General Chat

23,284 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. Revisiting BOI's

   By ILLMAS, Thursday at 03:50 PM
   • 12 replies
   • 216 views
   • 
   • Catherine
   • 11 hours ago

4. secure file sharing alternatives to Drake Portals

   By artp, Thursday at 07:24 PM
   • 11 replies
   • 146 views
   • 
   • Catherine
   • 11 hours ago

5. Upcoming server move for the ATX Community

   By Eric, Monday at 06:07 PM
   • 9 replies
   • 263 views
   • 
   • Lee B
   • 12 hours ago

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

   By gfizer, Tuesday at 04:49 PM
   • 7 replies
   • 270 views
   • 
   • gfizer
   • 16 hours ago

7. Kudos to Catherine White

   By Lynn EA USTCP in Louisiana, 18 hours ago
   • 0 replies
   • 72 views
   • 
   • Lynn EA USTCP in Louisiana
   • 18 hours ago

8. Education Credit

   By Christian, Wednesday at 11:20 PM
   • 6 replies
   • 147 views
   • 
   • Christian
   • Thursday at 10:51 PM

9. Unlinking an e-file

   By Dave T, Wednesday at 08:18 PM
   • 4 replies
   • 130 views
   • 
   • mcb39
   • Thursday at 07:04 PM

10. Investment log book binding/printing

    By Pacun, Tuesday at 03:35 PM
    • 4 replies
    • 176 views
    • 
    • mcbreck
    • Wednesday at 12:54 PM

11. Words To Live By

    By Lee B, April 19
    • 6 replies
    • 1.1k views
    • 
    • Catherine
    • Wednesday at 01:06 AM

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

    By BulldogTom, April 16
    • 10 replies
    • 415 views
    • 
    • Catherine
    • Wednesday at 01:02 AM

13. ATX entry question - before the server move

    By BulldogTom, Tuesday at 01:24 PM
    • 4 replies
    • 150 views
    • 
    • BulldogTom
    • Tuesday at 08:43 PM

14. How to find client's EIN?

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

15. Almost over !!!!! 1 2

    By BTS, April 12
    • 32 replies
    • 2k views
    • 
    • Medlin Software, Dennis
    • April 18

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

    By artp, April 17
    • 5 replies
    • 190 views
    • 
    • Catherine
    • April 18

17. Land Trust

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

18. New Client

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

19. ATX Renewal

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

20. TRUST HELP

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

21. Loan Forgiveness

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

22. MO efiled returns

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

23. Horn Tooting

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

24. For those of you still working

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

25. American Opportunity Credit

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

26. No records and needs an extension!

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

27. So Grateful for this Board

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

28. Gain on excess distribution from Partnership

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

29. Montana Non-Resident State Return

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

30. Form 8978

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

31. 1099R coded totally wrong

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

32. Client Deceased in January 2024

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

33. Need reassurance on partnership Buyout

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

34. Americorp and strange W2

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

35. Philadelphia BIRT and NPT taxes and returns

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

36. FENCING ON A PURCHASED FARM

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

37. Backdoor Roth in ATX with Aggregation & PY Basis

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

38. passive rentals and real estate sales in same LLC

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

39. Amend or Not

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

40. TAX PROS PHONE NUMBER FOR FRANCHISE TAX BUREAU

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

41. An invaluable resource

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

42. Per Capita taxable or not?

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

43. clarification - 8889 - Did I screw up?

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

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

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

45. claim child on dual status return

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

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

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

47. IRS PIN needed for deceased spouse?

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

48. We have PUE, what about SUE?

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

49. Clergy Schedule SE

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

50. MO DIRECT DEBIT

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

51. NY IT 2105.9

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

52. attached PDF to efile

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

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

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

54. SOLO 401K

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

55. estimated payments using direct debit

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

56. College Costs for Room & Board

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

57. Bond Mutual Funds

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

58. Closed Bank Account

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

59. IT friends

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

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

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

61. Can a W2 employee be paid only Commissions?

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

62. World bank income

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

63. gambling losses net against day of?

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

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

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

65. Rental to Charity

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

66. Trust Question

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

67. SEHI Carryforward, Form 7203

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

68. ACK speed is faster than ever

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

69. atx software closing or crashing usually during print function

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

70. Possible 2023 Child Tax Credit Increase 1 2

    By Lee B, January 14
    • 38 replies
    • 12.8k views
    • 
    • BulldogTom
    • April 4

71. Transfer of Stock

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

72. MFS Refund

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

73. scary stuff

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

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

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

75. Paper File Fed Efile States?

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

76. NC Preparers

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

77. Accrued Interest Paid & Accrued Market Discount

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

78. I bought a Truck

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

79. MO preparers

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

80. How to find a PIN

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

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

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

82. Drought sales of breeding stock

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

83. More/improved computer security

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

84. 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

85. State extensions

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

86. Net Investment Income Tax

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

87. smelly docs

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

88. When pymts are supposed to include interest

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

89. Enrolling in BSA e-filing for FinCen 114

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

90. another strange ? Mfs or H/H?

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

91. Carryover Data Entry Location

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

92. US Citizens living in Spain

    By Pacun, March 27
    • 3 replies
    • 184 views
    • 
    • Sara EA
    • March 30

93. First time abatement for a Corp in 2nd year?

    By BulldogTom, March 30
    • 1 reply
    • 129 views
    • 
    • WITAXLADY
    • March 30

94. can a WI mfj couple file MFS fed and MFJ WI?

    By WITAXLADY, March 27
    • 2 replies
    • 136 views
    • 
    • WITAXLADY
    • March 29

95. Social security disability pmts and legal fees

    By cpabsd, March 29
    • 3 replies
    • 160 views
    • 
    • kathyc2
    • March 29

96. Do you guys charge extra fee for old returns 1 2

    By schirallicpa, March 22
    • 26 replies
    • 1.3k views
    • 
    • Medlin Software, Dennis
    • March 29

97. Direct Primary Care

    By Dave T, March 28
    • 2 replies
    • 149 views
    • 
    • TexTaxToo
    • March 29

98. Section 199A Publicly Traded Partnership (PTP) Income

    By Christian, March 27
    • 3 replies
    • 155 views
    • 
    • Christian
    • March 29

99. Section 199A Publicly Traded Partnership Income

    By Christian, March 28
    • 2 replies
    • 155 views
    • 
    • Christian
    • March 29

100. 2020 Refund

     By Lion EA, March 28
     • 4 replies
     • 178 views
     • 
     • Abby Normal
     • March 28