Anyone know off hand home many letters you can have in a clients name before its truncated when efiling?
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First, important to note that IRS really doesn't care what's on the name field. It's the name control they care about which is the first 4 chars of the taxpayer's and spouse's last name.
Moving on...
0060 Name Line 1 35 AN Taxpayer's name
allowable special
characters are: space,
less-than (<), hyphen
(-) and ampersand (&)
35 characters allowed.
However, it formats it in some funny fashion. Like John Doe becomes "john<doe". If there was a middle initial M it's like "john m<doe" And if it's married, something like "john m & jane r<doe" And if the spouse has a different last name, "john m<doe<jr & jane r<differentlast". If both were deceased, "john m<doe<jr<DECD & jane<r<differentlast<DECD". I probably screwed up something in there.
Here's the list of truncation priority
You'll find all this good stuff in IRS Publication 1346 page 155-156.5. Name Line 1 CANNOT CONTAIN MORE THAN 35 CHARACTERS.
If information in Name Line 1 exceeds 35 characters, truncate using the
following priority:
a. Substitute the initial for the second given name.
b. Omit the second initial of the secondary taxpayer, if necessary.
c. Omit the second initial of the primary taxpayer, if necessary.
d. Substitute initials for the secondary taxpayer's given name.
e. Substitute initials for the primary taxpayer's given name. -
Thanks I hate that when you can't find the answer you are looking for.Comment
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