Why am I receiving EF Message 0500 on this 1040 return?
Starting with Drake17, EF Message 0500 generates and prevents e-file until an applicable entry is made on the IDS screen.
MISSING IDS INFORMATION: For this return to be eligible for e-file, one of the following choices must be made on the IDS screen:
- A driver's license or other state-issued ID must be provided by the taxpayer (and spouse for joint returns)
- The check box indicating that the taxpayer (and spouse for joint returns) possesses no driver's license or state-issued ID must be marked
- The checkbox indicating that the taxpayer (and spouse for joint returns) refused to provide a driver's license or state-issued ID must be marked
Return to the IDS screen, available on the "General" tab of the Data Entry Menu, and provide this required information.
Due to IRS Security Summit initiatives designed to help prevent identity theft, each individual electronic filing requires one of the following:
- A valid Driver’s license or State Identification for the taxpayer (and spouse, if applicable).
- An indicator that the taxpayer (and spouse, if applicable) does not have a Driver’s License or State Identification
- An indicator that the taxpayer (and spouse, if applicable) did not provide a Driver’s License or State Identification.
Note: Drake will not assume an election of type 2 or 3 on the part of a taxpayer or tax preparer.
Options 2 or 3 will clear the Federal EF Message, however, some states may have more specific requirements. See Related Links for details.
- When entering the Issue Date or Expiration Date for the license or state ID you can enter either a 6-digit date (MMDDYY) or 8-digit date (MMDDYYYY) and the software will default the year to 20YY instead of 19YY.
- Important: If entering the 6-digit date, any 2-digit year entry (YY) from '28 forward will default to 19YY instead of 20YY. For expiration dates 2028 and future, you will need to enter the full 8-digit date (MMDDYYYY) in the Expiration Date box, otherwise an entry of 010128 will show as 01-01-1928 instead of 01-01-2028.
- If either the Issue Date or Expiration Date on the driver's license or state issued photo-ID shows only a month and year (MMYYYY), the day should be entered as 01. A valid month and year must be entered in addition to 01 as the date.