General Chat

23,279 topics in this forum

1. Not that I want tax season to end yet or anything...

   By schirallicpa, February 29
   • 6 replies
   • 217 views
   • 
   • Catherine
   • February 29

2. Another Schwab Caveat

   By Corduroy Frog, February 29
   • 13 replies
   • 459 views
   • 
   • Randall
   • March 4

3. AMT AND NOL

   By Marie, February 29
   • 5 replies
   • 164 views
   • 
   • BulldogTom
   • February 29

4. Excess Roth Contribution, how to handle

   By BulldogTom, February 29
   • 6 replies
   • 231 views
   • 
   • jklcpa
   • February 29

5. "Fee" Financial Advisor

   By Lion EA, February 28
   • 10 replies
   • 326 views
   • 
   • Corduroy Frog
   • March 2

6. CO Tabor for deceased taxpayer

   By [email protected], February 28
   • 0 replies
   • 133 views
   • 
   • [email protected]
   • February 28

7. 1009Qs and Education credits questions

   By artp, February 27
   • 4 replies
   • 259 views
   • 
   • Margaret CPA in OH
   • March 2

8. CO PY return

   By kathyc2, February 27
   • 3 replies
   • 199 views
   • 
   • kathyc2
   • February 28

9. Strange 1099-DIV

   By Corduroy Frog, February 26
   • 15 replies
   • 472 views
   • 
   • Catherine
   • February 28

10. Refund Due A Decedent's Estate

    By Christian, February 26
    • 3 replies
    • 249 views
    • 
    • Catherine
    • February 27

11. 1041 Form 1116 Loss Carry Forward

    By GLGACCT, February 26
    • 5 replies
    • 303 views
    • 
    • BulldogTom
    • February 27

12. Crypto planning

    By Pacun, February 24
    • 9 replies
    • 380 views
    • 
    • Pacun
    • March 3

13. There is something wrong with the MO return in ATX

    By Marie, February 23
    • 3 replies
    • 182 views
    • 
    • Marie
    • February 29

14. 1099 from college as stipend for research

    By schirallicpa, February 23
    • 5 replies
    • 246 views
    • 
    • Lee B
    • February 24

15. Filing requirements

    By Corduroy Frog, February 22
    • 13 replies
    • 475 views
    • 
    • Corduroy Frog
    • February 24

16. Roth code J taxpayer under 59 1/2

    By artp, February 21
    • 3 replies
    • 230 views
    • 
    • artp
    • February 23

17. Inherited Roth IRA

    By kathyc2, February 21
    • 2 replies
    • 191 views
    • 
    • Lee B
    • February 22

18. Tools

    By Christian, February 20
    • 13 replies
    • 475 views
    • 
    • jklcpa
    • February 23

19. Tax Organizers

    By 1464940, February 20
    • 16 replies
    • 4.3k views
    • 
    • Lion EA
    • March 1

20. Google Cloud

    By ILLMAS, February 20
    • 5 replies
    • 217 views
    • 
    • Medlin Software, Dennis
    • February 20

21. ancient ATX installation CDs available

    By Catherine, February 20
    • 11 replies
    • 285 views
    • 
    • jklcpa
    • February 21

22. State Equivalent of Fed 1041

    By Randall, February 20
    • 5 replies
    • 175 views
    • 
    • Randall
    • February 21

23. Printing Zeroes

    By Christian, February 20
    • 5 replies
    • 293 views
    • 
    • Abby Normal
    • February 23

24. 1099-what?

    By Catherine, February 20
    • 7 replies
    • 213 views
    • 
    • DANRVAN
    • February 20

25. Inherited 401k

    By Tax Prep by Deb, February 19
    • 15 replies
    • 506 views
    • 
    • BulldogTom
    • February 20

26. 1099C but person claims it was all paid

    By schirallicpa, February 19
    • 11 replies
    • 470 views
    • 
    • BTS
    • February 25

27. wife died in 21, but husband brings 1099-Int

    By schirallicpa, February 19
    • 6 replies
    • 302 views
    • 
    • schirallicpa
    • February 20

28. PTET

    By KATHERINE, February 19
    • 4 replies
    • 200 views
    • 
    • KATHERINE
    • February 19

29. 1099R and code 1M - taxable or not?

    By WITAXLADY, February 19
    • 1 reply
    • 223 views
    • 
    • BrewOne
    • February 19

30. HOUSEHOLD HELP

    By TAXMAN, February 19
    • 6 replies
    • 3.2k views
    • 
    • Lee B
    • February 20

31. Filed single though married in 2022

    By Margaret CPA in OH, February 18
    • 8 replies
    • 371 views
    • 
    • Pacun
    • February 24

32. MO return and dependent

    By Marie, February 18
    • 0 replies
    • 97 views
    • 
    • Marie
    • February 18

33. Efile Error

    By Christian, February 17
    • 1 reply
    • 175 views
    • 
    • Christian
    • February 17

34. Basis of stock purchased through ESOP

    By Patrick Michael, February 17
    • 3 replies
    • 216 views
    • 
    • Catherine
    • February 19

35. Simple IRA

    By Tracy Lee, February 17
    • 9 replies
    • 325 views
    • 
    • DANRVAN
    • February 17

36. Dependent Child

    By Christian, February 16
    • 4 replies
    • 214 views
    • 
    • Christian
    • February 17

37. Sole proprietor deceased and no records found for business

    By NECPA in NEBRASKA, February 16
    • 12 replies
    • 408 views
    • 
    • WITAXLADY
    • February 19

38. Are Donations To Cemetery Tax Deductible?

    By gfizer, February 16
    • 8 replies
    • 394 views
    • 
    • gfizer
    • February 24

39. SSA-1099 Question

    By artp, February 15
    • 5 replies
    • 386 views
    • 
    • mcb39
    • February 19

40. form 8962

    By Marie, February 15
    • 2 replies
    • 185 views
    • 
    • Marie
    • February 16

41. Foster Care Question

    By Lee B, February 14
    • 8 replies
    • 240 views
    • 
    • Medlin Software, Dennis
    • February 14

42. Who claims this dependent?

    By Patti in Upstate NY, February 13
    • 20 replies
    • 633 views
    • 
    • Patti in Upstate NY
    • February 16

43. Depletion and other expenses

    By Lisa Ann Strobel, February 13
    • 1 reply
    • 136 views
    • 
    • BrewOne
    • February 13

44. W-4 issues 1 2

    By artp, February 12
    • 25 replies
    • 1.4k views
    • 
    • Lee B
    • February 15

45. Guaranteed Payments - QBI

    By Corduroy Frog, February 12
    • 3 replies
    • 232 views
    • 
    • Lee B
    • February 12

46. Married but living in separate states part year

    By Margaret CPA in OH, February 12
    • 11 replies
    • 293 views
    • 
    • Margaret CPA in OH
    • February 15

47. N/T sort of - laughing at myself

    By jklcpa, February 12
    • 8 replies
    • 416 views
    • 
    • Randall
    • February 14

48. Program Taking 3 Minutes to Open

    By Bobconan, February 11
    • 1 reply
    • 173 views
    • 
    • Abby Normal
    • February 11

49. AOC

    By Patrick Michael, February 10
    • 5 replies
    • 686 views
    • 
    • kathyc2
    • February 11

50. Windows 11 Shutting Down (Solved)

    By Abby Normal, February 10
    • 1 reply
    • 180 views
    • 
    • mcb39
    • February 10

51. SE tax on clergy 401K contributions

    By artp, February 10
    • 1 reply
    • 130 views
    • 
    • mcb39
    • February 10

52. What do you do when you have 5 box 12 entries for a W2?

    By BulldogTom, February 10
    • 5 replies
    • 793 views
    • 
    • Abby Normal
    • February 10

53. Long Term Care Services: Opinions

    By mcb39, February 9
    • 8 replies
    • 927 views
    • 
    • BrewOne
    • February 10

54. Iowa PTE-C

    By Max, February 9
    • 0 replies
    • 667 views
    • 
    • Max
    • February 9

55. MN WFC/CTC

    By JackieCPA, February 9
    • 1 reply
    • 120 views
    • 
    • Lion EA
    • February 9

56. Additional Child Tax Credit

    By Corduroy Frog, February 9
    • 4 replies
    • 729 views
    • 
    • BulldogTom
    • February 9

57. Sch A Form 8936 reject

    By mclsatx, February 8
    • 3 replies
    • 698 views
    • 
    • mclsatx
    • February 12

58. IRA withdrawal for land to build house on

    By schirallicpa, February 8
    • 1 reply
    • 137 views
    • 
    • Lee B
    • February 8

59. Unmarried Couple

    By Christian, February 8
    • 9 replies
    • 326 views
    • 
    • GLGACCT
    • February 9

60. Student Education Expense

    By JohnH, February 8
    • 9 replies
    • 3.7k views
    • 
    • TexTaxToo
    • February 9

61. Social Security on Fiduciary Return?

    By Gail in Virginia, February 7
    • 5 replies
    • 219 views
    • 
    • DANRVAN
    • February 8

62. MFJ PY OH, 2 Singles, different states in 2023

    By Margaret CPA in OH, February 7
    • 4 replies
    • 163 views
    • 
    • kathyc2
    • February 8

63. Does anyone use ATX payroll and file 941s?

    By schirallicpa, February 7
    • 3 replies
    • 200 views
    • 
    • schirallicpa
    • February 8

64. Can Taxpayer Deduct Startup Expenses for a new business in this situation?

    By ETax847, February 7
    • 3 replies
    • 204 views
    • 
    • Abby Normal
    • February 8

65. Cash Surrender of Life Insurance

    By BulldogTom, February 6
    • 19 replies
    • 2.2k views
    • 
    • jasdlm
    • February 9

66. 1099 R Code K7 1 2

    By Terry D EA, February 6
    • 27 replies
    • 27.3k views
    • 
    • JohnH
    • February 24

67. Wendy's Is Giving Away Free Hamburgers—Here's How To Claim Yours

    By Elrod, February 6
    • 2 replies
    • 982 views
    • 
    • Catherine
    • February 8

68. Ohio IT-1040ES

    By MaryNoe, February 6
    • 2 replies
    • 236 views
    • 
    • MaryNoe
    • February 15

69. FinCEN BOIR

    By Randall, February 6
    • 9 replies
    • 320 views
    • 
    • Lee B
    • February 7

70. ATX BACKUPS

    By TAXMAN, February 6
    • 2 replies
    • 3.6k views
    • 
    • mcb39
    • February 6

71. ATX - is there an ATX WI error?

    By WITAXLADY, February 6
    • 1 reply
    • 408 views
    • 
    • Jill K
    • February 7

72. Expiring ITIN for this tax season

    By Pacun, February 5
    • 1 reply
    • 121 views
    • 
    • Lee B
    • February 5

73. Wolters Kluwer phishing email

    By GLJEANNE, February 5
    • 8 replies
    • 1.2k views
    • 
    • Patrick Michael
    • February 9

74. Client Tax Refund

    By Christian, February 4
    • 7 replies
    • 3.9k views
    • 
    • Lee B
    • February 6

75. THE k-3 on the partnership return

    By Marie, February 4
    • 4 replies
    • 196 views
    • 
    • Marie
    • February 5

76. Statue of Limitations Denied due to Tax Preparer Fraud

    By Lee B, February 4
    • 1 reply
    • 154 views
    • 
    • BrewOne
    • February 4

77. GA/SC state returns

    By Eli, February 3
    • 1 reply
    • 144 views
    • 
    • Eli
    • February 4

78. MFS Scheme

    By Corduroy Frog, February 3
    • 10 replies
    • 320 views
    • 
    • Lion EA
    • February 4

79. Subject to S/E tax?

    By Dave T, February 2
    • 5 replies
    • 351 views
    • 
    • mcb39
    • February 5

80. Can Ministers Income be reported on W2 without filing Forms 941?

    By gfizer, February 2
    • 7 replies
    • 349 views
    • 
    • schirallicpa
    • February 7

81. MN Returns being rejected

    By GLJEANNE, February 2
    • 0 replies
    • 95 views
    • 
    • GLJEANNE
    • February 2

82. Tax Due On Third Party Payer Sales

    By Christian, February 1
    • 5 replies
    • 192 views
    • 
    • BrewOne
    • February 2

83. Foreign partner

    By BobH, January 31
    • 0 replies
    • 1.4k views
    • 
    • BobH
    • January 31

84. Verifyle - I created a new contact but Verifyle changed the name of the contact

    By TerryA, January 31
    • 3 replies
    • 641 views
    • 
    • Catherine
    • January 31

85. 1099 person but 941s filed. 1 2

    By schirallicpa, January 31
    • 28 replies
    • 4k views
    • 
    • Medlin Software, Dennis
    • February 2

86. Form 1065, page 6 - Active General Partners

    By Kellan, January 31
    • 0 replies
    • 117 views
    • 
    • Kellan
    • January 31

87. Phone technology- nt

    By kathyc2, January 31
    • 12 replies
    • 341 views
    • 
    • mcb39
    • February 3

88. Ohio efile issue

    By Tami Steele, January 31
    • 4 replies
    • 173 views
    • 
    • Randall
    • January 31

89. Can I automatically have eng letter open in returns

    By schirallicpa, January 30
    • 0 replies
    • 142 views
    • 
    • schirallicpa
    • January 30

90. Phishing Emails

    By Patrick Michael, January 30
    • 11 replies
    • 3.4k views
    • 
    • Catherine
    • February 1

91. Good Help Hard to Find

    By Patrick Michael, January 29
    • 5 replies
    • 833 views
    • 
    • Patrick Michael
    • January 30

92. Is there a way to convert HEIC files to Adobe PDF?

    By BulldogTom, January 29
    • 13 replies
    • 462 views
    • 
    • Catherine
    • February 2

93. Direct Deposit for my grown son?

    By Lion EA, January 29
    • 9 replies
    • 296 views
    • 
    • Catherine
    • January 29

94. ATX Facebook group

    By HV Ken, January 29
    • 4 replies
    • 261 views
    • 
    • jklcpa
    • January 30

95. estate tax deduction - or not?

    By Catherine, January 28
    • 12 replies
    • 401 views
    • 
    • Catherine
    • February 2

96. Husband and wife LLC

    By BobH, January 28
    • 15 replies
    • 1.5k views
    • 
    • mcb39
    • February 10

97. IRS Direct File limitations

    By Sara EA, January 28
    • 6 replies
    • 314 views
    • 
    • mcb39
    • January 29

98. Partnership Ends before filing

    By mcb39, January 27
    • 4 replies
    • 161 views
    • 
    • DANRVAN
    • January 27

99. If IRS cannot answer your call to fix your ID.ME login, can they still penalize you?

    By Ringers, January 27
    • 10 replies
    • 474 views
    • 
    • Lee B
    • January 31

100. w-2 wages/paycheck help please - specialist please

     By WITAXLADY, January 26
     • 10 replies
     • 374 views
     • 
     • Medlin Software, Dennis
     • January 31