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Filing Your Own Return as a Professional Preparer in ProSeries

Hey guys, I've never really been 100% the modus operandi for this one so I'll ask here. In filing my own return as both the preparer and the ERO, should I just mark "Self Prepared" in the Federal Information Worksheet? Is that enough? 

I certainly don't want to get audited or have the IRS look at the return funny but I also would prefer to use ProSeries for my own return just as I am for my clients.

Thanks in advance,

Happy New Year. 

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1 Solution

Accepted Solutions
TaxGuyBill
Level 15

Yes, that is what should be done, and that is all you need to do.

However, in some previous years ProSeries gives you error messages of various sorts.  Some of us just don't bother with the "self prepared" and just leave it as a paid preparer.  It won't be an audit flag or anything like that.

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4 Replies 4
TaxGuyBill
Level 15

Yes, that is what should be done, and that is all you need to do.

However, in some previous years ProSeries gives you error messages of various sorts.  Some of us just don't bother with the "self prepared" and just leave it as a paid preparer.  It won't be an audit flag or anything like that.

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Hey, thanks for your reassurance! That's awesome. Happy filing season, folks. 

Just-Lisa-Now-
Level 15
Level 15

I sign my own return as the Paid Preparer just like any return I prepare, whether Im paid or not. 🤷‍


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TAXOH
Level 11
Level 11

I also do mine as the paid preparer and not as self prepared.