topic third party designee in Get your taxes done using TurboTax

third party designee

ruth_craig — Mon, 07 Apr 2025 15:57:50 GMT

I want to enter a third party designee Turbo Tax Home and Biz on my MAC. I cannot find how to get to the Federal Information Worksheet. The thoughts online don't work for me.

Re: third party designee

JohnB5677 — Mon, 07 Apr 2025 16:18:07 GMT

Using the TurboTax online editions you cannot add a third party designee on page 2 of Form 1040 unless you print and mail your tax return.

Using the TurboTax desktop CD/Download editions the third party designee can be added using Forms mode and enter the designee on the Federal Information worksheet. The federal tax return can be e-filed with the designee entered

Credit to @DoninGA View solution in original post

Re: third party designee

VolvoGirl — Mon, 07 Apr 2025 17:33:27 GMT

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 Part V 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.

Old Desktop Screenshot