General Chat

23,989 topics in this forum

1. Rollover Not Working - Locked out of all years

   By JSC CPA, January 15, 2022
   • 7 replies
   • 1.4k views
   • 
   • Abby Normal
   • January 18, 2022

2. rollover of returns

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

3. Rollover Preparer and e-file info

   By ILLMAS, January 7, 2009
   • 4 replies
   • 2.2k views
   • 
   • TAXBILLY
   • January 8, 2009

4. rollover preparer info

   By BobH, December 1, 2018
   • 1 reply
   • 1.1k views
   • 
   • Abby Normal
   • December 1, 2018

5. Rollover Reject Message

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

6. Rollover return crashes program when opening

   By Marie, February 23, 2013
   • 6 replies
   • 1.5k views
   • 
   • Terry O
   • February 24, 2013

7. Rollover returns hot showing up in the Return Manager

   By TAG, February 4, 2013
   • 4 replies
   • 1.5k views
   • 
   • TAXMAN
   • February 10, 2013

8. Rollover returns losing letters

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

9. ROLLOVER REVISITED

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

10. Rollover tab closes program

    By grandmabee, February 6, 2017
    • 8 replies
    • 1.5k views
    • 
    • BLACK BART
    • February 7, 2017

11. Rollover to Inherited Roth

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

12. rollover to IRA, then withdraw

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

13. Rollover/Severance

    By taxguy057, February 22, 2008
    • 7 replies
    • 2.2k views
    • 
    • kcjenkins
    • February 25, 2008

14. Rollovers-No Client Letter

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

15. Roni Deutch

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

16. Roni Deutsch is Back!!

    By Edsel, January 13, 2018
    • 7 replies
    • 2.3k views
    • 
    • Max W
    • January 20, 2018

17. Roof on rental property expense vs captalize

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

18. Roof Replacement

    By MAMalody, April 21, 2016
    • 10 replies
    • 2k views
    • 
    • MAMalody
    • April 26, 2016

19. room rental

    By grandmabee, July 8, 2010
    • 18 replies
    • 4.1k views
    • 
    • jainen
    • July 17, 2010

20. Roth

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

21. Roth 2010 Conversion 2011 Distribution

    By Randall, April 7, 2012
    • 3 replies
    • 1.6k views
    • 
    • Randall
    • April 8, 2012

22. Roth 401K

    By BobinNJ, March 16, 2008
    • 1 reply
    • 1.1k views
    • 
    • fredazcpa
    • March 17, 2008

23. Roth 5-yr period question

    By Cat in OH, December 16, 2010
    • 5 replies
    • 2.8k views
    • 
    • Gail in Virginia
    • December 21, 2010

24. Roth and ATX software

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

25. roth and estate

    By TAXMAN, October 7, 2016
    • 3 replies
    • 1.2k views
    • 
    • TAXMAN
    • October 10, 2016

26. Roth code J taxpayer under 59 1/2

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

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

    By RitaB, February 28, 2017
    • 5 replies
    • 1.4k views
    • 
    • jasdlm
    • March 2, 2017

28. Roth contribution

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

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

    By Virginia D, July 7, 2024   

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

30. Roth Conversion

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

31. Roth conversion clarification

    By Kea, November 5, 2010
    • 4 replies
    • 1.5k views
    • 
    • Kea
    • November 6, 2010

32. Roth Conversion Entry in ATX

    By JohnH, January 18, 2011
    • 3 replies
    • 1.5k views
    • 
    • kcjenkins
    • January 19, 2011

33. Roth Conversion Indicating Code 2

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

34. Roth Conversion Withdrawal Penalty 1 2

    By David, June 6, 2016
    • 31 replies
    • 4.5k views
    • 
    • SaraEA
    • June 24, 2016

35. Roth Conversion, then Roth Distribution

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

36. Roth Conversion/Distribution

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

37. ROTH Conversions

    By GraceNY, April 1, 2010
    • 2 replies
    • 1.9k views
    • 
    • SueC
    • April 1, 2010

38. Roth disbursement

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

39. Roth Distr.

    By grandmabee, February 26, 2015
    • 2 replies
    • 1.3k views
    • 
    • Pacun
    • February 26, 2015

40. ROTH distribution question

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

41. Roth Distribution shouldn't be taxable

    By Margaret CPA in OH, March 9, 2010
    • 7 replies
    • 1.7k views
    • 
    • LindaB
    • March 10, 2010

42. Roth Disttribution

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

43. Roth excess contribution

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

44. Roth IRA

    By GeneInAlabama, April 8, 2008
    • 4 replies
    • 1.3k views
    • 
    • GeneInAlabama
    • April 9, 2008

45. Roth IRA

    By ldreyna, February 7, 2013
    • 8 replies
    • 1.8k views
    • 
    • Margaret CPA in OH
    • February 8, 2013

46. Roth IRA

    By TAXMAN, February 21, 2013
    • 1 reply
    • 1.1k views
    • 
    • neilbrink
    • February 21, 2013

47. Roth IRA

    By TAXMAN, March 25, 2015
    • 9 replies
    • 2.3k views
    • 
    • jklcpa
    • April 15, 2015

48. Roth IRA - no earned income

    By Catherine, April 14, 2016
    • 4 replies
    • 1.2k views
    • 
    • Catherine
    • April 15, 2016

49. Roth IRA -> phase out

    By ILLMAS, February 28, 2012
    • 6 replies
    • 2.6k views
    • 
    • Catherine
    • March 29, 2012

50. Roth IRA + Regular Pensions

    By Lynn EA USTCP in Louisiana, February 13, 2019
    • 10 replies
    • 1.8k views
    • 
    • Randall
    • March 7, 2019

51. Roth IRA Contribution

    By Yardley CPA, March 3, 2011
    • 3 replies
    • 1.6k views
    • 
    • Kea
    • March 3, 2011

52. Roth IRA Contribution limit with multiple business

    By mrichman333, February 12, 2016
    • 4 replies
    • 1.1k views
    • 
    • Gail in Virginia
    • February 17, 2016

53. Roth IRA conversion - choosing two-year tax pmt

    By Catherine, September 24, 2011
    • 4 replies
    • 1.8k views
    • 
    • jainen
    • September 26, 2011

54. ROTH IRA DISTRIBUTION

    By AnnieR, April 7, 2010
    • 6 replies
    • 1.7k views
    • 
    • RitaB
    • April 7, 2010

55. Roth IRA distribution

    By Joann, March 2, 2011
    • 2 replies
    • 1.5k views
    • 
    • Joann
    • March 2, 2011

56. Roth IRA Distribution

    By Christian, March 4, 2013
    • 3 replies
    • 1.6k views
    • 
    • joanmcq
    • March 5, 2013

57. Roth IRA Distribution

    By Bart, April 11, 2008
    • 3 replies
    • 1.1k views
    • 
    • Bart
    • April 11, 2008

58. Roth IRA Distribution

    By Dave T, March 24, 2011
    • 16 replies
    • 5.2k views
    • 
    • Dave T
    • March 29, 2011

59. Roth IRA distribution

    By B. Jani, April 12, 2013
    • 4 replies
    • 1.3k views
    • 
    • B. Jani
    • April 12, 2013

60. Roth IRA Distribution

    By ETax847, February 28, 2022
    • 6 replies
    • 666 views
    • 
    • ETax847
    • February 28, 2022

61. Roth IRA distribution

    By ljwalters, April 2, 2010
    • 4 replies
    • 1.4k views
    • 
    • ljwalters
    • April 3, 2010

62. Roth IRA distribution

    By neilbrink, April 4, 2014
    • 6 replies
    • 1.6k views
    • 
    • JohnH
    • April 5, 2014

63. Roth IRA distribution adjusted for basis

    By ILLMAS, September 27, 2017
    • 1 reply
    • 760 views
    • 
    • RitaB
    • September 28, 2017

64. Roth IRA Distribution Question

    By MN2V, September 1, 2009
    • 1 reply
    • 726 views
    • 
    • kcjenkins
    • September 1, 2009

65. Roth IRA Distributions and 1099R

    By cientax, November 12, 2007
    • 6 replies
    • 6.4k views
    • 
    • Don in Upstate NY
    • November 15, 2007

66. Roth IRA Early Distribution

    By Ray in Ohio, March 19, 2008
    • 17 replies
    • 2k views
    • 
    • Janitor Bob
    • March 20, 2008

67. Roth IRA early distribution...

    By Catherine, August 20, 2014
    • 5 replies
    • 1.2k views
    • 
    • Catherine
    • August 20, 2014

68. Roth IRA Excess Contribution 1099-R

    By momof3, February 28, 2008
    • 2 replies
    • 2.1k views
    • 
    • joanmcq
    • February 28, 2008

69. Roth IRA excess contribution withdrawn

    By neilbrink, March 29, 2009
    • 3 replies
    • 1k views
    • 
    • RitaB
    • March 30, 2009

70. Roth IRA in 2017 for 2016

    By Richcpaman, March 28, 2017
    • 8 replies
    • 1.4k views
    • 
    • jasdlm
    • March 30, 2017

71. Roth IRA Losses

    By windmill, February 20, 2009
    • 6 replies
    • 2k views
    • 
    • windmill
    • February 21, 2009

72. ROTH IRA RMDs for Beneficiary

    By Randall, January 7
    • 8 replies
    • 544 views
    • 
    • Randall
    • January 9

73. Roth IRA withdrawal for first time house purchase

    By Naveen Mohan from New York, October 5, 2015
    • 1 reply
    • 1.1k views
    • 
    • Abby Normal
    • October 5, 2015

74. Roth IRA, business loss, MFS

    By Catherine, October 9, 2020
    • 4 replies
    • 946 views
    • 
    • Catherine
    • October 13, 2020

75. Roth Phaseout

    By Corduroy Frog, February 6
    • 10 replies
    • 424 views
    • 
    • TexTaxToo
    • February 7

76. Roth Recharacterization

    By DonnaA, March 2, 2010
    • 0 replies
    • 629 views
    • 
    • DonnaA
    • March 2, 2010

77. ROTH RECHARACTERIZATION

    By BNS, May 1, 2008
    • 2 replies
    • 2.3k views
    • 
    • BNS
    • May 3, 2008

78. Roth Recharacterization

    By windmill, March 16, 2008
    • 2 replies
    • 1.6k views
    • 
    • windmill
    • March 16, 2008

79. Roth SEP?

    By Randall, February 13, 2017
    • 1 reply
    • 783 views
    • 
    • Roberts
    • February 13, 2017

80. Rounding of Numbers

    By Yardley CPA, February 9, 2014
    • 8 replies
    • 1.6k views
    • 
    • Yardley CPA
    • February 10, 2014

81. Router Hack Alert

    By Lee B, May 30, 2018
    • 1 reply
    • 1.5k views
    • 
    • Possi
    • May 30, 2018

82. Routing # and Account #

    By Dan, February 13, 2009
    • 5 replies
    • 1.9k views
    • 
    • wyyvern1978
    • March 20, 2010

83. routing number for Fifth Third Bank

    By schirallicpa, February 2, 2015
    • 11 replies
    • 5.2k views
    • 
    • MsTabbyKats
    • February 2, 2015

84. Royalties

    By ILLMAS, March 31, 2016
    • 4 replies
    • 1.1k views
    • 
    • ILLMAS
    • April 1, 2016

85. royalty/lease and the state

    By TAXMAN, March 1, 2019
    • 1 reply
    • 699 views
    • 
    • Gail in Virginia
    • March 2, 2019

86. RR benefits again

    By Margaret CPA in OH, February 29, 2016
    • 15 replies
    • 2.4k views
    • 
    • mrichman333
    • March 3, 2016

87. RR Meal Allowance

    By Randall, March 12, 2009
    • 2 replies
    • 999 views
    • 
    • MN2V
    • March 12, 2009

88. RRB 1099-R

    By indyscott, April 9, 2008
    • 3 replies
    • 1.5k views
    • 
    • GERALD
    • April 10, 2008

89. RRB 1099-R

    By Sbrock, March 24, 2009
    • 8 replies
    • 6k views
    • 
    • MYDALBASTI
    • March 24, 2009

90. RRB 1099-R HELP - GEORGIA

    By HaroldinGeorgia, March 20, 2008
    • 2 replies
    • 2.1k views
    • 
    • HaroldinGeorgia
    • March 20, 2008

91. RRB-1099

    By DEO, April 8, 2017
    • 1 reply
    • 1.3k views
    • 
    • Lynn EA USTCP in Louisiana
    • April 8, 2017

92. RRB-1099 ATX pull down menu ?

    By ILLMAS, October 3, 2016
    • 1 reply
    • 1.2k views
    • 
    • joanmcq
    • October 5, 2016

93. RRB-1099 simplified worksheet

    By GLGACCT, February 25, 2021
    • 1 reply
    • 510 views
    • 
    • Abby Normal
    • February 25, 2021

94. RRB-1099-R

    By jasdlm, March 29, 2013
    • 2 replies
    • 2.1k views
    • 
    • ljwalters
    • March 30, 2013

95. RRB-1099-R simplified input question

    By schirallicpa, April 4, 2014
    • 3 replies
    • 1.6k views
    • 
    • schirallicpa
    • April 5, 2014

96. RRC and Alternating Dependents

    By GraceNY, February 26, 2021
    • 4 replies
    • 1.1k views
    • 
    • Pacun
    • February 26, 2021

97. RSU's & SSAR's again

    By Max W, April 6, 2018
    • 1 reply
    • 1.3k views
    • 
    • Max W
    • April 6, 2018

98. RTRP Certificate

    By Christian, August 30, 2012
    • 6 replies
    • 3.1k views
    • 
    • Tax Prep by Deb
    • September 5, 2012

99. RTRP CEU's

    By Terry D EA, August 27, 2012
    • 5 replies
    • 3.1k views
    • 
    • Elrod
    • October 24, 2012

100. RTRP Exam

     By Christian, May 27, 2013
     • 4 replies
     • 1.4k views
     • 
     • mcb39
     • May 31, 2013