Article: 50570
Overview
When filing electronically, the IRS limits the combination of taxpayer and spouse names to 35 characters. If your full names exceed this limit, you must shorten them to fit IRS requirements.
How to Shorten Names for IRS Filing?
If your combined names are longer than 35 characters, the IRS allows you to adjust:
- Use initials: Enter just the first initial for you and/or your spouse.
- Omit middle initials: Middle names and initials are not required.
- Omit the spouse’s last name if it is the same as the taxpayer’s last name.
These adjustments help keep the name within the IRS’s 35-character limit while still ensuring your return is processed correctly.
Example
- Full names: Jonathan Alexander Smith & Catherine Elizabeth Smith (46 characters)
- Shortened entry (IRS-acceptable): J A Smith & C E Smith (24 characters)
- Or: Jonathan Smith & Catherine Smith (32 characters, under the limit)
Why This Matters
If your names exceed the IRS limit and you do not shorten them, your return could be rejected by the IRS e-file system. Following these guidelines ensures smooth electronic filing and avoids delays in processing your return or refund.