How do I enter a THIRD PARTY DESIGNEE?

10 replies
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I TRIED TO ENTER A THIRD PARTY DESIGNEE BUT THE SYSTEM WOULD NOT LET ME OVERRIDE THE "NO" AND CHANGE THE ANSWER TO "YES".

TurboTax Premier Windows

VolvoGirlAnswer

Level 15

Yes you can do that only in the Desktop installed program using Forms Mode. There is no question and answer steps for it. You can assign a third party designee in the desktop version of TurboTax in the Info Worksheet in Forms mode.

This post has a screen shot

https://ttlc.intuit.com/questions/3067044-how-do-i-add-allow-another-person-to-speak-with-irs

VolvoGirlAnswer

Level 15

This post has a screen shot

https://ttlc.intuit.com/questions/3067044-how-do-i-add-allow-another-person-to-speak-with-irs

dbpage

Level 2

I found that I have to click Yes to transfer the entries to the 1040. The Yes No checkboxes are empty and any information entered will not transfer to the 1040 until Yes is checked.

macuser_22

Alumni - Champ

You enter it on the "Info Worksheet" part VI - not on the 1040 form.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

maybeatle

Level 2

2018 introduces Form 1040 Schedule 6, Foreign Address and Third Party Designee - but I couldn't search for Schedule 6. Instead I searched for foreign address, clicked on Jump to Foreign Address, then clicked on the Forms button to bring up the manual entry form. I then could click on YES and enter my name.

VolvoGirl

Level 15

Thanks for the new 2018 info!

holly-eaton

Level 2

In TurboTax Home & Business 2019, go to the 1040/1040SR Worksheet at the top of the list of Forms. Following the section for entering dependents, go to "Quick Zoom to the federal information worksheet". Click on Quick Zoom. At the bottom of Section VI, there is place to enter "Yes" and the information for your third party designee.