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    Pro Series 2018. Third party Designee (Federal: 1040 & California 540) information not auto fill out when choose Paid Preparer is Third party Designee: Name, Phone, Pin.

    AnhNgoc
    Level 4

    Pro Series 2018. Third party Designee (Federal: 1040 & California 540) information not auto fill out when choose Paid Preparer is Third party Designee: Name, Phone, Pin.

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    TaxGuyBill
    Level 15

    Correct, that is no longer filled out on the 1040 (actually, Schedule 6) if the Paid Preparer is the designee.

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

    I think there is currently a 'bug' about some check box not being checked in connection with that, but they are aware of that.


    I am unsure if the California 540 has changed in this regard or not.

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    2 Comments 2
    TaxGuyBill
    Level 15

    Correct, that is no longer filled out on the 1040 (actually, Schedule 6) if the Paid Preparer is the designee.

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

    I think there is currently a 'bug' about some check box not being checked in connection with that, but they are aware of that.


    I am unsure if the California 540 has changed in this regard or not.
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    AnhNgoc
    Level 4
    Thank you !
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