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

[AshleyatIntuit · Accepted solution]

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.

[garman22]

haha!! how was that not helpful?? :thought_balloon:

[IRonMaN]

Actually, it's quite obvious.  The reason for the not helpful was...……………………………………………..?  I have no clue.

[bob5]

Then take the 3rd Party designee FILL out of Part V  .... OR.... show it as you have been for the last 21 years.

[bob5]

Supposed to be auto filled when you enter the preparer code just so we will know it has been completed and is accurate. Why would you UNDO a helpful feature in your Information Worksheet ?

[garman22]

@Ashley at Intuit (aka Henry Jr) I see here what @bob is saying. If the paid preparer code is entered and the box is checked, the 3rd party designee information "should be" transferred over. It is not doing so. It is also for me checked in the tools/options/misc....I thought maybe that was not check.

At this point, I believe it to be a bug. Please confirm or deny. Also @Matt105

[garman22]

can anyone else? @Marc.TaxMan you are good at finding these bugs. What do you see?

[garman22]

i did not try building a client.....i believe it a transfer bug?

[Matt105]

This is as designed, (though the design may not be the best if it is not user friendly)  If you notice, it says if checked, do not complete designee information immediately after the checkbox.  

I believe this is due to the way the new postcard works, in that if the designee is the preparer, the schedule 6 is not completed and a checkbox is marked on the postcard instead.  It was likely cleaner to program it to complete schedule 6 if information is on part V, and don't complete schedule 6 if  part V is blank.  

As long as your information in the options is correct, then the information transmitted as the designee will also be correct.  

[AshleyatIntuit]

Thanks Matt for the clarification and i hope this helps clarify.

[garman22]

Thank you @Matt105 @Ashley at Intuit (aka Henry Jr) and @TaxGuyBill!!!

I was completely unaware of this change this year. I looked at last year and compared to 2018 and saw what I saw.

Thanks again!

[TaxGuyBill]

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]

Did you notice the expiration date for the authorization? Pretty useless.

[TaxGuyBill]

It has always been that way, which makes it pretty useless.

[TAXOH]

That is useless.  Had it always been like that?

[sjrcpa]

My understanding before was that it was good until the end of the calendar year - ie 12/31/2020 for a 2019 return.

[TaxGuyBill]

So you are saying it is BETTER now (an extra 3.5 months)?

[TaxGuyBill]

You got me curious ... this section of the IRM does not seem to have been updated recently, so I think it has always been April 15th (one year from the due date of the return).

"The third party designation authority expires one year from the due date of the return in question. Extensions of time to file a return do not extend the third party designation period. There are no exceptions or extensions to the expiration date of the third party designation period."
https://www.irs.gov/irm/part21/irm_21-001-003r#idm139697404321456

[sjrcpa]

I'm confused and/or the IRS instruction "This authorization will automatically end no later than the due date (not counting extensions) for filing your 2019 tax return. This is April 15, 2020, for most people." is wrong. If they mean 4/15/20 for a 2018 return then it is better.

[TaxGuyBill]

It lasts until the due date of your NEXT tax return.  So for 2018 tax return, it is valid until the due date of your 2019 tax return (April 15th, 2020).

Does that clarify it?

[TAXOH]

The IRS instructions are confusing.  I was reading it as it expiring on the due date of the return you are the third party designee.

[IRonMaN]

"The IRS instructions are confusing"
That's why I tend to never read them

[TAXOH]

I need to stop reading them.  :joy:

[sjrcpa]

@TaxGuyBill Yes it clarifies and it is better by 3 1/2 months. Thanks.

[Skeeter-1967]

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.