Massachusetts late-breaking change

[Catherine]

Anyone who has MA clients - there is now a required confirmation for taxpayer and spouse, as to whether or not they changed their names in 2022, and whether their DL & socsec card reflects the new name.

Drove us nuts with the first couple, figuring why all of a sudden there were state errors preventing e-file. Just thought a heads-up here might be a good idea.

[Lee B]

So what happens if their name is changed on their DL but not on their SS?

[Catherine]

Just now, cbslee said:

So what happens if their name is changed on their DL but not on their SS?

They are separate fields, so you can note them individually. Lets the state know of the name mismatch, I guess.