Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
msmarilou1
New Member

How do I add someone for the IRS to discuss my return with

 
5 Replies
DonnaLO
Expert Alumni

How do I add someone for the IRS to discuss my return with

 

 

For help from a Tax Expert:

 

https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-get-turbotax-live/00/27305

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
VolvoGirl
Level 15

How do I add someone for the IRS to discuss my return with

Do you mean to enter a Third Party Designee  at the bottom of your tax return above your signature?

 

That is not available in the Online versions. You can only enter a 3rd Party Designee in the Desktop program using the Forms mode. You have to switch to Forms mode (click Forms in the upper right (left for Mac)) and select the Info Wks. Scroll down until you get to the Third Party designee: section. Check the YES box and then you can fill in the name, phone number and any 5 numbers for the PIN.

stilllearningtaxes
Level 2

How do I add someone for the IRS to discuss my return with

I am in the form, TurboTax will not allow me to check the yes box, or delete the X in the no box.  I cannot change any information.  How do I bypass this?  I want to list a designee.

Anonymous
Not applicable

How do I add someone for the IRS to discuss my return with

@stilllearningtaxes Try deleting your browser's cookies. Please see this Turbo Tax FAQ regarding  How to delete cookies! If that doesn't work try using a different browser all together. 

stilllearningtaxes
Level 2

How do I add someone for the IRS to discuss my return with

Thanks, @Anonymous I'm in the downloaded application, so it's not the browser.  I went out of the forms view, went back in and clicked on the boxes several times, suddenly a slightly different view of the same form popped up and I was able to edit.  I appreciate the response!

Dynamic AdsDynamic Ads
Privacy Settings
v