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Spouse Authentication and Theft Protection PIN Input in Lacerte

by Intuit• Updated 1 year ago

Before you start:

The Taxpayer 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.
This information does not proforma from year to year. This input is intended to be used as identity verification and must be entered each year.

Spouse Authentication input:

ID Type - Select Driver's License Number or State Issued-ID
- Did not provide Driver's License or State ID
- Does not have Driver's License or State ID
- 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
Expiration Date - The expiration date as it appears on the driver's license/state ID.
Issue Date - The issue date as it appears on the driver's license/state ID.
IRS Theft Protection PIN - IRS issued Theft Protection PIN should be entered here. This is a 5-digit PIN.

Frequently Asked Questions:

Why am I being asked for my driver's license number?

In an effort to better protect you from identity thieves, some states will be trying new approaches. Some states may ask for additional identification information, such as your driver's license number, when you are preparing your state tax return. This will be another layer of protection because identity thieves may already have your name and Social Security number, but perhaps not your driver's license number. States requesting this information have the ability to match driver's license information and other identifying records to help confirm your identity. Note: This information does not proforma from year to year. This information is intended to be entered as identification verification and should be entered each year.

Do I need to enter a driver's license to file my Federal Tax return?

The Federal return requires an 'identity verification level' to be assigned to each electronic return. The requirement is set when the Taxpayer Identity Verification is selected. When 'Identity Not Verified' or 'State-Issued ID' is indicated, additional inputs are Not required for Federal e-file.

The identity verification level is determined by the Taxpayer Identity Verification selection made in Screen 1, Taxpayer Authentication section, and must be marked to calculate the appropriate identity verification level.

Additional Information:

More information is provided as guidelines from the Internal Revenue Service to tax professionals with regard to identity verification in IRS Publication 1345 (Page 21).

Lacerte Tax 2023

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