General Chat

23,282 topics in this forum

1. Reminder: NO politics

   By jklcpa, January 10, 2023
   • 0 replies
   • 1.4k views
   • 
   • jklcpa
   • January 10, 2023

2. All Pinned Topics - ATX Tips/Tricks, QBI, TCJAs, States' Info

   By jklcpa, September 30, 2020
   • 0 replies
   • 3k views
   • 
   • jklcpa
   • September 30, 2020

3. Revisiting BOI's

   By ILLMAS, 3 hours ago
   • 6 replies
   • 55 views
   • 
   • Lee B
   • 1 hour ago

4. Education Credit

   By Christian, 20 hours ago
   • 5 replies
   • 80 views
   • 
   • kathyc2
   • 4 hours ago

5. Unlinking an e-file

   By Dave T, 23 hours ago
   • 4 replies
   • 87 views
   • 
   • mcb39
   • 17 minutes ago

6. Part Year Resident of 2 States - Sale of Real Estate

   By gfizer, Tuesday at 04:49 PM
   • 6 replies
   • 193 views
   • 
   • Randall
   • 4 hours ago

7. Investment log book binding/printing

   By Pacun, Tuesday at 03:35 PM
   • 4 replies
   • 153 views
   • 
   • mcbreck
   • Yesterday at 12:54 PM

8. ATX entry question - before the server move

   By BulldogTom, Tuesday at 01:24 PM
   • 4 replies
   • 131 views
   • 
   • BulldogTom
   • Tuesday at 08:43 PM

9. Upcoming server move for the ATX Community

   By Eric, Monday at 06:07 PM
   • 4 replies
   • 202 views
   • 
   • Catherine
   • Yesterday at 12:53 AM

10. Words To Live By

    By Lee B, April 19
    • 6 replies
    • 1.1k views
    • 
    • Catherine
    • Yesterday at 01:06 AM

11. How to find client's EIN?

    By Margaret CPA in OH, April 18
    • 5 replies
    • 187 views
    • 
    • JohnH
    • April 19

12. New Client

    By Christian, April 17
    • 5 replies
    • 162 views
    • 
    • Corduroy Frog
    • April 18

13. Fed refund shorted;CO returned spouses 2023 estimated tax payments

    By artp, April 17
    • 5 replies
    • 183 views
    • 
    • Catherine
    • April 18

14. Land Trust

    By Randall, April 17
    • 3 replies
    • 128 views
    • 
    • Randall
    • April 18

15. PPL picked up in less than 20 seconds....

    By BulldogTom, April 16
    • 10 replies
    • 403 views
    • 
    • Catherine
    • Yesterday at 01:02 AM

16. Loan Forgiveness

    By Corduroy Frog, April 15
    • 5 replies
    • 192 views
    • 
    • Corduroy Frog
    • April 15

17. American Opportunity Credit

    By Christian, April 14
    • 9 replies
    • 151 views
    • 
    • jklcpa
    • April 15

18. For those of you still working

    By jklcpa, April 14
    • 4 replies
    • 218 views
    • 
    • Catherine
    • April 15

19. Montana Non-Resident State Return

    By Eli, April 13
    • 8 replies
    • 131 views
    • 
    • Eli
    • April 14

20. Form 8978

    By SLD, April 13
    • 2 replies
    • 108 views
    • 
    • jklcpa
    • April 13

21. So Grateful for this Board

    By mcb39, April 13
    • 5 replies
    • 221 views
    • 
    • GLJEANNE
    • April 14

22. MO efiled returns

    By Marie, April 12
    • 8 replies
    • 200 views
    • 
    • michaelmars
    • April 15

23. Gain on excess distribution from Partnership

    By joanmcq, April 12
    • 6 replies
    • 217 views
    • 
    • Abby Normal
    • April 14

24. Philadelphia BIRT and NPT taxes and returns

    By Margaret CPA in OH, April 12
    • 1 reply
    • 79 views
    • 
    • Abby Normal
    • April 12

25. Almost over !!!!! 1 2

    By BTS, April 12
    • 32 replies
    • 1.8k views
    • 
    • Medlin Software, Dennis
    • April 18

26. Backdoor Roth in ATX with Aggregation & PY Basis

    By G2R, April 12
    • 1 reply
    • 115 views
    • 
    • Lion EA
    • April 12

27. 1099R coded totally wrong

    By mcb39, April 12
    • 4 replies
    • 177 views
    • 
    • BrewOne
    • April 13

28. FENCING ON A PURCHASED FARM

    By Marie, April 11
    • 8 replies
    • 155 views
    • 
    • DANRVAN
    • April 12

29. passive rentals and real estate sales in same LLC

    By schirallicpa, April 11
    • 1 reply
    • 108 views
    • 
    • Slippery Pencil
    • April 12

30. TAX PROS PHONE NUMBER FOR FRANCHISE TAX BUREAU

    By cash, April 11
    • 1 reply
    • 101 views
    • 
    • JRS
    • April 11

31. Per Capita taxable or not?

    By WITAXLADY, April 10
    • 3 replies
    • 119 views
    • 
    • Medlin Software, Dennis
    • April 11

32. claim child on dual status return

    By tax1111, April 10
    • 0 replies
    • 91 views
    • 
    • tax1111
    • April 10

33. HOA "Assessment" that is for a new loan

    By Catherine, April 10
    • 3 replies
    • 141 views
    • 
    • Catherine
    • April 10

34. Error saying a Form 1041 is required with an 1120s

    By MaryNoe, April 10
    • 2 replies
    • 113 views
    • 
    • Catherine
    • April 10

35. Amend or Not

    By Patrick Michael, April 10
    • 10 replies
    • 239 views
    • 
    • BrewOne
    • April 11

36. IRS PIN needed for deceased spouse?

    By ETax847, April 10
    • 2 replies
    • 117 views
    • 
    • Lee B
    • April 10

37. We have PUE, what about SUE?

    By Corduroy Frog, April 10
    • 2 replies
    • 112 views
    • 
    • Corduroy Frog
    • April 10

38. ATX Renewal

    By ETax847, April 10
    • 18 replies
    • 481 views
    • 
    • Abby Normal
    • April 17

39. Horn Tooting

    By Catherine, April 9
    • 11 replies
    • 346 views
    • 
    • G2R
    • April 15

40. Americorp and strange W2

    By jasdlm, April 9
    • 10 replies
    • 224 views
    • 
    • jasdlm
    • April 12

41. attached PDF to efile

    By schirallicpa, April 9
    • 2 replies
    • 106 views
    • 
    • schirallicpa
    • April 9

42. MO DIRECT DEBIT

    By Marie, April 9
    • 4 replies
    • 91 views
    • 
    • Marie
    • April 9

43. Client Deceased in January 2024

    By Yardley CPA, April 9
    • 8 replies
    • 337 views
    • 
    • jklcpa
    • April 13

44. An invaluable resource

    By jklcpa, April 8
    • 2 replies
    • 164 views
    • 
    • GLJEANNE
    • April 11

45. No records and needs an extension!

    By jklcpa, April 7
    • 21 replies
    • 584 views
    • 
    • Catherine
    • April 14

46. Clergy Schedule SE

    By Christian, April 7
    • 11 replies
    • 6.8k views
    • 
    • Margaret CPA in OH
    • April 10

47. NY IT 2105.9

    By Lynn EA USTCP in Louisiana, April 7
    • 3 replies
    • 166 views
    • 
    • Lynn EA USTCP in Louisiana
    • April 9

48. Bond Mutual Funds

    By Corduroy Frog, April 7
    • 6 replies
    • 208 views
    • 
    • JohnH
    • April 8

49. estimated payments using direct debit

    By DANRVAN, April 6
    • 23 replies
    • 448 views
    • 
    • Randall
    • April 8

50. IT friends

    By ILLMAS, April 5
    • 15 replies
    • 306 views
    • 
    • Abby Normal
    • April 6

51. Cash Basis 1099-NEC vs Accrual Basis Financial Statement Help

    By Tax Preparer, April 5
    • 0 replies
    • 75 views
    • 
    • Tax Preparer
    • April 5

52. gambling losses net against day of?

    By WITAXLADY, April 5
    • 3 replies
    • 151 views
    • 
    • WITAXLADY
    • April 5

53. clarification - 8889 - Did I screw up?

    By WITAXLADY, April 5
    • 10 replies
    • 364 views
    • 
    • WITAXLADY
    • April 10

54. ACK speed is faster than ever

    By jklcpa, April 5
    • 4 replies
    • 135 views
    • 
    • mcb39
    • April 5

55. atx software closing or crashing usually during print function

    By DEBRA MANJARREZ, April 4
    • 3 replies
    • 148 views
    • 
    • Pacun
    • April 5

56. Trust Question

    By artp, April 4
    • 1 reply
    • 128 views
    • 
    • DANRVAN
    • April 5

57. SEHI Carryforward, Form 7203

    By G2R, April 4
    • 3 replies
    • 154 views
    • 
    • G2R
    • April 5

58. Transfer of Stock

    By Tracy Lee, April 4
    • 2 replies
    • 128 views
    • 
    • BulldogTom
    • April 4

59. College Costs for Room & Board

    By Randall, April 4
    • 7 replies
    • 297 views
    • 
    • TexTaxToo
    • April 8

60. MFS Refund

    By M7047, April 4
    • 3 replies
    • 133 views
    • 
    • Medlin Software, Dennis
    • April 4

61. TRUST HELP

    By TAXMAN, April 4
    • 9 replies
    • 266 views
    • 
    • Sara EA
    • April 17

62. ... or am I just going crazy?

    By JJStephens, April 4
    • 11 replies
    • 316 views
    • 
    • mcb39
    • April 6

63. How do I report $3K taxable scholarship on 1040

    By Pacun, April 3
    • 10 replies
    • 332 views
    • 
    • TexTaxToo
    • April 9

64. scary stuff

    By BrewOne, April 3
    • 6 replies
    • 234 views
    • 
    • Randall
    • April 4

65. Paper File Fed Efile States?

    By Randall, April 3
    • 4 replies
    • 156 views
    • 
    • Randall
    • April 3

66. Can a W2 employee be paid only Commissions?

    By BulldogTom, April 3
    • 6 replies
    • 280 views
    • 
    • Medlin Software, Dennis
    • April 5

67. NC Preparers

    By NECPA in NEBRASKA, April 2
    • 1 reply
    • 135 views
    • 
    • JohnH
    • April 3

68. sold a million dollar home, bought a 2 million dollar home

    By joanmcq, April 2
    • 6 replies
    • 422 views
    • 
    • joanmcq
    • April 4

69. Closed Bank Account

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

70. How to find a PIN

    By Randall, April 1
    • 2 replies
    • 133 views
    • 
    • BrewOne
    • April 1

71. More/improved computer security

    By Medlin Software, Dennis, April 1
    • 0 replies
    • 98 views
    • 
    • Medlin Software, Dennis
    • April 1

72. MO preparers

    By Marie, April 1
    • 1 reply
    • 108 views
    • 
    • DBerg
    • April 2

73. Sch C - Solo 401k - How to report?

    By ETax847, April 1
    • 1 reply
    • 120 views
    • 
    • DANRVAN
    • April 1

74. Drought sales of breeding stock

    By Marie, April 1
    • 2 replies
    • 118 views
    • 
    • DANRVAN
    • April 1

75. Net Investment Income Tax

    By Marie, April 1
    • 0 replies
    • 97 views
    • 
    • Marie
    • April 1

76. State extensions

    By kathyc2, April 1
    • 3 replies
    • 139 views
    • 
    • kathyc2
    • April 1

77. When pymts are supposed to include interest

    By schirallicpa, March 30
    • 3 replies
    • 211 views
    • 
    • mcb39
    • March 31

78. Enrolling in BSA e-filing for FinCen 114

    By Yrags, March 30
    • 0 replies
    • 124 views
    • 
    • Yrags
    • March 30

79. Rental to Charity

    By Tracy Lee, March 30
    • 7 replies
    • 320 views
    • 
    • DANRVAN
    • April 5

80. Carryover Data Entry Location

    By G2R, March 30
    • 1 reply
    • 118 views
    • 
    • Abby Normal
    • March 30

81. another strange ? Mfs or H/H?

    By WITAXLADY, March 30
    • 4 replies
    • 168 views
    • 
    • BulldogTom
    • March 30

82. First time abatement for a Corp in 2nd year?

    By BulldogTom, March 30
    • 1 reply
    • 127 views
    • 
    • WITAXLADY
    • March 30

83. Social security disability pmts and legal fees

    By cpabsd, March 29
    • 3 replies
    • 157 views
    • 
    • kathyc2
    • March 29

84. I bought a Truck

    By Corduroy Frog, March 29
    • 17 replies
    • 536 views
    • 
    • Medlin Software, Dennis
    • April 2

85. Direct Primary Care

    By Dave T, March 28
    • 2 replies
    • 149 views
    • 
    • TexTaxToo
    • March 29

86. smelly docs

    By BrewOne, March 28
    • 11 replies
    • 365 views
    • 
    • Randall
    • April 1

87. 2020 Refund

    By Lion EA, March 28
    • 4 replies
    • 174 views
    • 
    • Abby Normal
    • March 28

88. Section 199A Publicly Traded Partnership Income

    By Christian, March 28
    • 2 replies
    • 150 views
    • 
    • Christian
    • March 29

89. IRA Distributions Med Not Subject to Penalty

    By Randall, March 27
    • 1 reply
    • 130 views
    • 
    • TexTaxToo
    • March 28

90. can a WI mfj couple file MFS fed and MFJ WI?

    By WITAXLADY, March 27
    • 2 replies
    • 133 views
    • 
    • WITAXLADY
    • March 29

91. draws from an LLC after sale of LLC

    By schirallicpa, March 27
    • 8 replies
    • 225 views
    • 
    • schirallicpa
    • March 28

92. CRUT Margaret or Judy

    By Terry D EA, March 27
    • 6 replies
    • 165 views
    • 
    • Margaret CPA in OH
    • March 28

93. Signature Question

    By Terry D EA, March 27
    • 7 replies
    • 164 views
    • 
    • Lee B
    • March 27

94. World bank income

    By Pacun, March 27
    • 4 replies
    • 187 views
    • 
    • Pacun
    • April 5

95. US Citizens living in Spain

    By Pacun, March 27
    • 3 replies
    • 180 views
    • 
    • Sara EA
    • March 30

96. Tesla Electric vehicle credit

    By Pacun, March 27
    • 5 replies
    • 161 views
    • 
    • TexTaxToo
    • March 28

97. Section 199A Publicly Traded Partnership (PTP) Income

    By Christian, March 27
    • 3 replies
    • 147 views
    • 
    • Christian
    • March 29

98. Accrued Interest Paid & Accrued Market Discount

    By joanmcq, March 27
    • 11 replies
    • 397 views
    • 
    • joanmcq
    • April 3

99. 1098T Taxable but not to state, help entering please

    By M7047, March 26
    • 1 reply
    • 134 views
    • 
    • schirallicpa
    • March 27

100. Can't rollover - communication error

     By schirallicpa, March 26
     • 2 replies
     • 133 views
     • 
     • schirallicpa
     • March 27