- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Federal Information Worksheet, Part V, Return Preparer and Third Party Designee Information. Preparer code is entered and all of the Preparer information is in Firm/Preparer Info tab. Third Party Designee box is checked. Designee name, phone number and PIN do not populate.
Best Answer Click here
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I'm going to go out on a limb and say that ProSeries has the correct way to do it for 2018.
On the "front" of the 1040 Postcard next to the Paid Preparer info there is a checkbox for when the preparer is also the 3rd Party Designee. On my test return that is correctly checked when I check the box on the Info Wks. The "new" instructions for that line in the Info Wks say "if checked, do not complete designee information".
I *think* Schedule 6 is only required if you're using a non-preparer 3rd Party Designee, in which case you'd NOT check the box for preparer and fill out the three fields for name, phone, pin, then voila, Schedule 6 appears.
Rick
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I'm sure there are plenty of bugs out there (or features that haven't been programmed yet) so don't be shy, call 'em when you see 'em!
Rick
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Slava Ukraini!
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
199A...not there yet. 1040 Wks does more harm than good IMO (but there's still time for them to fix it...I'm not holding my breath though!) But the 3rd party box / Schedule 6 piece of it seems to work well. I actually like that S6 doesn't show up until you've filled in all three fields (name, phone, pin). I have a couple elder clients where the daughter is the 3PD instead of me.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Add it to the list... of reasons to wait to transfer
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content

I know, I know, it isn't a finished product yet.
Slava Ukraini!
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The more I know the more I don’t know.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
You made me have to pull out the Far Side again ------------------------ but that's ok since it is one of my favorites.
Slava Ukraini!
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
2019 ProSeries third party desginee information is not carrying forward to form 1040.
The information sheet has the appropriate information in it, and it does carryforward to the state return.
Why not to form 1040?
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
nvm! If the paid preparer is the 3rd party designee, a box is now "X" by the paid preparer signature line. Name. phone number, PIN etc is only applicable if the third party designee is NOT the preparer.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
It is Feb 2020 and mine still does not populate correctly.
I have all updates and all my info is filled out correctly. I have used ProS for several years. I have searched all possible fields in options.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Same issue for PA state returns. I got the federal field to fill, but the state return shows my name as 0
Yes, zero.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
ProSeries Basic 2020
Uncheck box paid preparer is 3rd party designee and filled out prepper information
FIXED!!!!