General Chat

23,927 topics in this forum

1. Back up ATX data outside of program- from Abby Normal

   By jklcpa, April 6
   • 0 replies
   • 99 views
   • 
   • jklcpa
   • April 6

2. All Pinned Topics - ATX Tips/Tricks, QBI, TCJAs, States' Info

   By jklcpa, September 30, 2020
   • 1 reply
   • 3.4k views
   • 
   • jklcpa
   • September 27, 2024

3. Are you / have you used "My Tax Prep Office" tax software?

   By TAG, 11 hours ago
   • 2 replies
   • 46 views
   • 
   • Lee B
   • 9 hours ago

4. High Income NonFilers

   By Lee B, 15 hours ago
   • 2 replies
   • 66 views
   • 
   • BulldogTom
   • 7 hours ago

5. Can't get SSN for 990 treasurer

   By Patrick Michael, Wednesday at 02:45 PM
   • 6 replies
   • 102 views
   • 
   • ILLMAS
   • 17 hours ago

6. Preparation Of Oregon Tax Returns will become restricted

   By Lee B, Tuesday at 11:51 PM
   • 2 replies
   • 88 views
   • 
   • Lee B
   • Wednesday at 02:10 AM

7. Telephone

   By Corduroy Frog, Tuesday at 03:07 AM
   • 18 replies
   • 279 views
   • 
   • mcb39
   • 5 hours ago

8. LLC to S-corp or Corp to S-corp. ?

   By schirallicpa, Monday at 08:46 PM
   • 6 replies
   • 152 views
   • 
   • mcbreck
   • Tuesday at 03:14 PM

9. identity verification "service"

   By BrewOne, Monday at 06:09 PM
   • 2 replies
   • 120 views
   • 
   • Jim Oh Bkkr
   • Tuesday at 11:17 AM

10. WV has a reciprocal agreement with MD. Investment house sale

    By Pacun, Sunday at 02:05 PM
    • 2 replies
    • 55 views
    • 
    • jklcpa
    • Sunday at 03:41 PM

11. Drake and their WISP

    By Corduroy Frog, Sunday at 03:34 AM
    • 21 replies
    • 300 views
    • 
    • Catherine
    • 4 hours ago

12. Client received 1099-R with code 1. He repaid the distribution within 60 days. How do I show that in the program?

    By cpr1955, April 26
    • 1 reply
    • 99 views
    • 
    • Abby Normal
    • Saturday at 02:09 PM

13. I am so blessed...

    By BulldogTom, April 24
    • 13 replies
    • 318 views
    • 
    • Randall
    • Tuesday at 05:25 PM

14. Legal Bills & Settlement Costs

    By Gail in Virginia, April 24
    • 8 replies
    • 178 views
    • 
    • Gail in Virginia
    • Monday at 01:30 PM

15. Amended 2021 Return Final Due Date

    By JohnH, April 24
    • 1 reply
    • 69 views
    • 
    • Catherine
    • April 24

16. State Taxing Authorities Game of Chess

    By Corduroy Frog, April 24
    • 5 replies
    • 208 views
    • 
    • Corduroy Frog
    • Saturday at 09:10 PM

17. Vacation / Rental Home

    By Tal10, April 23
    • 10 replies
    • 192 views
    • 
    • Lee B
    • April 24

18. Start Up Costs

    By Dave T, April 23
    • 2 replies
    • 95 views
    • 
    • Tal10
    • April 23

19. Payment Withdrawal

    By Corduroy Frog, April 23
    • 12 replies
    • 281 views
    • 
    • Lion EA
    • 1 hour ago

20. Rejected e-file extension after it was accepted

    By MDCPA, April 20
    • 20 replies
    • 369 views
    • 
    • BrewOne
    • April 23

21. New Wrinkle

    By Christian, April 19
    • 5 replies
    • 183 views
    • 
    • Sara EA
    • April 20

22. any way to retract the estimates that were set up and efiled

    By schirallicpa, April 18
    • 3 replies
    • 149 views
    • 
    • schirallicpa
    • April 18

23. Carry Forward Partnership losses from Prior year where to enter

    By Michael321, April 15
    • 4 replies
    • 123 views
    • 
    • mcb39
    • April 23

24. Commission Based Business Sale

    By Don Hughes, April 15
    • 4 replies
    • 129 views
    • 
    • taxit
    • April 16

25. Don't need answers today - next week would be nice

    By Catherine, April 15
    • 8 replies
    • 302 views
    • 
    • DANRVAN
    • April 18

26. Form 5329 missed one RMD

    By GLGACCT, April 15
    • 3 replies
    • 141 views
    • 
    • GLGACCT
    • April 15

27. There are no words.........

    By mcb39, April 15
    • 14 replies
    • 367 views
    • 
    • mcb39
    • April 17

28. State Equivalent of 1041 on ATX

    By Randall, April 15
    • 2 replies
    • 99 views
    • 
    • Abby Normal
    • April 15

29. In under the wire!

    By Catherine, April 15
    • 7 replies
    • 212 views
    • 
    • Patti in Upstate NY
    • April 15

30. K1 for law partner

    By jasdlm, April 15
    • 4 replies
    • 147 views
    • 
    • Lee B
    • April 15

31. Does anyone have time to check my work? Solo 401K spreadsheet

    By BulldogTom, April 14
    • 3 replies
    • 119 views
    • 
    • BulldogTom
    • April 15

32. Form 1041 - Rejection Error

    By ETax847, April 14
    • 1 reply
    • 74 views
    • 
    • Gail in Virginia
    • April 14

33. Kentucky Disaster Relief Extension - File 4868 or no?

    By gfizer, April 14
    • 2 replies
    • 109 views
    • 
    • Lee B
    • April 14

34. Plan To Return IRS Employees Back To Work Paused

    By Lee B, April 14
    • 2 replies
    • 225 views
    • 
    • Margaret CPA in OH
    • Monday at 03:13 PM

35. N/T-Medicare, 1st of month DOB, and other annoyances

    By jklcpa, April 13
    • 4 replies
    • 160 views
    • 
    • jklcpa
    • April 14

36. Trust Year

    By Randall, April 13
    • 2 replies
    • 111 views
    • 
    • Randall
    • April 14

37. Return Manager - customize fields

    By MDCPA, April 12
    • 2 replies
    • 135 views
    • 
    • Abby Normal
    • April 12

38. Superseded Returns Efiled with ATX

    By Steven P Salley, April 12
    • 10 replies
    • 170 views
    • 
    • mcb39
    • April 13

39. Rating clients

    By kathyc2, April 11
    • 10 replies
    • 342 views
    • 
    • Dave T
    • April 17

40. IRS Website Errors Being Reported

    By Lee B, April 11
    • 8 replies
    • 330 views
    • 
    • kathyc2
    • April 12

41. Just when you thought

    By Corduroy Frog, April 11
    • 19 replies
    • 534 views
    • 
    • Gail in Virginia
    • April 24

42. mortg interest on Sch C and Sch F won't go

    By Marie, April 10
    • 1 reply
    • 114 views
    • 
    • Slippery Pencil
    • April 11

43. Brain Dead - Need help with NR state allocation

    By jasdlm, April 9
    • 5 replies
    • 132 views
    • 
    • jklcpa
    • April 10

44. Today's beef 1 2

    By schirallicpa, April 9
    • 27 replies
    • 803 views
    • 
    • Catherine
    • April 17

45. Missing Capital Loss Carryforward

    By Patrick Michael, April 9
    • 13 replies
    • 274 views
    • 
    • mcbreck
    • April 11

46. water well repair or upgrade? 1 2

    By Catherine, April 9
    • 41 replies
    • 1k views
    • 
    • DANRVAN
    • April 20

47. How long can extension payment be made?

    By kathyc2, April 9
    • 8 replies
    • 250 views
    • 
    • BrewOne
    • April 11

48. Historical Quote

    By Corduroy Frog, April 9
    • 17 replies
    • 288 views
    • 
    • TexTaxToo
    • April 10

49. 1098-T and AOC

    By Max W, April 9
    • 7 replies
    • 239 views
    • 
    • Max W
    • April 10

50. Acting IRS commissioner to resign over deal to share immigrants’ tax data with ICE

    By Abby Normal, April 9
    • 9 replies
    • 264 views
    • 
    • Abby Normal
    • April 10

51. Decedent's Mailing Address in Different State

    By Yrags, April 9
    • 5 replies
    • 114 views
    • 
    • Catherine
    • April 9

52. Just want to verify I am doing this correctly

    By joanmcq, April 8
    • 3 replies
    • 124 views
    • 
    • joanmcq
    • April 8

53. Been a Rough Season !!! 1 2 3

    By BTS, April 8
    • 51 replies
    • 822 views
    • 
    • BTS
    • April 10

54. Hobby Farm

    By Christian, April 7
    • 9 replies
    • 238 views
    • 
    • Corduroy Frog
    • Sunday at 03:55 AM

55. NT: are we this weird, or this amazing? or both!

    By Catherine, April 7
    • 3 replies
    • 159 views
    • 
    • Max W
    • April 8

56. Any WV preparers?

    By Pacun, April 7
    • 3 replies
    • 130 views
    • 
    • Jim Oh Bkkr
    • April 8

57. 709 GIF TAX RETURN

    By Pacun, April 7
    • 2 replies
    • 90 views
    • 
    • BrewOne
    • April 7

58. List as part of proceeds, or as part of basis?

    By Catherine, April 7
    • 7 replies
    • 183 views
    • 
    • Abby Normal
    • April 8

59. HSA additional contributions

    By BobH, April 7
    • 1 reply
    • 78 views
    • 
    • Abby Normal
    • April 7

60. PA local help on signatures

    By schirallicpa, April 7
    • 2 replies
    • 105 views
    • 
    • jklcpa
    • April 7

61. Rent Phase Out - Why or Why Not?

    By Corduroy Frog, April 7
    • 14 replies
    • 289 views
    • 
    • Corduroy Frog
    • April 9

62. 1120 Schedule L simple question

    By Pacun, April 7
    • 8 replies
    • 212 views
    • 
    • BrewOne
    • April 7

63. IP Pin for Amended Return

    By JohnH, April 6
    • 1 reply
    • 82 views
    • 
    • Lion EA
    • April 6

64. Iowa Public Employees Retirement System - EIN?

    By jasdlm, April 5
    • 3 replies
    • 118 views
    • 
    • Abby Normal
    • April 6

65. Dependent care credit for disabled adult child

    By kathyc2, April 5
    • 1 reply
    • 100 views
    • 
    • Slippery Pencil
    • April 5

66. AZ res and NYS non-res

    By schirallicpa, April 5
    • 7 replies
    • 179 views
    • 
    • schirallicpa
    • April 7

67. I didn't know this. IRS IP PIN replaces two old ones

    By Pacun, April 5
    • 4 replies
    • 173 views
    • 
    • ILLMAS
    • April 5

68. Crash 1 2

    By Christian, April 5
    • 28 replies
    • 537 views
    • 
    • mcb39
    • April 9

69. IRS begins Nonvoluntary Layoffs

    By Lee B, April 5
    • 2 replies
    • 244 views
    • 
    • WITAXLADY
    • April 5

70. ATX Form for carryovers

    By Tracy Lee, April 4
    • 10 replies
    • 191 views
    • 
    • Abby Normal
    • April 24

71. Inherited Pension

    By Tracy Lee, April 4
    • 1 reply
    • 87 views
    • 
    • Slippery Pencil
    • April 4

72. IRA Question and Company Retirement Plan

    By Dave T, April 4
    • 1 reply
    • 105 views
    • 
    • kathyc2
    • April 4

73. New client what is the tax?

    By joanmcq, April 3
    • 2 replies
    • 164 views
    • 
    • Pacun
    • April 4

74. PTC and MFS

    By Randall, April 3
    • 4 replies
    • 182 views
    • 
    • Randall
    • April 5

75. IRS Employees to return to work

    By Lee B, April 3
    • 2 replies
    • 177 views
    • 
    • GLJEANNE
    • April 3

76. rental prop in non-res state

    By schirallicpa, April 2
    • 2 replies
    • 143 views
    • 
    • schirallicpa
    • April 4

77. GA Substitute K1

    By Socal100, April 2
    • 2 replies
    • 105 views
    • 
    • Socal100
    • April 2

78. Best Printer 1 2

    By cpabsd, April 2
    • 43 replies
    • 781 views
    • 
    • BTS
    • April 8

79. Matching SS# and Names

    By Corduroy Frog, April 2
    • 13 replies
    • 297 views
    • 
    • Max W
    • April 4

80. Credit card in name of deceased

    By cpabsd, April 2
    • 3 replies
    • 122 views
    • 
    • Lee B
    • April 2

81. Poke' Tax

    By Lee B, April 2
    • 0 replies
    • 179 views
    • 
    • Lee B
    • April 2

82. education credit recapture - where is the input

    By schirallicpa, April 1
    • 4 replies
    • 125 views
    • 
    • Pacun
    • April 2

83. estate given to nonprofit still earning income

    By schirallicpa, April 1
    • 2 replies
    • 84 views
    • 
    • schirallicpa
    • April 1

84. passport id

    By schirallicpa, April 1
    • 5 replies
    • 171 views
    • 
    • Catherine
    • April 2

85. rental property owned by trust

    By Catherine, April 1
    • 5 replies
    • 178 views
    • 
    • Sara EA
    • April 2

86. Around this time, this is the one thing we have to do...

    By Pacun, March 31
    • 4 replies
    • 226 views
    • 
    • GLJEANNE
    • April 2

87. Second SSA-1099

    By mcbreck, March 31
    • 7 replies
    • 215 views
    • 
    • Lion EA
    • April 1

88. How to see what forms are included in efile

    By Pacun, March 31
    • 1 reply
    • 143 views
    • 
    • Gail in Virginia
    • March 31

89. Keep it gentle and apolitical

    By Pacun, March 31
    • 8 replies
    • 279 views
    • 
    • Lee B
    • April 2

90. MFS when one spouse is deceased

    By Margaret CPA in OH, March 31
    • 3 replies
    • 151 views
    • 
    • Margaret CPA in OH
    • March 31

91. Recovery Rebate Credit

    By Christian, March 30
    • 2 replies
    • 140 views
    • 
    • Pacun
    • March 31

92. Caught a Carryforward error from 2023 by previous tax preparer

    By Lesmir, March 30
    • 7 replies
    • 238 views
    • 
    • kathyc2
    • April 2

93. IRA Rollover question

    By B. Jani, March 30
    • 7 replies
    • 168 views
    • 
    • mcbreck
    • March 31

94. Can you inherit suspended losses?

    By Corduroy Frog, March 30
    • 5 replies
    • 178 views
    • 
    • Margaret CPA in OH
    • March 31

95. MFS with only one spouse ACA

    By Pacun, March 29
    • 11 replies
    • 250 views
    • 
    • Pacun
    • March 31

96. physician's letter required when claiming assisted living costs?

    By BrewOne, March 29
    • 4 replies
    • 169 views
    • 
    • Catherine
    • March 30

97. 1099R with Code T

    By Dave T, March 28
    • 12 replies
    • 240 views
    • 
    • Margaret CPA in OH
    • March 29

98. E-File Form 5227?

    By MaryNoe, March 28
    • 1 reply
    • 94 views
    • 
    • BrewOne
    • March 29

99. BOI what a mess its been !!!!

    By BTS, March 28
    • 2 replies
    • 179 views
    • 
    • Catherine
    • March 30

100. efiling Amended return with insufficient address information

     By Mike T, March 28
     • 8 replies
     • 188 views
     • 
     • Max W
     • March 29