rbynaker
Level 13
11-27-2024
03:35 PM
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VA doesn't require it so I ignored it when they starting putting the fields on the form. Then clients with >$1K refunds were getting identity verification letters from Richmond so I started using it. <shrug> It prints (partially masked) on the Drake Tax Organizers, once in a while the clients update it there but usually I have to ask. I leave it marked as estimated until I'm done with the return and ask then. Even if it's not expired yet, if the exp date is within a couple months of completing the return I'll ask in case they renewed early.