Skip to main content
Level 1
June 26, 2021

As a tax preparer, can I opt out of the CTC for my client?

  • June 26, 2021
  • 2 replies
  • 12 views

Has Pro-Series released a form in which opting out of the CTC can be done by tax preparers?

    This topic has been closed for replies.

    2 replies

    abctax55
    Level 15
    June 27, 2021

    No...and neither has the IRS.

    The opt-out option is at irs.gov.

    There's no way I'll be doing it FOR a client tho.  And opting out has certain issues; there are several threads on the subject.

    HumanKind... Be Both
    dkh
    Level 15
    June 28, 2021

    I've had clients call asking about opting out so I looked into what is required.  You could assist a client but there is no way to do it for them.   I began setting up an IRS account for me to see what all it entailed.  Client must have an IRS account which requires an email, email verification process, receiving a code by phone for second verification, uploading a driver's license or state id......... that's where I stopped.   This was just to get the IRS account - not sure what would required to actually opt out of ACTC. 

      

    IRonMaN
    Level 15
    June 28, 2021

    You stopped before they asked you for a copy of your library card? 😁

    Slava Ukraini!
    dkh
    Level 15
    June 28, 2021

    Yeah..... I don't want them to know what I read    😁       

    (actually I was too lazy to go get my ID from my purse lol)