How do I find my state ID number for my 1099-B form? Can't locate it anywhere!
I've been trying to fill out my taxes for the first time since moving to a new state and I'm completely lost trying to find my state ID number for my 1099-B form. I have several investment accounts that generated these forms and now I need this number to complete my state filing. I've already spent hours looking through the state's department of revenue website and clicking through every possible link. I've also gone through my 1099-B forms multiple times, front and back, and can't find anything that looks like a state ID number. I called my brokerage but got stuck in an endless phone tree and gave up after 45 minutes. Is this something I should have received separately? Or is it hidden somewhere on the form that I'm missing? My tax software keeps asking for it and won't let me proceed without it. Thank you so much for any help! This is driving me crazy.
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Juan Moreno
The state ID number you're looking for on your 1099-B is actually your state taxpayer identification number, which is different from state to state. In most states, this would be your Social Security Number (SSN). However, some states use a separate state ID number system. What you'll need to do is look at your previous state tax returns if you have them. The state ID number would be listed there. If this is your first time filing in this state, you might not have one yet - in which case you may need to apply for one through your state's department of revenue. Alternatively, check any correspondence you've received from your state tax authority since moving there. They may have assigned you a number and sent it by mail.
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Amy Fleming
•So if I've never filed in this state before because I just moved here last year, do I leave it blank or put my SSN? The tax software won't let me proceed without something in that field.
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Juan Moreno
•If this is your first time filing in this state, you should use your SSN in most cases. That's the default identifier the state will use to track your tax records. If the software specifically asks for a state ID number and won't accept your SSN, you might need to check your state's specific requirements. Some states like California have a separate state ID system where you need to register first. Which state did you move to? That would help narrow down the specific guidance.
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Alice Pierce
After dealing with this exact same headache last year, I found that taxr.ai actually helped me solve this problem in minutes. I was confused about my 1099-B state ID requirements after moving to a new state and spent days trying to figure it out. I uploaded my 1099-B forms to https://taxr.ai and their system immediately identified what I needed based on my state's requirements. It even explained why certain states require different information on the 1099-B forms. The site analyzed my forms and told me exactly where to look or what to use instead.
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Esteban Tate
•Does it work for all states? I'm in Arizona and having similar issues with my investment forms.
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Ivanna St. Pierre
•How secure is this? I'm always nervous about uploading tax documents to websites I don't know.
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Alice Pierce
•It works for all states as far as I know. I used it for Colorado, but the system has specific guidance for each state's tax ID requirements. It showed me exactly what Arizona requires for 1099-B reporting. Their security is actually really good - they use bank-level encryption and don't store your documents after analysis. I was skeptical too but they explain their security process right on the site. They're SOC 2 compliant which is the same security standard used by most financial institutions.
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Esteban Tate
Just wanted to follow up - I tried taxr.ai after seeing the recommendation here and it really did solve my problem! I was stuck on the same state ID issue with my 1099-B forms. Turns out for Arizona, I needed to use my SSN in most cases, but there was an exception for my particular brokerage that required a different format. The system identified this immediately and saved me from making an error that would have delayed my refund. The document analysis was surprisingly accurate - it even flagged a reporting error on one of my forms that I would have completely missed. Definitely worth checking out if you're stuck on state-specific tax form requirements.
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Elin Robinson
I had a similar problem and spent HOURS trying to get through to my state tax department with no luck. After trying for days, I found Claimyr and it was a game-changer. https://claimyr.com basically got me connected to an actual human at the state tax department in about 20 minutes instead of the usual 2+ hour wait (or getting disconnected). They have this system where they wait on hold for you and call when a representative is about to pick up. You can see how it works here: https://youtu.be/_kiP6q8DX5c The state rep I spoke with explained that for my 1099-B, I actually didn't need a separate state ID number at all - I just needed to use my SSN. Apparently, the tax software was asking for something that wasn't even required in my state!
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Atticus Domingo
•Wait, so I'm confused. How does this even work? Does someone else talk to the tax department for you or something?
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Beth Ford
•Yeah right. There's no way to skip the line with state tax departments. I've wasted days on hold and nothing works. Sounds like a scam to me.
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Elin Robinson
•No one talks to the tax department for you. The way it works is they have an automated system that waits on hold for you. When a real person is about to answer, you get a call connecting you directly to that person. You do all the talking yourself - it just saves you from waiting on hold. It's definitely not a scam. I was skeptical too until I tried it. I had been trying to reach my state tax department for three days with no luck. With Claimyr, I was talking to a real person in about 22 minutes. They just have technology that manages the hold process better than we can manually.
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Beth Ford
I need to eat my words from earlier. After another frustrating day trying to reach someone at the state tax department, I broke down and tried Claimyr. Within 18 minutes I was talking to an actual human being at the department of revenue. The representative confirmed that for my 1099-B forms, I should use my SSN as the state ID number. They also explained that there's a specific field on my state's tax return where I need to report the 1099-B information that wasn't obvious from the form instructions. Saved me from making a mistake that would have triggered an automatic review. I'm genuinely shocked that something actually worked as advertised. Definitely keeping this service in my back pocket for future tax seasons.
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Morita Montoya
Have you checked the instructions for your specific state's tax return? Sometimes the state ID number requirement varies by state. For example: - In New York, it's your SSN - In California, you need a CA Corporation number or FEIN - In Texas, they use a Texas Taxpayer Number - In Florida, there's no state income tax so you won't need this What state are you in? That would help narrow it down.
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Savanna Franklin
•I'm in Pennsylvania. I finally found the answer after calling the state department of revenue directly. For PA residents, you use your SSN for most cases with 1099-B forms. However, if you're filing as a business entity that has investments, you would use your state business tax ID. The confusion came from my tax software which wasn't state-specific in its wording. It asked for a "state ID number" generically when what it really meant was my SSN for my particular situation.
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Morita Montoya
•Good detective work! Yes, Pennsylvania is one of the states that primarily uses your SSN for individual 1099-B reporting. The tax software really should make that clearer - they cause so much unnecessary stress with their vague terminology. For anyone else reading this with the same issue, always check your state's specific department of revenue website or call them directly if you're unsure. The requirements can change from state to state and sometimes even year to year as tax laws are updated.
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Kingston Bellamy
I've been a tax preparer for 8 years and see this confusion constantly. For 1099-B forms, here's what you need to know about state ID numbers: 1) For INDIVIDUALS in most states: Use your Social Security Number 2) For BUSINESSES: Use your state tax ID or FEIN 3) For TRUSTS: Usually use the trust's EIN The problem is that tax software often asks generic questions without specifying which type of ID they're looking for. Always look for state-specific instructions within the software, usually there's a help button or a "learn more" link that explains what they're actually asking for.
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Joy Olmedo
•This is helpful but i still don't understand why my 1099-B from Fidelity doesn't have my state ID printed anywhere on it?? Shouldn't they include that information since they're the ones issuing the form??
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Kingston Bellamy
•Your 1099-B from Fidelity doesn't have your state ID printed on it because federal 1099-B forms are standardized by the IRS and don't include state-specific information. Brokerages like Fidelity are required to report to the federal government, but state reporting requirements vary widely. When you're entering this information into tax software, the software is trying to match your 1099-B to your state tax return, which is why it asks for a state ID. You provide this information yourself - usually your SSN for individual filers - rather than it coming from Fidelity. This connects your investment income reported on the federal level to your state tax obligation.
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