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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Are you a CPA? If so, you don't need a NY number.
I'm not a CPA
Are you an EA, you don't need a NYPTIN
https://www.tax.ny.gov/tp/reg/tpreg.htm
I'm a bookkeeper and a seasonal tax preparer.
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.
A seasonal tax preparer? Looking for a job? You'll go to the highest bidder on this website....
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