ADGFINANCIAL Posted December 22, 2015 Report Posted December 22, 2015 On the 2015 input for both ProSeries and Lacerte there is a place to put the Drivers License for both the taxpayer and spouse. The IRS is urging us to put this on the form for efiling. I was wondering if ATX has the same on there new program. https://accountants.intuit.com/support/tax/proseries/document.jsp?product=PROSERIES_TAX&id=INF29070 Quote
Lynn EA USTCP in Louisiana Posted December 22, 2015 Report Posted December 22, 2015 Yes, there is that in ATX along with a description as to why they are suggesting we ask for that information. When the 1040 is open, click on the tab at the bottom of the page for 'filers information'. There is a section, now above the telephone numbers input, to add the ID info for taxpayer and spouse - either drivers license or state issued ID. Quote
michaelmars Posted December 22, 2015 Report Posted December 22, 2015 SURE, give out even more info for identity theft. 2 Quote
easytax Posted December 29, 2015 Report Posted December 29, 2015 Interestingly enough --- some US agencies (unlike IRS) do not apparently believe that the state drivers license is enough proof: http://www.msn.com/en-us/travel/news/tsa-moves-closer-to-rejecting-some-state-driver%e2%80%99s-licenses-for-travel/ar-BBnYMIr?ocid=U147DHP as it does not ask some important questions to be obtained for ID. Quote
jklcpa Posted December 29, 2015 Report Posted December 29, 2015 Drake has its input screen for this data in the banking section. It has a section for DL or state-issued ID to be entered, and a section below that to input some other sort of ID if applying for bank products, otherwise, it appears that this information is not needed to e-file. Quote
Jack from Ohio Posted December 29, 2015 Report Posted December 29, 2015 The State of Ohio is requiring DL information for most taxpayers. There is still confusion in the information from the State about which taxpayers need that information. There are other states instituting the same requirements. Hence, the place for input of the information. 1 Quote
kcjenkins Posted December 29, 2015 Report Posted December 29, 2015 I suspect one reason states would like this info is to help them when dealing with residency issues. For example, work in TN, which has no state tax, but live in AR or MS, which do, you might be tempted to use a PO Box or a TN friends address on your W2. But the drivers's lic would show you up fast. 1 Quote
Jack from Ohio Posted December 29, 2015 Report Posted December 29, 2015 Mostly as a safe question to submit to the taxpayer if fraud is suspected. Almost every other detail about a person's life is on the internet somewhere. Quote
Gail in Virginia Posted December 29, 2015 Report Posted December 29, 2015 Virginia started last year as an optional double check for identity theft. They are even worse to deal with than the IRS if a fraudulent return is filed and you are trying to get a refund for a legitimate return. Quote
Roberts Posted December 30, 2015 Report Posted December 30, 2015 So does the IRS require this information? My state doesn't currently require it. Quote
easytax Posted January 4, 2016 Report Posted January 4, 2016 Per the ATX support people: This is for the ATX program entry QA was; will these fields need to be filled out in order to efile?? AN was; It will depend on the state return that is being filed. Error messages will display if the information is required for the return to be filed. Quote
Dan Posted January 21, 2016 Report Posted January 21, 2016 I checked with my State and it doesn't require the driver's license information. Another State I checked with doesn't either. Is there a list of States that do require this information. Quote
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.