The IRS is implementing a change that affects all tax professionals with a preparer tax identification number (PTIN). This is not a scam. The IRS has officially announced the change, and we are sharing this to keep you informed and prepared.

What is ID.me?

ID.me is a trusted technology provider used by multiple federal and state agencies to verify identity and manage secure credential logins. It helps protect your personal information and access to IRS services.

What is a PTIN?

A preparer tax identification number is issued by the IRS to paid tax return preparers. If you prepare or assist in preparing federal tax returns for compensation, you must have a valid PTIN.

What is changing?

Beginning July 7, 2025, the IRS will require all PTIN users with a Social Security number (SSN) to sign in using ID.me credentials. The traditional username and password method will no longer work for users with an SSN.

• If you already have an ID.me account through another government agency, you can use it to sign in.
• If you don’t have an ID.me account, you must create one to access the PTIN system.

For the official IRS notice and guidance, visit: https://rpr.irs.gov/ptin

Next steps

1. Check if you already have an ID.me account. If you do, try logging in at the PTIN site using ID.me.

2. If you don’t have an account, go to ID.me to set one up. You will need:

   • A government-issued photo ID
   • A camera-enabled device (computer or mobile)
   • An email address

Visit https://www.irs.gov/privacy-disclosure/how-to-register-for-irs-online-self-help-tools for more guidance.

Official IRS communication

Below is the full notice the IRS recently sent out to PTIN users:

Question: Amy is a greater-than-2%-shareholder in an S corporation. Amy paid for her health insurance premiums personally, however, she sought reimbursement from the S corporation, which included those amounts in wages on Form W-2, Wage and Tax Statement, in Box 1. Can Amy deduct the health insurance costs?

Answer: Amy can deduct the premiums she paid personally since they are reimbursed by the S corporation assuming she has enough earned income from the business. For S corporation shareholders, earned income includes the individual’s wages, as defined in §3121 for purposes of Federal Insurance Contributions Act (FICA) taxes (i.e., social security and Medicare payroll taxes), from the S corporation [§162(l)(5)(A)]. Amy deducts these amounts on Form 1040, Schedule 1, Additional Income and Adjustments to Income, Line 17, Self-employed health insurance deduction. The deduction itself is calculated on Form 7206, Self-Employed Health Insurance Deduction.

Taxposium 2025 is just around the corner, and this year’s event promises to deliver unparalleled opportunities for education, networking and professional growth. Set in vibrant Las Vegas at Caesars Palace, Taxposium offers tax professionals the latest industry insights, CPE credits and valuable connections. Here’s how you can maximize your experience at this year’s premier tax event.

1. Plan ahead: build your schedule

Review the event agenda well in advance. Attendees have access to the app prior to the event and are encouraged to identify sessions aligned with their professional goals, whether it’s mastering AI, navigating cryptocurrency taxes, or staying updated on IRS regulations. Creating a personalized itinerary ensures you don’t miss out on valuable CPE credits and key sessions that directly benefit your practice.

2. Networking tips for tax professionals

Taxposium isn’t just about sessions. It’s about connections. Take advantage of dedicated networking opportunities such as welcome events, breakout groups and evening socials.

• Prepare an elevator pitch: Clearly and concisely introduce yourself, your expertise and your goals for attending
• Ask strategic questions: Cultivate engaging conversations by asking thoughtful questions.
• Follow-up strategy: Collect contact information and make notes on your interactions. Connect promptly after the event to build lasting professional relationships.

3. Maximize your expo hall experience

The expo hall is a valuable resource for discovering the latest tax technology, software solutions and service providers. Map out exhibitors relevant to your business needs in advance. Engage with vendors directly. Asking questions and seeing demonstrations ensures you leave with actionable insights and contacts that benefit your firm.

4. Make the most of your downtime

Attending Taxposium can be exciting yet intensive. Balance is key:

• Manage your schedule: Allocate time between sessions to rest and recharge.
• Explore Las Vegas: Take advantage of the city’s dining and entertainment options conveniently located near the event venue.
• Family-friendly fun: If bringing guests, plan family-friendly outings to attractions or shows that Las Vegas offers.

5. CPE credits made easy

One of Taxposium’s key benefits is earning CPE effortlessly:

• Session attendance tracking: Attendees will scan their name badge before the session to effortlessly earn CPE, which gets tracked through the Taxposium app. If you miss scanning your badge, visit the registration desk, and we’ll make sure you get the appropriate credits. You do not need to scan your badge after the session.
• Certificate collection: CPAs will receive an additional form when checking in for the event to keep written records of the sessions they attend for their records.
• Maximize your learning: Choose sessions that offer relevant, timely topics to ensure credits earned align with your professional requirements.

With a bit of advance planning, you can transform your Taxposium experience into one filled with meaningful learning, lasting connections and professional advancement. Don’t miss this opportunity. Register today and join fellow tax professionals in Las Vegas for Taxposium 2025.