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What to do if you are trying to get a PTIN for the FIRST TIME and

What to do if you are trying to get a PTIN for the FIRST TIME and 2025

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The document provides guidance for new tax preparers on obtaining a Preparer Tax Identification Number (PTIN) when the online PTIN system is unavailable due to maintenance. It outlines steps to create an interim PTIN, emphasizes the importance of verifying identity with tax return information, and instructs users to apply for a regular PTIN once the system is back online.

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Can you get a PTIN if you owe taxes?

All PTIN applicants must attest they are compliant with their personal and business tax obligations, or provide an explanation if they are not.

What will disqualify you from getting PTIN?

Any felony related to tax fraud and other forms of financial crimes are typically not eligible for a PTIN. Also, any offenses that include deception or that demonstrate a refusal to recognize lawful authorities will also typically prevent an individual from obtaining a PTIN.

How long does it take to get a PTIN online?

Most first-time PTIN applicants can obtain a PTIN online in about 15 minutes. The fee is $19.75 and is non-refundable.

What are the IRS PTIN education requirements?

To become a CTEC registered tax preparer, you must: Take a 60-hour qualifying education course from a CTEC approved provider within the past 18 months. Purchase a $5,000 tax preparer bond from an insurance/surety agent. Get a Preparer Tax Identification Number (PTIN) from the IRS.

Can a non CPA get a PTIN?

An IRS Preparer Tax Identification Number (PTIN) is a number issued by the IRS to a professional tax preparer, such as Certified Public Accountants (CPAs) and Enrolled Agents (EAs). A PTIN is only required for professional tax preparers that accept payment to prepare tax returns.

How much does an IRS PTIN cost?

IRS has announced that the cost of applying for or renewing a PTIN in 2024 will be $19.75, reduced from the 2023 fee of $30.75. The cost includes an application or renewal fee of $11.00, plus $8.75 for the third-party contractor administering the program.

Can you have a felony and get a PTIN?

Tax return information is required to authenticate your identity. If you filed your tax return in the past 8 weeks, please use a previous years individual tax return. Felony convictions and discrepancies with your federal tax obligations may affect your ability to obtain a PTIN.

Can you prepare taxes without a PTIN?

In general, if individuals prepare, or assist in preparing, all or substantially all of a tax return, including making determinations that affect tax liability, they must have a PTIN.

What to do if you are trying to get a PTIN for the FIRST TIME and 2025

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