork is a mess) and for the last decade or so she used a local tax preparer who closed shop / retired. I noticed they spelled her name wrong all these years. All the correspondence from the state and IRS has her incorrect name. We tried to efile but it rejects because it says the name / SSN does not match.

“PrimarySSN* and "PrimaryNameControlTxt" in the Return Header must match the e-File database”

What’s next? Print out a paper return and mail it in? Include a note to update the spelling of the name?
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arcticpineapplecorp.
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Re: Name spelled wrong on previous tax returns

Post by arcticpineapplecorp. »

is her name right or wrong on her 1099s?

I would think the IRS would match up the tax return with the 1099s
Most businesses and organizations are required to file “information returns” with the IRS, — IRS Forms W-2, IRS Forms 1099, and others — when they “pay” you. The IRS matches the information on these information returns to your tax return. If they do not match, you will get a notice asking about the difference.
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Sprucebark
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Re: Name spelled wrong on previous tax returns

Post by Sprucebark »

arcticpineapplecorp. wrote: Tue May 14, 2024 2:15 pm is her name right or wrong on her 1099s?

I would think the IRS would match up the tax return with the 1099s
Most businesses and organizations are required to file “information returns” with the IRS, — IRS Forms W-2, IRS Forms 1099, and others — when they “pay” you. The IRS matches the information on these information returns to your tax return. If they do not match, you will get a notice asking about the difference.
The name is correct on the tax documents (1099s, SSA-1099). It’s only the tax return(s) that have the incorrect name, when then flows through to the IRS and state having the incorrect name.

So let’s say the correct name is arcticpineapplecorp and that is on the SSN card and the SSA 1099 and brokerage 1099. Then the previous tax returns have ardticpineapplecorp and the IRS letters have ardticpineapplecorp and the state letters have ardticpineapplecorp. Now when we try to efile as arcticpineapplecorp we get the name mismatch error and can’t efile.
simplextableau
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Re: Name spelled wrong on previous tax returns

Post by simplextableau »

If the SSN is correct, why not just keep filing under the misspelled name? It’s not like the tax isn’t being paid.
Big Dog
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Re: Name spelled wrong on previous tax returns

Post by Big Dog »

I'd mail in a hardcopy return and see if that does the trick.

You can correct the spelling when you file or by calling us toll-free at 800-829-1040.
https://www.irs.gov/faqs/irs-procedures ... %20refunds.
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dodecahedron
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Re: Name spelled wrong on previous tax returns

Post by dodecahedron »

arcticpineapplecorp. wrote: Tue May 14, 2024 2:15 pm is her name right or wrong on her 1099s?

I would think the IRS would match up the tax return with the 1099s
Most businesses and organizations are required to file “information returns” with the IRS, — IRS Forms W-2, IRS Forms 1099, and others — when they “pay” you. The IRS matches the information on these information returns to your tax return. If they do not match, you will get a notice asking about the difference.
IRS matches up the name and SSN on the 1040 with SSA database in determining whether to reject an efiled 1040.

Check the name as spelled on your grandmother’s SS card (or on her SSA-1099 if she is already receiving SS benefits.) There will be a reject if the first four characters of the name in SS records do not match the first four characters of the name on the 1040.

Note, however, that the IRS does NOT want to see non-alphabetic characters such as apostrophes, etc. EVEN if they appear on the SS card.

Including an apostrophe could cause the rejection.
Last edited by dodecahedron on Tue May 14, 2024 4:10 pm, edited 2 times in total.
hamhocs
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Re: Name spelled wrong on previous tax returns

Post by hamhocs »

Is it one of the first four letters of her last name? That is what the Name Control is.
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dodecahedron
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Re: Name spelled wrong on previous tax returns

Post by dodecahedron »

Note: the IRS certainly did not change the master file for validating names based on the previous preparer’s misspelling! As long as the prior tax preparer got the first four characters of the name right and the SSN correct, it probably just went right through without a hitch.
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Sprucebark
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Re: Name spelled wrong on previous tax returns

Post by Sprucebark »

dodecahedron wrote: Tue May 14, 2024 4:13 pm Note: the IRS certainly did not change the master file for validating names based on the previous preparer’s misspelling! As long as the prior tax preparer got the first four characters of the name right and the SSN correct, it probably just went right through without a hitch.
It’s the fourth letter of the last name that is incorrect.
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Sprucebark
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Re: Name spelled wrong on previous tax returns

Post by Sprucebark »

Big Dog wrote: Tue May 14, 2024 4:00 pm I'd mail in a hardcopy return and see if that does the trick.

You can correct the spelling when you file or by calling us toll-free at 800-829-1040.
https://www.irs.gov/faqs/irs-procedures ... %20refunds.
Looks like that’s what we’ll do. We’ll print and mail a hard copy return and include a note to update / fix the name in their records. Definitely not going to call the IRS and wait on hold until the end of time!
Billionaire
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Re: Name spelled wrong on previous tax returns

Post by Billionaire »

How difficult is it to spell Smith?
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