dbowen
Level 1
04-29-2021
04:41 PM
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I have a client who married changing her last name but when I do the married filing joint return the file name for e-file still has her maiden name
Why does married name not show on the file to be e-filed?
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Level 15
04-29-2021
06:26 PM
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If you change her last name on the Fed Info worksheet, her name should be changed on all forms in the return....I dont know what "the name for efile" means.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
jeffmcpa2010
Level 11
04-29-2021
06:28 PM
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Are you talking about the File Name...If so you would need to change that manually - it is not tied to the info worksheet.
Level 15
04-29-2021
06:31 PM
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ahh, good catch!
dbowen, just right click on the client name in HB (not the EFcenter) and choose Rename and give it a different name, it only picks up the last name on the initial saving of the file.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
dbowen, just right click on the client name in HB (not the EFcenter) and choose Rename and give it a different name, it only picks up the last name on the initial saving of the file.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪