If you are the preparer and are the third party designee, just check box by entering a 1 to Allow discussion. That is all you do, then at the bottom of 1040, it will check the box to allow IRS to discuss with you. You do not need a PIN. In that same section you decide if you want your name to print (or not). The printed name satisfies the signature requirement for the preparer for filing. The PIN is at the bottom and that is ONLY IF you fill in the other information for that third party.

Answers are easy. Questions are hard!

L

lizbaileycpaAuthor

Level 2

I must have some other setting off, because if I enter 1 in the check box as you described, I get the diagnostic issue. No other information is entered on this entire screen.

I have to change that box to 3 to get the issue to go away.

George4TacksAnswer

Level 15

Do you have your PIN entered in you settings? https://proconnect.intuit.com/community/help-articles/help/how-do-i-enter-my-efin-ptin-and-ero-pin-into-proconnect-tax/00/5281

Answers are easy. Questions are hard!

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