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IRS Business Rule IND-041 If the Taxpayer elected to have another person discuss their return with the IRS as a third party designee
🔍 IRS Business Rule IND-041: Third Party Designee PIN Required
If the Taxpayer elected to have another person discuss their return with the IRS as a third party designee, the Third Party Designee PIN must have a value.
⚠️ Before You Begin
Make sure you can access the taxpayer’s return and confirm the Third Party Designee PIN field on the Main Info screen.
📊 Step-by-Step Guide
Step 1: Confirm the Third Party Designee PIN has a value
If the taxpayer elected a third party designee to discuss their return with the IRS, the Third Party Designee PIN must not be blank.
Step 2: Verify the PIN is entered on Main Info and not overridden to blank
Check that the third party PIN has been entered on the Main Info screen and that it is not overridden to blank.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form