Beginning with Tax Year 2015, the Taxpayer Authentication and Spouse Authentication input section(s) are available to verify and enter the following information:
- Customer Type - Select one of three options:
- New Taxpayer
- Returning Taxpayer to the Same Preparer
- Returning Taxpayer to the Same Firm (New Preparer)
- Taxpayer Identity Verification - Select one of the four options:
- Identity Not Verified
- In Person - Valid Government Picture ID
- Remote - Valid Government Picture ID or Financial/Utility Account Number
- Remote -valid Government Picture ID and Financial/Utility Account Number
- ID Type - Select:
- Driver's License Number
- State Issued ID
- Driver's License/State ID # - Some states required driver's license information as a measure to prevent identity theft.
- Driver's License State - The state indicated on the driver's license.
- Issue Date - The issue date as it appears on the driver's license/state ID.
- Expiration Date - The expiration date as it appears on the driver's license/state ID.
- Additional Information - Enter additional information here.
- IRS Theft Protection PIN - IRS issued Theft Protection PIN should be entered here. This is a 6-digit PIN.
2017 & 2018 - Available on Screen 1, Client Information:
- The Spouse Authentication section contains similar input fields.
- Input for the Dependent Theft Protection PIN can be found on Screen 2, Dependent Information, screen in the Theft Protection PIN (input sheet code USC2_23) box at the bottom of the screen.
- State information for Iowa, New York and Alabama will not transfer. This must be entered year over year.
Frequently Asked Questions
The following reference information is provided as guidelines from the Internal Revenue Service to tax professionals with regard to identity verification. IRS Publication 1345 (Page 23);