TRUNCATED NAMES - Create 2nd name control field for truncated names - as is done with other tax types

[DD9]

Problem - truncated names - IRS need for name control parameters (1st 4 letters of surname) and the need for clients to see their complete name on CLIENT COPY for personal and financial institution reasons.

Solution: Create 2 name fields for each taxpayer as is done for businesses/other tax types

1.  The client's complete legal name for both taxpayer, spouse and or surviving spouse

2.  Have a separate name field that is just for eFILING that satisfies the IRS name control.

Both name fields would proforma over

As it is now - we keep hand notes on how to truncate each name.  We give clients their copy before truncating,  we truncate for eFILING, then we restore their names for proforma.  

[Anonymous]

Thanks for the idea to create 2 name fields for each taxpayer as is done for businesses/other tax types that would proforma to the following year. We are changing the status to "Open for voting" since it is no longer considered "New".

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