Preparer Tax Identification Number

A PTIN needs to be obtained by all tax return preparers who are compensated for preparing or assisting in the preparation of all or substantially all of any U.S. federal tax return, claim for refund or other tax form submitted to the IRS, except for certain forms listed on the IRS Web site (search for the FAQ section concerning PTINs).

Unless a preparer is an attorney, CPA or enrolled agent, or unless the preparer does not complete Form 1040 series returns, the preparer will need to pass an IRS competency exam and tax continuing education courses. In other words, the exam and continuing education requirements do not apply if the preparer is completing forms other than Form 1040 series returns.


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