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Level 2
January 28, 2023

Ref #45571

  • January 28, 2023
  • 1 reply
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e-file: Taxpayer's name is being truncated in the e-file. The IRS may delay the posting of the taxpayer's return and if applicable any refund. Shorten the taxpayer's or spouse's name using the following priority: a. Omit titles such as M. D. or Ph. D which are not part of the taxpayer's given name. b. Input middle initial instead of keying the entire middle name. c. Omit the spouse's middle initial. d. Omit the taxpayer's middle initial. e. Substitute initial for spouse's given name. f. Substitute initial for taxpayer's given name (ret #45571) Previously this did not happen and we have clients with very long names that are impossible to abbreviate.
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    abctax55
    Level 15
    January 28, 2023