General Chat

23,931 topics in this forum

1. 1099 K STATE REPORTING REQUIREMENTS

   By Lee B, November 17, 2020
   • 1 reply
   • 946 views
   • 
   • Max W
   • November 22, 2020

2. Anyone e-file today?

   By Margaret CPA in OH, November 18, 2020
   • 16 replies
   • 2.4k views
   • 
   • Max W
   • November 22, 2020

3. How many times can a client amend taxes to amend Filing Status?

   By giogis245, November 19, 2020
   • 5 replies
   • 1.6k views
   • 
   • mircpa
   • November 21, 2020

4. IRS e-File Shutdown for Individual Returns - November 21

   By jklcpa, November 13, 2020
   • 5 replies
   • 3.3k views
   • 
   • Lee B
   • November 20, 2020

5. Health Care (form 1095-A) Totally Confused

   By Terry D EA, November 10, 2020
   • 3 replies
   • 1.2k views
   • 
   • Terry D EA
   • November 20, 2020

6. Battery backup

   By joanmcq, November 18, 2020
   • 11 replies
   • 1.5k views
   • 
   • Abby Normal
   • November 19, 2020

7. PA sales tax question

   By schirallicpa, November 18, 2020
   • 0 replies
   • 577 views
   • 
   • schirallicpa
   • November 18, 2020

8. 2020 1040 draft & reconciling stimulus payment

   By Randall, November 17, 2020
   • 3 replies
   • 1.3k views
   • 
   • Gail in Virginia
   • November 18, 2020

9. 2020 Tax Planning - iFirm Client Portal?

   By giogis245, November 17, 2020
   • 4 replies
   • 985 views
   • 
   • Yardley CPA
   • November 18, 2020

10. Business Mileage

    By TaxmannEA, November 6, 2020
    • 18 replies
    • 2.5k views
    • 
    • Margaret CPA in OH
    • November 17, 2020

11. 2020 filing deadline extended like 2019 (hopefully not)

    By ILLMAS, November 16, 2020
    • 7 replies
    • 1.5k views
    • 
    • jklcpa
    • November 17, 2020

12. WIN 10 UPDATE QUESTION

    By Lee B, November 12, 2020
    • 6 replies
    • 1.2k views
    • 
    • Randall
    • November 16, 2020

13. E-file Form 990

    By JackieCPA, November 5, 2020
    • 4 replies
    • 1.2k views
    • 
    • JackieCPA
    • November 16, 2020

14. Covid-19 100k distribution re-invest reporting on 1040

    By Pacun, November 16, 2020
    • 2 replies
    • 668 views
    • 
    • jklcpa
    • November 16, 2020

15. 2016 - Husband filed MFS timely, wife has not filed return. Can we amend the husband's return?

    By JCPeters, November 10, 2020
    • 7 replies
    • 1.3k views
    • 
    • DANRVAN
    • November 14, 2020

16. OUTLOOK UPDATE SCAM

    By Lee B, November 13, 2020
    • 3 replies
    • 749 views
    • 
    • Catherine
    • November 13, 2020

17. S-Corporation Balance Sheet teaching tools

    By Catherine, November 13, 2020
    • 0 replies
    • 519 views
    • 
    • Catherine
    • November 13, 2020

18. 2016-2017 RETURN

    By TAXMAN, November 12, 2020
    • 1 reply
    • 716 views
    • 
    • ILLMAS
    • November 12, 2020

19. QUICKBOOKS help

    By TAXMAN, October 20, 2020
    • 18 replies
    • 2.6k views
    • 
    • Catherine
    • November 10, 2020

20. Excel Problems

    By Corduroy Frog, November 2, 2020
    • 15 replies
    • 2.4k views
    • 
    • grandmabee
    • November 8, 2020

21. Weird email spam experience

    By JohnH, November 6, 2020
    • 14 replies
    • 1.9k views
    • 
    • Possi
    • November 8, 2020

22. IRS Fax

    By ILLMAS, November 6, 2020
    • 0 replies
    • 529 views
    • 
    • ILLMAS
    • November 6, 2020

23. Grandparent's 529 Plan

    By Yardley CPA, November 3, 2020
    • 6 replies
    • 1.4k views
    • 
    • Medlin Software, Dennis
    • November 6, 2020

24. IRS BACKLOG

    By Lee B, October 11, 2020
    • 18 replies
    • 3.3k views
    • 
    • Abby Normal
    • November 3, 2020

25. Election Day deals...Bunch of free food and other things

    By Elrod, November 2, 2020
    • 0 replies
    • 764 views
    • 
    • Elrod
    • November 2, 2020

26. Non-tax-preparer question: Do I still qualify for the home office deduction?

    By Eric, October 30, 2020
    • 8 replies
    • 1.5k views
    • 
    • DANRVAN
    • October 31, 2020

27. Retired Tax Preparer Question

    By MsTabbyKats, October 30, 2020
    • 10 replies
    • 1.5k views
    • 
    • MsTabbyKats
    • October 31, 2020

28. Missouri Question

    By Corduroy Frog, October 30, 2020
    • 3 replies
    • 1k views
    • 
    • Corduroy Frog
    • October 31, 2020

29. Disaster for extending filing time

    By grandmabee, October 29, 2020
    • 3 replies
    • 781 views
    • 
    • Lee B
    • October 29, 2020

30. Stipends - DeMinimus or Taxable?

    By Corduroy Frog, October 25, 2020
    • 17 replies
    • 2.4k views
    • 
    • JohnH
    • October 29, 2020

31. Charitable Gift Annuity

    By Catherine, October 27, 2020
    • 5 replies
    • 1.1k views
    • 
    • Margaret CPA in OH
    • October 28, 2020

32. Free food alert:

    By Elrod, October 28, 2020
    • 0 replies
    • 612 views
    • 
    • Elrod
    • October 28, 2020

33. form 2210 line 8, Maximum required annual payment based on prior year’s tax

    By cl2019, October 26, 2020
    • 3 replies
    • 1.4k views
    • 
    • cl2019
    • October 27, 2020

34. How to solve UUMS-MFA-Registered Device error?

    By Rezan Michael, October 27, 2020
    • 0 replies
    • 852 views
    • 
    • Rezan Michael
    • October 27, 2020

35. Cash basis but not $$ to cover payroll

    By ILLMAS, October 23, 2020
    • 6 replies
    • 1.2k views
    • 
    • Max W
    • October 25, 2020

36. DC D 30

    By jasdlm, March 27, 2019
    • 3 replies
    • 1.8k views
    • 
    • Abby Normal
    • October 24, 2020

37. NT - Footnote disclosures on audited financials

    By BulldogTom, October 10, 2020
    • 21 replies
    • 2.8k views
    • 
    • Medlin Software, Dennis
    • October 23, 2020

38. I cannot log into MYATX.....AGAIN!

    By schirallicpa, October 21, 2020
    • 3 replies
    • 2.9k views
    • 
    • Abby Normal
    • October 22, 2020

39. Forced to include 8867 on self-prepared return

    By Robin Morris, October 22, 2020
    • 2 replies
    • 926 views
    • 
    • Robin Morris
    • October 22, 2020

40. Signature Authority

    By Corduroy Frog, October 20, 2020
    • 5 replies
    • 1.3k views
    • 
    • Max W
    • October 20, 2020

41. Flexible Spending - Dependent Care

    By Yardley CPA, October 16, 2020
    • 7 replies
    • 1.2k views
    • 
    • Pacun
    • October 20, 2020

42. ATX Server 2019 won't start!

    By cameronst1, June 7, 2020
    • 1 reply
    • 3.2k views
    • 
    • Pacun
    • October 19, 2020

43. keep getting error - attempt to connect to server

    By schirallicpa, January 14, 2020
    • 6 replies
    • 2.2k views
    • 
    • Pacun
    • October 19, 2020

44. anyone using a Brother DCP-L5500DN Laser All in one

    By BulldogTom, October 17, 2020
    • 3 replies
    • 939 views
    • 
    • Abby Normal
    • October 19, 2020

45. foreign capital gain adjustments and foreign tax credit

    By cl2019, October 19, 2020
    • 2 replies
    • 945 views
    • 
    • cl2019
    • October 19, 2020

46. WE LIVED!

    By Catherine, October 16, 2020
    • 5 replies
    • 1.3k views
    • 
    • Medlin Software, Dennis
    • October 19, 2020

47. why can't we have a voucher payment for the 1120

    By schirallicpa, October 15, 2020
    • 7 replies
    • 1.3k views
    • 
    • schirallicpa
    • October 16, 2020

48. cannot efile

    By WITAXLADY, October 16, 2020
    • 2 replies
    • 809 views
    • 
    • Abby Normal
    • October 16, 2020

49. California Wildfire Disaster Relief (Ambiguous Statement)

    By Max W, October 15, 2020
    • 2 replies
    • 1k views
    • 
    • Max W
    • October 15, 2020

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

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

51. PTIN Renewal Notice

    By ETax847, October 12, 2020
    • 13 replies
    • 2.2k views
    • 
    • Lion EA
    • October 14, 2020

52. Health insurance penalty (amending 2018)

    By ILLMAS, October 12, 2020
    • 2 replies
    • 705 views
    • 
    • ILLMAS
    • October 13, 2020

53. How to Process Sale of Rental Property in ATX?

    By ETax847, October 13, 2020
    • 2 replies
    • 1k views
    • 
    • ETax847
    • October 13, 2020

54. 6252

    By grandmabee, October 11, 2020
    • 2 replies
    • 876 views
    • 
    • Catherine
    • October 13, 2020

55. Roth IRA, business loss, MFS

    By Catherine, October 9, 2020
    • 4 replies
    • 904 views
    • 
    • Catherine
    • October 13, 2020

56. fixed assets

    By CCB 59, October 10, 2020
    • 3 replies
    • 1.1k views
    • 
    • BLACK BART
    • October 12, 2020

57. OID

    By Lion EA, October 12, 2020
    • 2 replies
    • 1.3k views
    • 
    • Lion EA
    • October 12, 2020

58. How do you pull a report in ATX that includes the spouse's SSN?

    By Teresa K, October 12, 2020
    • 0 replies
    • 553 views
    • 
    • Teresa K
    • October 12, 2020

59. Turn off

    By TAXMAN, October 10, 2020
    • 4 replies
    • 964 views
    • 
    • Lion EA
    • October 10, 2020

60. Unsolicited opinion 1 2

    By Margaret CPA in OH, September 30, 2020
    • 27 replies
    • 5.2k views
    • 
    • Lion EA
    • October 9, 2020

61. Can I still efile 2016?

    By joanmcq, October 9, 2020
    • 2 replies
    • 684 views
    • 
    • Abby Normal
    • October 9, 2020

62. Escrow payments by buyer

    By Max W, October 7, 2020
    • 8 replies
    • 1.3k views
    • 
    • Abby Normal
    • October 9, 2020

63. A third different 941 for 2020

    By Medlin Software, Dennis, October 1, 2020
    • 6 replies
    • 1.3k views
    • 
    • Catherine
    • October 9, 2020

64. Tracking Paper Filed Return

    By Gail in Virginia, September 12, 2020
    • 22 replies
    • 2.5k views
    • 
    • joanmcq
    • October 9, 2020

65. 990N for missed prior year

    By schirallicpa, October 7, 2020
    • 4 replies
    • 980 views
    • 
    • schirallicpa
    • October 8, 2020

66. Import from Dropbox, losing extensions

    By WITAXLADY, October 3, 2020
    • 4 replies
    • 1.2k views
    • 
    • Abby Normal
    • October 8, 2020

67. S Corp Sold on an Accrual Basis

    By 1464940, October 7, 2020
    • 2 replies
    • 758 views
    • 
    • Corduroy Frog
    • October 8, 2020

68. Tax Practitioner Priority Service Line Issues

    By ETax847, October 2, 2020
    • 4 replies
    • 1.5k views
    • 
    • Max W
    • October 7, 2020

69. RMD

    By peggysioux5, October 6, 2020
    • 1 reply
    • 646 views
    • 
    • Lee B
    • October 6, 2020

70. Reporting Wash Sales Correctly

    By Matthew in the PNW, September 30, 2020
    • 9 replies
    • 3.9k views
    • 
    • Matthew in the PNW
    • October 3, 2020

71. Software to Gather, Assemble, and Deliver Tax Docs

    By Patrick Michael, September 24, 2020
    • 7 replies
    • 1.4k views
    • 
    • Tax Prep by Deb
    • October 2, 2020

72. M-2 "Allow distributions to go in excess of AAA" ???

    By mli, September 13, 2020
    • 10 replies
    • 3.7k views
    • 
    • Abby Normal
    • October 2, 2020

73. Question for Verifyle Users

    By Patrick Michael, September 27, 2020
    • 4 replies
    • 1.3k views
    • 
    • WITAXLADY
    • October 2, 2020

74. IRS loss (transferring to a new owner)

    By ILLMAS, September 29, 2020
    • 8 replies
    • 1.6k views
    • 
    • DANRVAN
    • October 2, 2020

75. Need Windows10 Media Player help.

    By Jack from Ohio, October 1, 2020
    • 1 reply
    • 618 views
    • 
    • ILLMAS
    • October 1, 2020

76. laptop suggestion for struggling client

    By DANRVAN, September 25, 2020
    • 8 replies
    • 1.4k views
    • 
    • Jack from Ohio
    • October 1, 2020

77. ATX Portal

    By grandmabee, September 22, 2020
    • 4 replies
    • 1.3k views
    • 
    • Jack from Ohio
    • October 1, 2020

78. Payment plan (missed payments)

    By ILLMAS, September 25, 2020
    • 2 replies
    • 986 views
    • 
    • Max W
    • October 1, 2020

79. Distributions from complex trust with only rental loss carryforwards

    By David, September 28, 2020
    • 4 replies
    • 1.3k views
    • 
    • DANRVAN
    • September 30, 2020

80. NR State laws for muni bond interest

    By Kea, September 29, 2020
    • 0 replies
    • 649 views
    • 
    • Kea
    • September 29, 2020

81. ATX calculating credit for taxes paid to other states on MI nonresident return

    By Abby Normal, September 25, 2020
    • 5 replies
    • 1.4k views
    • 
    • Abby Normal
    • September 29, 2020

82. Sept. 29 National Coffee Day: How to get free coffee

    By Elrod, September 29, 2020
    • 0 replies
    • 541 views
    • 
    • Elrod
    • September 29, 2020

83. Weird message

    By Margaret CPA in OH, September 24, 2020
    • 7 replies
    • 1.5k views
    • 
    • Catherine
    • September 26, 2020

84. Going online (virtual business)

    By ILLMAS, September 22, 2020
    • 13 replies
    • 1.7k views
    • 
    • Lion EA
    • September 25, 2020

85. Name change on FEIN

    By TaxmannEA, September 22, 2020
    • 10 replies
    • 1.6k views
    • 
    • Jim Oh Bkkr
    • September 25, 2020

86. Ky Direct Debit for Tax Payment after July 15

    By Randall, September 24, 2020
    • 1 reply
    • 517 views
    • 
    • Randall
    • September 24, 2020

87. NEW YORK IT-225

    By Max W, September 15, 2020
    • 3 replies
    • 1k views
    • 
    • Max W
    • September 24, 2020

88. Two W2's, same employer

    By BobbiV, September 23, 2020
    • 7 replies
    • 4.7k views
    • 
    • Sara EA
    • September 24, 2020

89. validating an old EIN

    By Catherine, September 22, 2020
    • 6 replies
    • 1k views
    • 
    • jklcpa
    • September 23, 2020

90. e-signatures?

    By Catherine, September 21, 2020
    • 13 replies
    • 3.2k views
    • 
    • Lion EA
    • September 23, 2020

91. Applying overpayment

    By ILLMAS, September 22, 2020
    • 1 reply
    • 535 views
    • 
    • Max W
    • September 23, 2020

92. ATX Advanced Calculation Module

    By Yardley CPA, September 21, 2020
    • 2 replies
    • 1.3k views
    • 
    • Abby Normal
    • September 22, 2020

93. Stock Options and Tax Consequences

    By ETax847, September 15, 2020
    • 2 replies
    • 870 views
    • 
    • ETax847
    • September 22, 2020

94. Double dipping (I guess it's a good thing)

    By ILLMAS, September 18, 2020
    • 13 replies
    • 1.4k views
    • 
    • Lion EA
    • September 21, 2020

95. What Should I Do?

    By Patrick Michael, September 18, 2020
    • 8 replies
    • 1.3k views
    • 
    • Catherine
    • September 21, 2020

96. Certifying Agent for ITIN

    By Pacun, August 28, 2013
    • 7 replies
    • 2.4k views
    • 
    • ILLMAS
    • September 21, 2020

97. 941 form revision

    By Corduroy Frog, September 15, 2020
    • 2 replies
    • 782 views
    • 
    • Corduroy Frog
    • September 19, 2020

98. N/T - GOOGLE IT

    By BLACK BART, August 29, 2020
    • 7 replies
    • 1.7k views
    • 
    • BLACK BART
    • September 18, 2020

99. Phishing email

    By ILLMAS, September 17, 2020
    • 3 replies
    • 938 views
    • 
    • Sara EA
    • September 18, 2020

100. Sale/trade-in of delivery route (goodwill)

     By ILLMAS, September 14, 2020
     • 11 replies
     • 1.7k views
     • 
     • DANRVAN
     • September 15, 2020