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17886: State Update Limitations (Drake22)


State Returns Generally

Why is some of my information not updating from Drake21 to Drake22? 

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 Drake21 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 Identity PINs 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*
Banking Information*
Boxes 15-17 in the W2 to ensure they are not duplicated*
Preparer PTIN**

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 Income Amounts Payer/Employer State ID Numbers State Withholding amounts  
ID State driver's license data* State withholding account numbers* Preparer PTIN**  
IL State driver's license data* State withholding account numbers* Withholding account number(s) - employer identification number*
Validate boxes 15-17 in the W2 to ensure they are not duplicated* Preparer PTIN**  
IN

 
KS Physical Address for KS Resident Returns* Bank Account Information* SSNs* Date of Birth (Taxpayer and spouse)* Date of Death (Taxpayer/spouse)* State driver's license data*
KY State driver's license data* Bank Account Information* 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* State driver's license data  
NC
 
ND State driver's license data* State withholding account numbers* SSNs* Address* FEINs*  Bank Account Information*
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*  
Portland Withholding account number* Boxes 15-17 on W2s to ensure they are not duplicated State driver's license data* SSNs, ITINs, or FEINs* Bank routing and account numbers* PTIN**
PA State driver's license data*  
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* State Withholding Account Numbers* Boxes 15-17 on W2 to ensure they are not duplicated*  
VA State driver's license data* State withholding account numbers* Direct deposit and direct debit bank routing & account number* PTIN** Locality codes*
VT Physical address on VT Resident Returns* PTIN**  
WI State withholding account numbers*
State driver's license data*  
WV State driver's license data State withholding account numbers Bank routing & account numbers (DD and PMT screens)  


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