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Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

Question

How do I get the partnership representative designated individual fields to complete?

Answer

The partnership representative designated individual will only be reported on Schedule B, Question 25 if the answer is Yes and the partnership representative has an employer identification number.

IRS electronic filing specifications require that a designated individual must exist if the partnership representative does not have a valid social security number and the designated individual is not allowed to exist if the partnership has a valid SSN. If the partnership representative has an SSN and a designated individual is reported, the return will be rejected.

If you feel that a designated individual should be reported when the partnership representative has an SSN, you will need to override Form 1065, Page 3 and file the return on paper.

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