General Chat

23,276 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. Upcoming server move for the ATX Community

   By Eric, 15 hours ago
   • 2 replies
   • 92 views
   • 
   • jklcpa
   • 8 hours ago

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

   By BulldogTom, April 16
   • 9 replies
   • 349 views
   • 
   • mcb39
   • 9 hours ago

5. Words To Live By

   By Lee B, Friday at 12:12 AM
   • 5 replies
   • 1.1k views
   • 
   • mcb39
   • Friday at 04:15 PM

6. How to find client's EIN?

   By Margaret CPA in OH, Thursday at 02:47 PM
   • 5 replies
   • 171 views
   • 
   • JohnH
   • Friday at 10:15 AM

7. Almost over !!!!! 1 2

   By BTS, April 12
   • 32 replies
   • 1.5k views
   • 
   • Medlin Software, Dennis
   • Thursday at 08:52 PM

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

   By artp, Wednesday at 08:05 PM
   • 5 replies
   • 179 views
   • 
   • Catherine
   • Thursday at 08:13 PM

9. Land Trust

   By Randall, Wednesday at 02:07 PM
   • 3 replies
   • 124 views
   • 
   • Randall
   • Thursday at 02:32 PM

10. New Client

    By Christian, Wednesday at 10:06 PM
    • 5 replies
    • 157 views
    • 
    • Corduroy Frog
    • Thursday at 12:58 PM

11. ATX Renewal

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

12. TRUST HELP

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

13. Loan Forgiveness

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

14. MO efiled returns

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

15. Horn Tooting

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

16. For those of you still working

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

17. American Opportunity Credit

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

18. No records and needs an extension!

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

19. So Grateful for this Board

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

20. Gain on excess distribution from Partnership

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

21. Montana Non-Resident State Return

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

22. Form 8978

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

23. 1099R coded totally wrong

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

24. Client Deceased in January 2024

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

25. Need reassurance on partnership Buyout

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

26. Americorp and strange W2

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

27. Philadelphia BIRT and NPT taxes and returns

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

28. FENCING ON A PURCHASED FARM

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

29. Backdoor Roth in ATX with Aggregation & PY Basis

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

30. passive rentals and real estate sales in same LLC

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

31. Amend or Not

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

32. TAX PROS PHONE NUMBER FOR FRANCHISE TAX BUREAU

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

33. An invaluable resource

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

34. Per Capita taxable or not?

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

35. clarification - 8889 - Did I screw up?

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

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

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

37. claim child on dual status return

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

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

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

39. IRS PIN needed for deceased spouse?

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

40. We have PUE, what about SUE?

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

41. Clergy Schedule SE

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

42. MO DIRECT DEBIT

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

43. NY IT 2105.9

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

44. attached PDF to efile

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

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

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

46. SOLO 401K

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

47. estimated payments using direct debit

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

48. College Costs for Room & Board

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

49. Bond Mutual Funds

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

50. Closed Bank Account

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

51. IT friends

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

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

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

53. Can a W2 employee be paid only Commissions?

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

54. World bank income

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

55. gambling losses net against day of?

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

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

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

57. Rental to Charity

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

58. Trust Question

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

59. SEHI Carryforward, Form 7203

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

60. ACK speed is faster than ever

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

61. atx software closing or crashing usually during print function

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

62. Possible 2023 Child Tax Credit Increase 1 2

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

63. Transfer of Stock

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

64. MFS Refund

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

65. scary stuff

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

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

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

67. Paper File Fed Efile States?

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

68. NC Preparers

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

69. Accrued Interest Paid & Accrued Market Discount

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

70. I bought a Truck

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

71. MO preparers

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

72. How to find a PIN

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

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

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

74. Drought sales of breeding stock

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

75. More/improved computer security

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

76. 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

77. State extensions

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

78. Net Investment Income Tax

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

79. smelly docs

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

80. When pymts are supposed to include interest

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

81. Enrolling in BSA e-filing for FinCen 114

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

82. another strange ? Mfs or H/H?

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

83. Carryover Data Entry Location

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

84. US Citizens living in Spain

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

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

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

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

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

87. Social security disability pmts and legal fees

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

88. 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

89. Direct Primary Care

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

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

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

91. Section 199A Publicly Traded Partnership Income

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

92. 2020 Refund

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

93. 7216 Consent Form

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

94. draws from an LLC after sale of LLC

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

95. Tesla Electric vehicle credit

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

96. IRA Distributions Med Not Subject to Penalty

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

97. CRUT Margaret or Judy

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

98. Signature Question

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

99. Personal - deal with PR of moms estate?

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

100. New scam to be aware of

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