Posted on January 31, 2011

Specific Forms not Required in PTIN Requirements

A PTIN must be obtained by all tax return preparers who are compensated for preparing or assisting in the preparation of any U.S. federal tax return, claim for refund, or other tax forms submitted to the IRS. The IRS released a list of forms, in which, at this point are not subject to requiring a PTIN.

To view these forms go to http://www.irs.gov/irb/2011-03_IRB/ar11.html#d0e1391.