3rd pasrty designee

Forum|Forum|6 years ago
February 5, 2020
13 replies
113 views

Unable to change 3rd party designee for permission to discuss tax return even after changing in tools miscellaneous options. Does anyone know how to change this to yes.

ProSeries Professional

This topic has been closed for replies.

Camp1040

Level 10

Try using the information worksheet.

T

The-Tax-Lady

Level 8

If you, as the tax preparer, are naming yourself as the 3rd Party Designee for all returns under Tools, then you are automatically designated that in the return when it's e-filed.

It's confusing because in previous years it was printed on the 1040 that you were the designee, however, now the 1040 states "Other than tax preparer" under the 3RD Party Designee area and also includes, "Do you want to allow another person (other than your paid preparer) to discuss this tax return with the IRS? see instructions. There is a YES box to check for that somewhere, probably the 1040 worksheet and it should allow you to enter another name.

If it's just you, the NO box auto-fills, which tells the IRS, the preparer is the 3rd Party Designee.

Just-Lisa-Now-

Intuit Community Champion

It wont let you assign someone other than the preparer?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

T

TIMMBO

Level 4

Everyone is crazy. Calling IRs on client issues and need 8821, asked about being preparer and they say the 3rd party designee box not checked can't talk to me, ...There is no way to overide check box on 1040 as some say..So what is the trick to populate 3rd party designee...Thanks

T

Terry53029

Intuit Community Champion

Just for everyone's info, if you hit the F1 (help) when in box for third party designee. The help screen says if you check this box, then the preparers name will print in third party designee on the 1040, but it does not. If there is no name on the return, then no one will be able to discuss the return with IRS, but client. If you uncheck box, and type your name, it will go on the return, but I thank you will have to do that for all Returns

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