Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How do you get rid of the Third Party Designee PIN diagnostic issue? It's also listed as US - Ref #3917.

lizbaileycpa
Level 2
 
0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Solution

Accepted Solutions
George4Tacks
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-i...

 


Here's wishing you many Happy Returns

View solution in original post

7 Comments 7
George4Tacks
Level 15

Does clicking the diagnostic take you to the area to enter the PIN? It should be right after their phone number. 

https://proconnect.intuit.com/community/help-articles/help/third-party-designee-if-different/00/4270

https://proconnect.intuit.com/community/help-articles/help/2018-schedule-6-foreign-address-and-third...

 


Here's wishing you many Happy Returns
lizbaileycpa
Level 2

Unfortunately, not. I don't see any field to enter the designee PIN. I was able to get rid of it by just removing myself as the 3rd party designee. 

0 Cheers
lizbaileycpa
Level 2

Unfortunately, not. I don't see any field to enter the designee PIN. I was able to get rid of it by just removing myself as the 3rd party designee. 

0 Cheers
George4Tacks
Level 15

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.

0.JPG

 


Here's wishing you many Happy Returns
lizbaileycpa
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. 

0 Cheers
George4Tacks
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-i...

 


Here's wishing you many Happy Returns
lizbaileycpa
Level 2

That actually worked, thank you! I assumed ProConnect would randomly generate a PIN, as I don't really care what the number is, but if this resolves the issue I'm happy to enter a number as my PIN. Thanks!

0 Cheers