General Chat

23,989 topics in this forum

1. Unsolicited opinion 1 2

   By Margaret CPA in OH, September 30, 2020
   • 27 replies
   • 5.4k views
   • 
   • Lion EA
   • October 9, 2020

2. NR State laws for muni bond interest

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

3. IRS loss (transferring to a new owner)

   By ILLMAS, September 29, 2020
   • 8 replies
   • 1.7k views
   • 
   • DANRVAN
   • October 2, 2020

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

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

5. Distributions from complex trust with only rental loss carryforwards

   By David, September 28, 2020
   • 4 replies
   • 1.4k views
   • 
   • DANRVAN
   • September 30, 2020

6. Question for Verifyle Users

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

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

   By Abby Normal, September 25, 2020
   • 5 replies
   • 1.5k views
   • 
   • Abby Normal
   • September 29, 2020

8. Payment plan (missed payments)

   By ILLMAS, September 25, 2020
   • 2 replies
   • 1.1k views
   • 
   • Max W
   • October 1, 2020

9. laptop suggestion for struggling client

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

10. Weird message

    By Margaret CPA in OH, September 24, 2020
    • 7 replies
    • 1.6k views
    • 
    • Catherine
    • September 26, 2020

11. Ky Direct Debit for Tax Payment after July 15

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

12. 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

13. Two W2's, same employer

    By BobbiV, September 23, 2020
    • 7 replies
    • 4.9k views
    • 
    • Sara EA
    • September 24, 2020

14. validating an old EIN

    By Catherine, September 22, 2020
    • 6 replies
    • 1.1k views
    • 
    • jklcpa
    • September 23, 2020

15. Applying overpayment

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

16. Name change on FEIN

    By TaxmannEA, September 22, 2020
    • 10 replies
    • 1.7k views
    • 
    • Jim Oh Bkkr
    • September 25, 2020

17. ATX Portal

    By grandmabee, September 22, 2020
    • 4 replies
    • 1.4k views
    • 
    • Jack from Ohio
    • October 1, 2020

18. Going online (virtual business)

    By ILLMAS, September 22, 2020
    • 13 replies
    • 1.8k views
    • 
    • Lion EA
    • September 25, 2020

19. ATX Advanced Calculation Module

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

20. e-signatures?

    By Catherine, September 21, 2020
    • 13 replies
    • 3.4k views
    • 
    • Lion EA
    • September 23, 2020

21. What Should I Do?

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

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

    By ILLMAS, September 18, 2020
    • 13 replies
    • 1.6k views
    • 
    • Lion EA
    • September 21, 2020

23. Phishing email

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

24. 941 form revision

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

25. Stock Options and Tax Consequences

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

26. NEW YORK IT-225

    By Max W, September 15, 2020
    • 3 replies
    • 1.1k views
    • 
    • Max W
    • September 24, 2020

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

    By ILLMAS, September 14, 2020
    • 11 replies
    • 1.8k views
    • 
    • DANRVAN
    • September 15, 2020

28. 351 statement

    By grandmabee, September 14, 2020
    • 6 replies
    • 1.8k views
    • 
    • grandmabee
    • September 15, 2020

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

    By mli, September 13, 2020
    • 10 replies
    • 3.9k views
    • 
    • Abby Normal
    • October 2, 2020

30. 1099Q entry in ATX

    By BulldogTom, September 13, 2020
    • 3 replies
    • 1.4k views
    • 
    • Lion EA
    • September 13, 2020

31. How to enter §1031 Exchange in ATX Fixed Assets

    By BulldogTom, September 13, 2020
    • 4 replies
    • 1.9k views
    • 
    • AlexK
    • March 7, 2022

32. Tracking Paper Filed Return

    By Gail in Virginia, September 12, 2020
    • 22 replies
    • 2.7k views
    • 
    • joanmcq
    • October 9, 2020

33. Concerning electing to capitalize costs & carrying charges

    By Corduroy Frog, September 12, 2020
    • 5 replies
    • 1.3k views
    • 
    • Corduroy Frog
    • September 14, 2020

34. No BS

    By ILLMAS, September 10, 2020
    • 15 replies
    • 2k views
    • 
    • DANRVAN
    • September 12, 2020

35. SEP Excess Contribution

    By Max W, September 9, 2020
    • 0 replies
    • 547 views
    • 
    • Max W
    • September 9, 2020

36. Private School Tuition

    By Christian, September 9, 2020
    • 6 replies
    • 1.3k views
    • 
    • Catherine
    • September 11, 2020

37. Missed an extension

    By ILLMAS, September 8, 2020
    • 1 reply
    • 676 views
    • 
    • ILLMAS
    • September 8, 2020

38. Employers and PRtax deferral

    By Corduroy Frog, September 8, 2020
    • 6 replies
    • 1k views
    • 
    • DANRVAN
    • September 12, 2020

39. New Charitable Deduction for Nonitemizers

    By Yardley CPA, September 8, 2020
    • 0 replies
    • 898 views
    • 
    • Yardley CPA
    • September 8, 2020

40. Form 3115 (What to charge)

    By Terry D EA, September 7, 2020
    • 4 replies
    • 1.3k views
    • 
    • DANRVAN
    • September 9, 2020

41. Where did they go??

    By Corduroy Frog, September 7, 2020
    • 8 replies
    • 1.4k views
    • 
    • Lion EA
    • September 10, 2020

42. How Many States???

    By Corduroy Frog, September 3, 2020
    • 2 replies
    • 893 views
    • 
    • Corduroy Frog
    • September 3, 2020

43. WI tax preparers please

    By WITAXLADY, September 2, 2020
    • 0 replies
    • 615 views
    • 
    • WITAXLADY
    • September 2, 2020

44. NY IT-204 Other Deductions Statement

    By HV Ken, September 2, 2020
    • 0 replies
    • 716 views
    • 
    • HV Ken
    • September 2, 2020

45. Perfect business

    By ILLMAS, September 2, 2020
    • 3 replies
    • 1k views
    • 
    • Possi
    • September 8, 2020

46. 2020 tax software survey results

    By ETax847, September 2, 2020
    • 4 replies
    • 1.7k views
    • 
    • grandmabee
    • September 10, 2020

47. North Carolina issue for non-resident

    By Max W, September 2, 2020
    • 3 replies
    • 1.1k views
    • 
    • Max W
    • September 4, 2020

48. What's that form # for e-file confirmation?

    By Lion EA, September 1, 2020
    • 16 replies
    • 2.6k views
    • 
    • Jim Oh Bkkr
    • September 6, 2020

49. grrr I am so mad - split up

    By WITAXLADY, September 1, 2020
    • 6 replies
    • 1.3k views
    • 
    • Corduroy Frog
    • September 3, 2020

50. GL and PR software??

    By schirallicpa, September 1, 2020
    • 2 replies
    • 692 views
    • 
    • ILLMAS
    • September 1, 2020

51. Centralized Audit Regime

    By Corduroy Frog, September 1, 2020
    • 1 reply
    • 577 views
    • 
    • jklcpa
    • September 1, 2020

52. EITC and losses from sales of assets

    By BulldogTom, September 1, 2020
    • 2 replies
    • 754 views
    • 
    • BulldogTom
    • September 1, 2020

53. Delaying RMD

    By ILLMAS, August 31, 2020
    • 5 replies
    • 1.3k views
    • 
    • Lion EA
    • September 1, 2020

54. N/T - GOOGLE IT

    By BLACK BART, August 29, 2020
    • 7 replies
    • 1.8k views
    • 
    • BLACK BART
    • September 18, 2020

55. VA preparers in the Purcellville/Leesburg area?

    By Catherine, August 29, 2020
    • 0 replies
    • 545 views
    • 
    • Catherine
    • August 29, 2020

56. Pay to Quarantined Employee

    By TaxmannEA, August 28, 2020
    • 1 reply
    • 701 views
    • 
    • ILLMAS
    • August 28, 2020

57. sale of rental by military servicemember

    By Possi, August 28, 2020
    • 11 replies
    • 1.9k views
    • 
    • DANRVAN
    • September 9, 2020

58. sc non resident

    By TAXMAN, August 27, 2020
    • 1 reply
    • 641 views
    • 
    • Abby Normal
    • August 28, 2020

59. How to process in ATX? Purchase and sale of asset in same year

    By BulldogTom, August 27, 2020
    • 6 replies
    • 1.8k views
    • 
    • BulldogTom
    • August 28, 2020

60. IRS LETTER 5071C

    By Lee B, August 27, 2020
    • 6 replies
    • 1.8k views
    • 
    • WITAXLADY
    • September 1, 2020

61. Need to Software to E-file 1065X and 3115

    By b#tax, August 26, 2020
    • 3 replies
    • 1.3k views
    • 
    • Lee B
    • August 28, 2020

62. File extraction software

    By Jack from Ohio, August 26, 2020
    • 3 replies
    • 1.5k views
    • 
    • Catherine
    • August 29, 2020

63. client management software

    By schirallicpa, August 25, 2020
    • 5 replies
    • 1.5k views
    • 
    • Catherine
    • August 29, 2020

64. Refunding Underpayment Penalties??

    By Corduroy Frog, August 25, 2020
    • 3 replies
    • 873 views
    • 
    • Corduroy Frog
    • August 28, 2020

65. CLIENTS DISAPPOINTED WITH REFUNDS

    By Lee B, August 25, 2020
    • 1 reply
    • 832 views
    • 
    • ILLMAS
    • August 25, 2020

66. Data Breach insurance

    By grandmabee, August 25, 2020
    • 11 replies
    • 1.8k views
    • 
    • Catherine
    • September 1, 2020

67. 8879 for 2019 amended return?

    By Margaret CPA in OH, August 24, 2020
    • 3 replies
    • 1.4k views
    • 
    • Margaret CPA in OH
    • August 25, 2020

68. 1099-R Code W

    By ILLMAS, August 24, 2020
    • 0 replies
    • 853 views
    • 
    • ILLMAS
    • August 24, 2020

69. Form 4506-T to request transcript

    By Pacun, August 24, 2020
    • 2 replies
    • 846 views
    • 
    • ILLMAS
    • August 24, 2020

70. WI tax professionals

    By WITAXLADY, August 22, 2020
    • 4 replies
    • 1.2k views
    • 
    • WITAXLADY
    • September 1, 2020

71. company vehicle

    By WITAXLADY, August 22, 2020
    • 4 replies
    • 1.1k views
    • 
    • WITAXLADY
    • September 1, 2020

72. Amended Return Question

    By ETax847, August 21, 2020
    • 5 replies
    • 1.4k views
    • 
    • Randall
    • August 24, 2020

73. One Student at Two Colleges

    By Lion EA, August 20, 2020
    • 14 replies
    • 1.8k views
    • 
    • Lion EA
    • August 26, 2020

74. Sale of S-Corp

    By Max W, August 20, 2020
    • 17 replies
    • 2.7k views
    • 
    • Max W
    • September 4, 2020

75. Form 990-N

    By Christian, August 20, 2020
    • 4 replies
    • 1.5k views
    • 
    • Christian
    • August 25, 2020

76. Tax basis of member in LLC recourse debt

    By ZukaAdam, August 19, 2020
    • 1 reply
    • 716 views
    • 
    • DANRVAN
    • August 26, 2020

77. Mortgage Limitation Worksheet

    By Tracy Lee, August 19, 2020
    • 2 replies
    • 980 views
    • 
    • Tracy Lee
    • August 19, 2020

78. 13.9 million Americans to receive IRS tax refund interest; taxable payments to average $18

    By Abby Normal, August 19, 2020
    • 2 replies
    • 755 views
    • 
    • Sara EA
    • August 26, 2020

79. Accounting for a loan

    By ILLMAS, August 18, 2020
    • 2 replies
    • 713 views
    • 
    • DANRVAN
    • August 26, 2020

80. IRS makes Form 1040-X amended tax returns available for e-filing

    By Elrod, August 18, 2020
    • 4 replies
    • 2.4k views
    • 
    • Max W
    • August 23, 2020

81. Tax Prep Fee Schedule?

    By ETax847, August 17, 2020
    • 4 replies
    • 1.4k views
    • 
    • Jack from Ohio
    • August 19, 2020

82. IRS billing taxpayers erroneously after not opening mail

    By jklcpa, August 14, 2020
    • 9 replies
    • 1.7k views
    • 
    • Catherine
    • August 19, 2020

83. Penalty Waiver

    By Christian, August 14, 2020
    • 4 replies
    • 1.2k views
    • 
    • Max W
    • August 18, 2020

84. Final K-1, Form 1065, Neg Cap Balance

    By MTG Accounting and Tax, August 14, 2020
    • 1 reply
    • 712 views
    • 
    • jklcpa
    • August 14, 2020

85. Claiming Dependent

    By Randall, August 13, 2020
    • 2 replies
    • 1.3k views
    • 
    • Sara EA
    • August 16, 2020

86. Partnership buy out

    By Max W, August 13, 2020
    • 5 replies
    • 1.1k views
    • 
    • Max W
    • August 14, 2020

87. Partner's K-1

    By peggysioux5, August 13, 2020
    • 1 reply
    • 723 views
    • 
    • Abby Normal
    • August 13, 2020

88. Missed Marketplace insurance BIG TIME

    By Possi, August 11, 2020
    • 13 replies
    • 2k views
    • 
    • WITAXLADY
    • August 22, 2020

89. Rideshare driver employee or independent contractors?

    By ILLMAS, August 11, 2020
    • 6 replies
    • 1.3k views
    • 
    • Lee B
    • August 15, 2020

90. first time filer

    By Marie, August 10, 2020
    • 2 replies
    • 788 views
    • 
    • Gail in Virginia
    • August 10, 2020

91. E-Filing Amended Return

    By ETax847, August 7, 2020
    • 4 replies
    • 1.2k views
    • 
    • Margaret CPA in OH
    • August 7, 2020

92. Late W-2 filing.

    By TaxmannEA, August 7, 2020
    • 3 replies
    • 821 views
    • 
    • Margaret CPA in OH
    • August 7, 2020

93. Home equity interest deductible?

    By carolynm, August 6, 2020
    • 2 replies
    • 928 views
    • 
    • Abby Normal
    • August 6, 2020

94. address change - did I dream this?

    By WITAXLADY, August 6, 2020
    • 2 replies
    • 743 views
    • 
    • WITAXLADY
    • August 22, 2020

95. SOUTH CAROLINA LAND SALE

    By TAXMAN, August 6, 2020
    • 1 reply
    • 624 views
    • 
    • Abby Normal
    • August 6, 2020

96. Rental Sale & Cap Gains

    By Terry D EA, August 5, 2020
    • 7 replies
    • 1.2k views
    • 
    • Terry D EA
    • August 10, 2020

97. Help with IRS adjustment

    By ILLMAS, August 4, 2020
    • 10 replies
    • 1.5k views
    • 
    • Gail in Virginia
    • August 7, 2020

98. dependent recives stimulus check - now what?

    By WITAXLADY, August 4, 2020
    • 6 replies
    • 1.2k views
    • 
    • Gail in Virginia
    • August 10, 2020

99. 3115 for understated depreciation - State return only

    By peggysioux5, August 3, 2020
    • 10 replies
    • 1.8k views
    • 
    • Lee B
    • August 6, 2020

100. Unable to start ATX 2019 After MS Update

     By JSC CPA, August 1, 2020
     • 3 replies
     • 1.2k views
     • 
     • Abby Normal
     • August 3, 2020