Driver license or state identification required
Beginning with Tax Year 2016, the taxpayer’s driver license or state identification information is now required. If the taxpayer and/or spouse has been issued a driver license or state identification card, they are required to provide that information to be entered into the software. Taxpayers must provide the ID number, issuing state, issuing date, and expiration date for all licenses or identification cards. If the taxpayer license/ID is a New York State driver license or non-driver ID, the document number found on the license/ID must also be entered. (Note: for married filing joint returns, enter only one document number.)
In the event that a taxpayer does not have a driver license or state-issued ID, you will be prompted by the software to indicate this. If the taxpayer does not have either a driver license or state-issued ID—or is deceased—marking the check box indicating that they have neither will fulfill the new requirement. We are requiring this information as an additional means of validating the taxpayer’s identification, and not having the information will not cause delays. However, if all other efforts to validate the taxpayer’s identity are unsuccessful, the processing of the refund may be delayed.
- Publication 93, New York State Personal Income Tax Modernized e-File (MeF) Guide For Return Preparers For Tax Year 2016
- Driver License Requirement for Tax Year 2016 (Overview and Frequently Asked Questions)
- View New York State Department of Motor Vehicles Sample Photo Documents with document number placements.
- Search the Answer Center for questions about the driver license requirement. (Updated as we add new information.)
- Ask a question about the driver license requirement (If you don’t see the answer to your question in the Answer Center, select category: Tax Practitioner to submit a new question.)