How do I enter a third-party designee in TurboTax?

ourpersonaltax · ‎February 21, 2022

I want to answer "yes" to allow my daughter to discuss my return with the IRS.

DianeW777 · ‎February 21, 2022

This is available in TurboTax CD/Download version, using Forms Mode. There is no question and answer steps for it, however you can assign a third party designee in the Info Worksheet in Forms mode.

You can allow the IRS to discuss your tax return information with a third party by completing the Third Party Designee section of your tax return, often referred to as "Checkbox Authority." This will allow the IRS to discuss the processing of your current tax return, including the status of tax refunds, with the person you designate. IRS Topic 312: Disclosure

You can choose to change to TurboTax Basic CD/Download if you choose.