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15935: State Update Limitations (Drake18)


State Returns Generally

Why is some of my information not updating from Drake17 to Drake18? 

Some states have implemented restrictions on what information is allowed to be transferred over from year-to-year. Please see the following table for these state specific update limitations.

Update limitations may vary from year-to-year. See Related Links below for details. 

Notes:

  • States without a limit listed will allow all carryover items to be updated from the prior year.
  • Items noted with an asterisk (*) are allowed to be updated, but must be verified before e-file is allowed.
    • You must review and confirm that the data is correct and then press F4 in the field to clear the green flag.
    • For more on clearing flagged fields, see Related Links below. 
  • If there are multiple states on a return, the most strict limitation for the state(s) included on the return will be implemented when updating the return to the next year. 
State Limit 1 Limit 2 Limit 3 Limit 4 Limit 5 Limit 6 Limit 7
AK
   
AL State driver's license data State withholding account numbers    
AR State driver's license data State withholding account numbers Bank account numbers
   
AZ    
CA
   
CO Address*

   
CT State driver's license data State withholding account numbers    
DC State driver's license data* State withholding account numbers* Bank account numbers* Filer Address*    
DE    
FL    
GA    
HI    
IA State driver's license data State withholding account numbers    
ID State driver's license data* State withholding account numbers*    
IL State driver's license data State withholding account numbers Financial institution routing and account numbers for direct deposit or debits    
IN State driver's license data State withholding account numbers    
KS

   
KY State driver's license data* State withholding account numbers* KY Corp/LLET Account Numbers* Taxpayer Address* Employer Info (W2)* Taxpayer FEINs*  Taxpayer and Spouse SSNs*
LA

   
MA    
MD State driver's license data* State withholding account numbers* Maryland Physical Address on Resident Returns* Bank Account Information* SSN/ITINs on W2 forms*    
ME

   
MI    
MN State driver's license data* State withholding account numbers*    
MO State driver's license data
   
MS

   
MT    
NC
   
ND State driver's license data* State withholding account numbers* Taxpayer/Spouse SSN* Address* FEIN*    
NE
   
NH    
NJ
   
NM
   
NY    
NYS State driver's license data    
NYC State driver's license data    
OH    
OK State driver's license data State withholding account numbers    
OR State driver's license data* Primary and secondary SSN/ITIN on individual returns* Bank routing and account numbers FEINs on business returns*    
PA    
RI    
SC State driver's license data State withholding account numbers Direct deposit and direct debit bank account number    
TN
   
TX    
UT
   
VA State driver's license data State withholding account numbers Direct deposit and direct debit bank routing & account number State Identity PINS Locality codes    
VT

   
WI State driver's license data* State withholding account numbers*    
WV State driver's license data State withholding account numbers Direct deposit and direct debit bank routing & account number    


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