Steele v. United States

Welcome to the Steele v. United States PTIN Fees Class Action Website

 

If you paid the IRS a fee to obtain or renew your Preparer Tax Identification Number (PTIN), a class action lawsuit may affect your rights.

 

Tax return preparers have sued the United States alleging that they have been wrongfully required to pay PTIN fees set by the Internal Revenue Service (IRS) in 2010 at $64.25 and $63, and in November 2015 at $50.

The Court has allowed the lawsuit to be a class action on behalf of all individuals or entities that paid a fee for the application for or renewal of a PTIN on or after September 30, 2010.

On June 1, 2017, the District Court granted the Plaintiffs' Motion for Summary Judgment in part, ruling that the IRS may continue to require PTINs, but may not charge fees for the issuance or renewal of PTINs.  He also enjoined the IRS from charging those fees in the future, and ordered the government to refund all PTIN fees paid to date.  There is not yet a final judgment in the case, and no money has been recovered yet.  Once a judgment is entered, the IRS may take an appeal and seek to stay the District Court's injunction and refund orders.  The District Court's Opinion and Order can be found in Case Documents.

 

Your Legal Rights and Options in This Lawsuit

Do Nothing

Stay in this lawsuit. Await the outcome. Give up certain rights.

By doing nothing, you keep the possibility of getting money or benefits that may come from a judgment or settlement. But, you give up any rights to sue the United States separately about the same claims in this lawsuit.

Ask to be Excluded

Get out of this lawsuit. Get no benefits from it. Keep rights.

If you ask to be excluded and money and benefits are later awarded, you won’t share in those things. But, you keep any rights to sue the United States separately about the legal claims in this lawsuit.

You can download an Exclusion Request Form here.

 

Your options are explained in this website, and in the Notice, available at the Case Documents link above. To ask to be excluded, you must act before December 7, 2016.

Lawyers must prove the claims against the United States in future court proceedings. If you do nothing and money or benefits are obtained from the United States, you will be notified about how to ask for your share.

Any questions? Read the Frequently Asked Questions or call 1-866-483-8621.