If your marital status has recently changed, being proactive about your taxes can help you avoid delays and maximize your benefits. Whether you’re a recently married or divorced taxpayer, knowing how—and when—to update your filing status, Social Security records, and withholding can make tax season smoother. These key tax tips for recently married or divorced taxpayers will guide you through the most important steps to take now.
Updating Your Name After Marriage
If you take your spouse’s last name, or both spouses hyphenate their names, notify the SSA. Without an update, the IRS cannot match your new name with your Social Security Number (SSN).
Changing Your Name After Divorce
If you return to your previous last name, you must also inform the SSA.
How to Update Your Name
Updating your name is simple:
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Complete Form SS-5 at your local SSA office or online at www.ssa.gov.
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Call 800-772-1213 for information.
Processing typically takes about two weeks.
Adoptions After Marriage
If you adopt your spouse’s child, ensure they have an SSN. Each dependent claimed on a tax return must have one.
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For adopted children without SSNs, apply for an Adoption Taxpayer Identification Number (ATIN) using Form W-7A.
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The ATIN temporarily replaces an SSN on your tax return until the adoption is final.
You can find Form W-7A on the IRS website at IRS.gov or by calling 800-TAX-FORM (800-829-3676).
Bottom line: Keep your tax records and SSA information in sync after marriage, divorce, or adoption. Doing so helps avoid filing problems and ensures smooth IRS processing.