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Level 10
December 7, 2019
Solved

Naming of new dependent

  • December 7, 2019
  • 2 replies
  • 12 views

Client's baby born in 2018 has two middle names  …. or is it two first names and one middle name.

Name (made up of course) appears like this:    Jane Rose Barbara Smith


How do I enter the First Name in LC to avoid a kick out by the IRS for a mismatched name in the SS files?

This topic has been closed for replies.
Best answer by IRonMaN

I would run with Jane Smith.

2 replies

IRonMaN
IRonMaNAnswer
Level 15
December 7, 2019

I would run with Jane Smith.

Slava Ukraini!
PhoebeRoberts
Intuit Community Champion
December 7, 2019

The IRS only matches against the first 4 letters of the last name and the first letter of the first name. You can use whatever input gives you the tax return presentation the client prefers, within those guidelines.