General Chat

23,931 topics in this forum

1. Wells Fargo 1099-R Fiasco

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

2. California middle class refund

   By grandmabee, February 11, 2023
   • 14 replies
   • 1.3k views
   • 
   • Medlin Software, Dennis
   • February 14, 2023

3. DC Preparers, D-40 Question

   By G2R, February 13, 2023
   • 2 replies
   • 571 views
   • 
   • G2R
   • February 14, 2023

4. 1099R CODES

   By TAXMAN, February 10, 2023
   • 5 replies
   • 759 views
   • 
   • TAXMAN
   • February 14, 2023

5. When to file 4684 Hurricane Ian

   By BHoffman, February 13, 2023
   • 3 replies
   • 529 views
   • 
   • Lion EA
   • February 13, 2023

6. Here's a new error message after a rejected efile

   By schirallicpa, February 12, 2023
   • 2 replies
   • 623 views
   • 
   • schirallicpa
   • February 13, 2023

7. IRS Changes Priorities

   By Lee B, February 11, 2023
   • 2 replies
   • 753 views
   • 
   • Max W
   • February 13, 2023

8. 1041 Estate Final Return Under $600

   By GLGACCT, February 9, 2023
   • 6 replies
   • 933 views
   • 
   • Sara EA
   • February 12, 2023

9. Inherited House

   By Christian, February 10, 2023
   • 4 replies
   • 722 views
   • 
   • grandmabee
   • February 11, 2023

10. splitting EIC or CTC on 8379

    By schirallicpa, February 11, 2023
    • 3 replies
    • 790 views
    • 
    • schirallicpa
    • February 11, 2023

11. ethics - grant money

    By WITAXLADY, February 10, 2023
    • 4 replies
    • 830 views
    • 
    • DANRVAN
    • February 11, 2023

12. Leasehold Improvements

    By Yardley CPA, February 10, 2023
    • 2 replies
    • 409 views
    • 
    • TAXMAN
    • February 10, 2023

13. IRA rollover fail

    By mcbreck, February 9, 2023
    • 6 replies
    • 816 views
    • 
    • Lee B
    • February 10, 2023

14. ID.me for non-profit

    By Margaret CPA in OH, February 9, 2023
    • 2 replies
    • 468 views
    • 
    • Margaret CPA in OH
    • February 9, 2023

15. Lost use of funds

    By M7047, February 9, 2023
    • 5 replies
    • 1.6k views
    • 
    • M7047
    • February 9, 2023

16. NYS Business Extension e-file errors

    By Akiva, February 8, 2023
    • 1 reply
    • 426 views
    • 
    • Akiva
    • February 9, 2023

17. Household Employee

    By Dave T, February 8, 2023
    • 16 replies
    • 1.3k views
    • 
    • austexcpa
    • February 9, 2023

18. It seems I forgot everything I knew about ATX

    By BulldogTom, February 7, 2023
    • 5 replies
    • 643 views
    • 
    • jklcpa
    • February 7, 2023

19. E-Filing 1099-NEC Corrected

    By Ric T, February 22, 2022
    • 2 replies
    • 1.1k views
    • 
    • Pacun
    • February 7, 2023

20. Accepted With Messages

    By Christian, January 27, 2023
    • 8 replies
    • 1.8k views
    • 
    • GLJEANNE
    • February 6, 2023

21. UNCLAIMED PROPERTY

    By TAXMAN, February 2, 2023
    • 23 replies
    • 1.6k views
    • 
    • Lee B
    • February 6, 2023

22. What rate to use for Non-Profit Mileage reimbursement

    By BulldogTom, February 4, 2023
    • 11 replies
    • 1.8k views
    • 
    • Lee B
    • February 6, 2023

23. Lender forgives loan (1120)

    By ILLMAS, February 3, 2023
    • 2 replies
    • 394 views
    • 
    • Max W
    • February 5, 2023

24. Microsoft defaulting ATX files as PDFs, can't change

    By George123, January 28, 2023
    • 2 replies
    • 457 views
    • 
    • Randall
    • February 3, 2023

25. Ohio LLCs

    By Catherine, January 28, 2023
    • 7 replies
    • 1.4k views
    • 
    • Catherine
    • February 2, 2023

26. Louisiana Help - Sales Tax return for Non Profit

    By BulldogTom, February 2, 2023
    • 2 replies
    • 373 views
    • 
    • BulldogTom
    • February 2, 2023

27. Residential Energy Credit - When is it installed?

    By BulldogTom, January 21, 2023
    • 20 replies
    • 1.7k views
    • 
    • DANRVAN
    • February 2, 2023

28. EITC CHANGES

    By Lee B, February 1, 2023
    • 1 reply
    • 497 views
    • 
    • mcb39
    • February 1, 2023

29. Form 1116

    By Christian, January 30, 2023
    • 3 replies
    • 866 views
    • 
    • Sara EA
    • February 1, 2023

30. Wisconsin S Corporation and Federal Wage Credits

    By Tal10, January 31, 2023
    • 0 replies
    • 352 views
    • 
    • Tal10
    • January 31, 2023

31. W2 for Household Employee

    By jasdlm, January 29, 2023
    • 1 reply
    • 474 views
    • 
    • DANRVAN
    • January 30, 2023

32. SS# and W-2's

    By Marie, January 28, 2023
    • 8 replies
    • 1.3k views
    • 
    • Marie
    • January 30, 2023

33. Lawsuit and Medical Costs

    By Patrick Michael, January 27, 2023
    • 5 replies
    • 720 views
    • 
    • DANRVAN
    • January 30, 2023

34. FORM 943

    By Marie, January 28, 2023
    • 1 reply
    • 654 views
    • 
    • Lee B
    • January 28, 2023

35. CP 2000 Question

    By FDNY, January 28, 2023
    • 8 replies
    • 941 views
    • 
    • DANRVAN
    • January 28, 2023

36. Double Check me please - HOH and Disabled Dependents and Inherited Retirement

    By BulldogTom, January 28, 2023
    • 4 replies
    • 509 views
    • 
    • Lee B
    • January 28, 2023

37. Why can't I Customize "Main Info" Master

    By M7047, January 20, 2023
    • 7 replies
    • 1.2k views
    • 
    • Slippery Pencil
    • January 27, 2023

38. Anyone know how to get rid of "security ID number?"

    By jbelle, January 27, 2023
    • 0 replies
    • 461 views
    • 
    • jbelle
    • January 27, 2023

39. 1099-NEC Identity Theft Issues??

    By artp, January 26, 2023
    • 6 replies
    • 1.1k views
    • 
    • artp
    • January 27, 2023

40. has anyone figured out how to print labels for 1099 recipients?

    By schirallicpa, January 26, 2023
    • 5 replies
    • 928 views
    • 
    • mcb39
    • January 27, 2023

41. Foreign Earned Income

    By Randall, January 25, 2023
    • 1 reply
    • 505 views
    • 
    • Sara EA
    • January 27, 2023

42. Business payment plan

    By ILLMAS, January 26, 2023
    • 2 replies
    • 598 views
    • 
    • Lee B
    • January 26, 2023

43. What Form Do I Need From Executor?

    By Lion EA, January 23, 2023
    • 15 replies
    • 1.3k views
    • 
    • Max W
    • January 26, 2023

44. dumb ?? regarding font size within ATX

    By schirallicpa, January 26, 2023
    • 4 replies
    • 890 views
    • 
    • jklcpa
    • January 26, 2023

45. Social Security Benefits 1 2

    By Christian, January 20, 2023
    • 25 replies
    • 12k views
    • 
    • Sara EA
    • January 26, 2023

46. Docusign, Dropbox, and Signing Form 8879

    By jasdlm, January 24, 2023
    • 4 replies
    • 1.4k views
    • 
    • mcbreck
    • January 26, 2023

47. IRS provides new 1099 Filing option

    By Lee B, December 15, 2022
    • 4 replies
    • 990 views
    • 
    • jklcpa
    • January 25, 2023

48. Death of MFS Client

    By NECPA in NEBRASKA, January 25, 2023
    • 2 replies
    • 493 views
    • 
    • NECPA in NEBRASKA
    • January 25, 2023

49. Where to enter payment made BEFORE e-filing?

    By Lion EA, January 24, 2023
    • 5 replies
    • 624 views
    • 
    • Max W
    • January 25, 2023

50. 940-SImple IRA

    By barosser, January 22, 2010
    • 3 replies
    • 2.7k views
    • 
    • ABM
    • January 23, 2023

51. Quickbooks to the rescue?

    By Lee B, January 22, 2023
    • 3 replies
    • 860 views
    • 
    • Lion EA
    • January 23, 2023

52. CHATGPT

    By Lee B, January 23, 2023
    • 2 replies
    • 623 views
    • 
    • Lion EA
    • January 23, 2023

53. Efile or Paper Amended

    By Randall, January 19, 2023
    • 2 replies
    • 745 views
    • 
    • Randall
    • January 23, 2023

54. Don’t Throw Out Your Old MTGs

    By FDNY, January 21, 2023
    • 4 replies
    • 860 views
    • 
    • Randall
    • January 23, 2023

55. Practitioner Help Line

    By Lee B, January 21, 2023
    • 2 replies
    • 664 views
    • 
    • Slippery Pencil
    • January 23, 2023

56. CA AB5 Independent Contractor

    By BulldogTom, January 22, 2023
    • 3 replies
    • 362 views
    • 
    • Lee B
    • January 22, 2023

57. MD finally got their free retirement IRA program for small employers

    By Abby Normal, January 19, 2023
    • 2 replies
    • 383 views
    • 
    • Medlin Software, Dennis
    • January 20, 2023

58. IRS Backlog Update

    By Lee B, January 11, 2023
    • 11 replies
    • 1.4k views
    • 
    • Sara EA
    • January 20, 2023

59. Make Sure Your Browser Is Up To Date

    By Lee B, January 19, 2023
    • 3 replies
    • 777 views
    • 
    • Abby Normal
    • January 19, 2023

60. Efiling Dates

    By Terry D EA, January 12, 2023
    • 4 replies
    • 806 views
    • 
    • Lee B
    • January 19, 2023

61. Auditor request

    By ILLMAS, January 19, 2023
    • 3 replies
    • 669 views
    • 
    • Lee B
    • January 19, 2023

62. Student Qualification

    By Christian, January 17, 2023
    • 8 replies
    • 926 views
    • 
    • Christian
    • January 19, 2023

63. Indiana tax proposal

    By kathyc2, January 19, 2023
    • 1 reply
    • 410 views
    • 
    • Lee B
    • January 19, 2023

64. CA Floods - Major Disaster Declarations - Tax issues to watch for?

    By BulldogTom, January 18, 2023
    • 3 replies
    • 582 views
    • 
    • BulldogTom
    • January 19, 2023

65. California rules for out of state self-employed remote worker with CA clients 1 2

    By Abby Normal, January 14, 2023
    • 34 replies
    • 14.5k views
    • 
    • BulldogTom
    • January 18, 2023

66. MFS - Who Claims the House?

    By ETax847, January 17, 2023
    • 7 replies
    • 938 views
    • 
    • Lion EA
    • January 18, 2023

67. Donation of Cryptocurrency

    By Lee B, January 14, 2023
    • 6 replies
    • 581 views
    • 
    • Sara EA
    • January 18, 2023

68. Head of Household

    By Christian, January 16, 2023
    • 5 replies
    • 1.1k views
    • 
    • Sara EA
    • January 18, 2023

69. One of those "ERC" companies

    By JackieCPA, January 16, 2023
    • 4 replies
    • 843 views
    • 
    • Lion EA
    • January 17, 2023

70. 401k Limits

    By Randall, January 11, 2023
    • 24 replies
    • 1.4k views
    • 
    • Randall
    • January 17, 2023

71. ATX payroll software -1099 filings

    By JackieCPA, January 16, 2023
    • 2 replies
    • 907 views
    • 
    • Medlin Software, Dennis
    • January 17, 2023

72. K2/K3 Draft Instructions are good news!

    By BulldogTom, October 29, 2022
    • 13 replies
    • 1.9k views
    • 
    • BulldogTom
    • January 16, 2023

73. Clergy and honoraria

    By jasdlm, January 13, 2023
    • 8 replies
    • 1.1k views
    • 
    • mcb39
    • January 14, 2023

74. IT guy moving ATX payroll to new server

    By RCA, January 12, 2023
    • 13 replies
    • 2.3k views
    • 
    • Abby Normal
    • January 14, 2023

75. SSA Business Services?

    By Catherine, January 9, 2023
    • 19 replies
    • 1.9k views
    • 
    • Lee B
    • January 13, 2023

76. SS payments taxable??

    By artp, January 9, 2023
    • 3 replies
    • 784 views
    • 
    • artp
    • January 13, 2023

77. You're Fired...

    By Medlin Software, Dennis, January 12, 2023
    • 14 replies
    • 1.1k views
    • 
    • Medlin Software, Dennis
    • January 13, 2023

78. Document Scanning Software Recommendation

    By Chowdahead, January 9, 2023
    • 21 replies
    • 1.8k views
    • 
    • cpabsd
    • January 12, 2023

79. Efiling start date Jan 23rd?

    By Pacun, January 12, 2023
    • 1 reply
    • 461 views
    • 
    • Terry D EA
    • January 12, 2023

80. US residents with UK pension from former job

    By tax1111, January 10, 2023
    • 2 replies
    • 592 views
    • 
    • Catherine
    • January 12, 2023

81. Windows 11

    By grandmabee, January 6, 2023
    • 15 replies
    • 1.2k views
    • 
    • DevM
    • January 12, 2023

82. Converting a disregarded LLC to an S corp

    By michaelmars, January 9, 2023
    • 20 replies
    • 1.4k views
    • 
    • kathyc2
    • January 11, 2023

83. FORM 1099

    By TAXMAN, January 11, 2023
    • 3 replies
    • 522 views
    • 
    • Medlin Software, Dennis
    • January 11, 2023

84. 1031 exchange boot

    By grandmabee, January 10, 2023
    • 2 replies
    • 625 views
    • 
    • DANRVAN
    • January 11, 2023

85. Trust Asset

    By peggysioux5, January 9, 2023
    • 8 replies
    • 1.1k views
    • 
    • DANRVAN
    • January 11, 2023

86. Charitable IRA Donation

    By Christian, January 9, 2023
    • 14 replies
    • 1.4k views
    • 
    • Catherine
    • January 11, 2023

87. 1099 for Unpaid Invoice

    By Patrick Michael, January 10, 2023
    • 5 replies
    • 1.1k views
    • 
    • Patrick Michael
    • January 11, 2023

88. 1099NEC's for IC's

    By Margaret CPA in OH, January 2, 2023
    • 15 replies
    • 1.1k views
    • 
    • Carolbeck
    • January 10, 2023

89. Reminder: NO politics

    By jklcpa, January 10, 2023
    • 0 replies
    • 1.8k views
    • 
    • jklcpa
    • January 10, 2023

90. Secure Act 2.0 SEP Roth

    By BulldogTom, January 10, 2023
    • 0 replies
    • 330 views
    • 
    • BulldogTom
    • January 10, 2023

91. FTD Proposes Non-Compete Agreement Ban

    By Lion EA, January 10, 2023
    • 1 reply
    • 349 views
    • 
    • ILLMAS
    • January 10, 2023

92. A One Trip Pony

    By Christian, January 7, 2023
    • 5 replies
    • 895 views
    • 
    • mcb39
    • January 8, 2023

93. NT: question for CPA-types who might have better ideas than I on this one

    By Catherine, January 7, 2023
    • 4 replies
    • 3.5k views
    • 
    • Catherine
    • January 7, 2023

94. TRICKY CLIENT - please help

    By WITAXLADY, January 4, 2023
    • 17 replies
    • 1.6k views
    • 
    • Catherine
    • January 7, 2023

95. Old Master Tax Guides 1 2

    By Slippery Pencil, November 29, 2022
    • 26 replies
    • 10.2k views
    • 
    • Gail in Virginia
    • January 7, 2023

96. Better Late Than Never ?

    By Lee B, January 6, 2023
    • 3 replies
    • 965 views
    • 
    • Catherine
    • January 7, 2023

97. NT: Twelfth Night Cake

    By Catherine, January 6, 2023
    • 3 replies
    • 766 views
    • 
    • Catherine
    • January 7, 2023

98. How will Sch C and D look like for this single person (Crypto)

    By Pacun, December 26, 2022
    • 15 replies
    • 1.1k views
    • 
    • Pacun
    • January 6, 2023

99. 1099 question

    By NECPA in NEBRASKA, January 6, 2023
    • 2 replies
    • 439 views
    • 
    • NECPA in NEBRASKA
    • January 6, 2023

100. What to do now? (W-2 problem)

     By TaxmannEA, January 2, 2023
     • 9 replies
     • 930 views
     • 
     • Medlin Software, Dennis
     • January 5, 2023