Spouse Authentication and Theft Protection PIN Input in Lacerte

In an effort to better protect you from identity thieves, some states will be trying new approaches. Some states may ask for additional identification information, such as your driver's license number, when you are preparing your state tax return. This will be another layer of protection because identity thieves may already have your name and Social Security number, but perhaps not your driver's license number. States requesting this information have the ability to match driver's license information and other identifying records to help confirm your identity.  Note: This information does not proforma from year to year.  This information is intended to be entered as identification verification and should be entered each year.

The Federal return requires an 'identity verification level' to be assigned to each electronic return.  The requirement is set when the Taxpayer Identity Verification is selected.  When 'Identity Not Verified' or 'State-Issued ID' is indicated, additional inputs are Not required for Federal e-file.

The identity verification level is determined by the Taxpayer Identity Verification selection made in Screen 1, Taxpayer  Authentication section, and must be marked to calculate the appropriate identity verification level.