TaxConnections

Login | TAXPAYERS | TAX PROFESSIONALS-START HERE

If the person who does my taxes does not have a PTIN can I still have them do my tax return?

Individual
TaxConnections Members... Answer This Question Want To be One of Our Tax Experts? Register Here

Tax Professional Answers

User Photo
Hope Shoulders, Esq.
Yes, if the person is an enrolled agent, tax preparer, attorney or CPA who is paid for preparing or assisting in the preparation of all or substantially all of any federal tax return, claim for refund or other tax form submitted to the IRS. The crucial issue is if the tax preparer is paid then they must have a PTIN.

But there are exceptions. If an employee as part of her duties is preparing her employers' tax return, then the employee does not need a PTIN. Also if the tax preparer is submitting to the IRS forms like, W-2s, Form SS-4, Power of Attorney, etc., then they do not need a PTIN.

For more information regarding who needs to have a PTIN, please refer to the U.S. federal government website, irs.gov.
Leave a Comment 293 weeks ago

User Photo
David Gadberry
I'm a little confused at the answer. The question was "If the person who does my taxes does not have a PTIN can I still have them do my tax return?"
The answer said Yes. However, if the person preparing the return is being paid, they do needa PTIN. So the answer should be, No they should not prepare the return.
Reply 293 weeks ago
User Photo
Rochelle Gross
Thanks for clarifying that comment....
Reply 67 weeks ago

Meet Leading Tax Advisors

User Photo Peter J. Scalise

Federal Tax Credits & Incentives Practice Leader

New York, NY

User Photo John L Stancil

Tax Advisor/CEO

Lakeland, FL

User Photo John R Dundon, II EA

Tax Director

Denver, CO

User Photo Kevin Johnson MS, JD, LL.M, CPA

Partner

Philadelphia, PA

User Photo Brian Weaver, CPA, MBA

Managing Tax Consultant

Des Plaines, IL

User Photo William Rogers, CFP, MBA, EA

Rancho Santa Fe, CA

Title

User Photo Clinton J Donnelly, LLM

International Tax Advisor

Panama City, Panama

User Photo Jim Marshall, EA

President/ Tax And Financial Advisor

Scottsdale, AZ

User Photo Brett A Thompson, JD, CPA

Managing Tax Lawyer

Katy, TX

User Photo Charles Woodson, EA

Tax Advisor/Fiduciary Coach

San Diego, CA

User Photo John Richardson

Tax Lawyer

Toronto, Canada

User Photo Clifford Benjamin

Senior Tax Principal

Daytona Beach, FL

User Photo Kazim Qasim, EA, CTC

Managing Tax Advisor/CEO

Orlando, FL

 

View/Select our Current List of Tax Topics

# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Previous PageNext Page

INCREASE KNOWLEDGE WITH EVERY ISSUE OF TAXCONNECTIONS

 

Learn from tax advisors, straight to your inbox

Update My Email Address
Contact Us Today