• Change of Name
• Change of Address

Change of Address – How to Notify IRS?

If you have moved or your address has changed, you need to notify the IRS to ensure you receive any IRS refund or correspondence. You may provide your new address in a variety of ways. You may correct the address legibly on the mailing label from your tax package or write the new address on your return when you file. When your return is processed, we will update your records.

If you change your address after filing your return, you should notify your post office that services your old address. This ensures your mail will be forwarded (not all post offices forward government checks). To change your address with the IRS, complete a Form 8822 (PDF), Address Change Request. This is available on the IRS website at www.irs.gov.

If you correspond to inform us of your address change, we need your full name, old and new addresses, and your Social Security Number or Employer Identification Number and signature. If you filed a joint return, you should provide the same information and signatures for both spouses.

Send your address change information to the campus where you filed your last return and provide your new address.(The campus addresses are listed in the instructions to the tax forms.)

If you filed a joint return and you and/or your spouse establish separate residences, you both should notify the IRS of your new address.

If I go to the Social Security Administration office to change my name, how long does it take the IRS to update its records?

IRS records are generally updated 10 days after the records at the Social Security Administration are changed.

Do I need to change my maiden name to my married name on my social security card for us to file jointly?

You can still file Married Filing Jointly without changing your name with the Social Security Administration. However, you do need to show your maiden name on the tax return instead of your married name.

I got married and I have not changed the name on my social security card to my married name. My Form W-2 is in my married name but my tax forms came in my maiden name. Should I file with my maiden name or married name?

It is important that the name the Social Security Administration (SSA) has in its system for your social security number agrees with the name on your tax return. You have a choice. You can file with your maiden name and contact the Social Security Administration after you file your return. Or, if you have enough time before the due date of your return, you can contact the Social Security Administration and have your records changed. Please wait 10 days to file your tax return.

To change the name shown on your social security card, you need to complete Form SS-5, Application for a Social Security Card. You can obtain Form SS-5 by calling SSA at 1-800-772-1213 or visiting your local SSA office. Note: Form SS-5 is filed with SSA.

The Social Security Administration will issue you a new security card reflecting your married name and automatically send an update to us.

Why phone numbers are required?

In case any question arises, IRS will use your phone number to contact you. We also may contact you in case of any questions regarding your return