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Level 2
posted Apr 7, 2025 8:57:50 AM

third party designee

I want to enter a third party designee Turbo Tax Home and Biz on my MAC.  I cannot find how to get to the Federal Information Worksheet.  The thoughts online don't work for me.

0 2 545
2 Replies
Expert Alumni
Apr 7, 2025 9:18:07 AM

Using the TurboTax online editions you cannot add a third party designee on page 2 of Form 1040 unless you print and mail your tax return.

 

Using the TurboTax desktop CD/Download editions the third party designee can be added using Forms mode and enter the designee on the Federal Information worksheet.  The federal tax return can be e-filed with the designee entered

 

Credit to @DoninGA View solution in original post

Level 15
Apr 7, 2025 10:33:27 AM

You have to switch to Forms mode (click Forms in the upper right (left for Mac)) and select the Info Wks. Scroll down until you get to Part V Third Party designee: section. Check the YES box and then you can fill in the name, phone number and any 5 numbers for the PIN.

 

Old Desktop Screenshot