Driver’s License Numbers on Tax Forms: What Is Required in NJ, NY and PA
February 27, 2017
The New Jersey Division of Taxation has confirmed that taxpayers will not be required to provide driver’s license numbers on their paper or electronic New Jersey tax forms during the 2017 filing season. It will remain optional to provide that information. However, be aware that certain tax software programs may still require this information as an added security/identification measure.
The Division of Taxation states that if taxpayers choose not to provide their driver’s license numbers, they won’t be penalized and their filing will not be stalled. Likewise, if taxpayers do choose to provide their driver’s license numbers, their tax returns will not be processed any faster.
While driver’s license numbers could become mandatory for taxpayers in the state of New Jersey eventually, the Division is still seeking additional authentication methods in the fight against ID theft and tax fraud.
UPDATE - 12/22/16:
Pro-Series users: There is an error in Pro-Series regarding the driver's license fields. Per the State of New Jersey, on the Identity Verification Worksheet, you should check the box "no ID" and leave the remaining driver's license fields blank. Pro-Series has been notified of the error.
UPDATE - 1/10/17:
Per the New York State Department of Taxation and Finance:
Beginning with 2016 e-filed returns, taxpayers will be required to submit a driver’s license number or state issued ID number through their software when they e-file their return. This requirement applies to Licenses/IDs issued from any state.
If the taxpayer has either a Driver’s License or State Issued ID then provide the following:
- License/ID number
- Issuing State
- Issue Date
- Expiration Date
If the ID is a NYS ID then they have to also provide the Document Number
from the ID in the StateIssuedPIN field in the Authentication Header. They
must also indicate whether this number belongs to the Prime or Joint
If the taxpayer has no license or State issued ID then they can select the
box indicating they have no ID. Note: If they select this option, but it is found they have a Drivers
License/State ID on file it could delay the processing of their refund.
What if I am a non-resident, or the ID is not from New York State? You would still need to enter all the above information on the e-filed
return, you would however not need to enter the Document number anywhere.
*** See Feb. 26 update below ***
UPDATE - 1/16/17:
Per the Pennsylvania Department of Revenue, driver's license numbers will be optional
on PA tax returns. Read more
UPDATE - 1/23/17:
According to an Accounting Today article
, Ohio and Alabama are requiring driver's license numbers. Kansas, California and Wisconsin are requesting driver's license numbers but not requiring them.
UPDATE - 2/26/17:
The New York State Department of Taxation & Finance has issued the following statement:
"In this transition year, the first where New York is requiring taxpayers’ driver’s license information, we will permit preparers to check the “No Applicable ID” box if the taxpayer refuses to provide the information. If this is necessary, contemporaneous information should be kept to document the preparer used due diligence to obtain the information and the taxpayer refused. "
UPDATE - 3/16/17:
The AICPA has provided additional information
about all of the states that are requiring or requesting this information.