PTIN printing on client's return

7 replies
44 views

Is there a way to not have our PTIN to print on the client's returns? For our protection??

ProSeries Professional

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K

Kathyh76Author

Level 2

***The client's copy of their returns***

J

jeffmcpa2010

Level 10

The reason for the PTIN is so that your Social Security number doesn't print on there any more. That is what us old folks remember was in that spot before the PTIN.

I really don't see what the risk is of the PTIN being there. It isn't just income tax returns that it shows on, but also any federal payroll tax returns (940,941,943 etc.)

sjrcpa

Level 15

I think a PTIN is public information. I think you can look them up by person's name on irs.gov somewhere.

The more I know the more I don’t know.

H

hankinstax

Level 5

The PTIN protects your SSN which no longer prints on the return. You can insure your PTIN is not being used improperly by going to the IRS PTIN website and checking the number of returns prepared using your PTIN. If there is a problem, you should immediately notify the IRS.

BobKamman

Level 15

You can assure that you're still alive by checking the obituary pages every day. I've never found the IRS count to be accurate, but I have better things to do every day than check that page. (I do check every day, though, for the skyrocketing Covid infection rate in my state.) By the time you detect a problem, it's too late. If the count is 100 higher than it should be, you might be able to find someone at IRS to do something in a month or two. But if it's higher by only 5, what would you expect? "OK, we'll pull all of your returns and find ones that look flaky." Not sure if the cure is worse than the disease.

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