Yes. You will need TurboTax CD\Desktop. The question automatically defaults to NO. If you are using the CD\Desktop version: Click Forms in the upper right In the left column (Forms in My Return) scroll down to the California Individual section Double click Info Worksheet Scroll down the Info Worksheet to Third Party Designee and fill in the information Click Step-by-step in the upper right where Forms was.

Question

California allows a taxpayer to allow the state to discuss a return with a 3rd party. Where in Turbotax do I make that authorization?

Forum|Forum|5 years ago
March 16, 2021
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TurboTax Live Basic Online

E

ErnieS0

Yes. You will need TurboTax CD\Desktop. The question automatically defaults to NO.

If you are using the CD\Desktop version:

Click Forms in the upper right
In the left column (Forms in My Return) scroll down to the California Individual section
Double click Info Worksheet
Scroll down the Info Worksheet to Third Party Designee and fill in the information
Click Step-by-step in the upper right where Forms was.