General Chat

23,293 topics in this forum

1. Reminder: NO politics

   By jklcpa, January 10, 2023
   • 0 replies
   • 1.4k views
   • 
   • jklcpa
   • January 10, 2023

2. All Pinned Topics - ATX Tips/Tricks, QBI, TCJAs, States' Info

   By jklcpa, September 30, 2020
   • 0 replies
   • 3k views
   • 
   • jklcpa
   • September 30, 2020

3. Can I efile an amended 941?

   By joanmcq, Saturday at 11:14 PM
   • 1 reply
   • 64 views
   • 
   • Terry D EA
   • 27 minutes ago

4. secure file sharing alternatives to Drake Portals

   By artp, April 25
   • 16 replies
   • 257 views
   • 
   • Terry D EA
   • 31 minutes ago

5. Sale of condo after death with life estate

   By Margaret CPA in OH, yesterday at 01:29 PM
   • 15 replies
   • 177 views
   • 
   • Margaret CPA in OH
   • 2 hours ago

6. Wage and Income Transcript does not include a 1099R income

   By schirallicpa, 7 hours ago
   • 4 replies
   • 77 views
   • 
   • Abby Normal
   • 4 hours ago

7. Foreign Company EIN

   By Bklyn1_241, 9 hours ago
   • 3 replies
   • 47 views
   • 
   • Bklyn1_241
   • 7 hours ago

8. Trust Help?

   By GLGACCT, yesterday at 04:59 PM
   • 6 replies
   • 137 views
   • 
   • BulldogTom
   • 10 hours ago

9. IRS refund adjustment??

   By artp, yesterday at 03:25 PM
   • 5 replies
   • 134 views
   • 
   • BrewOne
   • Yesterday at 09:20 PM

10. Long Term Care Insurance Distributions

    By Lion EA, yesterday at 04:55 PM
    • 3 replies
    • 92 views
    • 
    • Lion EA
    • Yesterday at 06:54 PM

11. Renewal Why The Hurry

    By Christian, Sunday at 08:16 PM
    • 5 replies
    • 208 views
    • 
    • Yardley CPA
    • Yesterday at 11:34 AM

12. Fed refund shorted;CO returned spouses 2023 estimated tax payments

    By artp, April 17
    • 8 replies
    • 288 views
    • 
    • Lee B
    • Monday at 05:52 PM

13. Kudos to Catherine White

    By Lynn EA USTCP in Louisiana, Friday at 12:36 PM
    • 4 replies
    • 169 views
    • 
    • joanmcq
    • Monday at 12:59 AM

14. Part Year Resident of 2 States - Sale of Real Estate

    By gfizer, April 23
    • 9 replies
    • 411 views
    • 
    • mcb39
    • Sunday at 12:03 AM

15. DC preparers (Important!!!)

    By Pacun, Saturday at 07:52 PM
    • 0 replies
    • 77 views
    • 
    • Pacun
    • Saturday at 07:52 PM

16. Investment log book binding/printing

    By Pacun, April 23
    • 5 replies
    • 220 views
    • 
    • Pacun
    • Saturday at 06:55 PM

17. Revisiting BOI's

    By ILLMAS, April 25
    • 12 replies
    • 270 views
    • 
    • Catherine
    • Friday at 08:14 PM

18. Upcoming server move for the ATX Community

    By Eric, April 22
    • 9 replies
    • 314 views
    • 
    • Lee B
    • Friday at 06:55 PM

19. Education Credit

    By Christian, April 24
    • 6 replies
    • 176 views
    • 
    • Christian
    • Thursday at 10:51 PM

20. Unlinking an e-file

    By Dave T, April 24
    • 4 replies
    • 154 views
    • 
    • mcb39
    • April 25

21. Words To Live By

    By Lee B, April 19
    • 6 replies
    • 1.1k views
    • 
    • Catherine
    • April 24

22. PPL picked up in less than 20 seconds....

    By BulldogTom, April 16
    • 10 replies
    • 437 views
    • 
    • Catherine
    • April 24

23. ATX entry question - before the server move

    By BulldogTom, April 23
    • 4 replies
    • 166 views
    • 
    • BulldogTom
    • April 23

24. How to find client's EIN?

    By Margaret CPA in OH, April 18
    • 5 replies
    • 209 views
    • 
    • JohnH
    • April 19

25. Almost over !!!!! 1 2

    By BTS, April 12
    • 32 replies
    • 2.3k views
    • 
    • Medlin Software, Dennis
    • April 18

26. Land Trust

    By Randall, April 17
    • 3 replies
    • 143 views
    • 
    • Randall
    • April 18

27. New Client

    By Christian, April 17
    • 5 replies
    • 183 views
    • 
    • Corduroy Frog
    • April 18

28. ATX Renewal

    By ETax847, April 10
    • 18 replies
    • 529 views
    • 
    • Abby Normal
    • April 17

29. TRUST HELP

    By TAXMAN, April 4
    • 9 replies
    • 296 views
    • 
    • Sara EA
    • April 17

30. Loan Forgiveness

    By Corduroy Frog, April 15
    • 5 replies
    • 209 views
    • 
    • Corduroy Frog
    • April 15

31. MO efiled returns

    By Marie, April 12
    • 8 replies
    • 222 views
    • 
    • michaelmars
    • April 15

32. Horn Tooting

    By Catherine, April 9
    • 11 replies
    • 378 views
    • 
    • G2R
    • April 15

33. For those of you still working

    By jklcpa, April 14
    • 4 replies
    • 235 views
    • 
    • Catherine
    • April 15

34. American Opportunity Credit

    By Christian, April 14
    • 9 replies
    • 167 views
    • 
    • jklcpa
    • April 15

35. No records and needs an extension!

    By jklcpa, April 7
    • 21 replies
    • 627 views
    • 
    • Catherine
    • April 14

36. So Grateful for this Board

    By mcb39, April 13
    • 5 replies
    • 252 views
    • 
    • GLJEANNE
    • April 14

37. Gain on excess distribution from Partnership

    By joanmcq, April 12
    • 6 replies
    • 233 views
    • 
    • Abby Normal
    • April 14

38. Montana Non-Resident State Return

    By Eli, April 13
    • 8 replies
    • 150 views
    • 
    • Eli
    • April 14

39. Form 8978

    By SLD, April 13
    • 2 replies
    • 117 views
    • 
    • jklcpa
    • April 13

40. 1099R coded totally wrong

    By mcb39, April 12
    • 4 replies
    • 203 views
    • 
    • BrewOne
    • April 13

41. Client Deceased in January 2024

    By Yardley CPA, April 9
    • 8 replies
    • 372 views
    • 
    • jklcpa
    • April 13

42. Need reassurance on partnership Buyout

    By NECPA in NEBRASKA, March 18
    • 16 replies
    • 487 views
    • 
    • NECPA in NEBRASKA
    • April 13

43. Americorp and strange W2

    By jasdlm, April 9
    • 10 replies
    • 242 views
    • 
    • jasdlm
    • April 12

44. Philadelphia BIRT and NPT taxes and returns

    By Margaret CPA in OH, April 12
    • 1 reply
    • 89 views
    • 
    • Abby Normal
    • April 12

45. FENCING ON A PURCHASED FARM

    By Marie, April 11
    • 8 replies
    • 172 views
    • 
    • DANRVAN
    • April 12

46. Backdoor Roth in ATX with Aggregation & PY Basis

    By G2R, April 12
    • 1 reply
    • 126 views
    • 
    • Lion EA
    • April 12

47. passive rentals and real estate sales in same LLC

    By schirallicpa, April 11
    • 1 reply
    • 122 views
    • 
    • Slippery Pencil
    • April 12

48. Amend or Not

    By Patrick Michael, April 10
    • 10 replies
    • 264 views
    • 
    • BrewOne
    • April 11

49. TAX PROS PHONE NUMBER FOR FRANCHISE TAX BUREAU

    By cash, April 11
    • 1 reply
    • 111 views
    • 
    • JRS
    • April 11

50. An invaluable resource

    By jklcpa, April 8
    • 2 replies
    • 181 views
    • 
    • GLJEANNE
    • April 11

51. Per Capita taxable or not?

    By WITAXLADY, April 10
    • 3 replies
    • 132 views
    • 
    • Medlin Software, Dennis
    • April 11

52. clarification - 8889 - Did I screw up?

    By WITAXLADY, April 5
    • 10 replies
    • 391 views
    • 
    • WITAXLADY
    • April 10

53. HOA "Assessment" that is for a new loan

    By Catherine, April 10
    • 3 replies
    • 155 views
    • 
    • Catherine
    • April 10

54. claim child on dual status return

    By tax1111, April 10
    • 0 replies
    • 96 views
    • 
    • tax1111
    • April 10

55. Error saying a Form 1041 is required with an 1120s

    By MaryNoe, April 10
    • 2 replies
    • 130 views
    • 
    • Catherine
    • April 10

56. IRS PIN needed for deceased spouse?

    By ETax847, April 10
    • 2 replies
    • 140 views
    • 
    • Lee B
    • April 10

57. We have PUE, what about SUE?

    By Corduroy Frog, April 10
    • 2 replies
    • 132 views
    • 
    • Corduroy Frog
    • April 10

58. Clergy Schedule SE

    By Christian, April 7
    • 11 replies
    • 6.8k views
    • 
    • Margaret CPA in OH
    • April 10

59. MO DIRECT DEBIT

    By Marie, April 9
    • 4 replies
    • 105 views
    • 
    • Marie
    • April 9

60. NY IT 2105.9

    By Lynn EA USTCP in Louisiana, April 7
    • 3 replies
    • 182 views
    • 
    • Lynn EA USTCP in Louisiana
    • April 9

61. attached PDF to efile

    By schirallicpa, April 9
    • 2 replies
    • 126 views
    • 
    • schirallicpa
    • April 9

62. How do I report $3K taxable scholarship on 1040

    By Pacun, April 3
    • 10 replies
    • 352 views
    • 
    • TexTaxToo
    • April 9

63. SOLO 401K

    By Tracy Lee, March 18, 2022
    • 9 replies
    • 590 views
    • 
    • jasdlm
    • April 8

64. estimated payments using direct debit

    By DANRVAN, April 6
    • 23 replies
    • 478 views
    • 
    • Randall
    • April 8

65. College Costs for Room & Board

    By Randall, April 4
    • 7 replies
    • 316 views
    • 
    • TexTaxToo
    • April 8

66. Bond Mutual Funds

    By Corduroy Frog, April 7
    • 6 replies
    • 225 views
    • 
    • JohnH
    • April 8

67. Closed Bank Account

    By Dave T, April 1
    • 8 replies
    • 349 views
    • 
    • Margaret CPA in OH
    • April 7

68. IT friends

    By ILLMAS, April 5
    • 15 replies
    • 341 views
    • 
    • Abby Normal
    • April 6

69. ... or am I just going crazy?

    By JJStephens, April 4
    • 11 replies
    • 338 views
    • 
    • mcb39
    • April 6

70. Can a W2 employee be paid only Commissions?

    By BulldogTom, April 3
    • 6 replies
    • 328 views
    • 
    • Medlin Software, Dennis
    • April 5

71. World bank income

    By Pacun, March 27
    • 4 replies
    • 207 views
    • 
    • Pacun
    • April 5

72. gambling losses net against day of?

    By WITAXLADY, April 5
    • 3 replies
    • 175 views
    • 
    • WITAXLADY
    • April 5

73. Cash Basis 1099-NEC vs Accrual Basis Financial Statement Help

    By Tax Preparer, April 5
    • 0 replies
    • 88 views
    • 
    • Tax Preparer
    • April 5

74. Rental to Charity

    By Tracy Lee, March 30
    • 7 replies
    • 334 views
    • 
    • DANRVAN
    • April 5

75. Trust Question

    By artp, April 4
    • 1 reply
    • 141 views
    • 
    • DANRVAN
    • April 5

76. SEHI Carryforward, Form 7203

    By G2R, April 4
    • 3 replies
    • 170 views
    • 
    • G2R
    • April 5

77. ACK speed is faster than ever

    By jklcpa, April 5
    • 4 replies
    • 153 views
    • 
    • mcb39
    • April 5

78. atx software closing or crashing usually during print function

    By DEBRA MANJARREZ, April 4
    • 3 replies
    • 167 views
    • 
    • Pacun
    • April 5

79. Possible 2023 Child Tax Credit Increase 1 2

    By Lee B, January 14
    • 38 replies
    • 12.9k views
    • 
    • BulldogTom
    • April 4

80. Transfer of Stock

    By Tracy Lee, April 4
    • 2 replies
    • 147 views
    • 
    • BulldogTom
    • April 4

81. MFS Refund

    By M7047, April 4
    • 3 replies
    • 142 views
    • 
    • Medlin Software, Dennis
    • April 4

82. scary stuff

    By BrewOne, April 3
    • 6 replies
    • 250 views
    • 
    • Randall
    • April 4

83. sold a million dollar home, bought a 2 million dollar home

    By joanmcq, April 2
    • 6 replies
    • 432 views
    • 
    • joanmcq
    • April 4

84. Paper File Fed Efile States?

    By Randall, April 3
    • 4 replies
    • 168 views
    • 
    • Randall
    • April 3

85. NC Preparers

    By NECPA in NEBRASKA, April 2
    • 1 reply
    • 152 views
    • 
    • JohnH
    • April 3

86. Accrued Interest Paid & Accrued Market Discount

    By joanmcq, March 27
    • 11 replies
    • 427 views
    • 
    • joanmcq
    • April 3

87. I bought a Truck

    By Corduroy Frog, March 29
    • 17 replies
    • 569 views
    • 
    • Medlin Software, Dennis
    • April 2

88. MO preparers

    By Marie, April 1
    • 1 reply
    • 117 views
    • 
    • DBerg
    • April 2

89. How to find a PIN

    By Randall, April 1
    • 2 replies
    • 152 views
    • 
    • BrewOne
    • April 1

90. Sch C - Solo 401k - How to report?

    By ETax847, April 1
    • 1 reply
    • 129 views
    • 
    • DANRVAN
    • April 1

91. Drought sales of breeding stock

    By Marie, April 1
    • 2 replies
    • 127 views
    • 
    • DANRVAN
    • April 1

92. More/improved computer security

    By Medlin Software, Dennis, April 1
    • 0 replies
    • 117 views
    • 
    • Medlin Software, Dennis
    • April 1

93. Does anyone use a laptop as their work computer? 1 2

    By NECPA in NEBRASKA, January 18
    • 25 replies
    • 1.1k views
    • 
    • Medlin Software, Dennis
    • April 1

94. State extensions

    By kathyc2, April 1
    • 3 replies
    • 165 views
    • 
    • kathyc2
    • April 1

95. Net Investment Income Tax

    By Marie, April 1
    • 0 replies
    • 106 views
    • 
    • Marie
    • April 1

96. smelly docs

    By BrewOne, March 28
    • 11 replies
    • 387 views
    • 
    • Randall
    • April 1

97. When pymts are supposed to include interest

    By schirallicpa, March 30
    • 3 replies
    • 236 views
    • 
    • mcb39
    • March 31

98. Enrolling in BSA e-filing for FinCen 114

    By Yrags, March 30
    • 0 replies
    • 134 views
    • 
    • Yrags
    • March 30

99. another strange ? Mfs or H/H?

    By WITAXLADY, March 30
    • 4 replies
    • 184 views
    • 
    • BulldogTom
    • March 30

100. Carryover Data Entry Location

     By G2R, March 30
     • 1 reply
     • 135 views
     • 
     • Abby Normal
     • March 30