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Level 2
December 6, 2019
Solved

2018 Proseries Third Party Designee information is not populating in the Info Worksheet.

  • December 6, 2019
  • 14 replies
  • 31 views

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.

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Best answer by rbynaker

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

14 replies

rbynaker
rbynakerAnswer
Level 13
December 6, 2019

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

Level 2
December 6, 2019
Reading is fundamental!  Thanks for pointing that out.
Level 7
December 6, 2019

Add it to the list... of reasons to wait to transfer

IRonMaN
Level 15
December 6, 2019
NASA engineers can send a hunk of metal 35 million miles through space, land on another planet, and then have the bucket of bolts send back a selfie.  Intuit engineers can't get preparer information from one spot to another in the software :frowning:
I know, I know, it isn't a finished product yet.
Slava Ukraini!
IRonMaN
Level 15
December 6, 2019

You made me have to pull out the Far Side again ------------------------ but that's ok since it is one of my favorites.

Slava Ukraini!
Level 2
February 9, 2020

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.

 

Level 4
February 21, 2020

Same issue for PA state returns. I got the federal field to fill, but the state return shows my name as 0

Yes, zero.

Level 5
February 24, 2021

ProSeries Basic 2020

Uncheck box paid preparer is 3rd party designee and filled out prepper information

FIXED!!!!