Has anyone successfully e-filed a truncated name yet? (ex - Jane L. Doe White) I use lacerte and last year diagnostics still said no can do. This year the message is not coming up. Looked around a little, but just wanted save time if someone else has already had one accepted. Thanks.
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E-file Truncated names yet?
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efiled okay
I efiled a client a couple of weeks ago with the name Jackson Brown and it went through without a hitch.
If that is how their social security card reads it should go through.
You put the first name in first name space and in the last name space you put Jackson Brown with no hyphen.
Should be fine.
Linda F
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So yea, if you were really lazy you could put in your birthdays as year only (just make it 1/2/XXXX) as the year is what would matter. Skip the first name (will it reject if the first name is blank? I'm not sure.) and type just four chars on the last one.
Same with employer names on W2, no need to type out "john and jack and jill and their associates" when "john" is all the IRS looks at (first 4 chars!)
Not that I'd suggest anyone do that, but just saying... if that last name that's 57 characters long gets cut off, aside from a taxpayer offended by the IRS that they don't accommodate his culture everything is just dandy.
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