Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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New IRS Requirements for 5500 Preparers Regarding PTINs
FIS Relius [Guidance Overview] Jan. 7, 2011
Excerpt: The Notice says that virtually all tax forms are returns, but includes a list of forms which are not returns. The 5500 series returns (5500, 5500-EZ, 5500-SF, 5558), 1099 forms (including 1099-R and 1099-MISC), W-2 forms, and determination letter forms (5300, 5307, 5310, 8717) are not considered 'returns' for the PTIN requirements. That means a practitioner can prepare Form 5500 or Form 1099-R without having a PTIN.
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