Third Party Designee - how to add this in TurboTax online? Filing for relative with dementia. I am the POA.

[SomebodyInGNV]

Of course. If.

[SomebodyInGNV]

Thanks. I take the 8821 approach.

[retiarius]

I've been e-filing Turbotax returns for family members for years, long ago learning the trick to mark

the "Third Party Designee" fields with the Info Worksheet. (Aside: much customer support would be

saved by having it be an interview question.)

Nevertheless, although actually it appears on the Form 1040 hardcopy, it doesn't appear to flow

through to the IRS.  The reason I can tell is that several times I've needed to call IRS to talk about

a return where I'm the designee.  It's a black hole -- the rep says "I don't see anything in the

file about that", and then mentions Form 8821.

So, to Intuit -- can you get this to be a useful flow-thru item to IRS by generating the Form 8821

on behalf of the designee?  If that can't be done for legal reasons (wet signature, notary, etc.)

please remove the tease entirely, or inform users that designees cannot be done without

extra physical copy work.

[kerryj2000]

Can't do it anymore  - Intuit's 2024 desktop is awful.  Company is very greedy - don't if you have other options

[MonikaK1]

If you have Power of Attorney for a mentally disabled family member, you can use TurboTax to file for them but technically you would need to paper-file the return signed as POA, and submit a Form 2848 to the IRS showing that the POA is authorized to sign the tax return. Use designation "f" for family member if none of the other designations (CPA, EA, attorney, etc.) applies.

Note that the TurboTax licensing agreement specifies that the product may not be used by a paid return preparer.

@kerryj2000