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Posted

Do I need a PTIN to draw up a 5330 for a client?

I am not specifically paid to produce it. It is part of our general administration services for the plan.

I know I don't need one for 5500's, but 5330's involve actual taxes and IRS revenue, so I'm a little hesitant.

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

  • 3 years later...
Posted

Just confirming something: You DO need a PTIN for a 5330 or 945 if you are being paid (directly, or indirectly as part of a general administrative fee) but you DON'T need one for a 2848 if you are an ERPA, right? This question seems to pop up now and then. Thanks.

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