Description

Where do I enter the New York Taxpayer/Spouse State Issued PIN?

Where do I enter the New York specific driver's license or state-issued ID?

Where can I indicate the Taxpayer and/or Spouse does not have a driver's license or state-issued ID?


New York Input

There are two places this information can be entered in TY2016 Intuit ProConnect Lacerte:

Screen 1, Client Information:

  1. Scroll down to the New York Information section.
  2. Enter the Taxpayer information in the field Taxpayer Document ID/State Issued PIN.
  3. Enter the Spouse information in the field Spouse Document ID/State Issued PIN.

Note: To indicate the Taxpayer and/or Spouse does not have a driver's license or state-issued ID, this must be done in Screen 4.4, E-file Miscellaneous.

 

Screen 4.4, E-File Miscellaneous:

  1. Scroll down to the New York Miscellaneous section.
  2. Enter the Taxpayer information in the following fields;
    • Taxpayer NY State Document Number
    • Taxpayer does not have a Driver's License or state-issued ID
  3. Enter the Spouse information in the following fields;
    • Spouse NY State Document Number
    • Spouse does not have a Driver's License or state-issued ID