General Chat

23,274 topics in this forum

1. "Fee" Financial Advisor

   By Lion EA, February 28
   • 10 replies
   • 324 views
   • 
   • Corduroy Frog
   • March 2

2. Real Estate Sale Complex Issue-NEED HELP 1 2

   By artp, November 15, 2023
   • 28 replies
   • 1.1k views
   • 
   • DANRVAN
   • March 1

3. Tax Organizers

   By 1464940, February 20
   • 16 replies
   • 4.3k views
   • 
   • Lion EA
   • March 1

4. charitable carryover

   By BrewOne, March 1
   • 2 replies
   • 149 views
   • 
   • kathyc2
   • March 1

5. AMT AND NOL

   By Marie, February 29
   • 5 replies
   • 157 views
   • 
   • BulldogTom
   • February 29

6. Not that I want tax season to end yet or anything...

   By schirallicpa, February 29
   • 6 replies
   • 210 views
   • 
   • Catherine
   • February 29

7. Excess Roth Contribution, how to handle

   By BulldogTom, February 29
   • 6 replies
   • 225 views
   • 
   • jklcpa
   • February 29

8. There is something wrong with the MO return in ATX

   By Marie, February 23
   • 3 replies
   • 174 views
   • 
   • Marie
   • February 29

9. Strange 1099-DIV

   By Corduroy Frog, February 26
   • 15 replies
   • 463 views
   • 
   • Catherine
   • February 28

10. CO PY return

    By kathyc2, February 27
    • 3 replies
    • 195 views
    • 
    • kathyc2
    • February 28

11. CO Tabor for deceased taxpayer

    By [email protected], February 28
    • 0 replies
    • 130 views
    • 
    • [email protected]
    • February 28

12. Refund Due A Decedent's Estate

    By Christian, February 26
    • 3 replies
    • 243 views
    • 
    • Catherine
    • February 27

13. 1041 Form 1116 Loss Carry Forward

    By GLGACCT, February 26
    • 5 replies
    • 291 views
    • 
    • BulldogTom
    • February 27

14. 1099C but person claims it was all paid

    By schirallicpa, February 19
    • 11 replies
    • 459 views
    • 
    • BTS
    • February 25

15. How can this be done with max savings

    By Pacun, April 23, 2023
    • 16 replies
    • 891 views
    • 
    • Pacun
    • February 25

16. Filed single though married in 2022

    By Margaret CPA in OH, February 18
    • 8 replies
    • 358 views
    • 
    • Pacun
    • February 24

17. 1099 from college as stipend for research

    By schirallicpa, February 23
    • 5 replies
    • 243 views
    • 
    • Lee B
    • February 24

18. Are Donations To Cemetery Tax Deductible?

    By gfizer, February 16
    • 8 replies
    • 387 views
    • 
    • gfizer
    • February 24

19. 1099 R Code K7 1 2

    By Terry D EA, February 6
    • 27 replies
    • 27.3k views
    • 
    • JohnH
    • February 24

20. Filing requirements

    By Corduroy Frog, February 22
    • 13 replies
    • 464 views
    • 
    • Corduroy Frog
    • February 24

21. Printing Zeroes

    By Christian, February 20
    • 5 replies
    • 284 views
    • 
    • Abby Normal
    • February 23

22. Tools

    By Christian, February 20
    • 13 replies
    • 463 views
    • 
    • jklcpa
    • February 23

23. Roth code J taxpayer under 59 1/2

    By artp, February 21
    • 3 replies
    • 225 views
    • 
    • artp
    • February 23

24. Inherited Roth IRA

    By kathyc2, February 21
    • 2 replies
    • 186 views
    • 
    • Lee B
    • February 22

25. ancient ATX installation CDs available

    By Catherine, February 20
    • 11 replies
    • 279 views
    • 
    • jklcpa
    • February 21

26. State Equivalent of Fed 1041

    By Randall, February 20
    • 5 replies
    • 170 views
    • 
    • Randall
    • February 21

27. Inherited 401k

    By Tax Prep by Deb, February 19
    • 15 replies
    • 494 views
    • 
    • BulldogTom
    • February 20

28. Google Cloud

    By ILLMAS, February 20
    • 5 replies
    • 210 views
    • 
    • Medlin Software, Dennis
    • February 20

29. HOUSEHOLD HELP

    By TAXMAN, February 19
    • 6 replies
    • 3.2k views
    • 
    • Lee B
    • February 20

30. Problem Rolling Over 2022 returns to ATX 2023.

    By MaryNoe, January 26
    • 12 replies
    • 488 views
    • 
    • Abby Normal
    • February 20

31. wife died in 21, but husband brings 1099-Int

    By schirallicpa, February 19
    • 6 replies
    • 292 views
    • 
    • schirallicpa
    • February 20

32. 1099-what?

    By Catherine, February 20
    • 7 replies
    • 205 views
    • 
    • DANRVAN
    • February 20

33. PTET

    By KATHERINE, February 19
    • 4 replies
    • 194 views
    • 
    • KATHERINE
    • February 19

34. 1099K from Stubhub for Selling Tickets 1 2

    By ETax847, December 19, 2022
    • 25 replies
    • 2.5k views
    • 
    • BrewOne
    • February 19

35. SSA-1099 Question

    By artp, February 15
    • 5 replies
    • 380 views
    • 
    • mcb39
    • February 19

36. 1099R and code 1M - taxable or not?

    By WITAXLADY, February 19
    • 1 reply
    • 217 views
    • 
    • BrewOne
    • February 19

37. Sole proprietor deceased and no records found for business

    By NECPA in NEBRASKA, February 16
    • 12 replies
    • 396 views
    • 
    • WITAXLADY
    • February 19

38. Basis of stock purchased through ESOP

    By Patrick Michael, February 17
    • 3 replies
    • 209 views
    • 
    • Catherine
    • February 19

39. MO return and dependent

    By Marie, February 18
    • 0 replies
    • 93 views
    • 
    • Marie
    • February 18

40. Efile Error

    By Christian, February 17
    • 1 reply
    • 169 views
    • 
    • Christian
    • February 17

41. Simple IRA

    By Tracy Lee, February 17
    • 9 replies
    • 314 views
    • 
    • DANRVAN
    • February 17

42. Dependent Child

    By Christian, February 16
    • 4 replies
    • 209 views
    • 
    • Christian
    • February 17

43. Who claims this dependent?

    By Patti in Upstate NY, February 13
    • 20 replies
    • 625 views
    • 
    • Patti in Upstate NY
    • February 16

44. form 8962

    By Marie, February 15
    • 2 replies
    • 181 views
    • 
    • Marie
    • February 16

45. Ohio IT-1040ES

    By MaryNoe, February 6
    • 2 replies
    • 233 views
    • 
    • MaryNoe
    • February 15

46. W-4 issues 1 2

    By artp, February 12
    • 25 replies
    • 1.4k views
    • 
    • Lee B
    • February 15

47. Married but living in separate states part year

    By Margaret CPA in OH, February 12
    • 11 replies
    • 288 views
    • 
    • Margaret CPA in OH
    • February 15

48. Foster Care Question

    By Lee B, February 14
    • 8 replies
    • 235 views
    • 
    • Medlin Software, Dennis
    • February 14

49. N/T sort of - laughing at myself

    By jklcpa, February 12
    • 8 replies
    • 410 views
    • 
    • Randall
    • February 14

50. Depletion and other expenses

    By Lisa Ann Strobel, February 13
    • 1 reply
    • 134 views
    • 
    • BrewOne
    • February 13

51. Sch A Form 8936 reject

    By mclsatx, February 8
    • 3 replies
    • 692 views
    • 
    • mclsatx
    • February 12

52. Guaranteed Payments - QBI

    By Corduroy Frog, February 12
    • 3 replies
    • 225 views
    • 
    • Lee B
    • February 12

53. AOC

    By Patrick Michael, February 10
    • 5 replies
    • 682 views
    • 
    • kathyc2
    • February 11

54. Program Taking 3 Minutes to Open

    By Bobconan, February 11
    • 1 reply
    • 170 views
    • 
    • Abby Normal
    • February 11

55. Windows 11 Shutting Down (Solved)

    By Abby Normal, February 10
    • 1 reply
    • 175 views
    • 
    • mcb39
    • February 10

56. SE tax on clergy 401K contributions

    By artp, February 10
    • 1 reply
    • 128 views
    • 
    • mcb39
    • February 10

57. Husband and wife LLC

    By BobH, January 28
    • 15 replies
    • 1.5k views
    • 
    • mcb39
    • February 10

58. Long Term Care Services: Opinions

    By mcb39, February 9
    • 8 replies
    • 919 views
    • 
    • BrewOne
    • February 10

59. What do you do when you have 5 box 12 entries for a W2?

    By BulldogTom, February 10
    • 5 replies
    • 787 views
    • 
    • Abby Normal
    • February 10

60. Cash Surrender of Life Insurance

    By BulldogTom, February 6
    • 19 replies
    • 2.1k views
    • 
    • jasdlm
    • February 9

61. Iowa PTE-C

    By Max, February 9
    • 0 replies
    • 661 views
    • 
    • Max
    • February 9

62. Unmarried Couple

    By Christian, February 8
    • 9 replies
    • 322 views
    • 
    • GLGACCT
    • February 9

63. MN WFC/CTC

    By JackieCPA, February 9
    • 1 reply
    • 116 views
    • 
    • Lion EA
    • February 9

64. Additional Child Tax Credit

    By Corduroy Frog, February 9
    • 4 replies
    • 720 views
    • 
    • BulldogTom
    • February 9

65. Wolters Kluwer phishing email

    By GLJEANNE, February 5
    • 8 replies
    • 1.2k views
    • 
    • Patrick Michael
    • February 9

66. Student Education Expense

    By JohnH, February 8
    • 9 replies
    • 3.7k views
    • 
    • TexTaxToo
    • February 9

67. ATX repeatedly crashing 1 2

    By jasdlm, February 21, 2023
    • 38 replies
    • 10.6k views
    • 
    • williamtyler
    • February 8

68. Can Taxpayer Deduct Startup Expenses for a new business in this situation?

    By ETax847, February 7
    • 3 replies
    • 199 views
    • 
    • Abby Normal
    • February 8

69. Wendy's Is Giving Away Free Hamburgers—Here's How To Claim Yours

    By Elrod, February 6
    • 2 replies
    • 952 views
    • 
    • Catherine
    • February 8

70. IRA withdrawal for land to build house on

    By schirallicpa, February 8
    • 1 reply
    • 132 views
    • 
    • Lee B
    • February 8

71. Does anyone use ATX payroll and file 941s?

    By schirallicpa, February 7
    • 3 replies
    • 196 views
    • 
    • schirallicpa
    • February 8

72. Social Security on Fiduciary Return?

    By Gail in Virginia, February 7
    • 5 replies
    • 210 views
    • 
    • DANRVAN
    • February 8

73. MFJ PY OH, 2 Singles, different states in 2023

    By Margaret CPA in OH, February 7
    • 4 replies
    • 159 views
    • 
    • kathyc2
    • February 8

74. ATX memory issue and crashing

    By williamtyler, January 5, 2023
    • 22 replies
    • 3.1k views
    • 
    • Abby Normal
    • February 8

75. Can Ministers Income be reported on W2 without filing Forms 941?

    By gfizer, February 2
    • 7 replies
    • 343 views
    • 
    • schirallicpa
    • February 7

76. FinCEN BOIR

    By Randall, February 6
    • 9 replies
    • 305 views
    • 
    • Lee B
    • February 7

77. ATX - is there an ATX WI error?

    By WITAXLADY, February 6
    • 1 reply
    • 405 views
    • 
    • Jill K
    • February 7

78. ATX BACKUPS

    By TAXMAN, February 6
    • 2 replies
    • 3.6k views
    • 
    • mcb39
    • February 6

79. Client Tax Refund

    By Christian, February 4
    • 7 replies
    • 3.9k views
    • 
    • Lee B
    • February 6

80. Expiring ITIN for this tax season

    By Pacun, February 5
    • 1 reply
    • 118 views
    • 
    • Lee B
    • February 5

81. THE k-3 on the partnership return

    By Marie, February 4
    • 4 replies
    • 194 views
    • 
    • Marie
    • February 5

82. Subject to S/E tax?

    By Dave T, February 2
    • 5 replies
    • 345 views
    • 
    • mcb39
    • February 5

83. MFS Scheme

    By Corduroy Frog, February 3
    • 10 replies
    • 310 views
    • 
    • Lion EA
    • February 4

84. Statue of Limitations Denied due to Tax Preparer Fraud

    By Lee B, February 4
    • 1 reply
    • 150 views
    • 
    • BrewOne
    • February 4

85. GA/SC state returns

    By Eli, February 3
    • 1 reply
    • 140 views
    • 
    • Eli
    • February 4

86. Phone technology- nt

    By kathyc2, January 31
    • 12 replies
    • 337 views
    • 
    • mcb39
    • February 3

87. 1099 person but 941s filed. 1 2

    By schirallicpa, January 31
    • 28 replies
    • 4k views
    • 
    • Medlin Software, Dennis
    • February 2

88. Is there a way to convert HEIC files to Adobe PDF?

    By BulldogTom, January 29
    • 13 replies
    • 437 views
    • 
    • Catherine
    • February 2

89. estate tax deduction - or not?

    By Catherine, January 28
    • 12 replies
    • 396 views
    • 
    • Catherine
    • February 2

90. MN Returns being rejected

    By GLJEANNE, February 2
    • 0 replies
    • 93 views
    • 
    • GLJEANNE
    • February 2

91. Tax Due On Third Party Payer Sales

    By Christian, February 1
    • 5 replies
    • 189 views
    • 
    • BrewOne
    • February 2

92. Phishing Emails

    By Patrick Michael, January 30
    • 11 replies
    • 3.4k views
    • 
    • Catherine
    • February 1

93. The calm is over

    By Medlin Software, Dennis, December 28, 2023
    • 22 replies
    • 1.3k views
    • 
    • Medlin Software, Dennis
    • January 31

94. Verifyle - I created a new contact but Verifyle changed the name of the contact

    By TerryA, January 31
    • 3 replies
    • 634 views
    • 
    • Catherine
    • January 31

95. w-2 wages/paycheck help please - specialist please

    By WITAXLADY, January 26
    • 10 replies
    • 370 views
    • 
    • Medlin Software, Dennis
    • January 31

96. Handwritten K-1?

    By ETax847, January 4
    • 9 replies
    • 399 views
    • 
    • ETax847
    • January 31

97. Ohio efile issue

    By Tami Steele, January 31
    • 4 replies
    • 168 views
    • 
    • Randall
    • January 31

98. Foreign partner

    By BobH, January 31
    • 0 replies
    • 1.4k views
    • 
    • BobH
    • January 31

99. If IRS cannot answer your call to fix your ID.ME login, can they still penalize you?

    By Ringers, January 27
    • 10 replies
    • 464 views
    • 
    • Lee B
    • January 31

100. Form 1065, page 6 - Active General Partners

     By Kellan, January 31
     • 0 replies
     • 114 views
     • 
     • Kellan
     • January 31