Drake Tax - 1040: Name Exceeds 35 Characters

Article #: 10252

Last Updated: April 03, 2026

 


Tags: Drake Tax

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To prevent EF Message 5131, the software will attempt to shorten the names for e-filing purposes by limiting the characters to the first initial of each first name and the last names. If the combination of the first initial and last names still exceeds 35 characters, you must manually adjust the data entry to decrease the number of characters.

Important  When calculating the number of characters, the total includes the following: 

  • taxpayer full name,

  • spouse full name,

  • any spaces, and

  • the ampersand.

EF Message 5131 generates with some possible solutions:

  • Use initials for second given (middle) name.

  • Delete any middle initials.

  • Use only initials for spouse's given name.

  • Use only initials for primary taxpayer's given name.

Ensure that you have not entered a middle name in the last name field. For taxpayers with two last names, the IRS only uses one name for the name control; see Drake Tax - Name Conventions for IRS Matching for details.

Note  If one spouse is deceased, the character limit is decreased to 30. If both the taxpayer and spouse are deceased, the character limit is decreased to 25 characters.