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Why You Should Ensure Your Name is Correct on Your Tax Return

"Tax tidbits” to enliven conversations when talking taxes with clients or speaking to groups

 

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In thirteen previous columns, I discussed my use of “tax tidbits” to enliven conversations when talking taxes with clients or speaking to groups like retirees, business owners and home sellers. The tidbits discuss, among other things, IRS rulings, law changes, court decisions and tactics that trim taxes for this year and even future ones.

Here are a few other topics I’d like to touch on.

Newly married and recently divorced individuals: The IRS reminds newlyweds and the recently divorced to make sure that the names on their 1040 forms match those registered with the Social Security Agency (SSA). A mismatch between a name on the tax return and a Social Security number (SSN) could unexpectedly increase a tax bill and reduce the amount of any refund.

For newlyweds, the tax scenario can begin when the bride says “I do” ...

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Source: Accounting Web

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