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Level 1
April 11, 2022
Question

How do I get the tax program to not require a third party designee's PIN which it says is missing or invalid when I have no third party designee?

  • April 11, 2022
  • 1 reply
  • 4 views
This is for my own personal return so I am the  preparer and there is no third party designee.
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1 reply

itonewbie
Level 15
April 11, 2022
  1. Click on Client Information on the navigation tree;
  2. Scroll down to the Miscellaneous Info section;
  3. On the line Prepared by, select 3 = Self-Prepared.
---------------------------------------------------------------------------------Still an AllStar
Level 2
April 7, 2023

I am having the same problem.  I did enter that I am the self-preparer and still get the critical diagnostic.

itonewbie
Level 15
April 7, 2023

@ghunter999-gmail That's because I misread the question, thinking the OP was asking about marking the return as self-prepared.

Instead you should do the following:

  1. Go to General > Misc. Info./Direct Deposit;
  2. Click on the Miscellaneous tab;
  3. Scroll down to the Miscellaneous section; and
  4. Under Designee/IRS Discussion, on the line Allow discussion: 1=yes, 2=no, 3=blank [Override], enter 3.
---------------------------------------------------------------------------------Still an AllStar