third party designee

ruth_craig · ‎April 07, 2025

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.

JohnB5677

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

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VolvoGirl

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