General Chat

23,965 topics in this forum

1. IRA beneficiary designated in the name of a Trust

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

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

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

3. Form 943 and farmers employees under 18

   By Marie, January 27
   • 2 replies
   • 214 views
   • 
   • DANRVAN
   • January 29

4. Reporting solar tax credit and basis on partnership return

   By ZukaAdam, February 21
   • 1 reply
   • 213 views
   • 
   • jklcpa
   • February 21

5. DC part-resident

   By ILLMAS, May 23, 2024
   • 1 reply
   • 212 views
   • 
   • Abby Normal
   • May 23, 2024

6. High Income NonFilers

   By Lee B, May 1
   • 2 replies
   • 212 views
   • 
   • BulldogTom
   • May 1

7. MO return and dependent

   By Marie, February 18, 2024
   • 0 replies
   • 211 views
   • 
   • Marie
   • February 18, 2024

8. Montana Tax Return Not Approved for Paper Filing (Cannot even print a pdf for client to review before filing)

   By Jourdan, February 12
   • 3 replies
   • 211 views
   • 
   • mcb39
   • February 14

9. Client received 1099-R with code 1. He repaid the distribution within 60 days. How do I show that in the program?

   By cpr1955, April 26
   • 1 reply
   • 211 views
   • 
   • Abby Normal
   • April 26

10. 2 State Problem

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

11. House Sale to Son

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

12. rental prop in non-res state

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

13. 1099R and CA 540NR

    By Terry D EA, February 1
    • 4 replies
    • 210 views
    • 
    • Terry D EA
    • February 2

14. Not bringing their best game

    By Catherine, May 6
    • 2 replies
    • 210 views
    • 
    • Catherine
    • May 6

15. Form 8948

    By Christian, March 1
    • 3 replies
    • 210 views
    • 
    • jklcpa
    • March 3

16. Slippery Pencil

    By Corduroy Frog, January 23
    • 3 replies
    • 209 views
    • 
    • Corduroy Frog
    • January 23

17. Iowa Public Employees Retirement System - EIN?

    By jasdlm, April 5
    • 3 replies
    • 209 views
    • 
    • Abby Normal
    • April 6

18. Wraparound Mortgage

    By Corduroy Frog, September 9, 2024
    • 0 replies
    • 207 views
    • 
    • Corduroy Frog
    • September 9, 2024

19. Sale of House-gift transfer or inherited?

    By Randall, January 20
    • 2 replies
    • 205 views
    • 
    • DANRVAN
    • January 21

20. k3 with loss from pfic disposal , is the loss recognizable?

    By tax1111, August 21, 2024
    • 0 replies
    • 205 views
    • 
    • tax1111
    • August 21, 2024

21. education credit recapture - where is the input

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

22. NT-password managers

    By artp, May 14
    • 4 replies
    • 205 views
    • 
    • artp
    • May 16

23. NY Preparers

    By ILLMAS, March 6
    • 4 replies
    • 205 views
    • 
    • Lion EA
    • March 7

24. 2023 or 2024 filing K-1 Estate?

    By WITAXLADY, February 18
    • 4 replies
    • 204 views
    • 
    • WITAXLADY
    • February 18

25. IRS having technical problems?

    By Max W, January 24
    • 4 replies
    • 203 views
    • 
    • Pacun
    • January 24

26. Print to pdf includes Bookmarks

    By Yrags, March 2
    • 4 replies
    • 203 views
    • 
    • Margaret CPA in OH
    • March 10

27. Virginia Tax Refund

    By Christian, February 15
    • 1 reply
    • 202 views
    • 
    • jklcpa
    • February 15

28. IRS/DE Tax Seminar-12/10/24, Dover DE, $60, 8 CPE or 6 CE for EAs & AFSPs

    By jklcpa, October 4, 2024
    • 0 replies
    • 201 views
    • 
    • jklcpa
    • October 4, 2024

29. 2 Member LLC, Start-up

    By Don Hughes, Tuesday at 05:52 PM
    • 10 replies
    • 201 views
    • 
    • BulldogTom
    • Thursday at 10:56 PM

30. Partnership 1065 Return - 754 and 734 adjustments

    By BgTx, July 14, 2024
    • 0 replies
    • 201 views
    • 
    • BgTx
    • July 14, 2024

31. k-1 and 4797 - how does it flow?

    By WITAXLADY, March 13
    • 4 replies
    • 200 views
    • 
    • mcb39
    • March 13

32. Dependent care credit for disabled adult child

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

33. TP got scammed

    By Don Hughes, December 13, 2024
    • 1 reply
    • 199 views
    • 
    • JimTaxes
    • December 13, 2024

34. A couple of free CPE's offered by IRS to refresh us on credits and due diligence.

    By schirallicpa, January 12
    • 2 replies
    • 199 views
    • 
    • mcbreck
    • January 13

35. Form 7206

    By Randall, February 26
    • 2 replies
    • 199 views
    • 
    • Lee B
    • February 26

36. Golf Questions for Schedule C

    By Dan, March 11
    • 4 replies
    • 198 views
    • 
    • Lee B
    • March 13

37. Happy again..........

    By Elrod, December 30, 2024
    • 1 reply
    • 198 views
    • 
    • mcb39
    • December 30, 2024

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

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

39. Brain Dead - Need help with NR state allocation

    By jasdlm, April 9
    • 5 replies
    • 197 views
    • 
    • jklcpa
    • April 10

40. Preparation Of Oregon Tax Returns will become restricted

    By Lee B, April 29
    • 2 replies
    • 197 views
    • 
    • Lee B
    • April 30

41. MFS when one spouse is deceased

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

42. mortg interest on Sch C and Sch F won't go

    By Marie, April 10
    • 1 reply
    • 196 views
    • 
    • Slippery Pencil
    • April 11

43. Form 1098-T

    By Christian, February 17
    • 1 reply
    • 196 views
    • 
    • Lee B
    • February 17

44. How to I tell my 1040-v that this is for a 1040-x

    By schirallicpa, March 3
    • 2 replies
    • 196 views
    • 
    • schirallicpa
    • March 3

45. Adding paragraph to Client Letter

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

46. Getting preparer info into return

    By joanmcq, February 8
    • 2 replies
    • 195 views
    • 
    • mcb39
    • February 9

47. Carryforwards on Tax Summary Carryover Summary

    By G2R, February 12
    • 1 reply
    • 195 views
    • 
    • mcb39
    • February 13

48. Head of Household and son as other dependent

    By Dan, February 16
    • 1 reply
    • 195 views
    • 
    • Abby Normal
    • February 16

49. 1099R QCD

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

50. nt, Ambrook accounting software

    By DANRVAN, December 13, 2024
    • 0 replies
    • 194 views
    • 
    • DANRVAN
    • December 13, 2024

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

    By MDCPA, March 19   

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

52. IRS Webinar - August 22nd

    By Lee B, August 17, 2024
    • 0 replies
    • 192 views
    • 
    • Lee B
    • August 17, 2024

53. Form 8829

    By Christian, January 21
    • 2 replies
    • 191 views
    • 
    • Terry D EA
    • January 22

54. Never had penalized ira contributions before...

    By schirallicpa, May 29
    • 4 replies
    • 191 views
    • 
    • Catherine
    • Monday at 03:31 PM

55. RMD IRA

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

56. Any WV preparers?

    By Pacun, April 7
    • 3 replies
    • 189 views
    • 
    • Jim Oh Bkkr
    • April 8

57. Trust Year

    By Randall, April 13
    • 2 replies
    • 189 views
    • 
    • Randall
    • April 14

58. Dividing Schedule A Deductions For A Couple Filing Separate

    By Christian, March 3
    • 1 reply
    • 189 views
    • 
    • Lion EA
    • March 3

59. SSA-1042S

    By Yoana, March 6
    • 3 replies
    • 189 views
    • 
    • Lion EA
    • March 6

60. N/T- report covers

    By kathyc2, February 24
    • 3 replies
    • 188 views
    • 
    • mcb39
    • February 25

61. S-corp loses SH - how to split year?

    By schirallicpa, March 6
    • 4 replies
    • 188 views
    • 
    • DANRVAN
    • March 7

62. Schedule A

    By Christian, March 12
    • 3 replies
    • 187 views
    • 
    • kathyc2
    • March 13

63. Annuity in an IRA - can surrender tax free if funds not leaving IRA

    By BulldogTom, January 9
    • 2 replies
    • 186 views
    • 
    • BulldogTom
    • January 9

64. Just want to verify I am doing this correctly

    By joanmcq, April 8
    • 3 replies
    • 186 views
    • 
    • joanmcq
    • April 8

65. Decedent's Mailing Address in Different State

    By Yrags, April 9
    • 5 replies
    • 185 views
    • 
    • Catherine
    • April 9

66. Bradenton Florida

    By Corduroy Frog, December 13, 2024
    • 0 replies
    • 184 views
    • 
    • Corduroy Frog
    • December 13, 2024

67. State Equivalent of 1041 on ATX

    By Randall, April 15
    • 2 replies
    • 184 views
    • 
    • Abby Normal
    • April 15

68. Any Montana preparers?

    By grandmabee, July 19, 2024
    • 0 replies
    • 183 views
    • 
    • grandmabee
    • July 19, 2024

69. Form 1310 - funny [and pathetic]

    By Catherine, December 16, 2024
    • 0 replies
    • 183 views
    • 
    • Catherine
    • December 16, 2024

70. Crypto IRA

    By Pacun, May 24
    • 5 replies
    • 183 views
    • 
    • Catherine
    • May 27

71. Had to wipe my hard drive

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

72. 1099-R for California State Teachers' Retirement System

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

73. Recovery Rebate Credit

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

74. Suddenly all these Paypal 1099-Ks!

    By schirallicpa, March 11
    • 1 reply
    • 179 views
    • 
    • kathyc2
    • March 11

75. Does ATX mail out the 1099's to the clients

    By Dahlface, January 18
    • 1 reply
    • 179 views
    • 
    • mcb39
    • January 19

76. 709 GIF TAX RETURN

    By Pacun, April 7
    • 2 replies
    • 179 views
    • 
    • BrewOne
    • April 7

77. I wish there was a way...

    By schirallicpa, January 14
    • 0 replies
    • 178 views
    • 
    • schirallicpa
    • January 14

78. First post: Migrating ATX to other server

    By liz2024, September 4, 2024
    • 0 replies
    • 178 views
    • 
    • liz2024
    • September 4, 2024

79. ATX not including taxable IRA distribution

    By Margaret CPA in OH, February 6
    • 0 replies
    • 178 views
    • 
    • Margaret CPA in OH
    • February 6

80. Return Manager - customize fields

    By MDCPA, April 12
    • 2 replies
    • 178 views
    • 
    • Abby Normal
    • April 12

81. Credit card in name of deceased

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

82. Partnership dividends

    By Marie, February 12
    • 3 replies
    • 176 views
    • 
    • Corduroy Frog
    • February 12

83. IP PIN

    By BrewOne, January 6
    • 1 reply
    • 175 views
    • 
    • Catherine
    • January 7

84. my prior year rollover info is gone

    By schirallicpa, May 19
    • 3 replies
    • 175 views
    • 
    • schirallicpa
    • May 19

85. What is added to income first LT or ST capital gains?

    By Pacun, December 21, 2024
    • 1 reply
    • 174 views
    • 
    • jklcpa
    • December 21, 2024

86. NT: Happy Father's Day

    By Catherine, June 17, 2024
    • 0 replies
    • 173 views
    • 
    • Catherine
    • June 17, 2024

87. Any of you going to NYSSEA seminar in Oct?

    By BulldogTom, May 2
    • 2 replies
    • 173 views
    • 
    • FDNY
    • May 5

88. Husband & Wife LLC

    By Buggie, March 4
    • 1 reply
    • 172 views
    • 
    • Lion EA
    • March 4

89. Kentucky Disaster Relief Extension - File 4868 or no?

    By gfizer, April 14
    • 2 replies
    • 171 views
    • 
    • Lee B
    • April 14

90. How to report foreign back pay?

    By Catherine, February 22
    • 2 replies
    • 171 views
    • 
    • Catherine
    • February 22

91. Phaseouts

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

92. Anyone going to Dallas for IRS Nationwide Tax Forum?

    By BulldogTom, August 17, 2024
    • 0 replies
    • 170 views
    • 
    • BulldogTom
    • August 17, 2024

93. IL K1 Input Error

    By ETax847, August 28, 2024
    • 0 replies
    • 170 views
    • 
    • ETax847
    • August 28, 2024

94. 1099 NEC

    By Marie, February 3
    • 2 replies
    • 170 views
    • 
    • Marie
    • February 3

95. PTET question

    By schirallicpa, February 16
    • 2 replies
    • 170 views
    • 
    • jklcpa
    • February 16

96. 1099-MISC with Box 15 Entry

    By peggysioux5, March 9
    • 3 replies
    • 170 views
    • 
    • peggysioux5
    • March 10

97. IP Pin for Amended Return

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

98. We had a thunderstorm and

    By schirallicpa, May 8
    • 1 reply
    • 169 views
    • 
    • Abby Normal
    • May 8

99. CA & Fed R&D Credits - looking for a referral

    By BulldogTom, July 17, 2024
    • 0 replies
    • 168 views
    • 
    • BulldogTom
    • July 17, 2024

100. TP having trouble reaching a live person at the IRS

     By GLGACCT, May 15
     • 2 replies
     • 168 views
     • 
     • GLGACCT
     • May 16