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New Member
posted Jun 6, 2019 12:51:14 AM

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

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1 Best answer
Level 10
Jun 6, 2019 12:51:17 AM

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.

4 Replies
Level 15
Jun 6, 2019 12:51:16 AM

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

Level 10
Jun 6, 2019 12:51:17 AM

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.

Level 15
Jun 6, 2019 12:51:19 AM

Right. OP screen name ends in cpa.

Level 10
Jun 6, 2019 12:51:19 AM

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.