General Chat

23,927 topics in this forum

1. LLC to S-corp or Corp to S-corp. ?

   By schirallicpa, Monday at 08:46 PM
   • 6 replies
   • 162 views
   • 
   • mcbreck
   • Tuesday at 03:14 PM

2. Form 1310 - funny [and pathetic]

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

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

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

4. First post: Migrating ATX to other server

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

5. Form 1098-T

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

6. Form 7206

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

7. 1099R QCD

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

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

   By MDCPA, March 19   

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

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

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

10. Adding paragraph to Client Letter

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

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

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

12. How to see what forms are included in efile

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

13. Golf Questions for Schedule C

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

14. 2 State Problem

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

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

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

16. MFS when one spouse is deceased

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

17. rental prop in non-res state

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

18. DRAKE DEPENDENT PROBLEM

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

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

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

20. any way to retract the estimates that were set up and efiled

    By schirallicpa, April 18
    • 3 replies
    • 154 views
    • 
    • schirallicpa
    • April 18

21. Carryforwards on Tax Summary Carryover Summary

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

22. Print to pdf includes Bookmarks

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

23. Had to wipe my hard drive

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

24. IRA beneficiary designated in the name of a Trust

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

25. IL K1 Input Error

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

26. Form 5329 missed one RMD

    By GLGACCT, April 15
    • 3 replies
    • 151 views
    • 
    • GLGACCT
    • April 15

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

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

28. Suddenly all these Paypal 1099-Ks!

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

29. I wish there was a way...

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

30. K1 for law partner

    By jasdlm, April 15
    • 4 replies
    • 149 views
    • 
    • Lee B
    • April 15

31. Virginia Tax Refund

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

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

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

33. 1099-R for California State Teachers' Retirement System

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

34. NT: Happy Father's Day

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

35. IP PIN

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

36. 1099 NEC

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

37. ATX not including taxable IRA distribution

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

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

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

39. Reporting solar tax credit and basis on partnership return

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

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

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

41. Schedule A

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

42. ANY DETROIT AREA PREPARERS USE ATX WITH BITWARDEN?

    By PAT FRANKOWICZ, December 4, 2024
    • 0 replies
    • 144 views
    • 
    • PAT FRANKOWICZ
    • December 4, 2024

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

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

44. Recovery Rebate Credit

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

45. Partnership dividends

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

46. Dividing Schedule A Deductions For A Couple Filing Separate

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

47. Husband & Wife LLC

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

48. N/T- report covers

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

49. Chuckle

    By Medlin Software, Dennis, December 12, 2024
    • 0 replies
    • 137 views
    • 
    • Medlin Software, Dennis
    • December 12, 2024

50. Return Manager - customize fields

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

51. Carry Forward Partnership losses from Prior year where to enter

    By Michael321, April 15
    • 4 replies
    • 137 views
    • 
    • mcb39
    • April 23

52. 1099-MISC with Box 15 Entry

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

53. Disputed 1099-C

    By Corduroy Frog, March 11
    • 3 replies
    • 135 views
    • 
    • schirallicpa
    • March 11

54. Vendor Mall Income Reporting on 1065

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

55. Phaseouts

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

56. Brain Dead - Need help with NR state allocation

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

57. estate and trust intermingled oddly

    By Catherine, March 3
    • 1 reply
    • 134 views
    • 
    • Slippery Pencil
    • March 4

58. SSA-1042S

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

59. Any WV preparers?

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

60. PTET question

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

61. Form W-8Ben

    By Randall, August 26, 2024
    • 0 replies
    • 131 views
    • 
    • Randall
    • August 26, 2024

62. Commission Based Business Sale

    By Don Hughes, April 15
    • 4 replies
    • 131 views
    • 
    • taxit
    • April 16

63. Missouri Question Please

    By Dave T, February 11
    • 2 replies
    • 129 views
    • 
    • Dave T
    • February 13

64. education credit recapture - where is the input

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

65. Credit card in name of deceased

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

66. Just want to verify I am doing this correctly

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

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

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

68. HSA

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

69. Does anyone have time to check my work? Solo 401K spreadsheet

    By BulldogTom, April 14
    • 3 replies
    • 124 views
    • 
    • BulldogTom
    • April 15

70. identity verification "service"

    By BrewOne, Monday at 06:09 PM
    • 2 replies
    • 124 views
    • 
    • Jim Oh Bkkr
    • Tuesday at 11:17 AM

71. Attorney 1099 info

    By schirallicpa, January 29
    • 1 reply
    • 123 views
    • 
    • Lee B
    • January 30

72. How to report foreign back pay?

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

73. 1098T AND BOX 7

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

74. PA estate tax

    By cpabsd, February 15
    • 1 reply
    • 119 views
    • 
    • jklcpa
    • February 15

75. Spam IRS email

    By Margaret CPA in OH, March 12
    • 3 replies
    • 118 views
    • 
    • GLJEANNE
    • March 12

76. Two 1095-As & e-filing issue

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

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

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

78. Iowa Public Employees Retirement System - EIN?

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

79. Decedent's Mailing Address in Different State

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

80. Incorrect credentials

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

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

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

82. PP Pin for e-filing QUESTION

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

83. Can't get SSN for 990 treasurer

    By Patrick Michael, Wednesday at 02:45 PM
    • 6 replies
    • 116 views
    • 
    • ILLMAS
    • Yesterday at 01:04 PM

84. Converting Profx 2024 partially complete return to ATX 2024?

    By Kenny, February 25
    • 1 reply
    • 116 views
    • 
    • Slippery Pencil
    • February 28

85. Trust Year

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

86. Form 1099-LTC

    By Christian, March 11
    • 2 replies
    • 112 views
    • 
    • Christian
    • March 11

87. ATX glitch on form 8949

    By Marie, March 11
    • 2 replies
    • 112 views
    • 
    • mcb39
    • March 11

88. NT Crab Orchard Stone

    By Corduroy Frog, March 13
    • 1 reply
    • 111 views
    • 
    • Catherine
    • March 13

89. 1031 exchange CA to ID - convert to personal residence - CA conforms to Safe Harbor?

    By BulldogTom, January 18
    • 0 replies
    • 111 views
    • 
    • BulldogTom
    • January 18

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

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

91. 1095-A e-filing issue

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

92. CA State Tax Return with One Spouse domiciled and resident of another state

    By peggysioux5, March 10
    • 0 replies
    • 107 views
    • 
    • peggysioux5
    • March 10

93. GA Substitute K1

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

94. IRA Question and Company Retirement Plan

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

95. PA local help on signatures

    By schirallicpa, April 7
    • 2 replies
    • 106 views
    • 
    • jklcpa
    • April 7

96. R & D Credit Maybe - Maybe Not

    By Terry D EA, March 1
    • 1 reply
    • 106 views
    • 
    • Max W
    • March 2

97. Firefox Users

    By Abby Normal, March 6
    • 0 replies
    • 106 views
    • 
    • Abby Normal
    • March 6

98. I screwed up

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

99. Krispy Kreme offers free doughnuts

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

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

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