Diagnostic: 60638 - "The preparer tax identification number (PTIN) must be confirmed to be accurate by the registered owner prior to electronically filing..." for a return using interview forms.

  • Article Type:
  • Problem Resolution
  • Last Modified:
  • 01/15/2020

Symptoms

Full Diagnostic Text

Diagnostic 60638 - "State Electronic Filing. The preparer tax identification number (PTIN) must be confirmed to be accurate by the registered owner prior to electronically filing this return. This confirmation is missing in either Office Manager, Interview Form 3, Box [#], or Interview Form EF-2, Box [#]. The PTIN must be confirmed where it was originally entered in Office Manager or Tax Preparation."

And Warning level diagnostics such as:

Diagnostic: 18834 - "Form [Form #]. The Preparer Tax Identification Number (PTIN) must be confirmed to be accurate by the registered owner prior to electronically filing this return. This confirmation is missing in either RCS/Office Manager or on Interview Form 3, Box [#]. The PTIN must be confirmed where it was originally entered in RCS/Office Manager or Tax Preparation."

Environment

  • CCH ProSystem fx Tax
  • Electronic Filing
  • 990
  • 1040
  • 1041
  • 1065
  • 1120
  • 1120S

Cause

This diagnostic issues when the PTIN information is entered, however, the registered owner of the PTIN has not confirmed that it is accurate.

Resolution

Depending on where the PTIN information was entered in (either in Office Manager or in Tax preparation), there are different locations the PTIN could be verified.

Additional Information

N/A

  Solution Tools
  Attachments
 Solution Id 000106770/Diagnostic-60638-The-preparer-tax-identification-number-PTIN-must-be-confirmed-to-be-accurate-by-the-registered-owner-prior-to-electronically-filing-for-a-return-using-interview-forms
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