General Chat

23,932 topics in this forum

1. State Returns - Hold or Release?

   By gfizer, April 15, 2014
   • 20 replies
   • 3k views
   • 
   • Lion EA
   • April 17, 2014

2. 1099-R Code J

   By Yardley CPA, March 12, 2021
   • 2 replies
   • 3k views
   • 
   • Yardley CPA
   • March 12, 2021

3. Client dies; beneficiary doesn't notify financial institution holding IRA

   By orygun, February 25, 2016
   • 17 replies
   • 3k views
   • 
   • Catherine
   • February 28, 2016

4. Updating Direct Deposit Info with IRS

   By gfizer, February 10, 2021
   • 22 replies
   • 3k views
   • 
   • Abby Normal
   • February 12, 2021

5. Interesting Rental Situaton

   By Janitor Bob, March 6, 2013
   • 20 replies
   • 3k views
   • 
   • joanmcq
   • March 8, 2013

6. Filed MFJ but never married

   By Pacun, July 26, 2010
   • 5 replies
   • 3k views
   • 
   • jainen
   • August 7, 2010

7. Client Screaming At Me

   By jasdlm, March 3, 2010
   • 18 replies
   • 3k views
   • 
   • jasdlm
   • March 4, 2010

8. Substitute W-2

   By Pacun, March 8, 2011
   • 4 replies
   • 3k views
   • 
   • Gloria
   • March 10, 2011

9. 0 Tax Returns Completed Thus Far

   By ETax847, January 23, 2018
   • 21 replies
   • 3k views
   • 
   • jklcpa
   • January 27, 2018

10. Pampered Chef...any tips?

    By MN2V, January 19, 2012   

    • FED
    • 7 replies
    • 3k views
    • 
    • joanmcq
    • January 21, 2012

11. Grantor type trust 1041

    By JJStephens, April 15, 2008
    • 6 replies
    • 3k views
    • 
    • JJStephens
    • April 15, 2008

12. FORM 2553 FAX # CHANGE

    By Lee B, November 23, 2015
    • 0 replies
    • 3k views
    • 
    • Lee B
    • November 23, 2015

13. DCN NUMBERS

    By TAXMAN, February 5, 2011
    • 3 replies
    • 3k views
    • 
    • kcjenkins
    • February 5, 2011

14. 529 Contribution

    By joans, March 30, 2009
    • 10 replies
    • 3k views
    • 
    • cred65
    • March 30, 2009

15. Cell Towers

    By Edsel, October 22, 2017
    • 14 replies
    • 3k views
    • 
    • Edsel
    • October 24, 2017

16. Loss in annuity then distribution

    By cientax, February 3, 2009
    • 7 replies
    • 3k views
    • 
    • Joel
    • February 6, 2009

17. Undo S Corp Election

    By David, June 14, 2018
    • 7 replies
    • 3k views
    • 
    • David
    • June 19, 2018

18. EFILE SCHEDULE A

    By TAXMAN, January 28, 2011
    • 7 replies
    • 3k views
    • 
    • Jack from Ohio
    • January 29, 2011

19. Filing New York State Individual Tax Return

    By Yardley CPA, March 15, 2011
    • 5 replies
    • 3k views
    • 
    • TAXBILLY
    • March 16, 2011

20. Sch F or Form 4835?

    By MJG CPA, February 28, 2008
    • 4 replies
    • 3k views
    • 
    • MJG CPA
    • February 28, 2008

21. NT Technology charge

    By NECPA in NEBRASKA, January 25, 2024
    • 10 replies
    • 3k views
    • 
    • NECPA in NEBRASKA
    • January 29, 2024

22. Emailing Copies of Returns - PDF Encryption Issues

    By Yardley CPA, March 16, 2013
    • 7 replies
    • 3k views
    • 
    • Yardley CPA
    • March 16, 2013

23. Paperless filing

    By ILLMAS, February 11, 2011
    • 11 replies
    • 3k views
    • 
    • Randall
    • February 13, 2011

24. State Tax Returns - Yes or No?

    By SunTaxMan, March 19, 2012
    • 8 replies
    • 3k views
    • 
    • OldJack
    • March 21, 2012

25. SFS Bank Technology Fee

    By Chowdahead, January 15, 2010
    • 4 replies
    • 3k views
    • 
    • mlinder42
    • January 16, 2010

26. Why do you use "this" software?

    By Pacun, January 24, 2014
    • 15 replies
    • 3k views
    • 
    • Terry D EA
    • January 29, 2014

27. Discharge of Indebtedness

    By Jake, October 1, 2007
    • 5 replies
    • 3k views
    • 
    • fredazcpa
    • October 4, 2007

28. EIC rejection, knew it was coming

    By ILLMAS, March 24, 2014
    • 8 replies
    • 3k views
    • 
    • KINGCHUCK1971
    • March 24, 2014

29. NT - Printer Ink

    By Diane, March 16, 2009
    • 8 replies
    • 3k views
    • 
    • pcmcpa
    • March 18, 2009

30. New "opt-in" requirements for info sharing

    By Kea, January 2, 2009
    • 11 replies
    • 3k views
    • 
    • Lucho
    • January 8, 2009

31. Learned a valuable efile lesson!

    By HV Ken, April 11, 2014
    • 19 replies
    • 3k views
    • 
    • joanmcq
    • April 13, 2014

32. INSTALLING STATES

    By SUE A., January 29, 2008
    • 10 replies
    • 3k views
    • 
    • SUE A.
    • January 30, 2008

33. Prepaying for Tax Software - Any Attitude Changes?

    By JohnH, February 15, 2013
    • 19 replies
    • 3k views
    • 
    • B. Jani
    • February 16, 2013

34. W-2G

    By Sandy, February 6, 2008
    • 9 replies
    • 3k views
    • 
    • Sandy
    • February 6, 2008

35. To all Mass preparers

    By kcjenkins, March 24, 2014
    • 22 replies
    • 3k views
    • 
    • Catherine
    • July 3, 2014

36. quickbooks for payroll

    By grandmabee, January 24, 2013
    • 9 replies
    • 3k views
    • 
    • Lion EA
    • January 25, 2013

37. filed pursuant to rev. proc. 2003-43

    By ILLMAS, November 10, 2011
    • 1 reply
    • 3k views
    • 
    • jainen
    • November 17, 2011

38. NT - Washington DC - anything I should see on Vacation?

    By BulldogTom, May 23, 2014
    • 23 replies
    • 3k views
    • 
    • Lion EA
    • June 9, 2014

39. NT-The Problem WIth Airline Security

    By JohnH, December 30, 2009
    • 18 replies
    • 3k views
    • 
    • JohnH
    • January 7, 2010

40. mismatch: 1098-T and 1099-Q

    By Catherine, March 22, 2016
    • 10 replies
    • 3k views
    • 
    • Catherine
    • March 23, 2016

41. Frustration with client jpeg data files 1 2

    By artp, April 11, 2023
    • 28 replies
    • 3k views
    • 
    • Slippery Pencil
    • April 17, 2023

42. Non taxable gifts to family

    By GeorgeM, August 17, 2011
    • 3 replies
    • 3k views
    • 
    • Lion EA
    • August 17, 2011

43. I have a tax question: W-8BEN

    By Eric, July 13, 2015
    • 9 replies
    • 3k views
    • 
    • kcjenkins
    • July 14, 2015

44. Increased Medicare Deduction on 2010 Social Security

    By SFBOB, December 22, 2009
    • 4 replies
    • 3k views
    • 
    • Gail in Virginia
    • December 23, 2009

45. Form 8283

    By Burke, May 1, 2018
    • 13 replies
    • 3k views
    • 
    • Abby Normal
    • May 3, 2018

46. clergy and church

    By TAXMAN, May 26, 2015
    • 11 replies
    • 3k views
    • 
    • Lion EA
    • June 19, 2015

47. One of them is lying . . .

    By SFA, March 25, 2017
    • 15 replies
    • 3k views
    • 
    • DANRVAN
    • March 27, 2017

48. ...so... I will put down $10 for each account...

    By Hahn1040, March 19, 2018
    • 22 replies
    • 3k views
    • 
    • RitaB
    • March 21, 2018

49. Emails with Client

    By bay, January 2, 2008
    • 9 replies
    • 3k views
    • 
    • JohnH
    • August 11, 2010

50. Quickbooks questions

    By cientax, May 14, 2008
    • 10 replies
    • 3k views
    • 
    • joelgilb
    • May 17, 2008

51. Stimulus: Senates Housing Hopes

    By mcb39, February 2, 2009
    • 15 replies
    • 3k views
    • 
    • KEYWEST_RICKS
    • February 6, 2009

52. Return filed opposed to extended

    By jshtax, April 28, 2014
    • 21 replies
    • 3k views
    • 
    • JohnH
    • April 29, 2014

53. Do your clients split their refund into multiple deposits>

    By kcjenkins, November 16, 2012
    • 12 replies
    • 3k views
    • 
    • JohnH
    • November 19, 2012

54. Is it always subject to SE tax?

    By BHoffman, March 26, 2016
    • 11 replies
    • 2.9k views
    • 
    • Richcpaman
    • March 27, 2016

55. VOTE.....

    By Elrod, November 8, 2016
    • 20 replies
    • 2.9k views
    • 
    • BHoffman
    • November 11, 2016

56. Virginia Lottery Winnings

    By Burke, February 17, 2008
    • 5 replies
    • 2.9k views
    • 
    • kcjenkins
    • February 19, 2008

57. Payer Pull Down in ATX

    By RitaB, January 14, 2011
    • 8 replies
    • 2.9k views
    • 
    • Chowdahead
    • January 19, 2011

58. Delays and Stockpiling.

    By Jack from Ohio, January 11, 2013
    • 17 replies
    • 2.9k views
    • 
    • jainen
    • January 14, 2013

59. Fixed Asset Worksheet

    By MAMalody, January 29, 2014
    • 10 replies
    • 2.9k views
    • 
    • Pacun
    • April 1, 2014

60. How Much Was My 2008 Stimulus Payment Site not available?

    By Jack from Ohio, February 8, 2009
    • 16 replies
    • 2.9k views
    • 
    • Virtual Managed Solutions
    • February 9, 2009

61. EVERYONE FREEZE - don't touch that 3115 yet

    By michaelmars, January 17, 2015
    • 10 replies
    • 2.9k views
    • 
    • jshtax
    • January 21, 2015

62. Depreciation Question

    By Dan, January 9, 2014
    • 10 replies
    • 2.9k views
    • 
    • Tax Prep by Deb
    • January 9, 2014

63. Free Advice-Just Another Vent 1 2

    By MsTabbyKats, September 4, 2013
    • 25 replies
    • 2.9k views
    • 
    • MsTabbyKats
    • September 12, 2013

64. Laugh of the Day

    By kcjenkins, September 6, 2013
    • 23 replies
    • 2.9k views
    • 
    • Catherine
    • September 13, 2013

65. To Ohio Practitioners

    By Booger, April 17, 2008
    • 10 replies
    • 2.9k views
    • 
    • Booger
    • April 21, 2008

66. 1099R entry for charitable contribution

    By Margaret CPA in OH, January 26, 2017
    • 3 replies
    • 2.9k views
    • 
    • JMovichEA
    • January 27, 2017

67. SAME TIME DATA BACK UP 1 2

    By KATHERINE, January 24, 2022
    • 29 replies
    • 2.9k views
    • 
    • Lion EA
    • January 28, 2022

68. Sales tax on the ATX product - robbing you with a pen?

    By STYLJ248, October 23, 2015
    • 23 replies
    • 2.9k views
    • 
    • Jack from Ohio
    • October 27, 2015

69. First time homebuyer Credit - Do you have to take it all?

    By BulldogTom, February 11, 2009
    • 17 replies
    • 2.9k views
    • 
    • JohnH
    • February 14, 2009

70. Child Tax Credit - Citizen Living Abroad

    By Yardley CPA, March 2, 2015
    • 3 replies
    • 2.9k views
    • 
    • Yardley CPA
    • March 2, 2015

71. IRA Rollover

    By Terry D EA, February 27, 2016
    • 15 replies
    • 2.9k views
    • 
    • Terry D EA
    • February 27, 2016

72. Any Clue?

    By Teri2414, February 6, 2011
    • 8 replies
    • 2.9k views
    • 
    • wendybooth
    • February 9, 2011

73. Would new windows & siding on a rental property qualify as Section 179 Property?

    By TAG, October 16, 2013
    • 6 replies
    • 2.9k views
    • 
    • jshtax
    • October 17, 2013

74. Conversion Issue

    By jmallard, January 15, 2010
    • 6 replies
    • 2.9k views
    • 
    • carolynm
    • January 16, 2010

75. Long Term Marriages

    By chief, May 21, 2010
    • 11 replies
    • 2.9k views
    • 
    • jainen
    • May 31, 2010

76. Help with what fee to charge

    By Janitor Bob, February 25, 2009
    • 22 replies
    • 2.9k views
    • 
    • Cathy
    • February 28, 2009

77. Driver license for e-filing

    By GeneInAlabama, April 8, 2016
    • 7 replies
    • 2.9k views
    • 
    • GeneInAlabama
    • April 10, 2016

78. Disposition of S Corp interest and passive loss carryforward

    By David, January 2, 2017
    • 17 replies
    • 2.9k views
    • 
    • DANRVAN
    • January 3, 2017

79. NT - Sad news here

    By Jack from Ohio, March 28, 2015
    • 22 replies
    • 2.9k views
    • 
    • Lion EA
    • March 30, 2015

80. The Countdown

    By jasdlm, March 25, 2010
    • 15 replies
    • 2.9k views
    • 
    • jasdlm
    • March 28, 2010

81. Sale of a farm's personal residence and adjacent land

    By Dan, November 23, 2014
    • 10 replies
    • 2.9k views
    • 
    • DANRVAN
    • December 2, 2014

82. Document Manager

    By robpeterson, October 6, 2009
    • 10 replies
    • 2.9k views
    • 
    • Bob Hoffman
    • October 11, 2009

83. 1040 Office Program

    By Lucho, January 6, 2008
    • 11 replies
    • 2.9k views
    • 
    • lsowers
    • January 7, 2008

84. Can you e-file a return after 10/15?

    By JackieCPA, October 14, 2020
    • 9 replies
    • 2.9k views
    • 
    • Lion EA
    • October 15, 2020

85. Tax Form for Economic Rebate

    By TonyP, March 4, 2008
    • 13 replies
    • 2.9k views
    • 
    • MontanaEA
    • March 4, 2008

86. Estimated tax payments

    By Lily, April 29, 2019
    • 5 replies
    • 2.9k views
    • 
    • FDNY
    • April 29, 2019

87. I'm reminded of our value 1 2

    By mcbreck, March 26, 2022
    • 35 replies
    • 2.9k views
    • 
    • mcbreck
    • April 5, 2022

88. No box for "JOINT" option on Sch C this year?

    By Lucho, April 11, 2009
    • 17 replies
    • 2.9k views
    • 
    • David1980
    • April 14, 2009

89. Day Trader

    By MargaretMort, March 12, 2008
    • 9 replies
    • 2.9k views
    • 
    • MargaretMort
    • March 15, 2008

90. SSA WAGE FILE UPLOAD 1 2

    By Lee B, December 29, 2021
    • 30 replies
    • 2.9k views
    • 
    • Lee B
    • February 3, 2022

91. Disgusted II, but now a bit worried ;~(

    By Denne, January 14, 2010
    • 16 replies
    • 2.9k views
    • 
    • Denne
    • January 15, 2010

92. EFTPS online, now working?

    By ILLMAS, January 10, 2011
    • 5 replies
    • 2.9k views
    • 
    • GeneInAlabama
    • January 12, 2011

93. Time To Retire

    By TAXBILLY, June 21, 2011
    • 6 replies
    • 2.9k views
    • 
    • mcb39
    • June 23, 2011

94. 1099-LTC in ATX

    By Margaret CPA in OH, February 21, 2008
    • 2 replies
    • 2.9k views
    • 
    • Margaret CPA in OH
    • February 22, 2008

95. Suspended Losses Reporting

    By cpabsd, October 11, 2007
    • 3 replies
    • 2.9k views
    • 
    • OldJack
    • October 16, 2007

96. Upgrading our server from Windows 7 to Windows 10

    By Teresa K, November 7, 2019
    • 16 replies
    • 2.9k views
    • 
    • Pacun
    • November 9, 2019

97. Dependent Dispute

    By Philip1117, January 5, 2008
    • 10 replies
    • 2.9k views
    • 
    • rickart
    • January 9, 2008

98. Like Kind Exchange in Divorce

    By 10SorTAX, January 7, 2012
    • 3 replies
    • 2.9k views
    • 
    • jainen
    • January 7, 2012

99. NT - Be Thankful!

    By Virtual Managed Solutions, January 16, 2009
    • 18 replies
    • 2.9k views
    • 
    • Catherine
    • January 17, 2009

100. e-file end of season war stories

     By cred65, October 20, 2011
     • 7 replies
     • 2.9k views
     • 
     • Lion EA
     • October 24, 2011