WHEN I TRANSFERED MY CLIENTS FROM 2017 TO 2018 THE DRIVERS LICENSE INFO DID NOT TRANSFER?IS THERE AN EASY FIX?

[IRonMaN · Accepted solution]

The only fix is to enter the data again - don’t shoot the messenger.

[Marc-TaxMan]

Maybe update, and try again.  My PSPro 2018 works fine on this issue; also brings forward W-2 data better than a couple of years ago.  I'm in CAL

[IRonMaN]

It could depend on which state you are in whether or not it carries over

[bsmrecak]

MICHIGAN....I HAVE UPDATED MY COMPUTER ALSO...I DELETED AND RETRANSFERED STILL NO LUCK...ILL KEEP TRYING....THANKS FOR HELP

[Just-Lisa-Now-]

States that require the info, require you to type it in each year.

[TAXOH]

Ohio requires requires it and mine are carrying over.  There is a box to check that it is correct.

[Just-Lisa-Now-]

hmmm, well that shot that theory down....feels like Ive seen people complain about some states not carrying over others no issues

[TAXOH]

Maybe some states that require it make you enter it each year?

[Just-Lisa-Now-]

@bsmrecak  have any returns with different resident  state that you could test it on?  do others carry over?

[bsmrecak]

No... I may have to just do the data entry unfortunately....I may try tech supportMonday.  Thanks.

[TAXOH]

I have a Michigan client and I just transferred them and the driver license info carries over.

[IRonMaN]

This is what ProSeries says:


Tax Year 2018 State Requirements for Transfer of Driver’s License and State Tax IDs on W-2s

For Tax Year 2018, state requirements for transferring data, such as Driver’s License and state Tax Withholding IDs, have been updated.  New this year, most state agencies  will allow the year-over-year transfer of this data.  Only two states - Alabama, and New York - will not allow the transfer of this information from the 2017 tax program into the 2018 program.

What does this mean for me?
During the transfer of data from the 2017 program to 2018, many states will allow the transfer of certain data, such as Driver's License Numbers and State Tax Withholding Account Numbers on W-2s, 1099s, etc. with an additional verification step.  This verification step is on the Identity Verification Worksheet.

There are only two states for Tax Year 2018 that  will not allow the transfer of data.  These states will require that DL numbers and W-2/1099 state withholding ID numbers be re-entered into the 2018 program.  These states are:   Alabama, and New York.  



I would uninstall ProSeries and reinstall the program and then do your transfers to see if that corrects it.

[Marc-TaxMan]

Couple of years ago W-2 State Employer ID# did not transfer.  So I opened PS new year and old year and cut and pasted on that dreary Jan day.  Wasted time, but got it done with no typos

[bsmrecak]

I'll try that thanks