2012 and 2013 Continuing Education Requirements for PTIN Applicants and RTRP Candidates

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Selecting the year when applying for a PTIN after October 15, 2012 will greatly impact when a PTIN applicant's CE is due. Dr. Gleim explains when to take the RTRP exam, when CE is due, and how selecting a year during a PTIN application can change CE requirement dates.

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Individuals who apply for a Preparer Tax Identification Number (PTIN) after October 15, 2012, and request a 2013 PTIN do not have to complete their Continuing Education (CE) in 2012 as long as they do not prepare tax returns for compensation in 2012. They can use this 2013 PTIN to take their Registered Tax Return Preparer (RTRP) exam before December 31, 2012, if they choose. This means that the applicant may take the RTRP exam in 2012 regardless of which year PTIN has been requested.

Dr. Gleim, CEO of Gleim Publications, recently sent a letter of inquiry to Commissioner Shulman at the Internal Revenue Service (IRS) regarding PTINs and CE credit. The letter asked for confirmation regarding the CE requirements for PTIN applicants who apply between October 15, 2012, and December 31, 2012. Dr. Gleim states, “Given the number of tax return preparers who have not yet passed their RTRP exam, especially the ones who have tax season coming soon, I thought PTIN applicants should have some relief and be able to take the exam in 2012 but not have to complete CE in 2012 unless they prepare taxes for compensation in 2012.”

According to the IRS, “individuals applying for a PTIN after October 15th and before December 31st are asked if they are applying for 2012 or 2013.” If applicants select 2012, the required 15 hours of CE will need to be completed on or before December 31, 2012, and they may prepare tax returns for compensation in 2012. If applicants select 2013, the CE will need to be completed on or before December 31, 2013, and they may not prepare tax returns for compensation until January 1, 2013.

This impacts all tax preparers who have not yet applied for their PTIN or sat for the RTRP exam. For those candidates who still need to take the RTRP exam, Dr. Gleim recommends taking it now, even if they don't plan to practice until 2013. Doing so will give candidates three extra months in which to take and pass the exam and allow them to complete it before tax season. Dr. Gleim explains that “The Gleim RTRP Review System users who apply for a PTIN after October 15, 2012, and choose the 2013 application should take their End of Course test, the Tax Update CE course, and the Ethics CE course in 2013 rather than in 2012 to get 15 CE credits to count toward 2013 CE requirements.”

The Gleim RTRP Review System is the most comprehensive system for RTRP candidates to use. It is designed for utmost efficiency and can prepare you for the exam with only 25 hours of study time. “From our personalized service to our extensive question bank and study guidance, candidates will be 100% prepared to pass the RTRP exam,” Dr. Gleim confirms. As long as candidates complete the review course in its entirety, waiting until 2013 to complete the CE requirements in the Gleim RTRP Review System will not hold RTRP candidates back from passing the exam in 2012.

RTRP candidates with any questions should contact Gleim Publications for more information regarding the RTRP exam, CE credit, and applying for PTINs. They may also click here to create a free account and try the demo of the RTRP Online Course.

Contact Information:
Team Gleim
sales(at)gleim(dot)com
(800) 87-GLEIM

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