General Chat

23,275 topics in this forum

1. "Fee" Financial Advisor

   By Lion EA, February 28
   • 10 replies
   • 325 views
   • 
   • Corduroy Frog
   • March 2

2. CO Tabor for deceased taxpayer

   By [email protected], February 28
   • 0 replies
   • 130 views
   • 
   • [email protected]
   • February 28

3. 1009Qs and Education credits questions

   By artp, February 27
   • 4 replies
   • 257 views
   • 
   • Margaret CPA in OH
   • March 2

4. CO PY return

   By kathyc2, February 27
   • 3 replies
   • 195 views
   • 
   • kathyc2
   • February 28

5. Strange 1099-DIV

   By Corduroy Frog, February 26
   • 15 replies
   • 465 views
   • 
   • Catherine
   • February 28

6. Refund Due A Decedent's Estate

   By Christian, February 26
   • 3 replies
   • 243 views
   • 
   • Catherine
   • February 27

7. 1041 Form 1116 Loss Carry Forward

   By GLGACCT, February 26
   • 5 replies
   • 295 views
   • 
   • BulldogTom
   • February 27

8. Crypto planning

   By Pacun, February 24
   • 9 replies
   • 373 views
   • 
   • Pacun
   • March 3

9. There is something wrong with the MO return in ATX

   By Marie, February 23
   • 3 replies
   • 178 views
   • 
   • Marie
   • February 29

10. 1099 from college as stipend for research

    By schirallicpa, February 23
    • 5 replies
    • 244 views
    • 
    • Lee B
    • February 24

11. Filing requirements

    By Corduroy Frog, February 22
    • 13 replies
    • 466 views
    • 
    • Corduroy Frog
    • February 24

12. Roth code J taxpayer under 59 1/2

    By artp, February 21
    • 3 replies
    • 225 views
    • 
    • artp
    • February 23

13. Inherited Roth IRA

    By kathyc2, February 21
    • 2 replies
    • 187 views
    • 
    • Lee B
    • February 22

14. Tools

    By Christian, February 20
    • 13 replies
    • 467 views
    • 
    • jklcpa
    • February 23

15. Tax Organizers

    By 1464940, February 20
    • 16 replies
    • 4.3k views
    • 
    • Lion EA
    • March 1

16. Google Cloud

    By ILLMAS, February 20
    • 5 replies
    • 210 views
    • 
    • Medlin Software, Dennis
    • February 20

17. ancient ATX installation CDs available

    By Catherine, February 20
    • 11 replies
    • 279 views
    • 
    • jklcpa
    • February 21

18. State Equivalent of Fed 1041

    By Randall, February 20
    • 5 replies
    • 171 views
    • 
    • Randall
    • February 21

19. Printing Zeroes

    By Christian, February 20
    • 5 replies
    • 285 views
    • 
    • Abby Normal
    • February 23

20. 1099-what?

    By Catherine, February 20
    • 7 replies
    • 206 views
    • 
    • DANRVAN
    • February 20

21. Inherited 401k

    By Tax Prep by Deb, February 19
    • 15 replies
    • 496 views
    • 
    • BulldogTom
    • February 20

22. 1099C but person claims it was all paid

    By schirallicpa, February 19
    • 11 replies
    • 462 views
    • 
    • BTS
    • February 25

23. wife died in 21, but husband brings 1099-Int

    By schirallicpa, February 19
    • 6 replies
    • 295 views
    • 
    • schirallicpa
    • February 20

24. PTET

    By KATHERINE, February 19
    • 4 replies
    • 195 views
    • 
    • KATHERINE
    • February 19

25. 1099R and code 1M - taxable or not?

    By WITAXLADY, February 19
    • 1 reply
    • 220 views
    • 
    • BrewOne
    • February 19

26. HOUSEHOLD HELP

    By TAXMAN, February 19
    • 6 replies
    • 3.2k views
    • 
    • Lee B
    • February 20

27. Filed single though married in 2022

    By Margaret CPA in OH, February 18
    • 8 replies
    • 360 views
    • 
    • Pacun
    • February 24

28. MO return and dependent

    By Marie, February 18
    • 0 replies
    • 94 views
    • 
    • Marie
    • February 18

29. Efile Error

    By Christian, February 17
    • 1 reply
    • 172 views
    • 
    • Christian
    • February 17

30. Basis of stock purchased through ESOP

    By Patrick Michael, February 17
    • 3 replies
    • 210 views
    • 
    • Catherine
    • February 19

31. Simple IRA

    By Tracy Lee, February 17
    • 9 replies
    • 314 views
    • 
    • DANRVAN
    • February 17

32. Dependent Child

    By Christian, February 16
    • 4 replies
    • 209 views
    • 
    • Christian
    • February 17

33. Sole proprietor deceased and no records found for business

    By NECPA in NEBRASKA, February 16
    • 12 replies
    • 399 views
    • 
    • WITAXLADY
    • February 19

34. Are Donations To Cemetery Tax Deductible?

    By gfizer, February 16
    • 8 replies
    • 390 views
    • 
    • gfizer
    • February 24

35. SSA-1099 Question

    By artp, February 15
    • 5 replies
    • 380 views
    • 
    • mcb39
    • February 19

36. form 8962

    By Marie, February 15
    • 2 replies
    • 182 views
    • 
    • Marie
    • February 16

37. Foster Care Question

    By Lee B, February 14
    • 8 replies
    • 235 views
    • 
    • Medlin Software, Dennis
    • February 14

38. Who claims this dependent?

    By Patti in Upstate NY, February 13
    • 20 replies
    • 626 views
    • 
    • Patti in Upstate NY
    • February 16

39. Depletion and other expenses

    By Lisa Ann Strobel, February 13
    • 1 reply
    • 134 views
    • 
    • BrewOne
    • February 13

40. W-4 issues 1 2

    By artp, February 12
    • 25 replies
    • 1.4k views
    • 
    • Lee B
    • February 15

41. Guaranteed Payments - QBI

    By Corduroy Frog, February 12
    • 3 replies
    • 228 views
    • 
    • Lee B
    • February 12

42. Married but living in separate states part year

    By Margaret CPA in OH, February 12
    • 11 replies
    • 290 views
    • 
    • Margaret CPA in OH
    • February 15

43. N/T sort of - laughing at myself

    By jklcpa, February 12
    • 8 replies
    • 411 views
    • 
    • Randall
    • February 14

44. Program Taking 3 Minutes to Open

    By Bobconan, February 11
    • 1 reply
    • 171 views
    • 
    • Abby Normal
    • February 11

45. AOC

    By Patrick Michael, February 10
    • 5 replies
    • 682 views
    • 
    • kathyc2
    • February 11

46. Windows 11 Shutting Down (Solved)

    By Abby Normal, February 10
    • 1 reply
    • 176 views
    • 
    • mcb39
    • February 10

47. SE tax on clergy 401K contributions

    By artp, February 10
    • 1 reply
    • 128 views
    • 
    • mcb39
    • February 10

48. What do you do when you have 5 box 12 entries for a W2?

    By BulldogTom, February 10
    • 5 replies
    • 790 views
    • 
    • Abby Normal
    • February 10

49. Long Term Care Services: Opinions

    By mcb39, February 9
    • 8 replies
    • 922 views
    • 
    • BrewOne
    • February 10

50. Iowa PTE-C

    By Max, February 9
    • 0 replies
    • 661 views
    • 
    • Max
    • February 9

51. MN WFC/CTC

    By JackieCPA, February 9
    • 1 reply
    • 116 views
    • 
    • Lion EA
    • February 9

52. Additional Child Tax Credit

    By Corduroy Frog, February 9
    • 4 replies
    • 720 views
    • 
    • BulldogTom
    • February 9

53. Sch A Form 8936 reject

    By mclsatx, February 8
    • 3 replies
    • 694 views
    • 
    • mclsatx
    • February 12

54. IRA withdrawal for land to build house on

    By schirallicpa, February 8
    • 1 reply
    • 133 views
    • 
    • Lee B
    • February 8

55. Unmarried Couple

    By Christian, February 8
    • 9 replies
    • 323 views
    • 
    • GLGACCT
    • February 9

56. Student Education Expense

    By JohnH, February 8
    • 9 replies
    • 3.7k views
    • 
    • TexTaxToo
    • February 9

57. Social Security on Fiduciary Return?

    By Gail in Virginia, February 7
    • 5 replies
    • 212 views
    • 
    • DANRVAN
    • February 8

58. MFJ PY OH, 2 Singles, different states in 2023

    By Margaret CPA in OH, February 7
    • 4 replies
    • 160 views
    • 
    • kathyc2
    • February 8

59. Does anyone use ATX payroll and file 941s?

    By schirallicpa, February 7
    • 3 replies
    • 197 views
    • 
    • schirallicpa
    • February 8

60. Can Taxpayer Deduct Startup Expenses for a new business in this situation?

    By ETax847, February 7
    • 3 replies
    • 199 views
    • 
    • Abby Normal
    • February 8

61. Cash Surrender of Life Insurance

    By BulldogTom, February 6
    • 19 replies
    • 2.2k views
    • 
    • jasdlm
    • February 9

62. 1099 R Code K7 1 2

    By Terry D EA, February 6
    • 27 replies
    • 27.3k views
    • 
    • JohnH
    • February 24

63. Wendy's Is Giving Away Free Hamburgers—Here's How To Claim Yours

    By Elrod, February 6
    • 2 replies
    • 960 views
    • 
    • Catherine
    • February 8

64. Ohio IT-1040ES

    By MaryNoe, February 6
    • 2 replies
    • 233 views
    • 
    • MaryNoe
    • February 15

65. FinCEN BOIR

    By Randall, February 6
    • 9 replies
    • 309 views
    • 
    • Lee B
    • February 7

66. ATX BACKUPS

    By TAXMAN, February 6
    • 2 replies
    • 3.6k views
    • 
    • mcb39
    • February 6

67. ATX - is there an ATX WI error?

    By WITAXLADY, February 6
    • 1 reply
    • 405 views
    • 
    • Jill K
    • February 7

68. Expiring ITIN for this tax season

    By Pacun, February 5
    • 1 reply
    • 118 views
    • 
    • Lee B
    • February 5

69. Wolters Kluwer phishing email

    By GLJEANNE, February 5
    • 8 replies
    • 1.2k views
    • 
    • Patrick Michael
    • February 9

70. Client Tax Refund

    By Christian, February 4
    • 7 replies
    • 3.9k views
    • 
    • Lee B
    • February 6

71. THE k-3 on the partnership return

    By Marie, February 4
    • 4 replies
    • 194 views
    • 
    • Marie
    • February 5

72. Statue of Limitations Denied due to Tax Preparer Fraud

    By Lee B, February 4
    • 1 reply
    • 151 views
    • 
    • BrewOne
    • February 4

73. GA/SC state returns

    By Eli, February 3
    • 1 reply
    • 141 views
    • 
    • Eli
    • February 4

74. MFS Scheme

    By Corduroy Frog, February 3
    • 10 replies
    • 310 views
    • 
    • Lion EA
    • February 4

75. Subject to S/E tax?

    By Dave T, February 2
    • 5 replies
    • 348 views
    • 
    • mcb39
    • February 5

76. Can Ministers Income be reported on W2 without filing Forms 941?

    By gfizer, February 2
    • 7 replies
    • 345 views
    • 
    • schirallicpa
    • February 7

77. MN Returns being rejected

    By GLJEANNE, February 2
    • 0 replies
    • 94 views
    • 
    • GLJEANNE
    • February 2

78. Tax Due On Third Party Payer Sales

    By Christian, February 1
    • 5 replies
    • 190 views
    • 
    • BrewOne
    • February 2

79. Foreign partner

    By BobH, January 31
    • 0 replies
    • 1.4k views
    • 
    • BobH
    • January 31

80. Verifyle - I created a new contact but Verifyle changed the name of the contact

    By TerryA, January 31
    • 3 replies
    • 635 views
    • 
    • Catherine
    • January 31

81. 1099 person but 941s filed. 1 2

    By schirallicpa, January 31
    • 28 replies
    • 4k views
    • 
    • Medlin Software, Dennis
    • February 2

82. Form 1065, page 6 - Active General Partners

    By Kellan, January 31
    • 0 replies
    • 115 views
    • 
    • Kellan
    • January 31

83. Phone technology- nt

    By kathyc2, January 31
    • 12 replies
    • 338 views
    • 
    • mcb39
    • February 3

84. Ohio efile issue

    By Tami Steele, January 31
    • 4 replies
    • 169 views
    • 
    • Randall
    • January 31

85. Can I automatically have eng letter open in returns

    By schirallicpa, January 30
    • 0 replies
    • 139 views
    • 
    • schirallicpa
    • January 30

86. Phishing Emails

    By Patrick Michael, January 30
    • 11 replies
    • 3.4k views
    • 
    • Catherine
    • February 1

87. Good Help Hard to Find

    By Patrick Michael, January 29
    • 5 replies
    • 829 views
    • 
    • Patrick Michael
    • January 30

88. Is there a way to convert HEIC files to Adobe PDF?

    By BulldogTom, January 29
    • 13 replies
    • 443 views
    • 
    • Catherine
    • February 2

89. Direct Deposit for my grown son?

    By Lion EA, January 29
    • 9 replies
    • 287 views
    • 
    • Catherine
    • January 29

90. ATX Facebook group

    By HV Ken, January 29
    • 4 replies
    • 255 views
    • 
    • jklcpa
    • January 30

91. estate tax deduction - or not?

    By Catherine, January 28
    • 12 replies
    • 397 views
    • 
    • Catherine
    • February 2

92. Husband and wife LLC

    By BobH, January 28
    • 15 replies
    • 1.5k views
    • 
    • mcb39
    • February 10

93. IRS Direct File limitations

    By Sara EA, January 28
    • 6 replies
    • 310 views
    • 
    • mcb39
    • January 29

94. Partnership Ends before filing

    By mcb39, January 27
    • 4 replies
    • 159 views
    • 
    • DANRVAN
    • January 27

95. If IRS cannot answer your call to fix your ID.ME login, can they still penalize you?

    By Ringers, January 27
    • 10 replies
    • 466 views
    • 
    • Lee B
    • January 31

96. w-2 wages/paycheck help please - specialist please

    By WITAXLADY, January 26
    • 10 replies
    • 370 views
    • 
    • Medlin Software, Dennis
    • January 31

97. proof acceptable in audit??

    By WITAXLADY, January 26
    • 3 replies
    • 2.3k views
    • 
    • WITAXLADY
    • January 29

98. State redevelopment rebate

    By jklcpa, January 26
    • 9 replies
    • 899 views
    • 
    • DANRVAN
    • January 27

99. Problem Rolling Over 2022 returns to ATX 2023.

    By MaryNoe, January 26
    • 12 replies
    • 489 views
    • 
    • Abby Normal
    • February 20

100. 1099 and Consulting

     By cpabsd, January 26
     • 11 replies
     • 322 views
     • 
     • DANRVAN
     • January 27