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Thanks. I called Turbo Tax Support and learned that in order to change the Third Party Designee on IRS 1040, I have to go to Forms and open up the "Info Wks" and scroll down to Part VI-Additional Information for Your Federal Return. Third Party Designee is near the end of the section. I was able to change the automatically checked No box to Yes and fill in the designee name, phone number and Personal Identification number (you choose a five digit number for the designee).

 

I did the same for California 540. From Forms, open "Info Worksheet", scroll down to Part VI-Other Information. I was able to change Third Party Designee to Yes and fill in the name and phone number. It did not autofill from the Federal 1040 after I filled that one and ran through the state review process again.

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