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How do you get rid of the Third Party Designee PIN diagnostic issue? It's also listed as US - Ref #3917.

lizbaileycpa
Level 2
 
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George4Tacks
Level 15

Do you have your PIN entered in you settings? https://proconnect.intuit.com/community/help-articles/help/how-do-i-enter-my-efin-ptin-and-ero-pin-i...

 


Answers are easy. Questions are hard!

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7 Comments 7
George4Tacks
Level 15

Does clicking the diagnostic take you to the area to enter the PIN? It should be right after their phone number. 

https://proconnect.intuit.com/community/help-articles/help/third-party-designee-if-different/00/4270

https://proconnect.intuit.com/community/help-articles/help/2018-schedule-6-foreign-address-and-third...

 


Answers are easy. Questions are hard!
lizbaileycpa
Level 2

Unfortunately, not. I don't see any field to enter the designee PIN. I was able to get rid of it by just removing myself as the 3rd party designee. 

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lizbaileycpa
Level 2

Unfortunately, not. I don't see any field to enter the designee PIN. I was able to get rid of it by just removing myself as the 3rd party designee. 

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George4Tacks
Level 15

If you are the preparer and are the third party designee, just check box by entering a 1 to Allow discussion. That is all you do, then at the bottom of 1040, it will check the box to allow IRS to discuss with you. You do not need a PIN. In that same section you decide if you want your name to print (or not). The printed name satisfies the signature requirement for the preparer for filing.  The PIN is at the bottom and that is ONLY IF you fill in the other information for that third party.

0.JPG

 


Answers are easy. Questions are hard!
lizbaileycpa
Level 2

I must have some other setting off, because if I enter 1 in the check box as you described, I get the diagnostic issue. No other information is entered on this entire screen.

I have to change that box to 3 to get the issue to go away. 

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George4Tacks
Level 15

Do you have your PIN entered in you settings? https://proconnect.intuit.com/community/help-articles/help/how-do-i-enter-my-efin-ptin-and-ero-pin-i...

 


Answers are easy. Questions are hard!
lizbaileycpa
Level 2

That actually worked, thank you! I assumed ProConnect would randomly generate a PIN, as I don't really care what the number is, but if this resolves the issue I'm happy to enter a number as my PIN. Thanks!

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