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Level 1
August 25, 2025
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IP Pin verify

Related products:ProSeries
  • August 25, 2025
  • 1 reply
  • 4 views

Prosieres has a prompt to ask about digital asset transactions. It would be helpfully to have a similar question " Does anyone have an IP Pin number from the IRS?" That may remind taxpayer who do have an IP Pin but forgot to mention it to the preparer.

1 reply

IRonMaN
IRonMaN
Level 15
August 25, 2025

Since the prompt would be in the software, that isn't really going to be a reminder to the taxpayer.  If it is something that you encounter often, a post-it pad note on your computer screen could serve the same purpose.

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