General Chat

23,274 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. How to find client's EIN?

   By Margaret CPA in OH, 3 hours ago
   • 2 replies
   • 41 views
   • 
   • Margaret CPA in OH
   • 38 minutes ago

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

   By artp, 22 hours ago
   • 2 replies
   • 95 views
   • 
   • Lee B
   • 3 hours ago

5. Land Trust

   By Randall, yesterday at 02:07 PM
   • 3 replies
   • 87 views
   • 
   • Randall
   • 4 hours ago

6. New Client

   By Christian, 20 hours ago
   • 5 replies
   • 112 views
   • 
   • Corduroy Frog
   • 5 hours ago

7. ATX Renewal

   By ETax847, April 10
   • 18 replies
   • 437 views
   • 
   • Abby Normal
   • Yesterday at 04:21 PM

8. Almost over !!!!! 1 2

   By BTS, April 12
   • 31 replies
   • 913 views
   • 
   • Randall
   • Yesterday at 01:48 PM

9. TRUST HELP

   By TAXMAN, April 4
   • 9 replies
   • 244 views
   • 
   • Sara EA
   • Yesterday at 01:22 AM

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

    By BulldogTom, Tuesday at 11:26 PM
    • 0 replies
    • 103 views
    • 
    • BulldogTom
    • Tuesday at 11:26 PM

11. Loan Forgiveness

    By Corduroy Frog, Monday at 03:18 AM
    • 5 replies
    • 167 views
    • 
    • Corduroy Frog
    • Monday at 11:50 PM

12. MO efiled returns

    By Marie, Friday at 11:19 PM
    • 8 replies
    • 184 views
    • 
    • michaelmars
    • Monday at 11:15 PM

13. Horn Tooting

    By Catherine, April 9
    • 11 replies
    • 325 views
    • 
    • G2R
    • Monday at 10:56 PM

14. For those of you still working

    By jklcpa, Sunday at 09:26 PM
    • 4 replies
    • 200 views
    • 
    • Catherine
    • Monday at 01:15 PM

15. American Opportunity Credit

    By Christian, Sunday at 11:14 PM
    • 9 replies
    • 130 views
    • 
    • jklcpa
    • Monday at 02:42 AM

16. No records and needs an extension!

    By jklcpa, April 7
    • 21 replies
    • 563 views
    • 
    • Catherine
    • Sunday at 11:37 PM

17. So Grateful for this Board

    By mcb39, Saturday at 01:30 PM
    • 5 replies
    • 197 views
    • 
    • GLJEANNE
    • Sunday at 08:02 PM

18. Gain on excess distribution from Partnership

    By joanmcq, April 12
    • 6 replies
    • 204 views
    • 
    • Abby Normal
    • Sunday at 04:09 PM

19. Montana Non-Resident State Return

    By Eli, Saturday at 11:22 PM
    • 8 replies
    • 115 views
    • 
    • Eli
    • Sunday at 12:52 AM

20. Form 8978

    By SLD, Saturday at 04:02 PM
    • 2 replies
    • 90 views
    • 
    • jklcpa
    • Saturday at 04:51 PM

21. 1099R coded totally wrong

    By mcb39, April 12
    • 4 replies
    • 161 views
    • 
    • BrewOne
    • Saturday at 11:26 AM

22. Client Deceased in January 2024

    By Yardley CPA, April 9
    • 8 replies
    • 316 views
    • 
    • jklcpa
    • Saturday at 10:54 AM

23. Need reassurance on partnership Buyout

    By NECPA in NEBRASKA, March 18
    • 16 replies
    • 443 views
    • 
    • NECPA in NEBRASKA
    • Saturday at 06:59 AM

24. Americorp and strange W2

    By jasdlm, April 9
    • 10 replies
    • 213 views
    • 
    • jasdlm
    • Friday at 07:12 PM

25. Philadelphia BIRT and NPT taxes and returns

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

26. FENCING ON A PURCHASED FARM

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

27. Backdoor Roth in ATX with Aggregation & PY Basis

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

28. passive rentals and real estate sales in same LLC

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

29. Amend or Not

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

30. TAX PROS PHONE NUMBER FOR FRANCHISE TAX BUREAU

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

31. An invaluable resource

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

32. Per Capita taxable or not?

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

33. clarification - 8889 - Did I screw up?

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

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

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

35. claim child on dual status return

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

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

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

37. IRS PIN needed for deceased spouse?

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

38. We have PUE, what about SUE?

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

39. Clergy Schedule SE

    By Christian, April 7
    • 11 replies
    • 6.7k views
    • 
    • Margaret CPA in OH
    • April 10

40. MO DIRECT DEBIT

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

41. NY IT 2105.9

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

42. attached PDF to efile

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

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

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

44. SOLO 401K

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

45. estimated payments using direct debit

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

46. College Costs for Room & Board

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

47. Bond Mutual Funds

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

48. Closed Bank Account

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

49. IT friends

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

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

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

51. Can a W2 employee be paid only Commissions?

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

52. World bank income

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

53. gambling losses net against day of?

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

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

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

55. Rental to Charity

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

56. Trust Question

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

57. SEHI Carryforward, Form 7203

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

58. ACK speed is faster than ever

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

59. atx software closing or crashing usually during print function

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

60. Possible 2023 Child Tax Credit Increase 1 2

    By Lee B, January 14
    • 38 replies
    • 12.7k views
    • 
    • BulldogTom
    • April 4

61. Transfer of Stock

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

62. MFS Refund

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

63. scary stuff

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

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

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

65. Paper File Fed Efile States?

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

66. NC Preparers

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

67. Accrued Interest Paid & Accrued Market Discount

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

68. I bought a Truck

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

69. MO preparers

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

70. How to find a PIN

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

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

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

72. Drought sales of breeding stock

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

73. More/improved computer security

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

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

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

75. State extensions

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

76. Net Investment Income Tax

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

77. smelly docs

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

78. When pymts are supposed to include interest

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

79. Enrolling in BSA e-filing for FinCen 114

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

80. another strange ? Mfs or H/H?

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

81. Carryover Data Entry Location

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

82. US Citizens living in Spain

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

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

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

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

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

85. Social security disability pmts and legal fees

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

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

    By schirallicpa, March 22
    • 26 replies
    • 1.2k views
    • 
    • Medlin Software, Dennis
    • March 29

87. Direct Primary Care

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

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

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

89. Section 199A Publicly Traded Partnership Income

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

90. 2020 Refund

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

91. 7216 Consent Form

    By Lion EA, March 22
    • 6 replies
    • 235 views
    • 
    • Lion EA
    • March 28

92. draws from an LLC after sale of LLC

    By schirallicpa, March 27
    • 8 replies
    • 218 views
    • 
    • schirallicpa
    • March 28

93. Tesla Electric vehicle credit

    By Pacun, March 27
    • 5 replies
    • 153 views
    • 
    • TexTaxToo
    • March 28

94. IRA Distributions Med Not Subject to Penalty

    By Randall, March 27
    • 1 reply
    • 122 views
    • 
    • TexTaxToo
    • March 28

95. CRUT Margaret or Judy

    By Terry D EA, March 27
    • 6 replies
    • 159 views
    • 
    • Margaret CPA in OH
    • March 28

96. Signature Question

    By Terry D EA, March 27
    • 7 replies
    • 159 views
    • 
    • Lee B
    • March 27

97. Personal - deal with PR of moms estate?

    By WITAXLADY, March 20
    • 4 replies
    • 214 views
    • 
    • WITAXLADY
    • March 27

98. New scam to be aware of

    By kathyc2, March 21
    • 12 replies
    • 449 views
    • 
    • Lee B
    • March 27

99. 1098T Taxable but not to state, help entering please

    By M7047, March 26
    • 1 reply
    • 127 views
    • 
    • schirallicpa
    • March 27

100. Can't rollover - communication error

     By schirallicpa, March 26
     • 2 replies
     • 124 views
     • 
     • schirallicpa
     • March 27