How to have ERO Signer different than Paid Preparer on 8879 and Tax Return

Forum|Forum|2 years ago
March 21, 2024
2 replies
19 views

I am the ERO and need my name as ERO contact to show up on the 8879 for signature to E-File the return. I have an employee who is the Paid Preparer with a PTIN. I need his PTIN to be associated with the return and shown on the 1040 tax return at the same time that I am shown as the ERO on the 8879.

I have gone through threads and the "solutions" for this did not resolve problem. What can we do?

I want to be compliant as an ERO and ensure the preparer gets credit for the returns prepared by him on his PTIN.

This topic has been closed for replies.

dkh

Level 15

I use ProSeries Professional not Lacerte but I'm guessing Lacerte has a Firm/Preparer Info section similar to PS. PSP is located in Tools > Options > Firm/Preparer Info

This is where you can set Preparer / ERO designations.

J

jessgrooveAuthor

Level 2

Yes, thanks, the options DO exist. The problem we are having is that the names do not show up that way on the 8879 form itself

L

LS99

Level 2

I am having a very similar issue. I can add the paid preparer, but once I go to file, an ERO PIN is required for the preparer. The owner is the ERO. Did you find an answer to this by chance? Thank you for taking the time to read this.

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