Go to our Access Prior Year Tax Returns webpage for a list of available Online and Desktop programs for previous years. Note: TaxAct does not provide archived copies of returns filed through the TaxAct Desktop or TaxAct Professional Editions. If you no longer have access to your saved return file, you can receive a copy […]
Orders are billed at the time of purchase. Multiple Charges If you see multiple charges on your credit card, review your TaxAct account to check the status of your filings. The e-filing status will help you understand why you may see multiple charges. If you purchase the federal program, and then later add a state […]
To update your payment information, follow these steps: Sign in to your TaxAct Account online. Click Orders & Downloads. Select the blue link update credit card information (you may need to scroll down). Click the Order ID and follow the on-screen instructions to update your payment details. This option may not be available for all […]
TaxAct is committed to protecting your tax information. We partner with the IRS, state tax administrators, and other software providers to prevent tax and identity fraud. As part of this effort, we implement advanced security measures, including: Strong password requirements Email address verification Account lockouts after multiple failed sign-in attempts Trusted device and IP address […]
While working on your taxes using TaxAct, you have the option to promptly engage with one of our credentialed tax experts. Open your return in TaxAct. Click Get Live Tax Advice in the top right corner. Select the level of service that you want by choosing Chat or Speak under either Xpress Connect or Unlimited […]
To create a TaxAct account, follow the steps below. From the TaxAct Home Page, click Create Account in the upper right-hand corner. Enter your email address and a mobile phone number. NOTE: You cannot create a new account using an email address or phone number that is already linked to another account. If you have […]
You can manage your data within your TaxAct account by removing returns or submitting a privacy request to delete certain personal information. Removing a Tax Return (Individual) Important Notes: Once a return is deleted, it cannot be restored. You cannot delete a return if: It has already been e-filed or printed. An extension has been e-filed […]
To upgrade to a different TaxAct product, follow the steps below. Steps vary depending on whether you use the Online or Desktop program. Online Dashboards Open your TaxAct return. In the navigation pane on the left, click Resources. Under My Return, click the Upgrade Options tile. Locate the name of the TaxAct software you’d like to […]
If you receive a special offer for discount pricing on a TaxAct product that has a link, you must click the special offer link provided in the message. Discounts will not be applied if you skip this step. After clicking the link, register for a new account or sign in to your existing account, as applicable, […]
TaxAct State Editions Anticipated release dates for TaxAct State Editions are listed below, with most releasing in January. For more details about forms available in each return type, go to https://www.taxact.com/forms. For more information on state release information, including updates on the availability of forms to print, see State Program Updates. 2025 Alabama Anticipated Release […]
Below are the top FAQs for signing into your account: Sign-In Instructions (Online or Desktop) Recover Your Account (Locked or Disabled) If you can no longer access the phone number or email address on your account, use the “alternative verification” steps detailed in the above FAQ. Manage or Update Account Information (Name, Address, Username, or […]
You can purchase an edition of the TaxAct program for the current and two prior tax years. To get started, go to the Prior Year Tax Returns webpage and select which tax year you want to file by clicking the link File 20YY Taxes. Scroll down to see the product options under Online Products or Desktop Products. Once […]
2025 As 2025 TaxAct state editions are updated, details will be added below to highlight what’s new in each release. Download Information | Federal Update Information | https://www.taxact.com/forms Alabama 2025 1040 V1.0 01/09/2026 – Form 40NR (Nonresident return) not approved for paper or electronic filing. V1.01 01/15/2026 – Form 40NR can be e-filed or paper-filed. No […]
The TaxAct mobile app is now available for iOS and Android users! Visit the Apple App Store or the Google Play Store, search for TaxAct, and download the app to your device. Once installed, sign in using the same username and password you use on the TaxAct website.
The IRS will begin accepting individual returns on January 26, 2026. The official filing season start dates are posted each year on the IRS website. The IRS accepts returns on a first-come, first-served basis. Because of this, we strive to have our product ready in time for you to be first in line! Our Federal […]
Set Up Passkey You can now set up a passkey to log into your account. This provides a more seamless and secure way to authenticate your TaxAct login. The steps to set up your passkey are detailed for common browsers below. Exact steps may vary depending on your device or browser or passkey selection. Note: […]
Per the Form 8962 Instructions: “If an individual in your tax family was enrolled in a policy with an individual in another tax family and you are not taking the PTC, the taxpayer who is claiming the individual not in your tax family may agree to reconcile all APTC paid for the policy.” For more […]
TaxAct Federal Desktop programs are available in early and final release versions. The early release version is usually released in late October for Professionals and December for Individual Consumers. The final versions of our Federal 1040 software programs are typically released in early January. The state modules begin releasing in early January and can continue […]
Each time you sign in, you may be prompted to verify your identity via a 6-digit verification code sent by text (standard text rates apply), email (only if you do not receive the code via text), or using an authenticator app. This extra layer of protection ensures only you can access your account. To choose how to […]
Form 4868 is used to request an extension of time to file an individual tax return, Form 1040. Generate and FileTo generate and file Form 4868, follow the steps below. NOTES: Form 4868 is only an extension of time to file, not an extension of time to pay any amount due. If you expect […]
Your account will be temporarily locked or disabled after multiple failed sign-in attempts. To regain access, either: Wait 15 minutes and try again Recover your password (steps below) Ensure that you are using the correct username. Password Troubleshooting If you have issues signing in: Double-check password spelling (use the “eye” icon) Turn off caps lock […]
Each time you sign in, you are prompted to verify your identity via a 6-digit verification code sent by text (standard text rates apply), email (only if you do not receive the code via text), or using an authenticator app. This extra layer of protection ensures only you can access your account. To choose how to […]
Online Sign In Go to Sign In Enter your username. Select Remember this device if using a private device. Click Sign in. Complete the ReCAPTCHA. Enter your password and click Continue. Enter the verification code to complete sign-in. See Related Links for details. NOTE: You must use the online sign in to manage or update account […]
TaxAct supports the use of several different third-party authenticators. For common issues that arise during verification, please see the troubleshooting links for each authenticator below. Duo Mobile https://guide.duo.com/common-issues Authy (mobile devices only) https://help.twilio.com/categories/19752372315419 Google Authenticator https://support.google.com/accounts/answer/185834?hl=en Microsoft Authenticator https://support.microsoft.com/en-us/account-billing/troubleshoot-problems-using-microsoft-authenticator-a3a74493-566b-4c2e-b949-a2789bac0fd3
If you re-file a return after it was initially rejected, the TaxAct program may prompt you to enter a credit/debit card number, even if you already paid when you first filed. You will not be charged again if: The primary identification number remains the same (Social Security Number (SSN) for personal tax returns or Employer […]
When you purchase prepaid or unlimited e-filing, that purchase is assigned to your account. When you sign into TaxAct with the username and password associated with that account, your Practice ID should automatically be added to your Preparer Information. To enter the verification information for your e-filing: From within your TaxAct Professional Edition program, click […]
Online To see a breakdown of charges on a specific return: Open your return. Click My Return, then click My Return Details. In the Payment Information section of the pop-up window, click My Return Fees to see an itemized list of charges. Alternatively, click on the shopping cart icon at the top right to see current […]
If you live outside the United States of America, you can still order TaxAct software through the website, as long as all of the following are true: You have a valid US address, You have a valid US phone number, You will pay for your order with a US-based credit card. If you are a […]
You can use the TaxAct Consumer Edition products Online (using a web browser) or on your Desktop (download the program). We offer a number of programs and packages to fit everyone’s tax filing needs. When you click the links below, they will each take you to a different webpage, and you can click either Online […]
Important Security Updates for the 2024 Tax Season As part of the IRS Security Summit, all professional tax products across the industry—including TaxAct Professional Edition solutions—must comply with enhanced security requirements to better protect both your data and your clients’ information. To meet these standards, TaxAct Professional has implemented the following multi-layered security measures for […]
At this time, there are no plans to release a TaxAct Desktop product for Mac operating systems. However, Mac users can still complete their tax returns by using TaxAct Online Products, which are fully compatible with most modern web browsers. For details on supported browsers and system compatibility, please visit our System Requirements page.
To help prevent identity theft, protect our tax professional customers, and comply with IRS regulations, you will be required to sign in each time you open the software, and again after 30 minutes of inactivity or every 24 hours—whichever occurs first. These requirements are part of the IRS Security Summit initiatives and apply to all professional tax software solutions across the industry, including TaxAct […]
TaxAct Refer-a-Friend Program What is the Refer-a-Friend Program? The TaxAct Refer-a-Friend Program allows you to earn an Amazon Gift Card for every new-to-TaxAct friend you refer who files a paid federal return. The gift card value depends on the offer at the time of referral. Your friends also save—they receive at least 20% off any paid federal product. How Does the Refer-a-Friend Program Work? […]
You can create a new return in TaxAct using the following methods: TaxAct Desktop: Press Ctrl + N on your keyboard. TaxAct Online: Click Add a 20XX Return and then select Start for Free under your preferred option.
To view and print the receipt for your payment of your TaxAct return: Sign in to your TaxAct Online account. If the navigation menu, choose Tax Returns, and open your return. On the left, click My Return, then My Return Details. Under Payment Information, click My Return Fees. A detailed break-down of the charges will […]
All TaxAct products can be purchased on our website. Product offerings include: Individual (Form 1040): To order the TaxAct online program, go to our TaxAct Online Products webpage. To order the TaxAct download/desktop program, go to our TaxAct Download Products webpage. Business (Forms 990, 1041, 1065, 1120, or 1120-S): To order the TaxAct business programs, […]
If a page fails to load or you experience difficulties signing in to your account, it can be caused by your web browser cache (temporary browsing data for helping pages load more quickly the next time you access them). Clearing your cache will most likely resolve the issue. Before clearing your cache, close all other […]
You can add more than one return to your TaxAct account. Steps vary depending on whether you use TaxAct online, or on your desktop. Online Instructions Sign in to your TaxAct Account online. Select My Tax Returns. Click Add a 20YY Return. Click Start New Individual Return or Select Business Type. If you aren’t sure which […]
To check your EFIN status within your account: Sign in to your TaxAct account online, then click Practice Administration. Click the EFIN Verification dropdown to see your EFINs and statuses. If you see an item that says “Verified,” your EFIN is verified and you do not need to resubmit. You do not submit each year, […]
The TaxAct® early access program allows you to get a head start on your taxes. If you used TaxAct last year, you can import your data into this year’s return to save time. Go to our Import Last Year’s Return Using TaxAct Desktop FAQ for more information. You can also enter preliminary tax information to […]
For an overview of features for the Professional Editions for Professional Preparers listed below, please visit our TaxAct Professional Tax Software website. Professional 1040 Professional 1040 State Professional 1065 (Partnerships) Professional 1065 State Professional 1120-S (S-Corp) Professional 1120-S State Professional 1120 (C-Corp) Professional 1120 State Professional 1041 (Estates and Trusts) Professional 1041 State (Limited states […]
Follow these steps if you have forgotten your password: Click Sign In at the top-right of the TaxAct website. On the Sign In screen, enter the username, email address, or the mobile phone number associated with your TaxAct account. Click Sign In. On the Sign in with Password screen, click I forgot my password. A […]
To reflect all of the changes to the IRS’s ever-changing tax code, all TaxAct software packages are updated on a regular basis. We release TaxAct federal programs in Early Release and Final versions. As a TaxAct customer, you can download the latest versions of your TaxAct software from within your account. Use the table below […]
TaxAct customers can update information within their TaxAct account and tax returns by signing into their account here: https://www.taxact.com/auth/ Important: To the extent your request relates to tax return information, such information cannot be modified after e-filing — unless the IRS rejects your e-filed tax return, or you file a later amendment. TaxAct provides various […]
To request an email notification for when a form becomes available, follow the steps below. Online From within your paid TaxAct return, click the Print Center drop-down, then click Return, and then click Print. The Print Center window will display a list of forms that are not available at this time. Click Sign up to […]
California law requires business entities that prepare an original or amended return using tax preparation software to e-file returns. Failure to e-file will be penalized if the failure to e-file is due to willful neglect and not reasonable cause. The penalty is $100 for the initial e-file failure and $500 for each subsequent failure. Business […]
To share software downloads, unlimited or prepaid e-filing, reporting, or services, the Practice Owner has to send an email invitation to another preparer for them to join. The email will include a link for the preparer to create an account or sign into their account, and enter the information provided in the email. To invite […]
TaxAct assigns each practice a unique alphanumeric identification code called a “Practice ID” when the software is purchased. If you have multiple preparers in your practice, each preparer will have the same Practice ID. This ID links your software with your TaxAct account and allows all preparers in your practice to share resources. The Practice […]
To view and/or print your e-filing instructions: From within your TaxAct Online return, click Print Center down the left to expand, then click Instructions/Reports. Check the instructions/reports you wish to print, and enter the appropriate Number of Copies. Click Print, then click the PDF link. Click the printer icon or the save icon (available when […]
Click this link to go to the sign in page and sign in to the TaxAct account that you created: Sign in If you forgot your username or password, click this link: Forgot Online Username or Password
If you would like to unsubscribe from our emails, go to our Contact TaxAct Service & Support webpage to request support.
The online backup service included with the TaxAct® Professional Enterprise Edition for the 2016 tax year had expired on May 1, 2020. You can no longer access your 2016 client data online. Please contact your Professional Edition representative for more information.
Credit card refund processing time for a TaxAct product vary from 3 to 10 business days depending on your credit card company or banking institution. TaxAct processes refunds for our TaxAct products immediately, but processing time varies between credit card companies and banking institutions. Contact your credit card company or bank to determine when you […]
When you submit your e-filed return, TaxAct immediately begins transmitting the return to the IRS and/or your state tax agency. So, once you submit a return electronically, there is no way to stop or cancel that transmission. If you made a mistake or forgot to include something: If your return is rejected, you can go […]
You will need to complete the filing steps again, and enter different credit card information: From within your TaxAct return (Online or Desktop), click Filing (on smaller devices, click in the top left corner of your screen, then click Filing). On the screen titled Paper/E-Filing – Federal Balance Due Options, click the circle next to […]
TaxAct offers product guarantees for each of our product formats, online and download: Guarantees for TaxAct Online $100k Accuracy Guarantee (consumer 1040, 1065, 1120, and 1120-S products only) Maximum Refund Guarantee (consumer 1040 products only) Satisfaction Guarantee Guarantees for TaxAct Download $100k Accuracy Guarantee (consumer 1040, 1065, 1120, and 1120-S products only) Money-Back Guarantee Maximum […]
Electronic Filing (e-filing) goes through TaxAct® to be transmitted to the IRS. The e-filing module is included in the TaxAct Professional Editions. E-filing with TaxAct is available for Federal 1040, 1065, 1120-S, 1120, 1041, and 990 returns. State e-filing is available for those states that assess personal income tax and for many business and estate […]
In order to obtain the mailing address for your federal or state return, you can go to the the IRS Where to File Paper Tax Returns With or Without a Payment webpage, or check the filing instructions from within your TaxAct return; go to our Print Filing Instructions Online and Desktop FAQ for help. The […]
TaxAct allows you to bookmark the exact page you are on in the Q&A view so that you can easily find it later. To use the bookmark feature: From the interview question within your return that you wish to bookmark, click the bookmark icon to the right of the question title (the icon will change color). When […]
TaxAct® has two different types of products that allow you to prepare, print, and e-file your Form 1040 tax return: TaxAct Online and TaxAct Download. With TaxAct Online, you can add multiple returns to your account; therefore, a whole family can access their returns from the same account. You will access the account and return(s) […]
Why would my price change? As with many consumer products, the price you pay to prepare and file your taxes with TaxAct is subject to change throughout the year. The price listed on our website when you begin your return may be different from the price you see when you complete it. You will be […]
To place a pre-order through an email offer: From within the email you received, click the Pre-Order Now link at the bottom of the email. Click Pre-Order Now under the product you want to order. Continue with the on-screen steps to complete your order. If you have trouble placing the order through the email, you […]
Account Structure Each TaxAct Professional Edition user should create an account using first and last name, mailing address, and a unique email address. Once each account is set up, they can be linked together to form a practice. See the TaxAct Professional Online Resources Getting Started webpage. Definitions Practice Owner Account TaxAct account used to […]
The IRS has discontinued publication of the Refund Cycle Chart. For information on the status of your refund, refer to Where’s My Refund? on the IRS website.
Should you have a question about the TaxAct Online fees, please use the steps outlined below to view the return costs: Sign in to your TaxAct Online account. Click on the My Taxes tile. Click on the Open link next to the return you wish to view the fees for. Once the return is open, click on […]
If you enter an incorrect combination of username and password a certain number of times, you will be given the opportunity to reset your password to gain access to your account. As part of the password reset process, you will be asked to answer one of your security questions. We take this measure to protect […]
To change your email address: Sign in to your TaxAct Account. Within My Account, click the My Preferences tile. Click manage next to your email address. The Edit Email screen will pop up. Type your preferred email in the New Email Address field. Click Update Email; an email will be sent. Keep the Edit Email […]
A cookie file is used to identify you while you are using a site and when you return to a Web site. The cookie file is written to your hard drive and you can delete it at any time. A cookie file only contains the following information: that you visited the Web site the time […]
The IRS imposes a limit of five on the number of tax returns that you may file electronically (“e-filing”). This limitation is imposed by the IRS, not by TaxAct. Note: The IRS imposes the five-return limit specifically on electronically filed returns. If you reach the five-return e-file limit, you may submit paper copies of any additional tax returns. […]
The next time you sign in with the Customer ID / Password combination the TaxAct website will prompt you to update the account. This update is to make the sign in process more convenient and secure; therefore, you will be prompted to create a Username which will replace the Customer ID. The information below should assist you in […]
We have made some changes for tax year 2015 for help protect your TaxAct Account. Previously, customers who ordered TaxAct’s download software were assigned a Customer ID. In tax year 2015, we will ask you to update your account with a new username and password to comply with enhanced industry-wide security requirements. If you have […]
If you trust the device you are using to sign in, you can skip entering the verification code the next time you sign in by checking the box next to “Don’t ask again on this computer”. Otherwise every time you sign in, we will send a one-time-use verification code to your email address or mobile […]
Good news – we’ve made tax time even easier from now on. From your TaxAct Account, you’ll be able to create, edit and access all of your TaxAct Online returns for 2014 and forward. You can also see the status of all your returns and federal refunds after e-filing, and update your account information in […]
One TaxAct® State Edition is included with TaxAct Desktop/Download Deluxe, Premier, and Self Employed Editions. When you order a Federal Edition program, you choose which state to include. The Federal and State Editions are downloaded separately, so it is possible to download just the Federal program initially. To download your purchased TaxAct State edition: Sign […]
TaxAct supports the filing of Part Year/Non-Resident returns for all states that require an individual income tax return. You can find a listing of each of the 1040 state programs by visiting our state release list. To determine if TaxAct supported Part Year or Non-Resident filing for a previous year, please see our Previous Years page and […]
General Help Desk: 1-800-829-1040 E-file assistance: 1-800-876-1715 (within U.S. or Canada) 1-309-229-7111 (from an International location) E-file status: 1-800-829-4477 Refund Hotline: 1-800-829-1954 EFIN inquiries: 1-866-255-0654 Live telephone assistance for hearing impaired: 1-800-829-4059 (TDD) IRS Website Help Desk e-mail: helpdesk@speedymail.com
For security purposes, usernames cannot be changed after you’ve created your TaxAct Account. If you would like to change your username, you can create a new TaxAct Account; however, the information in your existing account cannot be copied or transferred to your new TaxAct Account.
To avoid the requirement of entering a verification code each time you sign in, you may click the link labeled Didn’t receive a code to answer a security question instead, or you may simply check the box that says “Don’t ask again on this computer.” Checking this box means you trust that others aren’t using the same […]
Even when you mark a device as trusted, there are certain factors that will require you to enter a Verification Code when you sign in: Turning 2-step verification on, you will be prompted every time you sign in Browser updates or removal of cookies A change of device or browser Signing in from an unrecognized […]
You may view and remove your trusted devices from within the My Preferences section of My Account: Sign in to your TaxAct Account online, then click My Preferences. Click the Trusted Devices and Sign In History dropdown (you might need to scroll down first). Click X next to the device listed that you want to remove. Click Remove Device. […]
A trusted device is a device you use frequently, such as your personal mobile phone, tablet or home computer. You can choose to designate a device as trusted by clicking a checkbox next to “Don’t ask again on this computer” on the Verification Code screen. Doing so will allow you to sign in without having […]
Our priority is to protect our customers’ information and we are always looking for new ways to do that. Using verification codes is one feature we have added to our security measures to help you keep your TaxAct account as secure as possible. Related Links What does “Don’t ask again on this computer” Mean? Can […]
Within your 2014 TaxACT Online account, you have the option to add multiple returns for the same individual or different people as well. When creating multiple returns for the same person, it can be difficult to keep track of which return is the correct one. To help with this, you are able to change the title […]
Download Purchases: For the purchase of any download product, if the program has been released, it is available as soon as payment is received. If you used a credit card your product will be immediately available for download. For check or money orders, your download will become available when your check or money order is received […]
TaxAct® offers two options to check your client billing report.From within the TaxAct Preparer’s program: Click on the Electronic Filing Manager tab (if you are in a clients return, press Ctrl + Q on your keyboard). Click on the Refresh button (two green arrows in upper left hand corner) to download the latest information from […]
Which version of TaxACT Online is right for you? There are 3 different versions to choose from – see which one is right for you. Comparison Chart TaxACT Online Ultimate Bundle The Best Value! Includes both TaxACT Online Deluxe & State—in one valuable package! Includes all the features of TaxACT Online Deluxe, including one FREE […]
The TaxACT Online 2014 program features a cleaner interface to make navigation easier and tax preparation faster for you. We’ve also introduced a simple, more convenient way for you to use TaxACT from now on. Rather than create a new Username and Password for your TaxACT Online return each year, you’ll now have one, secure […]
TaxACT Online (over-the-web) allows a user to repeat the same Username and Password from year to year. When choosing to register to use TaxACT Online for the current tax year, you may be prompted for different log in information depending on how you choose to register. If you are registering from a link in an email offer that TaxACT sent […]
DocVault is TaxACT’s free companion app for saving and organizing tax documents and information. The mobile app is available in iTunes and Google Play. You can use DocVault throughout the year to create encrypted digital copies of: Tax returns, W-2s, and other tax forms Receipts, invoices, and other supporting tax documents (for example, information supporting credits […]
LegalACT allows you to quickly and easily create a Last Will and Testament without the hassle or excessive cost of going to a lawyer. If you choose to purchase a LegalACT Will in TaxACT, you will receive a confirmation email containing a voucher code to use at LegalACT.com. If you e-filed your return, you can also […]
If you have selected to use the TaxACT Online Ultimate Bundle, this allows you to prepare and file one federal and one state return. At the time you choose to print or e-file your federal or state return, our system will bill you the price of the TaxACT Online Ultimate Bundle.If you elect not to […]
In order to use TaxACT Online for the current year, even if you have an account for a previous year, you will need to create a new account. To do so, simply access TaxACT Online and select the product you wish to use.You may use the same Username and Password you had last year; however, the social […]
You will be prompted for an unlock code if you are using the Free Federal Edition of the software and are attempting to access a TaxACT Deluxe only feature. To continue using the Free Federal Edition (without using the Deluxe only features), you can just click the cancel or unlock later button when you are asked […]
Download versions of TaxACT Deluxe include one free federal e-file with the option of e-filing up to four additional federal returns for $9.99 each. Download 2014 Deluxe owners now have the option of purchasing TaxACT Deluxe with five federal e-files for one low price: TaxACT 2014 Deluxe + 5 federal e-files = $19.99 TaxACT 2014 […]
Update E-mail Address & Password (Video)
TaxACT Online vs. Desktop (Video)
Signing Into TaxACT (Video)
Forgot Online Username and Password (Video)
Select your product below to see the applicable CD-ROM shipping and handling charges. If you are unsure of whether you ordered the CD or the download, you may submit a Customer Service Request Form. There is no extra fee for the download version. You may download as many times as you need by logging in […]
When you place an order, you have the option to purchase TaxACT as a download or on a CD-ROM. If you choose the CD-ROM, you will be billed an additional charge for shipping and handling. If you ordered a CD-ROM, you may still download if you choose to while you wait for your CD to […]
We base the anticipated refund dates from the information provided on the IRS refund cycle chart. You can view this chart by clicking the link below: IRS Refund Cycle Chart These dates are simply the estimates that the IRS provides us. After the IRS accepts your return, they do not provide us with any additional […]
To view a video on this Help Topic, click the link below: Signing into TaxACT For security reasons, we can’t give you your password. But, we can help you reset it. Follow these 4 easy steps beginning by clicking the “Forgot your Password” link at the online sign in page: Step 1 – Enter your […]
The IRS specifications for the competency test individuals must pass to become a Registered Tax Return Preparer identify the major topics that will be covered by the test, which is now available. Although individuals who already have a provisional preparer tax identification number (PTIN) from the IRS do not have to pass the exam until […]
