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How do I record a third party designee on the online verion of TurboTax?

 
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2 Replies

How do I record a third party designee on the online verion of TurboTax?

Using the TurboTax online editions it is not possible to enter a third party designee if you are going to e-file the tax return.

BillM223
Expert Alumni

How do I record a third party designee on the online verion of TurboTax?

For the federal return, the only way to record a third part designee on the Online product is to print your return and manually enter it before you mail the return. There is no way to enter this if you e-file.

 

Some states do ask you in the state interview if you want to name a personal representative. If this is what you want, come back and tell us which state.

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