General Chat

23,281 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. Education Credit

   By Christian, 12 hours ago
   • 4 replies
   • 37 views
   • 
   • mcb39
   • 10 hours ago

4. Unlinking an e-file

   By Dave T, 15 hours ago
   • 1 reply
   • 43 views
   • 
   • Margaret CPA in OH
   • 13 hours ago

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

   By gfizer, Tuesday at 04:49 PM
   • 5 replies
   • 152 views
   • 
   • mcb39
   • 10 hours ago

6. Investment log book binding/printing

   By Pacun, Tuesday at 03:35 PM
   • 4 replies
   • 145 views
   • 
   • mcbreck
   • 22 hours ago

7. ATX entry question - before the server move

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

8. Upcoming server move for the ATX Community

   By Eric, Monday at 06:07 PM
   • 4 replies
   • 192 views
   • 
   • Catherine
   • Yesterday at 12:53 AM

9. Words To Live By

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

10. How to find client's EIN?

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

11. New Client

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

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

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

13. Land Trust

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

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

    By BulldogTom, April 16
    • 10 replies
    • 400 views
    • 
    • Catherine
    • Yesterday at 01:02 AM

15. Loan Forgiveness

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

16. American Opportunity Credit

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

17. For those of you still working

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

18. Montana Non-Resident State Return

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

19. Form 8978

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

20. So Grateful for this Board

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

21. MO efiled returns

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

22. Gain on excess distribution from Partnership

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

23. Philadelphia BIRT and NPT taxes and returns

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

24. Almost over !!!!! 1 2

    By BTS, April 12
    • 32 replies
    • 1.8k views
    • 
    • Medlin Software, Dennis
    • April 18

25. Backdoor Roth in ATX with Aggregation & PY Basis

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

26. 1099R coded totally wrong

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

27. FENCING ON A PURCHASED FARM

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

28. passive rentals and real estate sales in same LLC

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

29. TAX PROS PHONE NUMBER FOR FRANCHISE TAX BUREAU

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

30. Per Capita taxable or not?

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

31. claim child on dual status return

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

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

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

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

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

34. Amend or Not

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

35. IRS PIN needed for deceased spouse?

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

36. We have PUE, what about SUE?

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

37. ATX Renewal

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

38. Horn Tooting

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

39. Americorp and strange W2

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

40. attached PDF to efile

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

41. MO DIRECT DEBIT

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

42. Client Deceased in January 2024

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

43. An invaluable resource

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

44. No records and needs an extension!

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

45. Clergy Schedule SE

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

46. NY IT 2105.9

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

47. Bond Mutual Funds

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

48. estimated payments using direct debit

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

49. IT friends

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

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

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

51. gambling losses net against day of?

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

52. clarification - 8889 - Did I screw up?

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

53. ACK speed is faster than ever

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

54. atx software closing or crashing usually during print function

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

55. Trust Question

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

56. SEHI Carryforward, Form 7203

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

57. Transfer of Stock

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

58. College Costs for Room & Board

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

59. MFS Refund

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

60. TRUST HELP

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

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

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

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

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

63. scary stuff

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

64. Paper File Fed Efile States?

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

65. Can a W2 employee be paid only Commissions?

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

66. NC Preparers

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

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

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

68. Closed Bank Account

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

69. How to find a PIN

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

70. More/improved computer security

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

71. MO preparers

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

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

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

73. Drought sales of breeding stock

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

74. Net Investment Income Tax

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

75. State extensions

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

76. When pymts are supposed to include interest

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

77. Enrolling in BSA e-filing for FinCen 114

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

78. Rental to Charity

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

79. Carryover Data Entry Location

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

80. another strange ? Mfs or H/H?

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

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

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

82. Social security disability pmts and legal fees

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

83. I bought a Truck

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

84. Direct Primary Care

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

85. smelly docs

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

86. 2020 Refund

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

87. Section 199A Publicly Traded Partnership Income

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

88. IRA Distributions Med Not Subject to Penalty

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

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

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

90. draws from an LLC after sale of LLC

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

91. CRUT Margaret or Judy

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

92. Signature Question

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

93. World bank income

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

94. US Citizens living in Spain

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

95. Tesla Electric vehicle credit

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

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

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

97. Accrued Interest Paid & Accrued Market Discount

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

98. 1098T Taxable but not to state, help entering please

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

99. Can't rollover - communication error

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

100. ChatGPT Down

     By Lee B, March 26
     • 5 replies
     • 1.1k views
     • 
     • Abby Normal
     • March 26