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I'm new to ProConnect and have imported my last year's tax return for testing. I got an error warning on regarding entering a third-party designee for my spouse. I chose my name as the preparer and self prepared but the error still does not go away, how do I proceed?
Thank you in advance.
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Take off Self Prepared and it might go away. You'll still be listed as the preparer but that might be what the hiccup is.
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Thanks, I have removed that and it doubles the critical diagnostic error to two.
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I believe the default is preparer is 3rd party designee.
Go to General > Misc. Info./Direct Deposti > Miscellaneous > Designee/IRS Discussion > Allow discussion and enter 2 for a no
Since you are wearing two hats (Preparer and Taxpayer) you (Preparer) can not be a third party to either you (Taxpayer) or your spouse.
Answers are easy. Questions are hard!
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@wiikandeh did you get a resolution to this problem? Other might have it later and find the answer here.
Answers are easy. Questions are hard!
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Resolved! Thank you and I appreciate your help.