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16992: State Update Limitations (Drake20)


State Returns Generally

Why is some of my information not updating from Drake19 to Drake20? 

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. 
  • The items noted with a double-asterisk (**) are preparer specific and update is allowed from Drake19 if confirmed by going through Last Year Data > Update Settings > Preparer > and checking I have verified each selected preparer's PTIN before clicking Update Preparers
  • 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. 
  • If direct deposit information did not update, and there are no state restrictions, attempt to re-update the return and ensure that the box Update DD (Direct Deposit) Information is checked on the Update Options window. This will delete any new data entry that has been done in the current year and reset it to the update information; proceed with caution. 
State Limit 1 Limit 2 Limit 3 Limit 4 Limit 5 Limit 6
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 State driver's license data elements* State withholding numbers* Preparer PTIN**  
CA State driver's license data*
SSNs and EINs* Bank Account Numbers*  
CO Address Information* SSNs and ITINs* State driver's license data*

 
CT State driver's license data State withholding account numbers Preparer PTIN** Address Information  
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* Preparer PTIN**  
IL State driver's license data State withholding account numbers
 
IN State driver's license data State withholding account numbers  
KS Physical Address for KS Resident Returns* Bank Account Information* SSNs* Date of Birth (Taxpayer and spouse)* Date of Death (Taxpayer/spouse)*  
KY State driver's license data* State withholding account numbers* KY Corp/LLET Account Numbers* Taxpayer Address* Employer Info (W2)* SSNs and FEINs* 
LA

 
MA  
MD State driver's license data* State withholding account numbers* Maryland Physical Address on Resident Returns* Bank Account Information* SSNs/ITINs on Forms W-2*  
ME

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

 
MS

 
MT Address Information* Bank Account Information* SSNs*  
NC
 
ND State driver's license data* State withholding account numbers* SSNs* Address* FEINs*  
NE
 
NH  
NJ
 
NM
 
NYS State driver's license data  
NYC State driver's license data  
OH Physical Address for OH Resident Returns*  
OK

 
OR State driver's license data* Primary and secondary SSN/ITIN on individual returns* Bank routing and account numbers* FEINs on business returns* PTIN*  
PA  
RI Bank account number (DD and PMT)*  
SC State driver's license data* State withholding account numbers* Direct deposit and direct debit bank account number (DD and PMT)*  
TN
 
TX  
UT SSNs* FEIN* Bank routing and account numbers*  
VA State driver's license data State withholding account numbers Direct deposit and direct debit bank routing & account number State ID PINS* Locality codes*  
VT Physical address on VT Resident Returns* PTIN**  
WI 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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