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E-filing on Out of State Tax Return

Sunshine98
Level 1

I am doing taxes for a lady who lived all 2021 in NY then moved to SC.  When I was doing her taxes I found out I needed a NYPTIN.  I only have one for SC.  

First Question:  Do I need a PTIN number for each state?

Second Question:  Is there a way to just file her Federal electronically and then do a paper return for her state?

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6 Comments 6
josephfolsomcpa
Level 4

Are you a CPA? If so, you don't need a NY number.

Sunshine98
Level 1

I'm not a CPA

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George4Tacks
Level 15

Are you an EA, you don't need a NYPTIN

https://www.tax.ny.gov/tp/reg/tpreg.htm

 


Answers are easy. Questions are hard!
Sunshine98
Level 1

I'm a bookkeeper and a seasonal tax preparer.  

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Just-Lisa-Now-
Level 15
Level 15

I went through all the rigmarole getting an NYPTIN a few years ago..thats 45 minutes of my life I'll never get back!

Then a preparer in NY said I only needed it if I was preparing more than 10 NY returns. 

I think @garman22  said he Efiled NY returns in the past without getting a NYPTIN and never had an issue.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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dascpa
Level 11

A seasonal tax preparer?  Looking for a job? You'll go to the highest bidder on this website....

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