Skip to main content
Level 2
February 10, 2020
Question

1065 Schedule B Designation of Partnership Representative

  • February 10, 2020
  • 1 reply
  • 0 views

Reviewing completed, but not yet filed, 1065 for Rental Real Estate.

Turbo Tax generated Form 1065 Schedule B, Designation of Partnership Representative, with my name in the "Name of PR".  I need to change this to my Revocable Trust.

 

In addition, I will need to enter my name in "If the PR is an entity, name of the designated individual for the PR".

 

Please point me to where in Turbo Tax Business I can make this correction.

 

Thanks!

1 reply

Level 15
February 11, 2020

Enter Forms Mode and check the box on the Information Worksheet (under Electronic Filing Information, Part V). Thereafter, open Form 1065, pg 1-3, scroll down to Designation of Partnership Representative and input your information.

Level 2
March 10, 2021

Nice explanation and it looks like it should work, BUT...   when I scroll down to change the "Name of PR" and other pertinent fields, the program simply does not accept changes.  It won't allow me to delete nor type over.  Sigh.  Seems like turbotax used to be decent, not so when things like this happen.  

Level 4
January 30, 2022

I am having the same problem. It's a catch 22 since the SSN is required to file electronically, yet it won't except the name fields for the PR designated individual.