General Chat

23,987 topics in this forum

1. self employed defined benefit plan contribution deductible in NYS?

   By tax1111, September 28, 2024
   • 1 reply
   • 250 views
   • 
   • jklcpa
   • September 28, 2024

2. New IRS Commissioner

   By Abby Normal, June 12
   • 4 replies
   • 250 views
   • 
   • Catherine
   • June 21

3. 2 State Problem

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

4. IRA Rollover question

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

5. Online sales mishap

   By ILLMAS, October 8, 2024
   • 1 reply
   • 249 views
   • 
   • WITAXLADY
   • October 8, 2024

6. Form 5227 for grantor trust?

   By KSC, February 24
   • 4 replies
   • 249 views
   • 
   • jklcpa
   • February 26

7. Amending 1120S for ERC

   By Terry D EA, July 30, 2024
   • 1 reply
   • 248 views
   • 
   • Medlin Software, Dennis
   • July 30, 2024

8. MFS when one spouse is deceased

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

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

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

10. 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
    • 247 views
    • 
    • mcb39
    • February 14

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

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

12. education credit recapture - where is the input

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

13. New client what is the tax?

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

14. Iowa Public Employees Retirement System - EIN?

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

15. NY Preparers

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

16. High Income NonFilers

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

17. Crypto IRA

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

18. 2553 Question

    By michaelmars, February 8
    • 3 replies
    • 244 views
    • 
    • DANRVAN
    • February 8

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

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

20. Abby Normal

    By Corduroy Frog, October 9, 2024
    • 0 replies
    • 243 views
    • 
    • Corduroy Frog
    • October 9, 2024

21. MN Returns being rejected

    By GLJEANNE, February 2, 2024
    • 0 replies
    • 243 views
    • 
    • GLJEANNE
    • February 2, 2024

22. Form 8948

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

23. 1099R and CA 540NR

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

24. 2017 Return. Refund applied to 2018?

    By TaxmannEA, July 9, 2024
    • 0 replies
    • 242 views
    • 
    • TaxmannEA
    • July 9, 2024

25. Deleting contact and replacing with correct name

    By Ruby Key, March 9, 2024
    • 0 replies
    • 242 views
    • 
    • Ruby Key
    • March 9, 2024

26. Ca help please

    By WITAXLADY, October 9, 2024
    • 1 reply
    • 241 views
    • 
    • BulldogTom
    • October 9, 2024

27. DEADLINE

    By TAXMAN, February 21
    • 1 reply
    • 241 views
    • 
    • Gail in Virginia
    • February 22

28. IRA beneficiary designated in the name of a Trust

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

29. 990Ns - Can't get to them

    By schirallicpa, November 15, 2023
    • 0 replies
    • 237 views
    • 
    • schirallicpa
    • November 15, 2023

30. 2023 or 2024 filing K-1 Estate?

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

31. Happy 4th.

    By Elrod, July 4, 2024
    • 0 replies
    • 236 views
    • 
    • Elrod
    • July 4, 2024

32. LTD Partnership Basis Q

    By Corduroy Frog, June 1
    • 11 replies
    • 236 views
    • 
    • Corduroy Frog
    • June 3

33. State Payment and Federal Payment paid to Treasury last year?

    By GLGACCT, February 16
    • 2 replies
    • 235 views
    • 
    • mcb39
    • February 17

34. Just want to verify I am doing this correctly

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

35. FINCEN BOI Update

    By Lee B, February 7
    • 0 replies
    • 234 views
    • 
    • Lee B
    • February 7

36. IRS: Free Sept. 26 webinar on dealing with disasters from an individual tax perspective

    By Elrod, September 20, 2024
    • 1 reply
    • 233 views
    • 
    • Lee B
    • September 20, 2024

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

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

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

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

39. N/T- report covers

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

40. Print to pdf includes Bookmarks

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

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

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

42. SSA-1042S

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

43. IRS having technical problems?

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

44. Form 943 and farmers employees under 18

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

45. TP got scammed

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

46. my prior year rollover info is gone

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

47. Golf Questions for Schedule C

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

48. House Sale to Son

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

49. Decedent's Mailing Address in Different State

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

50. Form 7206

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

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

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

52. DC part-resident

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

53. Slippery Pencil

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

54. 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
    • 226 views
    • 
    • jklcpa
    • October 4, 2024

55. NYS Amended Return

    By Dave T, May 19
    • 1 reply
    • 226 views
    • 
    • ATL EA
    • May 21

56. rental prop in non-res state

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

57. Dependent care credit for disabled adult child

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

58. Form 1098-T

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

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

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

60. Happy again..........

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

61. MO return and dependent

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

62. ATX not including taxable IRA distribution

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

63. Dividing Schedule A Deductions For A Couple Filing Separate

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

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

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

65. Dearest ATX programmer people:

    By schirallicpa, June 12
    • 2 replies
    • 220 views
    • 
    • Randall
    • June 16

66. Partnership 1065 Return - 754 and 734 adjustments

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

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

    By MDCPA, March 19   

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

68. Sale of House-gift transfer or inherited?

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

69. Any WV preparers?

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

70. Carryforwards on Tax Summary Carryover Summary

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

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

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

72. Adding paragraph to Client Letter

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

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

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

74. 1099R QCD

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

75. Wraparound Mortgage

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

76. Return Manager - customize fields

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

77. Schedule A

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

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

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

79. Tax extensions being rejected after submission

    By Lucita Accounting Firm, April 30
    • 1 reply
    • 214 views
    • 
    • jklcpa
    • May 3

80. Getting preparer info into return

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

81. Sch M3 reconciling after amendment

    By ILLMAS, May 15
    • 2 replies
    • 212 views
    • 
    • Lee B
    • May 16

82. Head of Household and son as other dependent

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

83. Clarification on time line to file an amended return

    By GraceNY, June 6
    • 4 replies
    • 211 views
    • 
    • Lion EA
    • June 7

84. Recovery Rebate Credit

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

85. nt, Ambrook accounting software

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

86. Had to wipe my hard drive

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

87. Partnership dividends

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

88. Form 1098-T

    By Christian, June 3
    • 7 replies
    • 209 views
    • 
    • Lion EA
    • June 3

89. Form 8829

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

90. Credit card in name of deceased

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

91. RMD IRA

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

92. IRS Webinar - August 22nd

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

93. 709 GIF TAX RETURN

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

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

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

95. Form 1310 - funny [and pathetic]

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

96. Husband & Wife LLC

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

97. Start Up Costs

    By Dave T, April 23
    • 2 replies
    • 201 views
    • 
    • Tal10
    • April 23

98. 1099-R for California State Teachers' Retirement System

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

99. How to report foreign back pay?

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

100. Any Montana preparers?

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