General Chat

23,934 topics in this forum

1. client picks up stuff

   By WITAXLADY, February 6, 2014
   • 5 replies
   • 1.3k views
   • 
   • Elrod
   • February 6, 2014

2. Client purchase

   By Margaret CPA in OH, May 23, 2012
   • 11 replies
   • 4.6k views
   • 
   • Margaret CPA in OH
   • May 31, 2012

3. client qualified for PTC at BOY, but changed by EOY

   By schirallicpa, March 22, 2018
   • 12 replies
   • 1.7k views
   • 
   • BulldogTom
   • March 28, 2018

4. Client received 1099-R with code 1. He repaid the distribution within 60 days. How do I show that in the program?

   By cpr1955, April 26
   • 1 reply
   • 140 views
   • 
   • Abby Normal
   • April 26

5. Client received a letter from the IRS asking for proof of withholding.

   By M7047, March 7, 2022
   • 17 replies
   • 1.7k views
   • 
   • Catherine
   • March 13, 2022

6. client received IRS letter

   By WITAXLADY, October 10, 2019
   • 8 replies
   • 1.7k views
   • 
   • Max W
   • October 17, 2019

7. Client received IRS letter re: 1099C for 2006

   By Booger, March 19, 2008
   • 4 replies
   • 1.2k views
   • 
   • zeke
   • March 20, 2008

8. Client received Notice of balance due from IRS

   By Janitor Bob, January 8, 2009
   • 1 reply
   • 883 views
   • 
   • kcjenkins
   • January 8, 2009

9. Client Record Transfer

   By Naveen Mohan from New York, May 9, 2014
   • 5 replies
   • 1.6k views
   • 
   • michaelmars
   • May 12, 2014

10. Client records

    By frazzled, December 29, 2014
    • 22 replies
    • 3.4k views
    • 
    • FreedomTaxed
    • January 9, 2015

11. Client Records

    By Tax Bird, June 6, 2008
    • 13 replies
    • 2.2k views
    • 
    • BulldogTom
    • June 9, 2008

12. Client Refinanced in 07 - Any schedule A items?

    By miatax, April 14, 2008
    • 12 replies
    • 1.9k views
    • 
    • JohnH
    • April 15, 2008

13. Client Request

    By Terry D EA, March 1, 2011
    • 8 replies
    • 2.4k views
    • 
    • jainen
    • March 1, 2011

14. client requests refund of tax prep fees

    By fredazcpa, February 3, 2016
    • 4 replies
    • 1.2k views
    • 
    • RitaB
    • February 3, 2016

15. Client Return Already Efiled

    By Christian, April 24, 2020
    • 12 replies
    • 1.9k views
    • 
    • Max W
    • May 3, 2020

16. Client returned checks (fee)

    By ILLMAS, October 1, 2012
    • 10 replies
    • 3.6k views
    • 
    • joanmcq
    • October 6, 2012

17. Client Says "Guess You're Pretty Busy Right Now"

    By JohnH, February 14, 2015
    • 1 reply
    • 1.1k views
    • 
    • Lion EA
    • February 14, 2015

18. client says cost $1,000 for estate extension?

    By WITAXLADY, May 13, 2018
    • 5 replies
    • 1.2k views
    • 
    • ILLMAS
    • May 16, 2018

19. client says no tax on bond interest???

    By D Eckerman, April 20, 2007
    • 4 replies
    • 2k views
    • 
    • mcb39
    • April 20, 2007

20. Client says that I am wrong. It would not be the first time

    By NECPA in NEBRASKA, October 18, 2022
    • 5 replies
    • 1.2k views
    • 
    • Sara EA
    • October 19, 2022

21. Client says W-2 incorrect - court case pending

    By Argo, February 5, 2013
    • 9 replies
    • 2k views
    • 
    • Cathy
    • February 7, 2013

22. Client Screaming At Me

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

23. Client separated from husband, husband files joint

    By neilbrink, April 7, 2008
    • 13 replies
    • 2k views
    • 
    • neilbrink
    • April 8, 2008

24. Client shows up with incomplete information

    By jshtax, March 28, 2014
    • 10 replies
    • 1.6k views
    • 
    • Catherine
    • March 29, 2014

25. client signatures

    By Donny, March 1, 2008
    • 10 replies
    • 3k views
    • 
    • Don in Upstate NY
    • March 2, 2008

26. CLIENT SIGNED A CONTRACT WITH EMPLOYER

    By MsTabbyKats, June 3, 2015
    • 3 replies
    • 1.1k views
    • 
    • MsTabbyKats
    • June 3, 2015

27. client stiffed me - now what?

    By schirallicpa, April 19, 2017
    • 11 replies
    • 1.8k views
    • 
    • JohnH
    • April 21, 2017

28. Client Tax Refund

    By Christian, February 4, 2024
    • 7 replies
    • 4.4k views
    • 
    • Lee B
    • February 6, 2024

29. client termination letters - send Priority or Certified?

    By schirallicpa, August 16, 2018
    • 11 replies
    • 2k views
    • 
    • FDNY
    • August 18, 2018

30. client thinking about selling her farm land...help!

    By Janitor Bob, April 17, 2013
    • 2 replies
    • 1.1k views
    • 
    • jainen
    • April 18, 2013

31. client thinks niece's identity stolen

    By schirallicpa, March 25, 2017
    • 6 replies
    • 1.2k views
    • 
    • SaraEA
    • March 27, 2017

32. client took pymts on house as rental income

    By schirallicpa, April 1, 2017
    • 4 replies
    • 988 views
    • 
    • Terry D EA
    • April 2, 2017

33. Client trading loss

    By David, September 26, 2014
    • 2 replies
    • 1.1k views
    • 
    • David
    • September 30, 2014

34. Client Transcripts

    By Yardley CPA, January 28, 2022
    • 12 replies
    • 1.3k views
    • 
    • kathyc2
    • January 29, 2022

35. Client Transfers Life Insurance to 501c3 Charity

    By Richcpaman, March 25, 2016
    • 6 replies
    • 1.2k views
    • 
    • jklcpa
    • March 25, 2016

36. Client under 59 1/2 yo cashed-out his Roth IRA

    By TAG, September 18, 2024
    • 6 replies
    • 423 views
    • 
    • BrewOne
    • September 20, 2024

37. Client wants papers back 1 2

    By HV Ken, March 30, 2012
    • 25 replies
    • 6.4k views
    • 
    • joanmcq
    • April 2, 2012

38. client wants the energy credit for a 2022 Toyota Venza -

    By WITAXLADY, March 25, 2023
    • 4 replies
    • 717 views
    • 
    • WITAXLADY
    • March 31, 2023

39. Client wants to claim medical deduction for modification of vacation home

    By Nomotaxes, February 13, 2017
    • 6 replies
    • 1.8k views
    • 
    • DANRVAN
    • February 18, 2017

40. Client wants to file before 4/15 without K1

    By Kea, April 4, 2014
    • 9 replies
    • 2k views
    • 
    • Kea
    • April 7, 2014

41. Client wants to hit my E&O insurance 1 2

    By WITAXLADY, September 23, 2014
    • 37 replies
    • 4.8k views
    • 
    • SCL
    • September 29, 2014

42. Client wants to make more money from rental properties

    By NECPA in NEBRASKA, July 14, 2022
    • 10 replies
    • 1.2k views
    • 
    • BLACK BART
    • July 19, 2022

43. Client wants to manual file his late 2013 return

    By cred65, November 4, 2014
    • 3 replies
    • 954 views
    • 
    • cred65
    • November 4, 2014

44. Client wants to paper file

    By cpabsd, April 3, 2014
    • 12 replies
    • 4.5k views
    • 
    • Don in Upstate NY
    • April 4, 2014

45. Client with Excess Contributions to 401k and 403b, What to do...

    By ETax847, February 24, 2013
    • 3 replies
    • 1.5k views
    • 
    • ETax847
    • February 25, 2013

46. client won and immediately sold boat at loss

    By schirallicpa, September 10, 2015
    • 20 replies
    • 2.9k views
    • 
    • taxxcpa
    • September 12, 2015

47. Client working in France

    By Pacun, March 30, 2017
    • 5 replies
    • 1.1k views
    • 
    • Lion EA
    • March 31, 2017

48. Client Workpaper Storage

    By TimElevation, July 30, 2019
    • 2 replies
    • 1.2k views
    • 
    • Abby Normal
    • August 1, 2019

49. Client Write UP

    By TJSDAD, July 15, 2009
    • 1 reply
    • 1k views
    • 
    • TAXBILLY
    • July 15, 2009

50. Client Write Up question

    By JJStephens, November 6, 2007
    • 6 replies
    • 3.2k views
    • 
    • Wayne Brasch
    • November 7, 2007

51. Client's Antique Tractor Collection

    By jasdlm, April 13, 2011
    • 2 replies
    • 1.4k views
    • 
    • kcjenkins
    • April 13, 2011

52. Client's Basis

    By Booger, June 10, 2008
    • 4 replies
    • 1.3k views
    • 
    • jainen
    • June 10, 2008

53. client's creative idea for long term home buyer credit

    By NECPA in NEBRASKA, April 19, 2010
    • 5 replies
    • 1.3k views
    • 
    • NECPA in NEBRASKA
    • April 19, 2010

54. Client's death

    By income taxes, March 2, 2008
    • 1 reply
    • 1.3k views
    • 
    • JohnH
    • March 2, 2008

55. Client's employer/financial advisor disagreement

    By JackieCPA, March 29, 2022
    • 3 replies
    • 619 views
    • 
    • JackieCPA
    • March 30, 2022

56. Client's ex and payment plan (he says)

    By Margaret CPA in OH, May 14, 2014
    • 8 replies
    • 1.5k views
    • 
    • mcb39
    • May 16, 2014

57. Client's mother dies in 2007

    By Janitor Bob, April 7, 2008
    • 17 replies
    • 2.3k views
    • 
    • kcjenkins
    • April 8, 2008

58. Client's new spouse refuses to file taxes...on principal 1 2

    By Janitor Bob, March 16, 2014
    • 29 replies
    • 3.9k views
    • 
    • kcjenkins
    • March 17, 2014

59. Client's parents passed away last year

    By Kea, January 13, 2009
    • 3 replies
    • 1.1k views
    • 
    • Kea
    • January 13, 2009

60. Client's Question of the day

    By Lee B, July 15, 2014
    • 1 reply
    • 862 views
    • 
    • kcjenkins
    • July 15, 2014

61. Clients

    By Lion EA, March 6, 2011
    • 17 replies
    • 4.2k views
    • 
    • Lion EA
    • March 11, 2011

62. clients + Lila the Giant Dog + explosive diarrhea = interesting evening

    By Janitor Bob, February 6, 2013
    • 6 replies
    • 1.6k views
    • 
    • Slippery Pencil
    • February 7, 2013

63. Clients are already driving me a little nuts 1 2

    By Roberts, January 28, 2016
    • 33 replies
    • 4.3k views
    • 
    • RitaB
    • February 1, 2016

64. Clients are driving me crazy

    By jasdlm, April 1, 2013
    • 9 replies
    • 1.9k views
    • 
    • kcjenkins
    • April 2, 2013

65. Clients are fun

    By Roberts, April 12, 2019
    • 5 replies
    • 1.1k views
    • 
    • Lion EA
    • April 13, 2019

66. Clients are smarter than everyone else

    By mcbreck, June 8, 2023
    • 11 replies
    • 1.4k views
    • 
    • jklcpa
    • June 20, 2023

67. Clients can be jerks 1 2

    By Roberts, March 25, 2020
    • 30 replies
    • 4.3k views
    • 
    • Catherine
    • March 30, 2020

68. Clients Childrens Returns

    By Yardley CPA, March 4, 2016
    • 11 replies
    • 1.7k views
    • 
    • BulldogTom
    • March 5, 2016

69. Clients continue to astound me

    By rfassett, May 5, 2015
    • 1 reply
    • 1.2k views
    • 
    • JJStephens
    • May 5, 2015

70. CLIENTS DISAPPOINTED WITH REFUNDS

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

71. CLIENTS DIVORCING

    By Lee B, December 3, 2019
    • 5 replies
    • 1.5k views
    • 
    • Roberts
    • December 4, 2019

72. Clients Dying

    By Teri2414, April 2, 2009
    • 14 replies
    • 2.6k views
    • 
    • mcb39
    • April 3, 2009

73. Clients Federal Estimated Payments

    By ICOUNT, January 16, 2009
    • 4 replies
    • 1.3k views
    • 
    • kcjenkins
    • January 16, 2009

74. clients folder fell on the floor

    By Janitor Bob, April 16, 2008
    • 10 replies
    • 2.2k views
    • 
    • Julie
    • April 17, 2008

75. Clients getting older............

    By pcmcpa, August 21, 2008
    • 3 replies
    • 1.2k views
    • 
    • Gail in Virginia
    • August 22, 2008

76. Clients have 2 LLC's that are using QuickBooks

    By cred65, March 4, 2010
    • 6 replies
    • 1.9k views
    • 
    • cred65
    • March 8, 2010

77. Clients info disappearing all of a sudden

    By FedupCPA, April 11, 2013
    • 5 replies
    • 1.3k views
    • 
    • SFA
    • April 12, 2013

78. Clients IRS Checks Returned

    By Lee B, July 10, 2023
    • 7 replies
    • 932 views
    • 
    • Lee B
    • July 11, 2023

79. Clients lost tax documents

    By cred65, October 9, 2009
    • 2 replies
    • 1.3k views
    • 
    • ed_accountant
    • October 10, 2009

80. Clients may have delay in receiving 1095 Bs & Cs

    By jklcpa, December 22, 2017
    • 2 replies
    • 1.6k views
    • 
    • Jack from Ohio
    • December 22, 2017

81. Clients not giving you all the information needed!

    By Kimberly K, March 2, 2011
    • 3 replies
    • 1.4k views
    • 
    • Kimberly K
    • March 2, 2011

82. Clients notes in ATX to be rolled over just like the address

    By Pacun, February 24, 2014
    • 1 reply
    • 716 views
    • 
    • joanmcq
    • February 24, 2014

83. Clients now have SS#

    By Lucho, March 25, 2010
    • 5 replies
    • 1.7k views
    • 
    • Don in Upstate NY
    • March 25, 2010

84. Clients re-scheduled

    By Janitor Bob, February 26, 2014
    • 8 replies
    • 1.6k views
    • 
    • jklcpa
    • February 27, 2014

85. Clients should not leave me....this is why

    By BulldogTom, April 10, 2015
    • 7 replies
    • 1.8k views
    • 
    • kcjenkins
    • April 13, 2015

86. Clients who make us laugh

    By jasdlm, April 12, 2015
    • 5 replies
    • 1.5k views
    • 
    • Lion EA
    • April 14, 2015

87. Clients who scan or photograph their records...

    By Abby Normal, March 16, 2020
    • 7 replies
    • 1.2k views
    • 
    • G2R
    • March 18, 2020

88. Clients!!

    By taxtrio, April 17, 2007
    • 3 replies
    • 2.1k views
    • 
    • joanmcq
    • April 18, 2007

89. clients....what are they thinking?!

    By Janitor Bob, February 22, 2019
    • 13 replies
    • 2k views
    • 
    • Catherine
    • February 26, 2019

90. Clients' Rental Property in S Corp

    By David, February 29, 2016
    • 24 replies
    • 3.1k views
    • 
    • David
    • March 3, 2016

91. Clients' IRS accts show zero balances

    By Possi, March 11, 2022
    • 10 replies
    • 1.5k views
    • 
    • Catherine
    • March 20, 2022

92. Clock for 2013?

    By Edsel, September 5, 2018
    • 6 replies
    • 1.1k views
    • 
    • Max W
    • September 6, 2018

93. Closed Bank Account

    By Dave T, April 1, 2024
    • 8 replies
    • 713 views
    • 
    • Margaret CPA in OH
    • April 7, 2024

94. Closed Estate Received 1099-B and 1099-Int

    By Yardley CPA, April 2, 2017
    • 5 replies
    • 2.7k views
    • 
    • Terry D EA
    • April 3, 2017

95. CLOSED.

    By BLACK BART, April 20, 2017
    • 4 replies
    • 1.2k views
    • 
    • RitaB
    • April 20, 2017

96. closing a corporation

    By schirallicpa, March 14, 2024
    • 7 replies
    • 782 views
    • 
    • Lee B
    • March 15, 2024

97. Closing a Sub S Corporation

    By Diane, August 7, 2012
    • 3 replies
    • 2.4k views
    • 
    • OldJack
    • August 7, 2012

98. Closing ATX - Popup message

    By Randall, February 9, 2013
    • 4 replies
    • 1.1k views
    • 
    • FedupCPA
    • February 9, 2013

99. Closing costs on bridge loan

    By schirallicpa, June 18, 2024
    • 10 replies
    • 652 views
    • 
    • schirallicpa
    • June 19, 2024

100. Closing out a partnership LLC

     By Rosebud, March 10, 2008
     • 3 replies
     • 1.4k views
     • 
     • zeke
     • March 10, 2008