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