What is the max number of characters allowed for IRS for individual names. I have this suggestion diagnostic in PTO: "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.". Agent via Live Chat responded that 40 is the max number allowed. I have client totaling 37 characters including spaces (first name last name first name last name). Why diagnostic? and How to fix? Thank you
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The most practical thing to do is to abbreviate the middle name(s) since the IRS' name control will only match the (first 4 characters of) the last name against the SSN.
My clients don't have middle names. Thank you for the first 4 characters tip!
My client's first name has 5 characters, last name has 8 and I am still getting this truncated message.
His wife's last name is different but the error is showing on his first name with the 5 characters.
These are the exact names used in previous tax returns.
Any suggestions would help!
Try deleting his name and re-entering it.
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