rbynaker
Level 13

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.