General Chat

23,934 topics in this forum

1. RMD -> missed for two years

   By ILLMAS, January 24, 2012
   • 6 replies
   • 2.9k views
   • 
   • MN2V
   • January 26, 2012

2. RMD Charity Question

   By Edsel, August 24, 2019
   • 8 replies
   • 1.9k views
   • 
   • Lee B
   • August 29, 2019

3. RMD Distributions - Taxable Portion Reported Incorrectly

   By Yardley CPA, March 7, 2022
   • 3 replies
   • 759 views
   • 
   • jklcpa
   • March 8, 2022

4. RMD for 2 IRA Accounts

   By Randall, October 28, 2016
   • 5 replies
   • 1.2k views
   • 
   • Jack from Ohio
   • October 30, 2016

5. RMD for 2008

   By AnnieR, April 8, 2009
   • 7 replies
   • 1.8k views
   • 
   • AnnieR
   • April 10, 2009

6. RMD for 2023 decedent

   By Ringers, December 18, 2023
   • 9 replies
   • 893 views
   • 
   • BrewOne
   • December 19, 2023

7. RMD from 403b - Indivdual still works parttime

   By Yardley CPA, August 16, 2016
   • 7 replies
   • 2.8k views
   • 
   • SaraEA
   • August 17, 2016

8. RMD IRA

   By TAXMAN, January 9
   • 1 reply
   • 174 views
   • 
   • Lion EA
   • January 9

9. RMD Not Taken

   By TaxmannEA, April 16, 2020
   • 10 replies
   • 1.6k views
   • 
   • Terry D EA
   • April 18, 2020

10. RMD Not taken

    By TaxmannEA, August 12, 2014
    • 8 replies
    • 1.7k views
    • 
    • kcjenkins
    • August 12, 2014

11. RMD not taken - any way to correct this?

    By BulldogTom, April 13, 2011
    • 4 replies
    • 2.1k views
    • 
    • TAXBILLY
    • April 13, 2011

12. RMD Not Taken in 2010

    By GraceNY, February 13, 2011
    • 5 replies
    • 3.6k views
    • 
    • kcjenkins
    • February 15, 2011

13. RMD Penalty

    By JackieCPA, June 7, 2022
    • 7 replies
    • 759 views
    • 
    • Bart
    • June 17, 2022

14. RMD received early Jan 2017 for 2016

    By schirallicpa, April 8, 2017
    • 3 replies
    • 1.1k views
    • 
    • schirallicpa
    • April 12, 2017

15. RMD when owner dies

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

16. RMD's, Charity and your age?

    By Richcpaman, February 26, 2018
    • 11 replies
    • 1.7k views
    • 
    • Roberts
    • March 2, 2018

17. Robert Redford Sues New York over $1.6M Tax Tab

    By kcjenkins, August 11, 2014
    • 12 replies
    • 1.9k views
    • 
    • JohnH
    • August 14, 2014

18. Robinhood Securities 1099DIV and 1099B

    By giogis245, March 24, 2021
    • 5 replies
    • 1k views
    • 
    • Lion EA
    • March 24, 2021

19. ROBO ACCOUNTANTS ON THE WAY ?

    By Lee B, July 27, 2016
    • 12 replies
    • 3.7k views
    • 
    • Randall
    • August 3, 2016

20. ROBS - Rollovers as Business Start-Ups

    By Max W, January 30, 2019
    • 4 replies
    • 956 views
    • 
    • Max W
    • January 31, 2019

21. ROBS used in C Corp

    By David, May 12, 2017
    • 12 replies
    • 3.2k views
    • 
    • JohnH
    • October 12, 2017

22. Rock Chalk Jayhawk

    By jasdlm, March 20, 2015
    • 7 replies
    • 1.3k views
    • 
    • BulldogTom
    • March 20, 2015

23. Roll call... IRS Forum Chicago July 1-3, 2014?

    By ILLMAS, May 23, 2014
    • 12 replies
    • 4.2k views
    • 
    • ILLMAS
    • July 1, 2014

24. ROLL OVER OF CORP TAX RETURN

    By DEO, March 12, 2015
    • 4 replies
    • 1k views
    • 
    • Jack from Ohio
    • March 12, 2015

25. ROLL OVER OF PREPARER INFO

    By michaelmars, December 30, 2010
    • 7 replies
    • 2.2k views
    • 
    • mcb39
    • January 6, 2011

26. Roll over of returns

    By grandmabee, March 11, 2014
    • 1 reply
    • 999 views
    • 
    • Jack from Ohio
    • March 11, 2014

27. Roll Over of Tax Returns

    By Edward, February 13, 2012
    • 3 replies
    • 1.9k views
    • 
    • Edward
    • February 13, 2012

28. Roll over problem

    By Max W, April 1, 2014
    • 2 replies
    • 856 views
    • 
    • cred65
    • April 2, 2014

29. Roll-over of IRA

    By Daune/CA, April 7, 2008
    • 1 reply
    • 886 views
    • 
    • jainen
    • April 8, 2008

30. Rolled over Roth Distribution

    By David, September 8, 2014
    • 6 replies
    • 1.7k views
    • 
    • RitaB
    • October 9, 2014

31. Rolling IRA into a Roth

    By MargaretMort, March 13, 2011
    • 3 replies
    • 1.8k views
    • 
    • MargaretMort
    • March 14, 2011

32. Rolling Over

    By Kimberly K, March 26, 2011
    • 6 replies
    • 2.1k views
    • 
    • Kimberly K
    • March 29, 2011

33. Rolling Over from 2007 to 2008

    By JohnH, January 3, 2009
    • 7 replies
    • 1.9k views
    • 
    • mcb39
    • January 4, 2009

34. rolling over inherited money

    By thehoss813, April 15, 2013   

    • FED
    • 7 replies
    • 1.8k views
    • 
    • thehoss813
    • April 16, 2013

35. Rolling over return

    By cientax, March 20, 2008
    • 6 replies
    • 1.6k views
    • 
    • diligentbiz
    • March 22, 2008

36. Rolling over return

    By cientax, March 20, 2008
    • 2 replies
    • 963 views
    • 
    • Pacun
    • March 20, 2008

37. Rolling over to a PRS return

    By Crank, April 7, 2014
    • 3 replies
    • 1.2k views
    • 
    • Kea
    • April 8, 2014

38. Rollover

    By grandmabee, August 2, 2016
    • 3 replies
    • 1.3k views
    • 
    • grandmabee
    • August 3, 2016

39. Rollover

    By ILLMAS, January 7, 2010
    • 1 reply
    • 995 views
    • 
    • Margaret CPA in OH
    • January 7, 2010

40. Rollover

    By jrollo, March 10, 2010
    • 4 replies
    • 1.6k views
    • 
    • kcjenkins
    • March 11, 2010

41. Rollover

    By MAMalody, May 6, 2009
    • 2 replies
    • 1.2k views
    • 
    • MAMalody
    • May 6, 2009

42. Rollover

    By TAXMAN, January 15, 2013
    • 8 replies
    • 2.2k views
    • 
    • TAXMAN
    • January 23, 2013

43. rollover & depreciation

    By grandmabee, March 21, 2009
    • 14 replies
    • 3.6k views
    • 
    • jasdlm
    • March 22, 2009

44. Rollover 12.8

    By ACS41, February 16, 2013
    • 3 replies
    • 1.6k views
    • 
    • ATLcpa
    • February 16, 2013

45. Rollover a Return - Backwards

    By Stephanie, November 5, 2016
    • 1 reply
    • 763 views
    • 
    • Jack from Ohio
    • November 6, 2016

46. Rollover estate return in ATX - final short year & carryover

    By Randall, November 8, 2018
    • 4 replies
    • 897 views
    • 
    • Abby Normal
    • November 8, 2018

47. ROLLOVER FROM 2014 ISSUE

    By DANRVAN, February 3, 2016
    • 3 replies
    • 1k views
    • 
    • Lee B
    • February 3, 2016

48. Rollover Function

    By Christian, February 9, 2021
    • 3 replies
    • 600 views
    • 
    • jasdlm
    • February 9, 2021

49. Rollover hangs

    By ILLMAS, March 11, 2015
    • 1 reply
    • 878 views
    • 
    • Margaret CPA in OH
    • March 11, 2015

50. Rollover IRA to different bank at age 92

    By miatax, October 7, 2009
    • 2 replies
    • 1.5k views
    • 
    • kcjenkins
    • October 7, 2009

51. Rollover IRA, now on the stock Market

    By Pacun, April 9, 2019
    • 3 replies
    • 827 views
    • 
    • jklcpa
    • April 10, 2019

52. ROLLOVER IRA?

    By TAXMAN, February 11, 2016
    • 2 replies
    • 925 views
    • 
    • Abby Normal
    • February 11, 2016

53. Rollover Issue

    By Christian, December 1, 2014
    • 0 replies
    • 884 views
    • 
    • Christian
    • December 1, 2014

54. Rollover Issue

    By Christian, August 12, 2014
    • 2 replies
    • 1.2k views
    • 
    • Christian
    • August 13, 2014

55. Rollover Issues

    By Christian, December 21, 2013
    • 5 replies
    • 1.7k views
    • 
    • kcjenkins
    • December 23, 2013

56. ROLLOVER MANAGER

    By michaelmars, March 11, 2008
    • 10 replies
    • 2.2k views
    • 
    • Janitor Bob
    • March 11, 2008

57. Rollover Manager

    By windmill, March 13, 2013
    • 2 replies
    • 1.5k views
    • 
    • Terry O
    • March 14, 2013

58. Rollover Not Working - Locked out of all years

    By JSC CPA, January 15, 2022
    • 7 replies
    • 1.3k views
    • 
    • Abby Normal
    • January 18, 2022

59. rollover of returns

    By grandmabee, August 2, 2010
    • 1 reply
    • 1.4k views
    • 
    • Lion EA
    • August 2, 2010

60. Rollover Preparer and e-file info

    By ILLMAS, January 7, 2009
    • 4 replies
    • 2.1k views
    • 
    • TAXBILLY
    • January 8, 2009

61. rollover preparer info

    By BobH, December 1, 2018
    • 1 reply
    • 1k views
    • 
    • Abby Normal
    • December 1, 2018

62. Rollover Reject Message

    By Christian, January 24, 2014
    • 4 replies
    • 1k views
    • 
    • Jack from Ohio
    • January 24, 2014

63. Rollover return crashes program when opening

    By Marie, February 23, 2013
    • 6 replies
    • 1.4k views
    • 
    • Terry O
    • February 24, 2013

64. Rollover returns hot showing up in the Return Manager

    By TAG, February 4, 2013
    • 4 replies
    • 1.4k views
    • 
    • TAXMAN
    • February 10, 2013

65. Rollover returns losing letters

    By cientax, February 7, 2013
    • 2 replies
    • 1.4k views
    • 
    • cientax
    • February 7, 2013

66. ROLLOVER REVISITED

    By TAXMAN, January 30, 2013
    • 4 replies
    • 1.5k views
    • 
    • joanmcq
    • January 30, 2013

67. Rollover tab closes program

    By grandmabee, February 6, 2017
    • 8 replies
    • 1.4k views
    • 
    • BLACK BART
    • February 7, 2017

68. Rollover to Inherited Roth

    By Kea, March 11, 2011
    • 4 replies
    • 1.7k views
    • 
    • Kea
    • March 11, 2011

69. rollover to IRA, then withdraw

    By ajuroff, February 14, 2009
    • 6 replies
    • 1.5k views
    • 
    • ajuroff
    • February 14, 2009

70. Rollover/Severance

    By taxguy057, February 22, 2008
    • 7 replies
    • 2.1k views
    • 
    • kcjenkins
    • February 25, 2008

71. Rollovers-No Client Letter

    By Randall, March 10, 2008
    • 6 replies
    • 1.5k views
    • 
    • Bob Hoffman
    • March 10, 2008

72. Roni Deutch

    By JRS, August 25, 2010
    • 0 replies
    • 1.1k views
    • 
    • JRS
    • August 25, 2010

73. Roni Deutsch is Back!!

    By Edsel, January 13, 2018
    • 7 replies
    • 2.2k views
    • 
    • Max W
    • January 20, 2018

74. Roof on rental property expense vs captalize

    By lydia33, February 26, 2012
    • 1 reply
    • 1.3k views
    • 
    • jainen
    • February 26, 2012

75. Roof Replacement

    By MAMalody, April 21, 2016
    • 10 replies
    • 1.9k views
    • 
    • MAMalody
    • April 26, 2016

76. room rental

    By grandmabee, July 8, 2010
    • 18 replies
    • 4k views
    • 
    • jainen
    • July 17, 2010

77. Roth

    By TAXMAN, March 3, 2010
    • 3 replies
    • 1.2k views
    • 
    • jasdlm
    • March 5, 2010

78. Roth 2010 Conversion 2011 Distribution

    By Randall, April 7, 2012
    • 3 replies
    • 1.5k views
    • 
    • Randall
    • April 8, 2012

79. Roth 401K

    By BobinNJ, March 16, 2008
    • 1 reply
    • 1k views
    • 
    • fredazcpa
    • March 17, 2008

80. Roth 5-yr period question

    By Cat in OH, December 16, 2010
    • 5 replies
    • 2.7k views
    • 
    • Gail in Virginia
    • December 21, 2010

81. Roth and ATX software

    By Marie, March 26, 2009
    • 5 replies
    • 1.3k views
    • 
    • RitaB
    • March 26, 2009

82. roth and estate

    By TAXMAN, October 7, 2016
    • 3 replies
    • 1.1k views
    • 
    • TAXMAN
    • October 10, 2016

83. Roth code J taxpayer under 59 1/2

    By artp, February 21, 2024
    • 3 replies
    • 483 views
    • 
    • artp
    • February 23, 2024

84. ROTH code T / Can I buy a "zero," Vanna?

    By RitaB, February 28, 2017
    • 5 replies
    • 1.3k views
    • 
    • jasdlm
    • March 2, 2017

85. Roth contribution

    By MN dhawk, March 28, 2011
    • 1 reply
    • 1.1k views
    • 
    • imjulier
    • March 28, 2011

86. Roth Contribution Not Made - Is 1040X Required?

    By Virginia D, July 7, 2024   

    • ira
    • 3 replies
    • 286 views
    • 
    • Sara EA
    • July 8, 2024

87. Roth Conversion

    By Hanover Jim, October 12, 2010
    • 1 reply
    • 1.5k views
    • 
    • Kea
    • October 12, 2010

88. Roth conversion clarification

    By Kea, November 5, 2010
    • 4 replies
    • 1.4k views
    • 
    • Kea
    • November 6, 2010

89. Roth Conversion Entry in ATX

    By JohnH, January 18, 2011
    • 3 replies
    • 1.4k views
    • 
    • kcjenkins
    • January 19, 2011

90. Roth Conversion Indicating Code 2

    By Christian, March 24, 2024
    • 2 replies
    • 295 views
    • 
    • Christian
    • March 24, 2024

91. Roth Conversion Withdrawal Penalty 1 2

    By David, June 6, 2016
    • 31 replies
    • 4.3k views
    • 
    • SaraEA
    • June 24, 2016

92. Roth Conversion, then Roth Distribution

    By MEHCPA, April 2, 2011
    • 2 replies
    • 1.4k views
    • 
    • MEHCPA
    • April 2, 2011

93. Roth Conversion/Distribution

    By jlewis, August 21, 2011
    • 3 replies
    • 1.7k views
    • 
    • Lion EA
    • August 22, 2011

94. ROTH Conversions

    By GraceNY, April 1, 2010
    • 2 replies
    • 1.8k views
    • 
    • SueC
    • April 1, 2010

95. Roth disbursement

    By MN dhawk, April 7, 2011
    • 1 reply
    • 1.1k views
    • 
    • kcjenkins
    • April 7, 2011

96. Roth Distr.

    By grandmabee, February 26, 2015
    • 2 replies
    • 1.2k views
    • 
    • Pacun
    • February 26, 2015

97. ROTH distribution question

    By Terry O, January 30, 2013
    • 4 replies
    • 1.4k views
    • 
    • Terry O
    • January 31, 2013

98. Roth Distribution shouldn't be taxable

    By Margaret CPA in OH, March 9, 2010
    • 7 replies
    • 1.6k views
    • 
    • LindaB
    • March 10, 2010

99. Roth Disttribution

    By TAXMAN, May 12, 2014
    • 4 replies
    • 1.1k views
    • 
    • kcjenkins
    • May 12, 2014

100. Roth excess contribution

     By Margaret CPA in OH, April 7, 2023
     • 5 replies
     • 954 views
     • 
     • Margaret CPA in OH
     • April 11, 2023