Yardley CPA Posted February 3, 2019 Report Share Posted February 3, 2019 I'm having trouble customizing Schedule 6, Third Party Designee, of the 1040 Form. I would like any 1040 I open to have the Third Pater Designee checked with my preparer information included. When I go to customize this schedule, it does not allow me to check the boxes...it gives me the jump to arrow and that does not allow me to jump to any associated screen. Thoughts, please. I am in the Return Manager and click Forms, Customize Master Forms. I then navigate to Schedule 6. Thank you! Quote Link to comment Share on other sites More sharing options...
Catherine Posted February 4, 2019 Report Share Posted February 4, 2019 The update I attended said that the IRS now automatically assigns the third party designee to the preparer. The Schedule 6 is for anyone ELSE who needs ALSO to be included. So you are all set, just by being listed as preparer. 2 1 Quote Link to comment Share on other sites More sharing options...
gfizer Posted February 4, 2019 Report Share Posted February 4, 2019 On 2/3/2019 at 11:35 AM, Yardley CPA said: I'm having trouble customizing Schedule 6, Third Party Designee, of the 1040 Form. I would like any 1040 I open to have the Third Pater Designee checked with my preparer information included. When I go to customize this schedule, it does not allow me to check the boxes...it gives me the jump to arrow and that does not allow me to jump to any associated screen. Thoughts, please. I am in the Return Manager and click Forms, Customize Master Forms. I then navigate to Schedule 6. Thank you! Customize the "main info" sheet on the Form 1040 by checking both "Yes" boxes under "Third Party Designee" and this will accomplish what you are wanting to do 1 1 Quote Link to comment Share on other sites More sharing options...
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