All Things Tax

All Things Tax

Like the title says, from the filing process and tax questions to tax policy and reform, you can search and share All Things Tax here. This is the place to find answers to all your general questions that don't fall under the other categories. And just a reminder: questions about software or online filing should be posted in DIY Products.

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Pioneer
Posts: 2
Registered: ‎04-13-2018
Accepted Solution

Do uppercase/capital letters matter on tax forms?

In H&R Block 2017 Premium, on the "Review Your W-2 Details" page, there are checkboxes for "Name doesn't match W-2" and "Address doesn't match W-2." The "LEARN MORE" button opens a window that says "Check this box if the address shown here is different (for any reason) from the address shown on your W-2."

 

Does "different for any reason" include letter casing? For example, the software says "First M Last," but my W-2 says "FIRST M LAST." Similarly, the software says "123 Generic St," but my W-2 says "123 GENERIC ST."

 

Do I need to check this box and manually enter the information again when the only differences are capital letters?

Council Member
Posts: 514
Registered: ‎04-06-2016

Re: Do uppercase/capital letters matter on tax forms?

No. It doesn't matter if there are capitalization differences. 

 

Karen