Smitty
Level 3
01-27-2020
03:12 PM
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TAXOH
Level 11
01-27-2020
03:20 PM
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It should only be checked yes if it is someone other than the preparer.
Just-Lisa-Now-
Level 15
01-27-2020
03:25 PM
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Read it again.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
The-Tax-Lady
Level 9
01-27-2020
06:10 PM
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In the Firm/Preparer Info, you need to include an ERO Practioner's PIN in the Preparer info. That is the PIN number the IRS will ask you for if you call them as the 3rd party designee on a return.