Driver's Licenses

[dascpa]

We all know (believe) IRS ignores this item since you can put in wrong information and it never gets flagged. My question is - is there a way (I don't think so) to get a list of whose licenses have expired, or a listing of taxpayer and spouse info so I can pick out the expired ones? This is always a hassle with clients. It's not in HomeBase Column Headings and I couldn't find anything in Query on this.

[IRonMaN]

I quit using the drivers license info after the first year or so that ProSeries added it.  I assume you are using it to help with the state side of things.  But with that said, since it is worthless information for most folks, I don't believe Intuit has provided any easy way to bulk review your clients like you were hoping for.

[judys3]

This is insightful.  So, you mark the box not provided? 

[TaxGuyBill]

I agree with Jeff - if the State doesn't require it, why are you entering it?  Just check delete the information and check the box.

If your state does require it, I'm not aware of a way to have the program pick out expired dates.  If your clients come back year after year, you could create your own spreadsheet that has them sorted by expiration years.

[IRonMaN]

"This is insightful.  So, you mark the box not provided?  

Yes

"If your state does require it"

Since I don't do Maryland, I don't know if they require it, but it sounds like they encourage it.

[Just-Lisa-Now-]

I take them down, its kind of fun to see peoples expression when I say  "Your license expired last year, you got it renewed, right?"  and they scramble to make sure they did!  

[Camp1040]

I only enter the DL info for NY & AL since they require it and the data does not carryover to the next tax year, so I do request new info form thoes folks each year.

[rbynaker]

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.