Error code on Third Party Designee

[Paul-G-328]

Keep getting an error code when 3rd Party Designee is checked. asking for Preparers phone number because it's not transferring from Firm Information. 

[Just-Lisa-Now-]

what type of return is this that has the issue?

[Paul-G-328]

Federal individual return on the Federal information worksheet

[Just-Lisa-Now-]

new client or existing client transferred from 2023?  Im trying to see if I can replicate it

[Paul-G-328]

Transferred client from 2023, when Third Party Designee is checked on Info Worksheet Error code comes up saying "3rd party designee phone should be entered. The phone number from the related preparer code will be used if entered in the Firm/Preparer info Section" It is in fact on there and I've never had this prob before but I filled it in anyway and then a new error came up saying "3rd party designee should be left blank". The only way around it was to uncheck 3rd party designee

[mdpleiman]

Try deleting the Personal Identification Number under the Designee's name and phone number.  Let it repopulate on its own.  This has worked for me.  Maybe uncheck and check the box.  

[Paul-G-328]

Thanks for the info but I tried both things but it didnt work. I also tried deleting the phone number from the Firm info and type it back in but that didnt work either. Guess I'll just "click off" as Third Party Designee. But thanks for your reply