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How can I clear the diagnostic warning for "entering a third-party designee, if different", hwhen I filled a joined return (self prepared) and the error/warnig appears on my spouse's entry screen?

wiikandeh
Level 1

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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1 Best Answer

Accepted Solutions
George4Tacks
Level 15

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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5 Comments 5
Quack_Shot
Level 3
Level 3

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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wiikandeh
Level 1

Thanks, I have removed that and it doubles the critical diagnostic error to two.

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George4Tacks
Level 15

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!
George4Tacks
Level 15

@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!
wiikandeh
Level 1

Resolved! Thank you and I appreciate your help.

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