Tax Year 2017 Proforma to Tax Year 2018 Intuit ProConnect Lacerte and ProConnect Tax Online

For Tax Year 2018, state requirements for transferring data, such as Driver's License and state Tax Withholding IDs, have been updated.  While numerous state agencies will allow the year over year transfer of this data without restriction, others will only allow the transfer with an additional verification step. 

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 proforma (transfer) of data from the 2016 program to 2017, 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., without further verification.

 
States With No Restriction of Data During Proforma
AK Alaska IRS Federal MT Montana OK Oklahoma
AZ Arizona KS Kansas NC North Carolina PA Pennsylvania
CA California LA Louisiana NE Nebraska RI Rhode Island
CO Colorado MA Massachusetts NH New Hampshire SD South Dakota
DE Deleware ME Maine NJ New Jersey TN Tennessee
FL Florida MI Michigan NM New Mexico TX Texas
GA Georgia MO Missouri NYC New York City UT Utah
HI Hawaii MS Mississippi OHC Ohio Cities VT Vermont
 
States With Verification Requirements in Order to Proforma
AR Arkansas IN Indiana OR Oregon
CT Connecticut KY Kentucky SC South Carolina
DC District of Columbia MD Maryland VA Virginia
IA Iowa MN Minnesota WI Wisconsin
ID Idaho ND North Dakota WV West Virginia
IL Illinois OH Ohio    

There are 17 states that will require an additional verification step but will still allow the transfer of that data. (See Miscellaneous Info Section below)

 
States That do Not Allow Transfer of Data
AL Alabama
NY New York


Miscellaneous Info Section on Screen 1, Client Information:

  • Address Verified: Check the box if you have verified the address transferred from the previous year is correct. Some states may require this verification to be able to e-file the state return. DL/State ID #(s)
  • DL/State ID# (s) Verified?: Check the box if you have verified that the Driver’s License / State ID Information transferred from the previous year is correct. Some states may require this verification to be able to e-file the state return.
  • SSN(s) Verified?: Check the box if you have verified that the social security number(s) transferred from the previous year is (are) correct. Some states may require this verification to be able to e-file the state return.