General Chat

23,957 topics in this forum

1. IP Pin for Amended Return

   By JohnH, April 6
   • 1 reply
   • 168 views
   • 
   • Lion EA
   • April 6

2. Dependent care credit for disabled adult child

   By kathyc2, April 5
   • 1 reply
   • 194 views
   • 
   • Slippery Pencil
   • April 5

3. I didn't know this. IRS IP PIN replaces two old ones

   By Pacun, April 5
   • 4 replies
   • 247 views
   • 
   • ILLMAS
   • April 5

4. IRS begins Nonvoluntary Layoffs

   By Lee B, April 5
   • 2 replies
   • 378 views
   • 
   • WITAXLADY
   • April 5

5. PTC and MFS

   By Randall, April 3
   • 4 replies
   • 219 views
   • 
   • Randall
   • April 5

6. rental prop in non-res state

   By schirallicpa, April 2
   • 2 replies
   • 205 views
   • 
   • schirallicpa
   • April 4

7. Matching SS# and Names

   By Corduroy Frog, April 2
   • 13 replies
   • 368 views
   • 
   • Max W
   • April 4

8. New client what is the tax?

   By joanmcq, April 3
   • 2 replies
   • 221 views
   • 
   • Pacun
   • April 4

9. Inherited Pension

   By Tracy Lee, April 4
   • 1 reply
   • 114 views
   • 
   • Slippery Pencil
   • April 4

10. IRA Question and Company Retirement Plan

    By Dave T, April 4
    • 1 reply
    • 143 views
    • 
    • kathyc2
    • April 4

11. IRS Employees to return to work

    By Lee B, April 3
    • 2 replies
    • 256 views
    • 
    • GLJEANNE
    • April 3

12. GA Substitute K1

    By Socal100, April 2
    • 2 replies
    • 146 views
    • 
    • Socal100
    • April 2

13. Around this time, this is the one thing we have to do...

    By Pacun, March 31
    • 4 replies
    • 288 views
    • 
    • GLJEANNE
    • April 2

14. Credit card in name of deceased

    By cpabsd, April 2
    • 3 replies
    • 171 views
    • 
    • Lee B
    • April 2

15. Caught a Carryforward error from 2023 by previous tax preparer

    By Lesmir, March 30
    • 7 replies
    • 310 views
    • 
    • kathyc2
    • April 2

16. rental property owned by trust

    By Catherine, April 1
    • 5 replies
    • 231 views
    • 
    • Sara EA
    • April 2

17. passport id

    By schirallicpa, April 1
    • 5 replies
    • 243 views
    • 
    • Catherine
    • April 2

18. Energy Credit for Heat Pump

    By Randall, March 27
    • 11 replies
    • 371 views
    • 
    • TexTaxToo
    • April 2

19. Poke' Tax

    By Lee B, April 2
    • 0 replies
    • 230 views
    • 
    • Lee B
    • April 2

20. Keep it gentle and apolitical

    By Pacun, March 31
    • 8 replies
    • 336 views
    • 
    • Lee B
    • April 2

21. education credit recapture - where is the input

    By schirallicpa, April 1
    • 4 replies
    • 195 views
    • 
    • Pacun
    • April 2

22. estate given to nonprofit still earning income

    By schirallicpa, April 1
    • 2 replies
    • 107 views
    • 
    • schirallicpa
    • April 1

23. Second SSA-1099

    By mcbreck, March 31
    • 7 replies
    • 300 views
    • 
    • Lion EA
    • April 1

24. MFS with only one spouse ACA

    By Pacun, March 29
    • 11 replies
    • 354 views
    • 
    • Pacun
    • March 31

25. 2024 Excess HSA

    By Bklyn1_241, February 24
    • 9 replies
    • 392 views
    • 
    • Lee B
    • March 31

26. IRA Rollover question

    By B. Jani, March 30
    • 7 replies
    • 207 views
    • 
    • mcbreck
    • March 31

27. MFS when one spouse is deceased

    By Margaret CPA in OH, March 31
    • 3 replies
    • 192 views
    • 
    • Margaret CPA in OH
    • March 31

28. How to see what forms are included in efile

    By Pacun, March 31
    • 1 reply
    • 214 views
    • 
    • Gail in Virginia
    • March 31

29. Recovery Rebate Credit

    By Christian, March 30
    • 2 replies
    • 173 views
    • 
    • Pacun
    • March 31

30. Can you inherit suspended losses?

    By Corduroy Frog, March 30
    • 5 replies
    • 233 views
    • 
    • Margaret CPA in OH
    • March 31

31. OIC possible?

    By Margaret CPA in OH, March 27
    • 22 replies
    • 435 views
    • 
    • Margaret CPA in OH
    • March 31

32. Estate income tax return-how to account for money w/h for inheritance tax

    By joanmcq, March 26
    • 10 replies
    • 365 views
    • 
    • GLGACCT
    • March 30

33. Electronic Payments Mandated 1 2

    By Lee B, March 26
    • 33 replies
    • 887 views
    • 
    • Catherine
    • March 30

34. BOI what a mess its been !!!!

    By BTS, March 28
    • 2 replies
    • 217 views
    • 
    • Catherine
    • March 30

35. physician's letter required when claiming assisted living costs?

    By BrewOne, March 29
    • 4 replies
    • 209 views
    • 
    • Catherine
    • March 30

36. 1099R with Code T

    By Dave T, March 28
    • 12 replies
    • 306 views
    • 
    • Margaret CPA in OH
    • March 29

37. I love the weekends !!!!

    By BTS, March 15
    • 10 replies
    • 437 views
    • 
    • BTS
    • March 29

38. efiling Amended return with insufficient address information

    By Mike T, March 28
    • 8 replies
    • 253 views
    • 
    • Max W
    • March 29

39. E-File Form 5227?

    By MaryNoe, March 28
    • 1 reply
    • 116 views
    • 
    • BrewOne
    • March 29

40. K-1 carryover issue

    By BrewOne, March 26
    • 11 replies
    • 286 views
    • 
    • joanmcq
    • March 28

41. Ugly Letters from IRS

    By Corduroy Frog, March 27
    • 14 replies
    • 484 views
    • 
    • jklcpa
    • March 28

42. Form 1310

    By peggysioux5, November 2, 2023
    • 8 replies
    • 1k views
    • 
    • BrewOne
    • March 28

43. Adding paragraph to Client Letter

    By Randall, March 25
    • 4 replies
    • 192 views
    • 
    • Randall
    • March 28

44. 1098-T

    By Max W, March 25
    • 5 replies
    • 210 views
    • 
    • Sara EA
    • March 28

45. Indian Tribal Distributions 1099-Misc

    By WITAXLADY, March 27
    • 1 reply
    • 134 views
    • 
    • kathyc2
    • March 28

46. need a 1095A from 2019. irs won't accept return.

    By schirallicpa, March 25
    • 3 replies
    • 190 views
    • 
    • kathyc2
    • March 28

47. Solar tax credit on jointly owned residence

    By artp, March 26
    • 2 replies
    • 148 views
    • 
    • kathyc2
    • March 27

48. Help - how to prepare a CA 592 for passthrough withholding

    By BulldogTom, March 25
    • 3 replies
    • 155 views
    • 
    • Lion EA
    • March 27

49. Air BnB problem

    By Margaret CPA in OH, March 24
    • 24 replies
    • 490 views
    • 
    • DANRVAN
    • March 26

50. FinCen zigzag's latest zig. or zag. I can't keep up.

    By Catherine, March 24
    • 10 replies
    • 423 views
    • 
    • JohnH
    • March 26

51. IRA beneficiary designated in the name of a Trust

    By Patti in Upstate NY, March 24
    • 3 replies
    • 197 views
    • 
    • Patti in Upstate NY
    • March 25

52. Phaseouts

    By Corduroy Frog, March 25
    • 1 reply
    • 165 views
    • 
    • TexTaxToo
    • March 25

53. DAF through a trust. Can this be passed through to income beneficiary?

    By artp, March 21
    • 7 replies
    • 280 views
    • 
    • DANRVAN
    • March 25

54. error: cannot connect to web server

    By BrewOne, March 21
    • 4 replies
    • 224 views
    • 
    • joanmcq
    • March 25

55. Inventory - Business closed - write off

    By ILLMAS, March 21
    • 15 replies
    • 383 views
    • 
    • DANRVAN
    • March 24

56. Two 1095-As & e-filing issue

    By Heidi, March 22
    • 1 reply
    • 152 views
    • 
    • mcb39
    • March 24

57. 1099-R for California State Teachers' Retirement System

    By BKG, March 23
    • 2 replies
    • 178 views
    • 
    • BKG
    • March 24

58. 1099R Code G with amount in 'taxable amount' box

    By jasdlm, March 22
    • 4 replies
    • 233 views
    • 
    • mcb39
    • March 23

59. Does Anyone have the NM tax ID Number?

    By Shawn, March 22
    • 1 reply
    • 120 views
    • 
    • jasdlm
    • March 22

60. Vendor Mall Income Reporting on 1065

    By gfizer, March 22
    • 2 replies
    • 161 views
    • 
    • Abby Normal
    • March 22

61. Another 1095A Thingy !!

    By BTS, March 20
    • 7 replies
    • 287 views
    • 
    • Lion EA
    • March 22

62. Condo place in trust

    By Margaret CPA in OH, March 20
    • 12 replies
    • 281 views
    • 
    • Jim Oh Bkkr
    • March 22

63. Farm Income Averaging

    By Corduroy Frog, March 20
    • 7 replies
    • 249 views
    • 
    • DANRVAN
    • March 21

64. Just got a 'security update' from Intuit. I don't use Intuit products

    By joanmcq, March 20
    • 5 replies
    • 266 views
    • 
    • Lion EA
    • March 21

65. Return Required?

    By michaelmars, March 19
    • 7 replies
    • 319 views
    • 
    • mcb39
    • March 21

66. Now Here's a New One

    By mcb39, March 18
    • 10 replies
    • 450 views
    • 
    • Abby Normal
    • March 20

67. House Sale to Son

    By Lee B, March 20
    • 2 replies
    • 205 views
    • 
    • DANRVAN
    • March 20

68. 1099C

    By Patrick Michael, March 18
    • 7 replies
    • 278 views
    • 
    • Lee B
    • March 20

69. MD 502SU - code u - military retirement income subtraction

    By MDCPA, March 19   

    • md
    • 3 replies
    • 189 views
    • 
    • Catherine
    • March 20

70. Corrected 1099-DIV

    By GLJEANNE, March 18
    • 11 replies
    • 337 views
    • 
    • Catherine
    • March 20

71. SSA Offices Closing

    By Lee B, March 7
    • 12 replies
    • 543 views
    • 
    • Lee B
    • March 20

72. Sale of second home

    By Margaret CPA in OH, March 19
    • 6 replies
    • 251 views
    • 
    • Margaret CPA in OH
    • March 19

73. I screwed up

    By Dave T, March 19
    • 1 reply
    • 147 views
    • 
    • Lion EA
    • March 19

74. N/T- dumber than a box of rocks

    By jklcpa, March 17
    • 13 replies
    • 508 views
    • 
    • kathyc2
    • March 19

75. MI Treasury- absolutely the worst ever!

    By kathyc2, March 17
    • 7 replies
    • 255 views
    • 
    • kathyc2
    • March 19

76. 2 State Problem

    By TAXMAN, March 12
    • 4 replies
    • 199 views
    • 
    • Lion EA
    • March 19

77. Things that we wish for

    By schirallicpa, March 13
    • 16 replies
    • 502 views
    • 
    • Catherine
    • March 19

78. 1099-R with charitable direct contribution INCLUDED - now what?

    By Catherine, March 13
    • 18 replies
    • 492 views
    • 
    • Catherine
    • March 19

79. 1095-A e-filing issue

    By artp, March 18
    • 3 replies
    • 140 views
    • 
    • artp
    • March 18

80. Future of IRS phone support?

    By kathyc2, March 17
    • 10 replies
    • 333 views
    • 
    • mcbreck
    • March 18

81. PP Pin for e-filing QUESTION

    By artp, March 17
    • 2 replies
    • 143 views
    • 
    • artp
    • March 17

82. Printing issue

    By joanmcq, March 16
    • 5 replies
    • 221 views
    • 
    • Abby Normal
    • March 17

83. Taxable or rent refund?

    By Pacun, February 27
    • 14 replies
    • 466 views
    • 
    • DANRVAN
    • March 17

84. ATX Entry Help - Excess 401K Contribution

    By BulldogTom, March 9
    • 6 replies
    • 238 views
    • 
    • jklcpa
    • March 17

85. 1098T AND BOX 7

    By Marie, March 17
    • 1 reply
    • 144 views
    • 
    • Lion EA
    • March 17

86. Re-install ATX as a Server previously installed as Stand-Alone

    By BKG, March 16
    • 3 replies
    • 135 views
    • 
    • BKG
    • March 17

87. ATX payroll icon not working-new computer

    By BKG, February 25
    • 11 replies
    • 415 views
    • 
    • Abby Normal
    • March 17

88. Had to wipe my hard drive

    By Slippery Pencil, March 15
    • 3 replies
    • 176 views
    • 
    • Abby Normal
    • March 16

89. No EITC for you!

    By kathyc2, March 14
    • 5 replies
    • 265 views
    • 
    • joanmcq
    • March 16

90. 1095A question 1 2

    By BTS, March 14
    • 36 replies
    • 775 views
    • 
    • BulldogTom
    • March 15

91. Social security benefit use for medical expenses:

    By LKk315, March 12
    • 10 replies
    • 388 views
    • 
    • Catherine
    • March 15

92. Krispy Kreme offers free doughnuts

    By Elrod, March 15
    • 0 replies
    • 126 views
    • 
    • Elrod
    • March 15

93. DRAKE DEPENDENT PROBLEM

    By Max W, March 14
    • 3 replies
    • 205 views
    • 
    • Max W
    • March 15

94. Incorrect credentials

    By dave124, March 14
    • 2 replies
    • 139 views
    • 
    • jasdlm
    • March 14

95. 1099R QCD

    By Randall, March 10
    • 3 replies
    • 188 views
    • 
    • Hahn1040
    • March 14

96. 1098-T AND ATX

    By Marie, March 10
    • 1 reply
    • 243 views
    • 
    • Hahn1040
    • March 14

97. Foreign Seminar in Africa - Business Related - Deductible?

    By Don Hughes, March 9
    • 6 replies
    • 289 views
    • 
    • Don Hughes
    • March 14

98. Bill introduced to regulate tax preparers and software security

    By jklcpa, March 13
    • 11 replies
    • 409 views
    • 
    • jklcpa
    • March 14

99. N/T- those of us that are solo

    By jklcpa, March 13
    • 1 reply
    • 151 views
    • 
    • Catherine
    • March 14

100. HSA

     By Tracy Lee, March 13
     • 3 replies
     • 153 views
     • 
     • TexTaxToo
     • March 14