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Third Party Designee

If the taxpayer wants to allow a friend, family member, or other selected person to discuss the tax return with the IRS, the taxpayer should:

  • Check the Yes box in the Third Party Designee section of the return

  • Enter the designee's name, phone number, and any five numbers the designee chooses as his or her personal identification number (PIN)
Third Party Designee section of Form 1040
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