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C
cdg
Level 3
January 19, 2023
Question

How do you have a default ERO show on form 8879 with a different preparer

  • January 19, 2023
  • 1 reply
  • 10 views
I am a ERO and preparer
I have another preparer and their information is carrying to form 8879, but they are not a ERO or setup as one  
    This topic has been closed for replies.

    1 reply

    George4Tacks
    George4Tacks
    Level 15
    January 22, 2023

    Your are the ERO and any preparer using your account will use your ERO. They must have a PTIN. Click on the gear ICON in the lower left (now shows NEW IN RED). Select Preparer Information and Add a new preparer. 

    Answers are easy. Questions are hard!
      C
      cdgAuthor
      Level 3
      January 24, 2023

      I have a new preparer setup but it enters there name as the ero on the forms instead of me as default. 

      Letlarrydoit
      Letlarrydoit
      Level 2
      August 9, 2025

      Hi!

      Did you find a solution for this issue?

      I'm having the same problem when trying to print the ERO's information on Form 8879 and the preparer's information on Form 1040. 

      The preparer is not the same as the ERO but I'm getting the preparer's information on 1040 AND 8879, which is incorrect. 

      I couldn't find a way to select the ERO and the preparer independently.

      Thanks in advance!

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