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Level 2
December 7, 2019
Solved

Part V of Information Worksheet is NOT filling Third Party Designee. How do we get it to fill?

  • December 7, 2019
  • 25 replies
  • 99 views
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Best answer by AshleyatIntuit

If you have the paid preparer box checked and your preparer code entered, there is no need to fill in the designee information.  If you have that unchecked, then you can click on the box to fill in the information right click the name field and hit about for more information.

25 replies

AshleyatIntuit
Level 9
December 7, 2019

If you have the paid preparer box checked and your preparer code entered, there is no need to fill in the designee information.  If you have that unchecked, then you can click on the box to fill in the information right click the name field and hit about for more information.

Intuit Community Champion
December 7, 2019
haha!! how was that not helpful?? :thought_balloon::thought_balloon:
December 7, 2019

As Matt pointed out, the IRS changed the rules, and tax preparers do not fill that out.  Read the Instructions.

https://www.irs.gov/instructions/i1040gi#idm140021866280240


sjrcpa
Level 15
December 7, 2019
Did you notice the expiration date for the authorization? Pretty useless.
The more I know the more I don’t know.
Level 2
February 4, 2020

When you check the box the info automatically fills in on the Info Worksheet. No way to get rid of

it but override which then causes transmittal problems.  Would you please attend to this problem

since it seems from the community many are having it? I feel it is a ProSeries problem and not something I am doing wrong.