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Federal input screens

Screen IDAuth - Identity Authentication (1040)

Driver's License or State Issued Identification

Beginning with tax year 2015, some agencies have been requiring identity authentication under certain circumstances. Information from the fields in this section will proforma to the next year.
If you're processing a state return, the information on this screen is used on forms, e-file, or both. Most states don't require a driver's license or state-issued identification card to file a return; however, beginning with tax year 2016, state returns can't be filed electronically unless the
Form of identification
 field has data. If you aren't providing the individual's driver's license or state issued identification card information, select
No applicable identification provided
 or
Identification not provided
.
Enter the U.S. state in which the driver's license or state identification card was issued. Don't enter foreign postal codes.
For New York state IDs only, enter the document number; the state requires only the 1st 3 characters. To find the location of the document number on the ID, refer to Sample Photo Documents on the DMV.NY.gov site.

Identity Protection PIN

Enter the 6-digit identity protection PIN (IP PIN) the taxpayer and/or spouse received from the IRS this year. The notice from the IRS would've been received in November or December of
2024
. The IRS generally issues these notices to taxpayers who've contacted the IRS notifying them of an identity theft. The inclusion of the IP PIN on the return acts as an authenticator that validates that the taxpayer is the legitimate owner of the Social Security Number on the tax return. Both the taxpayer and spouse IP PINs appear on page 2 of Form 1040 and are included in the electronic file. If you're amending or filing a prior-year return, use the IP PIN that was issued this year. See IRS IP PIN FAQs for more information.
The IP PIN is computer generated and specific to the tax year for which it's provided. A new IP PIN will be issued to the taxpayer every filing season. Therefore, this field doesn't proforma.
The IRS requires the use of Identity Protection PINs for all Social Security numbers with an IP PIN requirement, regardless of whether the SSN is entered for a primary, spouse, or dependent/qualifying individual. Entry of an IP PIN is required for any SSN with an IP PIN requirement on the following Forms/Schedules.
  • Form 1040, Individual Income Tax Return, series
  • Form 2441, Child and Dependent Care Expenses
  • Schedule EIC, Earned Income Credit
Per IRS requirements, a taxpayer must paper file the following extension forms if they are issued an IP PIN.
  • Form 4868
  • Form 2350
Failure to include the correct IRS-issued IP PIN in any of the required fields will result in the return being rejected.
For more information on obtaining or retrieving an IP PIN, refer to Get An Identity Protection PIN (IP PIN) on IRS.gov.

Protection Plus Audit Assistance

Protection Plus Audit Assistance is available with UltraTax CS. Protection Plus provides tax firms with the opportunity to activate Protection Plus® audit defense for all their firm's 1040 Individual Income Tax returns.
  • To register for Protection Plus, call them at 866-942-8348, or register online at new.taxprotectionplus.com/ultratax-registration. You'll need an Electronic Filing Identification Number (EFIN) to enroll.
  • Once you complete the enrollment process with Protection Plus, go to Setup > 1040 Individual > Federal, and select
    Protection Plus
    .
  • Select the
    Use Protection Plus Audit Assistance coverage ($ Chargeable)
     checkbox.
  • Select
    Validate
     to retrieve enrollment status.
Protection Plus audit defense coverage is offered at a cost of $10 per the following covered returns:
  • Form 1040, U.S. Individual Income Tax Return
  • Form 1040SR, U.S. Tax Return for Seniors
  • Form 1040NR, U.S. Nonresident Alien Income Tax Return
Returns that do not qualify for coverage:
  • Form 1040SS, U.S. Self-Employment Tax Return
  • FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR)
  • Individual returns filed after the annual October extension deadline (For example, for tax year 2023 returns filed in 2024, this means returns filed after 10/15/24 would not qualify for audit assistance
For a firm enrolled in Protection Plus Audit Assistance, a count of qualifying tax returns will be provided from Thomson Reuters to Protection Plus in an effort to reconcile charges from Protection Plus to the EFIN holder enrolled in the Audit Assistance program. Questions about charges from Protection Plus for covered returns should be directed to Protection Plus. Protection Plus can be contacted through their Contact Us website (https://new.taxprotectionplus.com/contact-us) or via phone at (866) 942-8348.
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