General Chat

23,932 topics in this forum

1. Client letters in ATX, esp. estimates

   By Margaret CPA in OH, March 3, 2020
   • 1 reply
   • 720 views
   • 
   • Margaret CPA in OH
   • March 3, 2020

2. Canada income with withholding

   By Randall, March 2, 2020
   • 3 replies
   • 1.2k views
   • 
   • Randall
   • March 3, 2020

3. qbi and atx

   By TAXMAN, March 1, 2020
   • 2 replies
   • 667 views
   • 
   • Pacun
   • March 3, 2020

4. Tax Calculated on FEIE

   By cpacountry, March 2, 2020
   • 1 reply
   • 614 views
   • 
   • Catherine
   • March 3, 2020

5. partnership mess to un-do

   By Catherine, February 29, 2020
   • 7 replies
   • 1.2k views
   • 
   • Catherine
   • March 3, 2020

6. Life Ins Proceeds to Estate

   By Randall, February 21, 2020
   • 21 replies
   • 3.3k views
   • 
   • Burke
   • March 3, 2020

7. Double Declining Depreciation Calculation - ATX

   By G2R, February 29, 2020
   • 13 replies
   • 2.9k views
   • 
   • Yardley CPA
   • March 2, 2020

8. QCD after the fact

   By ILLMAS, March 2, 2020
   • 2 replies
   • 729 views
   • 
   • ILLMAS
   • March 2, 2020

9. S Corp shareholder QBI deduction reduced by health premium?

   By scottmcfly, March 1, 2020
   • 6 replies
   • 4.6k views
   • 
   • G2R
   • March 2, 2020

10. asset or expense - Other financial corporation

    By schirallicpa, March 2, 2020
    • 10 replies
    • 1.3k views
    • 
    • schirallicpa
    • March 2, 2020

11. Electing S-Corp status with return

    By JackieCPA, March 2, 2020
    • 2 replies
    • 695 views
    • 
    • JackieCPA
    • March 2, 2020

12. 2018 return

    By Marie, February 29, 2020
    • 10 replies
    • 1.8k views
    • 
    • ETax847
    • March 2, 2020

13. estate and business ? please

    By WITAXLADY, February 22, 2020
    • 15 replies
    • 2k views
    • 
    • michaelmars
    • March 2, 2020

14. Enter NYS Estimated Payments

    By Yrags, February 29, 2020
    • 2 replies
    • 1.1k views
    • 
    • michaelmars
    • March 2, 2020

15. NT Fax Services

    By Terry D EA, February 27, 2020
    • 21 replies
    • 2.4k views
    • 
    • michaelmars
    • March 2, 2020

16. W2 Other Box - IRC 414 (H) Plans

    By Yardley CPA, February 29, 2020
    • 6 replies
    • 1.2k views
    • 
    • Lion EA
    • February 29, 2020

17. Windows 10 Update

    By Randall, February 26, 2020
    • 6 replies
    • 1.3k views
    • 
    • Abby Normal
    • February 28, 2020

18. 2 different company 1099s and 1 schedule C?

    By NECPA in NEBRASKA, February 28, 2020
    • 2 replies
    • 688 views
    • 
    • Lion EA
    • February 28, 2020

19. S-Corp Owner, but never had a k-1

    By ETax847, February 27, 2020
    • 5 replies
    • 918 views
    • 
    • ETax847
    • February 28, 2020

20. Married Filing A Separate Return

    By Christian, February 28, 2020
    • 3 replies
    • 973 views
    • 
    • Christian
    • February 28, 2020

21. My first 1040NR.... maybe.

    By ADK2ATX, February 28, 2020
    • 2 replies
    • 1k views
    • 
    • Pacun
    • February 28, 2020

22. Lifetime Learning Credit

    By Christian, February 27, 2020
    • 6 replies
    • 1.1k views
    • 
    • Christian
    • February 28, 2020

23. I don't charge enough

    By Roberts, February 25, 2020
    • 14 replies
    • 1.8k views
    • 
    • BLACK BART
    • February 28, 2020

24. Credit from 2016

    By Patrick Michael, February 26, 2020
    • 4 replies
    • 844 views
    • 
    • Patrick Michael
    • February 27, 2020

25. Fiscal year accidentally adopted by client

    By JackieCPA, February 27, 2020
    • 1 reply
    • 734 views
    • 
    • Lynn EA USTCP in Louisiana
    • February 27, 2020

26. Clear IRS definition of cash equivalent?

    By BulldogTom, February 25, 2020
    • 7 replies
    • 2.4k views
    • 
    • DANRVAN
    • February 27, 2020

27. Medicare Premiums

    By Gail in Virginia, February 26, 2020
    • 7 replies
    • 1.2k views
    • 
    • Gail in Virginia
    • February 27, 2020

28. stock options exercised; W2 justified?

    By Possi, February 24, 2020
    • 23 replies
    • 3.1k views
    • 
    • jklcpa
    • February 27, 2020

29. Print Estimate Vouchers

    By Tracy Lee, February 25, 2020
    • 4 replies
    • 1.2k views
    • 
    • Randall
    • February 26, 2020

30. 1120S Amended

    By Randall, February 24, 2020
    • 6 replies
    • 1.9k views
    • 
    • Randall
    • February 26, 2020

31. Who in this group, uses portals to send documents to clients? 1 2

    By Jack from Ohio, January 17, 2020
    • 28 replies
    • 6.4k views
    • 
    • Margaret CPA in OH
    • February 25, 2020

32. ATX - 179 RENTAL EQUIP

    By BLACK BART, February 25, 2020
    • 1 reply
    • 599 views
    • 
    • grandmabee
    • February 25, 2020

33. Duplex Rental Question

    By Terry D EA, February 23, 2020
    • 18 replies
    • 1.9k views
    • 
    • Max W
    • February 25, 2020

34. Non Resident of Oklahoma Tax Question

    By ETax847, February 25, 2020
    • 4 replies
    • 967 views
    • 
    • ETax847
    • February 25, 2020

35. Stipend while studying abroad...

    By Lion EA, February 24, 2020
    • 3 replies
    • 757 views
    • 
    • Lion EA
    • February 25, 2020

36. E-File Federal, Kansas, and Oklahoma

    By Dan, February 25, 2020
    • 3 replies
    • 793 views
    • 
    • Abby Normal
    • February 25, 2020

37. Non-Resident of Kansas

    By Dan, February 24, 2020
    • 1 reply
    • 639 views
    • 
    • jasdlm
    • February 24, 2020

38. Gift Tax Return Help

    By ETax847, February 22, 2020
    • 2 replies
    • 639 views
    • 
    • ETax847
    • February 24, 2020

39. ReRenting personal residence: depreciation question

    By Hahn1040, February 23, 2020
    • 5 replies
    • 869 views
    • 
    • Pacun
    • February 24, 2020

40. Full-Time Undergraduate 1099 Misc

    By Yardley CPA, February 21, 2020
    • 8 replies
    • 1.3k views
    • 
    • Pacun
    • February 24, 2020

41. Arizona Preparer?

    By Edsel, February 24, 2020
    • 0 replies
    • 590 views
    • 
    • Edsel
    • February 24, 2020

42. QBI and the Financial Advisor / Salesman

    By Yardley CPA, February 23, 2020
    • 3 replies
    • 807 views
    • 
    • Gail in Virginia
    • February 24, 2020

43. S Corp sells land

    By Marie, February 23, 2020
    • 3 replies
    • 937 views
    • 
    • mircpa
    • February 24, 2020

44. Double Checking - I know I know this - But? SEP IRA

    By BulldogTom, February 23, 2020
    • 7 replies
    • 1.1k views
    • 
    • BulldogTom
    • February 23, 2020

45. Passive loss carry forward

    By Roberts, February 21, 2020
    • 3 replies
    • 1k views
    • 
    • jklcpa
    • February 23, 2020

46. Proceeds from Boker and Barter Exhance Transaction

    By Yardley CPA, February 22, 2020
    • 4 replies
    • 909 views
    • 
    • Roberts
    • February 23, 2020

47. My Tax Prep Office

    By Lee B, November 12, 2015
    • 8 replies
    • 7.7k views
    • 
    • jklcpa
    • February 23, 2020

48. 1120S K1 Input error

    By mircpa, February 22, 2020
    • 1 reply
    • 826 views
    • 
    • Randall
    • February 23, 2020

49. parents house sold

    By WITAXLADY, February 21, 2020
    • 14 replies
    • 1.8k views
    • 
    • Sara EA
    • February 23, 2020

50. non cash donations WWYD?

    By Possi, February 22, 2020
    • 13 replies
    • 1.9k views
    • 
    • Catherine
    • February 22, 2020

51. Due diligence letter to client template

    By schirallicpa, February 21, 2020
    • 3 replies
    • 690 views
    • 
    • Abby Normal
    • February 22, 2020

52. mileage or actual?

    By Possi, February 22, 2020
    • 6 replies
    • 1.3k views
    • 
    • Abby Normal
    • February 22, 2020

53. Days for E-Refund

    By Edsel, February 21, 2020
    • 5 replies
    • 883 views
    • 
    • Edsel
    • February 22, 2020

54. MFJ vs MFS comparison form 1 2

    By ADK2ATX, February 18, 2020
    • 25 replies
    • 5.3k views
    • 
    • cl2019
    • February 21, 2020

55. K-1 (basis)

    By ILLMAS, February 21, 2020
    • 0 replies
    • 612 views
    • 
    • ILLMAS
    • February 21, 2020

56. HSA Contribution

    By Terry D EA, February 21, 2020
    • 7 replies
    • 1.4k views
    • 
    • Terry D EA
    • February 21, 2020

57. have you seen this? Farmer stands his ground

    By schirallicpa, February 20, 2020
    • 6 replies
    • 1k views
    • 
    • Abby Normal
    • February 21, 2020

58. The fun start to my day

    By GLJEANNE, February 20, 2020
    • 10 replies
    • 1.3k views
    • 
    • WITAXLADY
    • February 21, 2020

59. Printing problem...again

    By Janitor Bob, February 5, 2020
    • 12 replies
    • 2.3k views
    • 
    • cpabsd
    • February 21, 2020

60. Efile Error Notice

    By Randall, February 20, 2020
    • 7 replies
    • 1.7k views
    • 
    • Yardley CPA
    • February 20, 2020

61. Form 1041 or Form 1040

    By Christian, February 20, 2020
    • 2 replies
    • 608 views
    • 
    • grandmabee
    • February 20, 2020

62. FYI - fun with Minnesota e-file errors

    By GLJEANNE, February 20, 2020
    • 0 replies
    • 485 views
    • 
    • GLJEANNE
    • February 20, 2020

63. Expert Witness income

    By Catherine, February 20, 2020
    • 7 replies
    • 1.8k views
    • 
    • BulldogTom
    • February 20, 2020

64. Form 709 - Gift Tax Return

    By ETax847, February 19, 2020
    • 1 reply
    • 609 views
    • 
    • ETax847
    • February 20, 2020

65. Section 179 recapture S corp to personal return

    By cpabsd, February 20, 2020
    • 2 replies
    • 698 views
    • 
    • cpabsd
    • February 20, 2020

66. IRC Section on fixed assets input

    By Marie, February 18, 2020
    • 3 replies
    • 797 views
    • 
    • Marie
    • February 20, 2020

67. ATX "official" community board

    By grandmabee, February 19, 2019
    • 12 replies
    • 2.7k views
    • 
    • Eric
    • February 20, 2020

68. home gifted to child

    By Possi, February 19, 2020
    • 4 replies
    • 844 views
    • 
    • Possi
    • February 20, 2020

69. Payment for Drug Trial

    By Lion EA, February 19, 2020
    • 14 replies
    • 2.2k views
    • 
    • Medlin Software, Dennis
    • February 19, 2020

70. Paymasters

    By JackieCPA, February 19, 2020
    • 4 replies
    • 930 views
    • 
    • Medlin Software, Dennis
    • February 19, 2020

71. MFJ on Federal 1040, MFS on State

    By andyau1, February 19, 2020
    • 7 replies
    • 2.3k views
    • 
    • ETax847
    • February 19, 2020

72. American Opportunity Credit 1 2

    By Christian, January 29, 2020
    • 32 replies
    • 5.8k views
    • 
    • Matthew in the PNW
    • February 19, 2020

73. Confidentiality boo boo?

    By Margaret CPA in OH, February 17, 2020
    • 11 replies
    • 1.5k views
    • 
    • Roberts
    • February 19, 2020

74. Error on Oklahoma Form 5ll-A line 6

    By Dan, February 19, 2020
    • 0 replies
    • 631 views
    • 
    • Dan
    • February 19, 2020

75. Nissan Tax Rip-off

    By Edsel, February 18, 2020
    • 10 replies
    • 3.3k views
    • 
    • Edsel
    • February 19, 2020

76. rental property, special depreciation allowance

    By cl2019, February 17, 2020
    • 1 reply
    • 983 views
    • 
    • Terry D EA
    • February 19, 2020

77. NT Hiring an IT Person

    By Terry D EA, February 16, 2020
    • 4 replies
    • 784 views
    • 
    • Terry D EA
    • February 19, 2020

78. Grantor or Simple Trust Form 1041

    By Christian, February 17, 2020
    • 8 replies
    • 2.3k views
    • 
    • Sara EA
    • February 19, 2020

79. NJ S corp. return form will be not available until March 2nd?

    By cl2019, February 11, 2020
    • 3 replies
    • 1.1k views
    • 
    • DevM
    • February 19, 2020

80. Energy Credit - Geothermal Heat Pump??

    By gfizer, February 18, 2020
    • 1 reply
    • 707 views
    • 
    • Lee B
    • February 18, 2020

81. IRA contribution for deceased spouse?

    By Possi, February 18, 2020
    • 5 replies
    • 795 views
    • 
    • Abby Normal
    • February 18, 2020

82. Mercury direct

    By Max W, February 18, 2020
    • 2 replies
    • 1.6k views
    • 
    • Max W
    • February 18, 2020

83. Refund or balance due (Husband vs Wife)

    By ILLMAS, February 18, 2020
    • 1 reply
    • 566 views
    • 
    • grandmabee
    • February 18, 2020

84. ATX Fixed Assets to Excel

    By JackieCPA, February 18, 2020
    • 1 reply
    • 928 views
    • 
    • Abby Normal
    • February 18, 2020

85. QBI, my error or ATX error?

    By JackieCPA, February 12, 2020
    • 14 replies
    • 2.2k views
    • 
    • Cara
    • February 18, 2020

86. Please provide your state's EIN and address that would be shown on 1099Gs

    By jklcpa, March 8, 2014
    • 1 reply
    • 352.2k views
    • 
    • jklcpa
    • February 17, 2020

87. ATX 1099's

    By ILLMAS, February 17, 2020
    • 6 replies
    • 1.2k views
    • 
    • Lynn EA USTCP in Louisiana
    • February 17, 2020

88. INH-2010 ?

    By Dave T, February 17, 2020
    • 4 replies
    • 1.4k views
    • 
    • Dave T
    • February 17, 2020

89. IRS urges tax pros to use multi-factor authentication

    By Roberts, February 14, 2020
    • 10 replies
    • 2.1k views
    • 
    • Abby Normal
    • February 17, 2020

90. Trust

    By Christian, February 8, 2020
    • 9 replies
    • 2.2k views
    • 
    • Sara EA
    • February 17, 2020

91. W-2 (For Virginia preparers)

    By Christian, February 16, 2020
    • 4 replies
    • 719 views
    • 
    • Christian
    • February 16, 2020

92. CA CRTPs

    By JRS, February 13, 2020
    • 6 replies
    • 1.3k views
    • 
    • JRS
    • February 16, 2020

93. Depr Elections for GAAP

    By Edsel, February 13, 2020
    • 8 replies
    • 1.2k views
    • 
    • Edsel
    • February 16, 2020

94. LLC loan to the llc not repaid

    By cpawr, February 14, 2020
    • 1 reply
    • 859 views
    • 
    • Terry D EA
    • February 16, 2020

95. Rental Property Converted to Personal Use - Sold

    By Yardley CPA, February 15, 2020
    • 4 replies
    • 940 views
    • 
    • Terry D EA
    • February 16, 2020

96. farm equipment repssessed

    By WITAXLADY, February 13, 2020
    • 2 replies
    • 766 views
    • 
    • Max W
    • February 15, 2020

97. Mississippi Preparers?

    By carolynm, February 14, 2020
    • 1 reply
    • 597 views
    • 
    • Lynn EA USTCP in Louisiana
    • February 14, 2020

98. emailing PDFs to clients to review

    By JimTaxes, January 21, 2020
    • 19 replies
    • 3.6k views
    • 
    • Margaret CPA in OH
    • February 14, 2020

99. ATX form 8995

    By Marie, February 14, 2020
    • 4 replies
    • 1.3k views
    • 
    • Marie
    • February 14, 2020

100. Multi-state W-2

     By ILLMAS, February 12, 2020
     • 5 replies
     • 1.6k views
     • 
     • Medlin Software, Dennis
     • February 14, 2020