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How can I add myself as the tax preparer on a return?

 
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Accepted Solutions
jtax
Level 10

How can I add myself as the tax preparer on a return?

You only list  yourself as the preparer of the return if you are paid to prepare the return. So if you, for example, do a return for a family member for free, you don't list yourself.

If you are being paid to prepare the return you cannot use TT, but you can use their professional software - ProSeries or ProConnect.

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4 Replies

How can I add myself as the tax preparer on a return?

Your tax return is self-prepared using TurboTax as is shown on the printed Form 1040 in the Paid Preparers section
jtax
Level 10

How can I add myself as the tax preparer on a return?

You only list  yourself as the preparer of the return if you are paid to prepare the return. So if you, for example, do a return for a family member for free, you don't list yourself.

If you are being paid to prepare the return you cannot use TT, but you can use their professional software - ProSeries or ProConnect.

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

How can I add myself as the tax preparer on a return?

Right. OP screen name ends in cpa.
jtax
Level 10

How can I add myself as the tax preparer on a return?

And if paid you may have other obligations with the IRS (continuing education, PTIN registrations), etc. some of which might be waived if you are an attorney, CPA, or EA.
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**Mark the post that answers your question by clicking on "Mark as Best Answer"
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