General Chat

23,273 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. New Client

   By Christian, 15 hours ago
   • 5 replies
   • 77 views
   • 
   • Corduroy Frog
   • 8 minutes ago

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

   By artp, 17 hours ago
   • 0 replies
   • 65 views
   • 
   • artp
   • 17 hours ago

5. Land Trust

   By Randall, 22 hours ago
   • 2 replies
   • 67 views
   • 
   • Randall
   • 22 hours ago

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

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

7. Loan Forgiveness

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

8. American Opportunity Credit

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

9. For those of you still working

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

10. Montana Non-Resident State Return

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

11. Form 8978

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

12. So Grateful for this Board

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

13. MO efiled returns

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

14. Gain on excess distribution from Partnership

    By joanmcq, Friday at 06:18 PM
    • 6 replies
    • 204 views
    • 
    • Abby Normal
    • Sunday at 04:09 PM

15. Philadelphia BIRT and NPT taxes and returns

    By Margaret CPA in OH, Friday at 04:05 PM
    • 1 reply
    • 69 views
    • 
    • Abby Normal
    • Friday at 06:29 PM

16. Almost over !!!!! 1 2

    By BTS, Friday at 02:16 PM
    • 31 replies
    • 887 views
    • 
    • Randall
    • 23 hours ago

17. Backdoor Roth in ATX with Aggregation & PY Basis

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

18. 1099R coded totally wrong

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

19. FENCING ON A PURCHASED FARM

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

20. passive rentals and real estate sales in same LLC

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

21. TAX PROS PHONE NUMBER FOR FRANCHISE TAX BUREAU

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

22. Per Capita taxable or not?

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

23. claim child on dual status return

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

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

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

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

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

26. Amend or Not

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

27. IRS PIN needed for deceased spouse?

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

28. We have PUE, what about SUE?

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

29. ATX Renewal

    By ETax847, April 10
    • 18 replies
    • 401 views
    • 
    • Abby Normal
    • 20 hours ago

30. Horn Tooting

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

31. Americorp and strange W2

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

32. attached PDF to efile

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

33. MO DIRECT DEBIT

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

34. Client Deceased in January 2024

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

35. An invaluable resource

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

36. No records and needs an extension!

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

37. Clergy Schedule SE

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

38. NY IT 2105.9

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

39. Bond Mutual Funds

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

40. estimated payments using direct debit

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

41. IT friends

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

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

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

43. gambling losses net against day of?

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

44. clarification - 8889 - Did I screw up?

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

45. ACK speed is faster than ever

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

46. atx software closing or crashing usually during print function

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

47. Trust Question

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

48. SEHI Carryforward, Form 7203

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

49. Transfer of Stock

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

50. College Costs for Room & Board

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

51. MFS Refund

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

52. TRUST HELP

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

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

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

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

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

55. scary stuff

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

56. Paper File Fed Efile States?

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

57. Can a W2 employee be paid only Commissions?

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

58. NC Preparers

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

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

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

60. Closed Bank Account

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

61. How to find a PIN

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

62. More/improved computer security

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

63. MO preparers

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

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

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

65. Drought sales of breeding stock

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

66. Net Investment Income Tax

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

67. State extensions

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

68. When pymts are supposed to include interest

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

69. Enrolling in BSA e-filing for FinCen 114

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

70. Rental to Charity

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

71. Carryover Data Entry Location

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

72. another strange ? Mfs or H/H?

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

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

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

74. Social security disability pmts and legal fees

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

75. I bought a Truck

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

76. Direct Primary Care

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

77. smelly docs

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

78. 2020 Refund

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

79. Section 199A Publicly Traded Partnership Income

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

80. IRA Distributions Med Not Subject to Penalty

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

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

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

82. draws from an LLC after sale of LLC

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

83. CRUT Margaret or Judy

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

84. Signature Question

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

85. World bank income

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

86. US Citizens living in Spain

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

87. Tesla Electric vehicle credit

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

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

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

89. Accrued Interest Paid & Accrued Market Discount

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

90. 1098T Taxable but not to state, help entering please

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

91. Can't rollover - communication error

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

92. ChatGPT Down

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

93. 1099-K items

    By Catherine, March 25
    • 9 replies
    • 242 views
    • 
    • Slippery Pencil
    • March 27

94. Website Gambling W-2G

    By Corduroy Frog, March 25
    • 10 replies
    • 298 views
    • 
    • BrewOne
    • March 26

95. Iowa Non-Resident Return

    By jasdlm, March 24
    • 1 reply
    • 96 views
    • 
    • jasdlm
    • March 24

96. Roth Conversion Indicating Code 2

    By Christian, March 24
    • 2 replies
    • 144 views
    • 
    • Christian
    • March 24

97. CA pension, NM resident

    By joanmcq, March 24
    • 6 replies
    • 210 views
    • 
    • Slippery Pencil
    • March 27

98. Help for MO

    By Randall, March 23
    • 3 replies
    • 120 views
    • 
    • Bart
    • March 23

99. ENERGY CREDIT AGAIN

    By mcb39, March 23
    • 5 replies
    • 193 views
    • 
    • mcb39
    • March 24

100. GA Non-Resident Military Cap Gain on Sale of Primary Residence

     By BulldogTom, March 23
     • 1 reply
     • 158 views
     • 
     • Slippery Pencil
     • March 25