Skip to main content
April 7, 2025
Question

third party designee

  • April 7, 2025
  • 2 replies
  • 0 views

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.

    2 replies

    JohnB5677
    April 7, 2025

    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

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    VolvoGirl
    Employee
    April 7, 2025

    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