General Chat

23,917 topics in this forum

1. K2/K3 Safe Harbor

   By Mitch, February 20, 2023
   • 23 replies
   • 2.3k views
   • 
   • Randall
   • March 14, 2023

2. Basis for this lot - you can't make this stuff up

   By RitaB, March 8, 2023
   • 18 replies
   • 1.3k views
   • 
   • RitaB
   • March 14, 2023

3. Home destroyed in California Paradise fire

   By Tracy Lee, March 11, 2023
   • 2 replies
   • 447 views
   • 
   • DANRVAN
   • March 14, 2023

4. Rental (owned by 3 people) transferred to an LLC

   By G2R, March 14, 2023
   • 1 reply
   • 610 views
   • 
   • DANRVAN
   • March 14, 2023

5. Printer replacement

   By cpabsd, March 10, 2023
   • 17 replies
   • 1.5k views
   • 
   • mcb39
   • March 14, 2023

6. Virginia ????

   By schirallicpa, March 13, 2023
   • 3 replies
   • 571 views
   • 
   • Medlin Software, Dennis
   • March 13, 2023

7. RMD when owner dies

   By joanmcq, March 12, 2023
   • 1 reply
   • 605 views
   • 
   • Lee B
   • March 12, 2023

8. S corp - distributions reduced tax refund

   By WITAXLADY, March 10, 2023
   • 7 replies
   • 665 views
   • 
   • mircpa
   • March 11, 2023

9. Colorado

   By Lion EA, March 8, 2023
   • 6 replies
   • 828 views
   • 
   • mwrightea
   • March 11, 2023

10. Solar Tax Credit Question

    By artp, March 10, 2023
    • 6 replies
    • 754 views
    • 
    • DANRVAN
    • March 11, 2023

11. S corp Health Insurance question please

    By WITAXLADY, March 8, 2023
    • 6 replies
    • 697 views
    • 
    • Medlin Software, Dennis
    • March 10, 2023

12. adoption credit - special needs

    By schirallicpa, March 7, 2023
    • 4 replies
    • 928 views
    • 
    • joanmcq
    • March 10, 2023

13. IRS Scanning Forms

    By Lee B, March 8, 2023
    • 2 replies
    • 722 views
    • 
    • Lion EA
    • March 10, 2023

14. Rental Property Questions

    By Yardley CPA, March 9, 2023
    • 5 replies
    • 1k views
    • 
    • Catherine
    • March 10, 2023

15. Sale of dividend generating stock

    By mcbreck, March 8, 2023
    • 4 replies
    • 572 views
    • 
    • mcbreck
    • March 9, 2023

16. Spitting nails--any help appreciated (A Long Read but worth it!) especially if you HATE DIY tax software. 1 2

    By Ringers, March 1, 2023
    • 26 replies
    • 7.8k views
    • 
    • Margaret CPA in OH
    • March 9, 2023

17. Which State to File Partnership Return?

    By TR_241, March 6, 2023
    • 10 replies
    • 1.4k views
    • 
    • Slippery Pencil
    • March 9, 2023

18. IRS Statement about State Special Tax Payments/Refunds 1 2

    By Lee B, February 4, 2023
    • 36 replies
    • 13.2k views
    • 
    • Lion EA
    • March 9, 2023

19. scholarship taxable

    By TAXMAN, March 8, 2023
    • 2 replies
    • 494 views
    • 
    • TAXMAN
    • March 9, 2023

20. Doozy of a client

    By mcbreck, February 25, 2023
    • 7 replies
    • 1k views
    • 
    • JohnH
    • March 9, 2023

21. Accountant's Yacht Expenses

    By Lee B, March 8, 2023
    • 1 reply
    • 604 views
    • 
    • JohnH
    • March 9, 2023

22. Social Security tax?

    By TAXMAN, March 8, 2023
    • 7 replies
    • 643 views
    • 
    • kathyc2
    • March 8, 2023

23. Virginia 529 Plans

    By Christian, March 7, 2023
    • 4 replies
    • 715 views
    • 
    • Christian
    • March 8, 2023

24. 1120S with Form 2553 after due date

    By TR_241, March 8, 2023
    • 2 replies
    • 486 views
    • 
    • TR_241
    • March 8, 2023

25. Form 1099-K

    By Christian, March 7, 2023
    • 6 replies
    • 885 views
    • 
    • Jim Oh Bkkr
    • March 8, 2023

26. International Relevant Transactions

    By Randall, March 8, 2023
    • 0 replies
    • 316 views
    • 
    • Randall
    • March 8, 2023

27. 8615 Question

    By Dave T, March 7, 2023
    • 3 replies
    • 422 views
    • 
    • Lion EA
    • March 8, 2023

28. Farms due March 1st - S corp status change that?

    By WITAXLADY, February 27, 2023
    • 4 replies
    • 652 views
    • 
    • WITAXLADY
    • March 8, 2023

29. Installment Sale?

    By Lee B, March 7, 2023
    • 3 replies
    • 500 views
    • 
    • Lee B
    • March 8, 2023

30. Forms 8879 and OK 511-EF

    By Dan, March 7, 2023
    • 3 replies
    • 787 views
    • 
    • Lee B
    • March 7, 2023

31. Form 1040 - Digital Assets Question

    By Yardley CPA, March 7, 2023
    • 2 replies
    • 775 views
    • 
    • Lion EA
    • March 7, 2023

32. 1065 maybe limited partners?

    By schirallicpa, March 7, 2023
    • 1 reply
    • 517 views
    • 
    • DANRVAN
    • March 7, 2023

33. Almost halfway there

    By Lee B, March 1, 2023
    • 8 replies
    • 1k views
    • 
    • schirallicpa
    • March 7, 2023

34. Big Mess - Military Spouse in GA, Domiciled in FL, Working remote for CA company

    By BulldogTom, March 6, 2023
    • 7 replies
    • 700 views
    • 
    • BulldogTom
    • March 7, 2023

35. 453 installment sale - when corp closes

    By schirallicpa, March 5, 2023
    • 3 replies
    • 661 views
    • 
    • DANRVAN
    • March 7, 2023

36. Santa Barbara, CA, area Tax Preparer/Advisor

    By Lion EA, February 24, 2023
    • 3 replies
    • 645 views
    • 
    • Lion EA
    • March 6, 2023

37. help with Form 8839-adoption credit

    By Marie, March 4, 2023
    • 3 replies
    • 544 views
    • 
    • Lee B
    • March 6, 2023

38. MD PENSION HELP

    By TAXMAN, March 3, 2023
    • 2 replies
    • 560 views
    • 
    • TAXMAN
    • March 3, 2023

39. Third Party Sick Pay

    By Christian, March 2, 2023
    • 4 replies
    • 621 views
    • 
    • Medlin Software, Dennis
    • March 3, 2023

40. 1099r

    By mcbreck, March 2, 2023
    • 2 replies
    • 463 views
    • 
    • mcbreck
    • March 3, 2023

41. 2017 & 2018

    By ILLMAS, March 2, 2023
    • 1 reply
    • 431 views
    • 
    • Lee B
    • March 2, 2023

42. HOH CTC Question

    By artp, March 1, 2023
    • 2 replies
    • 407 views
    • 
    • artp
    • March 2, 2023

43. 1099q

    By tax1111, March 2, 2023
    • 2 replies
    • 1.1k views
    • 
    • tax1111
    • March 2, 2023

44. LTC payment after death

    By Possi, February 24, 2023
    • 15 replies
    • 1.6k views
    • 
    • DANRVAN
    • March 1, 2023

45. 1099R Coded 1D

    By mcb39, February 28, 2023
    • 4 replies
    • 831 views
    • 
    • Lee B
    • March 1, 2023

46. Form 1040-ES

    By Christian, February 28, 2023
    • 1 reply
    • 612 views
    • 
    • Pacun
    • March 1, 2023

47. partnership k-2 and k-3

    By Marie, February 28, 2023
    • 2 replies
    • 511 views
    • 
    • ILLMAS
    • March 1, 2023

48. Designating a Partnership Representative

    By Lee B, February 15, 2023
    • 17 replies
    • 1.5k views
    • 
    • Catherine
    • February 28, 2023

49. Anyone near Beltsville MD?

    By Catherine, February 26, 2023
    • 2 replies
    • 396 views
    • 
    • Catherine
    • February 28, 2023

50. Amended 2021 Louisiana return

    By MDCPA, February 27, 2023
    • 2 replies
    • 366 views
    • 
    • MDCPA
    • February 27, 2023

51. Quick pricing estimate on Fbar

    By michaelmars, February 25, 2023
    • 6 replies
    • 775 views
    • 
    • Randall
    • February 27, 2023

52. PA LLC has all NYS partners.

    By schirallicpa, February 26, 2023
    • 1 reply
    • 336 views
    • 
    • michaelmars
    • February 26, 2023

53. PA Questions

    By Patrick Michael, February 24, 2023
    • 8 replies
    • 964 views
    • 
    • schirallicpa
    • February 26, 2023

54. Can someone give me a yay or a nay on recourse loan status

    By schirallicpa, February 25, 2023
    • 4 replies
    • 601 views
    • 
    • schirallicpa
    • February 26, 2023

55. farm coop - how to treat capital investment please?

    By WITAXLADY, February 24, 2023
    • 4 replies
    • 583 views
    • 
    • WITAXLADY
    • February 26, 2023

56. I’m getting sick of this client

    By joanmcq, February 19, 2023
    • 9 replies
    • 1.2k views
    • 
    • joanmcq
    • February 25, 2023

57. SS from deceased parent

    By kathyc2, February 23, 2023
    • 5 replies
    • 733 views
    • 
    • Max W
    • February 25, 2023

58. 2022 third Party designee does not populate

    By WITAXLADY, February 23, 2023
    • 1 reply
    • 416 views
    • 
    • mcb39
    • February 24, 2023

59. Short Term Loss Carryover

    By Dave T, February 24, 2023
    • 3 replies
    • 846 views
    • 
    • DANRVAN
    • February 24, 2023

60. Attaching K-1 Footnotes

    By Mitch, February 23, 2023
    • 1 reply
    • 558 views
    • 
    • Slippery Pencil
    • February 24, 2023

61. Pension loophole in CT

    By Sara EA, February 24, 2023
    • 0 replies
    • 266 views
    • 
    • Sara EA
    • February 24, 2023

62. PA city tax npt

    By Chris R, February 24, 2023
    • 0 replies
    • 297 views
    • 
    • Chris R
    • February 24, 2023

63. Filing Requirement

    By Christian, February 23, 2023
    • 5 replies
    • 857 views
    • 
    • Christian
    • February 23, 2023

64. Electric Vehicle

    By Tracy Lee, February 23, 2023
    • 1 reply
    • 417 views
    • 
    • Medlin Software, Dennis
    • February 23, 2023

65. Original 2022 efiled. How to efile amended

    By Brett, February 21, 2023
    • 13 replies
    • 2.2k views
    • 
    • Abby Normal
    • February 23, 2023

66. Depreciation-final year of operations

    By artp, February 17, 2023
    • 7 replies
    • 1k views
    • 
    • mcb39
    • February 23, 2023

67. poll warden pay

    By Catherine, February 21, 2023
    • 6 replies
    • 732 views
    • 
    • mcb39
    • February 23, 2023

68. 1099 Cap Gain

    By mcbreck, February 21, 2023
    • 16 replies
    • 1.1k views
    • 
    • Abby Normal
    • February 23, 2023

69. Computer bloatware

    By Abby Normal, February 21, 2023
    • 6 replies
    • 1.2k views
    • 
    • Abby Normal
    • February 22, 2023

70. Form 1116

    By Christian, February 17, 2023
    • 8 replies
    • 1.2k views
    • 
    • TexTaxToo
    • February 22, 2023

71. S-corp health ins ??

    By schirallicpa, February 16, 2023
    • 19 replies
    • 1.2k views
    • 
    • Lion EA
    • February 21, 2023

72. Sect 199A dividends received by an S corp

    By Lynn EA USTCP in Louisiana, February 20, 2023
    • 2 replies
    • 462 views
    • 
    • Lynn EA USTCP in Louisiana
    • February 20, 2023

73. Grantor Trust, Unrecaptured 1250 Gain

    By G2R, February 20, 2023
    • 0 replies
    • 344 views
    • 
    • G2R
    • February 20, 2023

74. When clients apply for EIN on their own.

    By schirallicpa, February 20, 2023
    • 1 reply
    • 456 views
    • 
    • Lee B
    • February 20, 2023

75. Wierd - 1041 payment voucher not printing to PDF?

    By BulldogTom, February 16, 2023
    • 5 replies
    • 804 views
    • 
    • Abby Normal
    • February 20, 2023

76. Form 5329

    By Christian, February 19, 2023
    • 3 replies
    • 392 views
    • 
    • kathyc2
    • February 20, 2023

77. Anyone interested in helping out with my first 990?

    By BulldogTom, February 17, 2023
    • 10 replies
    • 845 views
    • 
    • Catherine
    • February 19, 2023

78. Electric Car credit for 2022

    By Pacun, February 15, 2023
    • 6 replies
    • 713 views
    • 
    • Medlin Software, Dennis
    • February 18, 2023

79. Inherited IRA Distribution Relief

    By Lee B, October 12, 2022
    • 3 replies
    • 726 views
    • 
    • Lee B
    • February 18, 2023

80. Early Distribution of Roth IRA

    By Dave T, February 17, 2023
    • 2 replies
    • 472 views
    • 
    • Max W
    • February 17, 2023

81. 1099 Misc

    By Tax Prep by Deb, February 16, 2023
    • 5 replies
    • 709 views
    • 
    • GLJEANNE
    • February 17, 2023

82. Shareholder loan basis

    By cpabsd, February 15, 2023
    • 3 replies
    • 726 views
    • 
    • jklcpa
    • February 17, 2023

83. What are ramifications of decreased usage after 100% bonus in previous year.

    By schirallicpa, February 16, 2023
    • 6 replies
    • 570 views
    • 
    • Lee B
    • February 16, 2023

84. I can't seem to efile

    By joanmcq, January 30, 2023
    • 15 replies
    • 2.1k views
    • 
    • joanmcq
    • February 16, 2023

85. Corrupt? Incompentent? Or both?

    By Abby Normal, February 14, 2023
    • 7 replies
    • 1.1k views
    • 
    • Sara EA
    • February 16, 2023

86. Decedent SS# on Trust transaction - how to report

    By BulldogTom, February 14, 2023
    • 7 replies
    • 859 views
    • 
    • Sara EA
    • February 16, 2023

87. Wells Fargo 1099-R Fiasco

    By beckster2010, February 14, 2023
    • 6 replies
    • 1.3k views
    • 
    • Abby Normal
    • February 15, 2023

88. California middle class refund

    By grandmabee, February 11, 2023
    • 14 replies
    • 1.2k views
    • 
    • Medlin Software, Dennis
    • February 14, 2023

89. DC Preparers, D-40 Question

    By G2R, February 13, 2023
    • 2 replies
    • 565 views
    • 
    • G2R
    • February 14, 2023

90. 1099R CODES

    By TAXMAN, February 10, 2023
    • 5 replies
    • 749 views
    • 
    • TAXMAN
    • February 14, 2023

91. When to file 4684 Hurricane Ian

    By BHoffman, February 13, 2023
    • 3 replies
    • 520 views
    • 
    • Lion EA
    • February 13, 2023

92. Here's a new error message after a rejected efile

    By schirallicpa, February 12, 2023
    • 2 replies
    • 620 views
    • 
    • schirallicpa
    • February 13, 2023

93. IRS Changes Priorities

    By Lee B, February 11, 2023
    • 2 replies
    • 749 views
    • 
    • Max W
    • February 13, 2023

94. 1041 Estate Final Return Under $600

    By GLGACCT, February 9, 2023
    • 6 replies
    • 927 views
    • 
    • Sara EA
    • February 12, 2023

95. Inherited House

    By Christian, February 10, 2023
    • 4 replies
    • 711 views
    • 
    • grandmabee
    • February 11, 2023

96. splitting EIC or CTC on 8379

    By schirallicpa, February 11, 2023
    • 3 replies
    • 778 views
    • 
    • schirallicpa
    • February 11, 2023

97. ethics - grant money

    By WITAXLADY, February 10, 2023
    • 4 replies
    • 827 views
    • 
    • DANRVAN
    • February 11, 2023

98. Leasehold Improvements

    By Yardley CPA, February 10, 2023
    • 2 replies
    • 399 views
    • 
    • TAXMAN
    • February 10, 2023

99. IRA rollover fail

    By mcbreck, February 9, 2023
    • 6 replies
    • 808 views
    • 
    • Lee B
    • February 10, 2023

100. ID.me for non-profit

     By Margaret CPA in OH, February 9, 2023
     • 2 replies
     • 464 views
     • 
     • Margaret CPA in OH
     • February 9, 2023