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Level 2
August 13, 2020
Question

On a pro bono 1040X how do I take my name off the paid preparer section?

  • August 13, 2020
  • 2 replies
  • 9 views
return was originally filed with proconnect.  Removing my name makes sense to me otherwise I am the "non-paid preparer" in the "Paid Preparer" section.
Thanks All
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2 replies

George4Tacks
Level 15
August 13, 2020
Are you a paid preparer, even though this particular return is no charge? Are you still applying your professional standards and knowledge to this non paid return?
Answers are easy. Questions are hard!
RichDAuthor
Level 2
August 14, 2020

Thanks

BobKamman
Level 15
August 13, 2020

You are not a tax return preparer if you are  "A person who prepares a return or claim for refund for a taxpayer with no explicit or implicit agreement for compensation, even if the person receives an insubstantial gift, return service, or favor."

26 CFR § 301.7701-15 - Tax return preparer.

https://www.law.cornell.edu/cfr/text/26/301.7701-15#:~:text=A%20tax%20return%20preparer%20is,1)%20Signing%20tax%20return%20preparer.

But I sign those returns anyway.

RichDAuthor
Level 2
August 14, 2020

I will do the same.....Thanks