General Chat

23,930 topics in this forum

1. SCH D FORM 1041

   By TAXMAN, March 16, 2023
   • 5 replies
   • 846 views
   • 
   • BulldogTom
   • March 17, 2023

2. reasons for abatement penalty please

   By WITAXLADY, March 10, 2023
   • 6 replies
   • 592 views
   • 
   • Lee B
   • March 17, 2023

3. Rental Depr Question

   By Terry D EA, March 16, 2023
   • 5 replies
   • 807 views
   • 
   • Lee B
   • March 17, 2023

4. California question

   By Catherine, March 16, 2023
   • 7 replies
   • 1.1k views
   • 
   • Catherine
   • March 17, 2023

5. efile rejection code

   By Pacun, March 15, 2023
   • 4 replies
   • 919 views
   • 
   • Lee B
   • March 16, 2023

6. Foreign Earned Income Exclusion - Form 2555

   By ETax847, March 14, 2023
   • 7 replies
   • 1.2k views
   • 
   • Randall
   • March 16, 2023

7. Excess scholarship as earned income

   By Randall, March 14, 2023
   • 6 replies
   • 661 views
   • 
   • Randall
   • March 16, 2023

8. NYC tax question

   By joanmcq, March 15, 2023
   • 2 replies
   • 350 views
   • 
   • joanmcq
   • March 16, 2023

9. IRS owes preparers partial refunds of PTIN fees!

   By TaxCPANY, March 8, 2023
   • 9 replies
   • 1.2k views
   • 
   • Terry D EA
   • March 16, 2023

10. Can someone tell me

    By joanmcq, March 14, 2023
    • 4 replies
    • 976 views
    • 
    • DBerg
    • March 15, 2023

11. 529 Plan Again

    By Christian, March 11, 2023
    • 9 replies
    • 1.3k views
    • 
    • TexTaxToo
    • March 15, 2023

12. RDP Return

    By Max W, March 13, 2023
    • 1 reply
    • 638 views
    • 
    • joanmcq
    • March 15, 2023

13. obliquely tax

    By Catherine, March 14, 2023
    • 0 replies
    • 391 views
    • 
    • Catherine
    • March 14, 2023

14. K2/K3 Safe Harbor

    By Mitch, February 20, 2023
    • 23 replies
    • 2.3k views
    • 
    • Randall
    • March 14, 2023

15. Basis for this lot - you can't make this stuff up

    By RitaB, March 8, 2023
    • 18 replies
    • 1.3k views
    • 
    • RitaB
    • March 14, 2023

16. Home destroyed in California Paradise fire

    By Tracy Lee, March 11, 2023
    • 2 replies
    • 449 views
    • 
    • DANRVAN
    • March 14, 2023

17. Rental (owned by 3 people) transferred to an LLC

    By G2R, March 14, 2023
    • 1 reply
    • 614 views
    • 
    • DANRVAN
    • March 14, 2023

18. Printer replacement

    By cpabsd, March 10, 2023
    • 17 replies
    • 1.5k views
    • 
    • mcb39
    • March 14, 2023

19. Virginia ????

    By schirallicpa, March 13, 2023
    • 3 replies
    • 573 views
    • 
    • Medlin Software, Dennis
    • March 13, 2023

20. RMD when owner dies

    By joanmcq, March 12, 2023
    • 1 reply
    • 618 views
    • 
    • Lee B
    • March 12, 2023

21. S corp - distributions reduced tax refund

    By WITAXLADY, March 10, 2023
    • 7 replies
    • 674 views
    • 
    • mircpa
    • March 11, 2023

22. Colorado

    By Lion EA, March 8, 2023
    • 6 replies
    • 833 views
    • 
    • mwrightea
    • March 11, 2023

23. Solar Tax Credit Question

    By artp, March 10, 2023
    • 6 replies
    • 759 views
    • 
    • DANRVAN
    • March 11, 2023

24. S corp Health Insurance question please

    By WITAXLADY, March 8, 2023
    • 6 replies
    • 706 views
    • 
    • Medlin Software, Dennis
    • March 10, 2023

25. adoption credit - special needs

    By schirallicpa, March 7, 2023
    • 4 replies
    • 935 views
    • 
    • joanmcq
    • March 10, 2023

26. IRS Scanning Forms

    By Lee B, March 8, 2023
    • 2 replies
    • 725 views
    • 
    • Lion EA
    • March 10, 2023

27. Rental Property Questions

    By Yardley CPA, March 9, 2023
    • 5 replies
    • 1k views
    • 
    • Catherine
    • March 10, 2023

28. Sale of dividend generating stock

    By mcbreck, March 8, 2023
    • 4 replies
    • 574 views
    • 
    • mcbreck
    • March 9, 2023

29. Spitting nails--any help appreciated (A Long Read but worth it!) especially if you HATE DIY tax software. 1 2

    By Ringers, March 1, 2023
    • 26 replies
    • 7.8k views
    • 
    • Margaret CPA in OH
    • March 9, 2023

30. Which State to File Partnership Return?

    By TR_241, March 6, 2023
    • 10 replies
    • 1.4k views
    • 
    • Slippery Pencil
    • March 9, 2023

31. IRS Statement about State Special Tax Payments/Refunds 1 2

    By Lee B, February 4, 2023
    • 36 replies
    • 13.2k views
    • 
    • Lion EA
    • March 9, 2023

32. scholarship taxable

    By TAXMAN, March 8, 2023
    • 2 replies
    • 497 views
    • 
    • TAXMAN
    • March 9, 2023

33. Doozy of a client

    By mcbreck, February 25, 2023
    • 7 replies
    • 1k views
    • 
    • JohnH
    • March 9, 2023

34. Accountant's Yacht Expenses

    By Lee B, March 8, 2023
    • 1 reply
    • 607 views
    • 
    • JohnH
    • March 9, 2023

35. Social Security tax?

    By TAXMAN, March 8, 2023
    • 7 replies
    • 646 views
    • 
    • kathyc2
    • March 8, 2023

36. Virginia 529 Plans

    By Christian, March 7, 2023
    • 4 replies
    • 718 views
    • 
    • Christian
    • March 8, 2023

37. 1120S with Form 2553 after due date

    By TR_241, March 8, 2023
    • 2 replies
    • 491 views
    • 
    • TR_241
    • March 8, 2023

38. Form 1099-K

    By Christian, March 7, 2023
    • 6 replies
    • 893 views
    • 
    • Jim Oh Bkkr
    • March 8, 2023

39. International Relevant Transactions

    By Randall, March 8, 2023
    • 0 replies
    • 317 views
    • 
    • Randall
    • March 8, 2023

40. 8615 Question

    By Dave T, March 7, 2023
    • 3 replies
    • 428 views
    • 
    • Lion EA
    • March 8, 2023

41. Farms due March 1st - S corp status change that?

    By WITAXLADY, February 27, 2023
    • 4 replies
    • 655 views
    • 
    • WITAXLADY
    • March 8, 2023

42. Installment Sale?

    By Lee B, March 7, 2023
    • 3 replies
    • 508 views
    • 
    • Lee B
    • March 8, 2023

43. Forms 8879 and OK 511-EF

    By Dan, March 7, 2023
    • 3 replies
    • 789 views
    • 
    • Lee B
    • March 7, 2023

44. Form 1040 - Digital Assets Question

    By Yardley CPA, March 7, 2023
    • 2 replies
    • 780 views
    • 
    • Lion EA
    • March 7, 2023

45. 1065 maybe limited partners?

    By schirallicpa, March 7, 2023
    • 1 reply
    • 520 views
    • 
    • DANRVAN
    • March 7, 2023

46. Almost halfway there

    By Lee B, March 1, 2023
    • 8 replies
    • 1k views
    • 
    • schirallicpa
    • March 7, 2023

47. Big Mess - Military Spouse in GA, Domiciled in FL, Working remote for CA company

    By BulldogTom, March 6, 2023
    • 7 replies
    • 707 views
    • 
    • BulldogTom
    • March 7, 2023

48. 453 installment sale - when corp closes

    By schirallicpa, March 5, 2023
    • 3 replies
    • 662 views
    • 
    • DANRVAN
    • March 7, 2023

49. Santa Barbara, CA, area Tax Preparer/Advisor

    By Lion EA, February 24, 2023
    • 3 replies
    • 650 views
    • 
    • Lion EA
    • March 6, 2023

50. help with Form 8839-adoption credit

    By Marie, March 4, 2023
    • 3 replies
    • 549 views
    • 
    • Lee B
    • March 6, 2023

51. MD PENSION HELP

    By TAXMAN, March 3, 2023
    • 2 replies
    • 568 views
    • 
    • TAXMAN
    • March 3, 2023

52. Third Party Sick Pay

    By Christian, March 2, 2023
    • 4 replies
    • 621 views
    • 
    • Medlin Software, Dennis
    • March 3, 2023

53. 1099r

    By mcbreck, March 2, 2023
    • 2 replies
    • 464 views
    • 
    • mcbreck
    • March 3, 2023

54. 2017 & 2018

    By ILLMAS, March 2, 2023
    • 1 reply
    • 432 views
    • 
    • Lee B
    • March 2, 2023

55. HOH CTC Question

    By artp, March 1, 2023
    • 2 replies
    • 410 views
    • 
    • artp
    • March 2, 2023

56. 1099q

    By tax1111, March 2, 2023
    • 2 replies
    • 1.1k views
    • 
    • tax1111
    • March 2, 2023

57. LTC payment after death

    By Possi, February 24, 2023
    • 15 replies
    • 1.7k views
    • 
    • DANRVAN
    • March 1, 2023

58. 1099R Coded 1D

    By mcb39, February 28, 2023
    • 4 replies
    • 834 views
    • 
    • Lee B
    • March 1, 2023

59. Form 1040-ES

    By Christian, February 28, 2023
    • 1 reply
    • 613 views
    • 
    • Pacun
    • March 1, 2023

60. partnership k-2 and k-3

    By Marie, February 28, 2023
    • 2 replies
    • 513 views
    • 
    • ILLMAS
    • March 1, 2023

61. Designating a Partnership Representative

    By Lee B, February 15, 2023
    • 17 replies
    • 1.5k views
    • 
    • Catherine
    • February 28, 2023

62. Anyone near Beltsville MD?

    By Catherine, February 26, 2023
    • 2 replies
    • 397 views
    • 
    • Catherine
    • February 28, 2023

63. Amended 2021 Louisiana return

    By MDCPA, February 27, 2023
    • 2 replies
    • 370 views
    • 
    • MDCPA
    • February 27, 2023

64. Quick pricing estimate on Fbar

    By michaelmars, February 25, 2023
    • 6 replies
    • 781 views
    • 
    • Randall
    • February 27, 2023

65. PA LLC has all NYS partners.

    By schirallicpa, February 26, 2023
    • 1 reply
    • 340 views
    • 
    • michaelmars
    • February 26, 2023

66. PA Questions

    By Patrick Michael, February 24, 2023
    • 8 replies
    • 973 views
    • 
    • schirallicpa
    • February 26, 2023

67. Can someone give me a yay or a nay on recourse loan status

    By schirallicpa, February 25, 2023
    • 4 replies
    • 605 views
    • 
    • schirallicpa
    • February 26, 2023

68. farm coop - how to treat capital investment please?

    By WITAXLADY, February 24, 2023
    • 4 replies
    • 597 views
    • 
    • WITAXLADY
    • February 26, 2023

69. I’m getting sick of this client

    By joanmcq, February 19, 2023
    • 9 replies
    • 1.2k views
    • 
    • joanmcq
    • February 25, 2023

70. SS from deceased parent

    By kathyc2, February 23, 2023
    • 5 replies
    • 739 views
    • 
    • Max W
    • February 25, 2023

71. 2022 third Party designee does not populate

    By WITAXLADY, February 23, 2023
    • 1 reply
    • 418 views
    • 
    • mcb39
    • February 24, 2023

72. Short Term Loss Carryover

    By Dave T, February 24, 2023
    • 3 replies
    • 850 views
    • 
    • DANRVAN
    • February 24, 2023

73. Attaching K-1 Footnotes

    By Mitch, February 23, 2023
    • 1 reply
    • 561 views
    • 
    • Slippery Pencil
    • February 24, 2023

74. Pension loophole in CT

    By Sara EA, February 24, 2023
    • 0 replies
    • 268 views
    • 
    • Sara EA
    • February 24, 2023

75. PA city tax npt

    By Chris R, February 24, 2023
    • 0 replies
    • 300 views
    • 
    • Chris R
    • February 24, 2023

76. Filing Requirement

    By Christian, February 23, 2023
    • 5 replies
    • 860 views
    • 
    • Christian
    • February 23, 2023

77. Electric Vehicle

    By Tracy Lee, February 23, 2023
    • 1 reply
    • 419 views
    • 
    • Medlin Software, Dennis
    • February 23, 2023

78. Original 2022 efiled. How to efile amended

    By Brett, February 21, 2023
    • 13 replies
    • 2.2k views
    • 
    • Abby Normal
    • February 23, 2023

79. Depreciation-final year of operations

    By artp, February 17, 2023
    • 7 replies
    • 1.1k views
    • 
    • mcb39
    • February 23, 2023

80. poll warden pay

    By Catherine, February 21, 2023
    • 6 replies
    • 736 views
    • 
    • mcb39
    • February 23, 2023

81. 1099 Cap Gain

    By mcbreck, February 21, 2023
    • 16 replies
    • 1.1k views
    • 
    • Abby Normal
    • February 23, 2023

82. Computer bloatware

    By Abby Normal, February 21, 2023
    • 6 replies
    • 1.2k views
    • 
    • Abby Normal
    • February 22, 2023

83. Form 1116

    By Christian, February 17, 2023
    • 8 replies
    • 1.2k views
    • 
    • TexTaxToo
    • February 22, 2023

84. S-corp health ins ??

    By schirallicpa, February 16, 2023
    • 19 replies
    • 1.2k views
    • 
    • Lion EA
    • February 21, 2023

85. Sect 199A dividends received by an S corp

    By Lynn EA USTCP in Louisiana, February 20, 2023
    • 2 replies
    • 473 views
    • 
    • Lynn EA USTCP in Louisiana
    • February 20, 2023

86. Grantor Trust, Unrecaptured 1250 Gain

    By G2R, February 20, 2023
    • 0 replies
    • 346 views
    • 
    • G2R
    • February 20, 2023

87. When clients apply for EIN on their own.

    By schirallicpa, February 20, 2023
    • 1 reply
    • 463 views
    • 
    • Lee B
    • February 20, 2023

88. Wierd - 1041 payment voucher not printing to PDF?

    By BulldogTom, February 16, 2023
    • 5 replies
    • 817 views
    • 
    • Abby Normal
    • February 20, 2023

89. Form 5329

    By Christian, February 19, 2023
    • 3 replies
    • 394 views
    • 
    • kathyc2
    • February 20, 2023

90. Anyone interested in helping out with my first 990?

    By BulldogTom, February 17, 2023
    • 10 replies
    • 856 views
    • 
    • Catherine
    • February 19, 2023

91. Electric Car credit for 2022

    By Pacun, February 15, 2023
    • 6 replies
    • 718 views
    • 
    • Medlin Software, Dennis
    • February 18, 2023

92. Inherited IRA Distribution Relief

    By Lee B, October 12, 2022
    • 3 replies
    • 727 views
    • 
    • Lee B
    • February 18, 2023

93. Early Distribution of Roth IRA

    By Dave T, February 17, 2023
    • 2 replies
    • 475 views
    • 
    • Max W
    • February 17, 2023

94. 1099 Misc

    By Tax Prep by Deb, February 16, 2023
    • 5 replies
    • 723 views
    • 
    • GLJEANNE
    • February 17, 2023

95. Shareholder loan basis

    By cpabsd, February 15, 2023
    • 3 replies
    • 735 views
    • 
    • jklcpa
    • February 17, 2023

96. What are ramifications of decreased usage after 100% bonus in previous year.

    By schirallicpa, February 16, 2023
    • 6 replies
    • 574 views
    • 
    • Lee B
    • February 16, 2023

97. I can't seem to efile

    By joanmcq, January 30, 2023
    • 15 replies
    • 2.1k views
    • 
    • joanmcq
    • February 16, 2023

98. Corrupt? Incompentent? Or both?

    By Abby Normal, February 14, 2023
    • 7 replies
    • 1.1k views
    • 
    • Sara EA
    • February 16, 2023

99. Decedent SS# on Trust transaction - how to report

    By BulldogTom, February 14, 2023
    • 7 replies
    • 862 views
    • 
    • Sara EA
    • February 16, 2023

100. Wells Fargo 1099-R Fiasco

     By beckster2010, February 14, 2023
     • 6 replies
     • 1.3k views
     • 
     • Abby Normal
     • February 15, 2023