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sballcpa
Level 3
February 19, 2026
Question

How do I verify my PTIN

I'm entering my first tax return after not being able to transfer from Ultra Tax.  On page one, it kept popping up with "you haven't verified your PTIN" but I can not figure out how to do that.  Please help so I can get at least one tax return done!

3 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
February 19, 2026

top menu bar  TOOLS> Options > Firm/Preparer Info, you'll find a little bitty checkbox next to your PTIN that needs to be checked.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    anniebear
    Level 5
    February 19, 2026

    If it’s not next to your PTIN, go to firm info, electronic filing, and scroll down. The box will appear there.

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    February 19, 2026

    This is the preparer info box that I directed to.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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