Drop everything! Well, set down the bottle of champagne, of course. We wouldn’t want that to break. Then please, please, please make sure you’ve done the necessary. And doing the necessary involves renewing your PTIN as well as confirming your renewal cycle. If you’re in cycle (details below), you’ll need to renew. Renewing late is a MUCH heavier lift and trust us, you don’t want to do it that way.
While your EA card may state your license to practice expires March 31, 2019, that is NOT your deadline for renewal. Every year—every single year—we have to help a half dozen or so stragglers through the late renewal process. The process is, well, awful.
- EAs with Social Security numbers terminating in 0, 1, 2, or 3 are in cycle for renewal. The renewal window closes on January 31, 2019. If you are in cycle and have not yet renewed, please drop everything and do it now. Please start by visiting www.naea.org/renewyourEAlicense (which will forward you to IRS’ online Form 8554).
- Every EA is required to renew his/her PTIN. Please do so by the end of the year. Here are step-by-step instructions.
Some renewal tips:
Before you submit your renewal, use the PDF preview function to save it. File this until you receive your new EA card. It will serve as proof of timely application. You will be unable to save the renewal form after you click “submit.”
You will then be directed to the payment screen where you will finish the renewal process by making payment through ACH or by credit or debit card. Please save your pay.gov payment receipt for your records.
Publication 5186 outlines minimum CE requirements and is particularly useful for EAs in their first renewal cycle. Generally speaking, an EA needs to earn 2 hours of CE for each calendar month in which (s)he holds a valid license to practice. EAs are required to obtain 72 hours of CE over three years (2016, 2017, and 2018). You must obtain at least two hours of ethics each year, with a minimum of 16 hours of CE per year. more
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