Poilly Posted February 13, 2008 Report Posted February 13, 2008 I am new to E-file this year but have been using ATX since 1997 -- have an error in creating E-file -- "Name is too long for E-file" "Truncate using following priority: substitute second given name with initial, omit the spouse then filer middle initial" In this case, spouse uses maiden last name hyphen married last name. So does that mean....John Q Smith Susie Q Jones-S ??? Quote
Joel Posted February 13, 2008 Report Posted February 13, 2008 Poilly The IRS matches just the first 4 or 5 letters in a taxpayers last name. With a spouse using her maiden name, hyphen married name the only part the IRS look at is the first of her maiden name. If it matches the name on the social security card then the name will fly with the IRS. If the total length of both spouses names is too long, then change middle names to initials, eliminate the hyphenated married name for the spouse and if still too long change first names to initials. Joel Quote
Poilly Posted February 13, 2008 Author Report Posted February 13, 2008 Poilly The IRS matches just the first 4 or 5 letters in a taxpayers last name. With a spouse using her maiden name, hyphen married name the only part the IRS look at is the first of her maiden name. If it matches the name on the social security card then the name will fly with the IRS. If the total length of both spouses names is too long, then change middle names to initials, eliminate the hyphenated married name for the spouse and if still too long change first names to initials. Joel Quote
Poilly Posted February 13, 2008 Author Report Posted February 13, 2008 Joel -- thank you so much -- it worked. Quote
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