I am a CPA self-preparing my own taxes using Turbotax and am due a refund. I'm doing these for myself, rather than for compensation. Does this mean I don't need a PIN?

I am reviewing my return and want to make sure the PIN is not needed to efile since the I have an IRS assigned PIN.

447

Expert Alumni

Jul 3, 2020 4:45:49 PM

"an IRS assigned PIN" You mean an ID PIN? Yes you would need that in any case (e-file or not).

If you are talking about an e-file pin, then note that the IRS is moving away from the self-assigned e-file pin from 2018 to using your 2018 AGI as the verification.

This should be no problem for you, right?

Level 15

Jul 3, 2020 5:18:57 PM

If you're asking about the PTIN as opposed to the PIN, you need your 2018 AGI or your 5-digit PIN to e-file your own self-prepared tax return. As for your PTIN, Since Turbotax is for a self-prepared tax return, there's nowhere to enter a PTIN.

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I am a CPA self-preparing my own taxes using Turbotax and am due a refund. I'm doing these for myself, rather than for compensation. Does this mean I don't need a PIN?