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    Under Global Options, I checked yes to allow IRS to discuss return with preparer, Program has no checked

    Smitty
    Level 4
    ‎01-27-2020 03:12 PM
     
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    3 Comments 3
    TAXOH
    Level 11
    ‎01-27-2020 03:20 PM

    It should only be checked yes if it is someone other than the preparer. 

    Just-Lisa-Now-
    Level 15
    Level 15
    ‎01-27-2020 03:25 PM

    Read it again.  

    3rdparty.png


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    The-Tax-Lady
    Level 9
    ‎01-27-2020 06:10 PM

    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.







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