Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Military Finishing and Filing the Return

Options for Combat Zone Participants

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)

Volunteers may not be named as a Third Party Designee.

Form 1040, Third Party Designee section.