General Chat

23,921 topics in this forum

1. RMD Not taken

   By TaxmannEA, August 12, 2014
   • 8 replies
   • 1.7k views
   • 
   • kcjenkins
   • August 12, 2014

2. RMD not taken - any way to correct this?

   By BulldogTom, April 13, 2011
   • 4 replies
   • 2.1k views
   • 
   • TAXBILLY
   • April 13, 2011

3. RMD Not Taken in 2010

   By GraceNY, February 13, 2011
   • 5 replies
   • 3.6k views
   • 
   • kcjenkins
   • February 15, 2011

4. RMD Penalty

   By JackieCPA, June 7, 2022
   • 7 replies
   • 742 views
   • 
   • Bart
   • June 17, 2022

5. RMD received early Jan 2017 for 2016

   By schirallicpa, April 8, 2017
   • 3 replies
   • 1.1k views
   • 
   • schirallicpa
   • April 12, 2017

6. RMD when owner dies

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

7. RMD's, Charity and your age?

   By Richcpaman, February 26, 2018
   • 11 replies
   • 1.7k views
   • 
   • Roberts
   • March 2, 2018

8. Robert Redford Sues New York over $1.6M Tax Tab

   By kcjenkins, August 11, 2014
   • 12 replies
   • 1.9k views
   • 
   • JohnH
   • August 14, 2014

9. Robinhood Securities 1099DIV and 1099B

   By giogis245, March 24, 2021
   • 5 replies
   • 1k views
   • 
   • Lion EA
   • March 24, 2021

10. ROBO ACCOUNTANTS ON THE WAY ?

    By Lee B, July 27, 2016
    • 12 replies
    • 3.7k views
    • 
    • Randall
    • August 3, 2016

11. ROBS - Rollovers as Business Start-Ups

    By Max W, January 30, 2019
    • 4 replies
    • 945 views
    • 
    • Max W
    • January 31, 2019

12. ROBS used in C Corp

    By David, May 12, 2017
    • 12 replies
    • 3.1k views
    • 
    • JohnH
    • October 12, 2017

13. Rock Chalk Jayhawk

    By jasdlm, March 20, 2015
    • 7 replies
    • 1.3k views
    • 
    • BulldogTom
    • March 20, 2015

14. Roll call... IRS Forum Chicago July 1-3, 2014?

    By ILLMAS, May 23, 2014
    • 12 replies
    • 4.2k views
    • 
    • ILLMAS
    • July 1, 2014

15. ROLL OVER OF CORP TAX RETURN

    By DEO, March 12, 2015
    • 4 replies
    • 1k views
    • 
    • Jack from Ohio
    • March 12, 2015

16. ROLL OVER OF PREPARER INFO

    By michaelmars, December 30, 2010
    • 7 replies
    • 2.2k views
    • 
    • mcb39
    • January 6, 2011

17. Roll over of returns

    By grandmabee, March 11, 2014
    • 1 reply
    • 994 views
    • 
    • Jack from Ohio
    • March 11, 2014

18. Roll Over of Tax Returns

    By Edward, February 13, 2012
    • 3 replies
    • 1.9k views
    • 
    • Edward
    • February 13, 2012

19. Roll over problem

    By Max W, April 1, 2014
    • 2 replies
    • 853 views
    • 
    • cred65
    • April 2, 2014

20. Roll-over of IRA

    By Daune/CA, April 7, 2008
    • 1 reply
    • 882 views
    • 
    • jainen
    • April 8, 2008

21. Rolled over Roth Distribution

    By David, September 8, 2014
    • 6 replies
    • 1.7k views
    • 
    • RitaB
    • October 9, 2014

22. Rolling IRA into a Roth

    By MargaretMort, March 13, 2011
    • 3 replies
    • 1.8k views
    • 
    • MargaretMort
    • March 14, 2011

23. Rolling Over

    By Kimberly K, March 26, 2011
    • 6 replies
    • 2.1k views
    • 
    • Kimberly K
    • March 29, 2011

24. Rolling Over from 2007 to 2008

    By JohnH, January 3, 2009
    • 7 replies
    • 1.9k views
    • 
    • mcb39
    • January 4, 2009

25. rolling over inherited money

    By thehoss813, April 15, 2013   

    • FED
    • 7 replies
    • 1.8k views
    • 
    • thehoss813
    • April 16, 2013

26. Rolling over return

    By cientax, March 20, 2008
    • 6 replies
    • 1.5k views
    • 
    • diligentbiz
    • March 22, 2008

27. Rolling over return

    By cientax, March 20, 2008
    • 2 replies
    • 957 views
    • 
    • Pacun
    • March 20, 2008

28. Rolling over to a PRS return

    By Crank, April 7, 2014
    • 3 replies
    • 1.2k views
    • 
    • Kea
    • April 8, 2014

29. Rollover

    By grandmabee, August 2, 2016
    • 3 replies
    • 1.3k views
    • 
    • grandmabee
    • August 3, 2016

30. Rollover

    By ILLMAS, January 7, 2010
    • 1 reply
    • 988 views
    • 
    • Margaret CPA in OH
    • January 7, 2010

31. Rollover

    By jrollo, March 10, 2010
    • 4 replies
    • 1.6k views
    • 
    • kcjenkins
    • March 11, 2010

32. Rollover

    By MAMalody, May 6, 2009
    • 2 replies
    • 1.2k views
    • 
    • MAMalody
    • May 6, 2009

33. Rollover

    By TAXMAN, January 15, 2013
    • 8 replies
    • 2.2k views
    • 
    • TAXMAN
    • January 23, 2013

34. rollover & depreciation

    By grandmabee, March 21, 2009
    • 14 replies
    • 3.5k views
    • 
    • jasdlm
    • March 22, 2009

35. Rollover 12.8

    By ACS41, February 16, 2013
    • 3 replies
    • 1.6k views
    • 
    • ATLcpa
    • February 16, 2013

36. Rollover a Return - Backwards

    By Stephanie, November 5, 2016
    • 1 reply
    • 757 views
    • 
    • Jack from Ohio
    • November 6, 2016

37. Rollover estate return in ATX - final short year & carryover

    By Randall, November 8, 2018
    • 4 replies
    • 891 views
    • 
    • Abby Normal
    • November 8, 2018

38. ROLLOVER FROM 2014 ISSUE

    By DANRVAN, February 3, 2016
    • 3 replies
    • 1k views
    • 
    • Lee B
    • February 3, 2016

39. Rollover Function

    By Christian, February 9, 2021
    • 3 replies
    • 590 views
    • 
    • jasdlm
    • February 9, 2021

40. Rollover hangs

    By ILLMAS, March 11, 2015
    • 1 reply
    • 874 views
    • 
    • Margaret CPA in OH
    • March 11, 2015

41. Rollover IRA to different bank at age 92

    By miatax, October 7, 2009
    • 2 replies
    • 1.5k views
    • 
    • kcjenkins
    • October 7, 2009

42. Rollover IRA, now on the stock Market

    By Pacun, April 9, 2019
    • 3 replies
    • 820 views
    • 
    • jklcpa
    • April 10, 2019

43. ROLLOVER IRA?

    By TAXMAN, February 11, 2016
    • 2 replies
    • 915 views
    • 
    • Abby Normal
    • February 11, 2016

44. Rollover Issue

    By Christian, December 1, 2014
    • 0 replies
    • 881 views
    • 
    • Christian
    • December 1, 2014

45. Rollover Issue

    By Christian, August 12, 2014
    • 2 replies
    • 1.2k views
    • 
    • Christian
    • August 13, 2014

46. Rollover Issues

    By Christian, December 21, 2013
    • 5 replies
    • 1.7k views
    • 
    • kcjenkins
    • December 23, 2013

47. ROLLOVER MANAGER

    By michaelmars, March 11, 2008
    • 10 replies
    • 2.1k views
    • 
    • Janitor Bob
    • March 11, 2008

48. Rollover Manager

    By windmill, March 13, 2013
    • 2 replies
    • 1.5k views
    • 
    • Terry O
    • March 14, 2013

49. Rollover Not Working - Locked out of all years

    By JSC CPA, January 15, 2022
    • 7 replies
    • 1.3k views
    • 
    • Abby Normal
    • January 18, 2022

50. rollover of returns

    By grandmabee, August 2, 2010
    • 1 reply
    • 1.4k views
    • 
    • Lion EA
    • August 2, 2010

51. Rollover Preparer and e-file info

    By ILLMAS, January 7, 2009
    • 4 replies
    • 2.1k views
    • 
    • TAXBILLY
    • January 8, 2009

52. rollover preparer info

    By BobH, December 1, 2018
    • 1 reply
    • 1k views
    • 
    • Abby Normal
    • December 1, 2018

53. Rollover Reject Message

    By Christian, January 24, 2014
    • 4 replies
    • 1k views
    • 
    • Jack from Ohio
    • January 24, 2014

54. Rollover return crashes program when opening

    By Marie, February 23, 2013
    • 6 replies
    • 1.4k views
    • 
    • Terry O
    • February 24, 2013

55. Rollover returns hot showing up in the Return Manager

    By TAG, February 4, 2013
    • 4 replies
    • 1.4k views
    • 
    • TAXMAN
    • February 10, 2013

56. Rollover returns losing letters

    By cientax, February 7, 2013
    • 2 replies
    • 1.4k views
    • 
    • cientax
    • February 7, 2013

57. ROLLOVER REVISITED

    By TAXMAN, January 30, 2013
    • 4 replies
    • 1.4k views
    • 
    • joanmcq
    • January 30, 2013

58. Rollover tab closes program

    By grandmabee, February 6, 2017
    • 8 replies
    • 1.4k views
    • 
    • BLACK BART
    • February 7, 2017

59. Rollover to Inherited Roth

    By Kea, March 11, 2011
    • 4 replies
    • 1.7k views
    • 
    • Kea
    • March 11, 2011

60. rollover to IRA, then withdraw

    By ajuroff, February 14, 2009
    • 6 replies
    • 1.5k views
    • 
    • ajuroff
    • February 14, 2009

61. Rollover/Severance

    By taxguy057, February 22, 2008
    • 7 replies
    • 2.1k views
    • 
    • kcjenkins
    • February 25, 2008

62. Rollovers-No Client Letter

    By Randall, March 10, 2008
    • 6 replies
    • 1.4k views
    • 
    • Bob Hoffman
    • March 10, 2008

63. Roni Deutch

    By JRS, August 25, 2010
    • 0 replies
    • 1.1k views
    • 
    • JRS
    • August 25, 2010

64. Roni Deutsch is Back!!

    By Edsel, January 13, 2018
    • 7 replies
    • 2.2k views
    • 
    • Max W
    • January 20, 2018

65. Roof on rental property expense vs captalize

    By lydia33, February 26, 2012
    • 1 reply
    • 1.3k views
    • 
    • jainen
    • February 26, 2012

66. Roof Replacement

    By MAMalody, April 21, 2016
    • 10 replies
    • 1.9k views
    • 
    • MAMalody
    • April 26, 2016

67. room rental

    By grandmabee, July 8, 2010
    • 18 replies
    • 3.9k views
    • 
    • jainen
    • July 17, 2010

68. Roth

    By TAXMAN, March 3, 2010
    • 3 replies
    • 1.2k views
    • 
    • jasdlm
    • March 5, 2010

69. Roth 2010 Conversion 2011 Distribution

    By Randall, April 7, 2012
    • 3 replies
    • 1.5k views
    • 
    • Randall
    • April 8, 2012

70. Roth 401K

    By BobinNJ, March 16, 2008
    • 1 reply
    • 1k views
    • 
    • fredazcpa
    • March 17, 2008

71. Roth 5-yr period question

    By Cat in OH, December 16, 2010
    • 5 replies
    • 2.7k views
    • 
    • Gail in Virginia
    • December 21, 2010

72. Roth and ATX software

    By Marie, March 26, 2009
    • 5 replies
    • 1.3k views
    • 
    • RitaB
    • March 26, 2009

73. roth and estate

    By TAXMAN, October 7, 2016
    • 3 replies
    • 1.1k views
    • 
    • TAXMAN
    • October 10, 2016

74. Roth code J taxpayer under 59 1/2

    By artp, February 21, 2024
    • 3 replies
    • 475 views
    • 
    • artp
    • February 23, 2024

75. ROTH code T / Can I buy a "zero," Vanna?

    By RitaB, February 28, 2017
    • 5 replies
    • 1.3k views
    • 
    • jasdlm
    • March 2, 2017

76. Roth contribution

    By MN dhawk, March 28, 2011
    • 1 reply
    • 1.1k views
    • 
    • imjulier
    • March 28, 2011

77. Roth Contribution Not Made - Is 1040X Required?

    By Virginia D, July 7, 2024   

    • ira
    • 3 replies
    • 277 views
    • 
    • Sara EA
    • July 8, 2024

78. Roth Conversion

    By Hanover Jim, October 12, 2010
    • 1 reply
    • 1.4k views
    • 
    • Kea
    • October 12, 2010

79. Roth conversion clarification

    By Kea, November 5, 2010
    • 4 replies
    • 1.4k views
    • 
    • Kea
    • November 6, 2010

80. Roth Conversion Entry in ATX

    By JohnH, January 18, 2011
    • 3 replies
    • 1.4k views
    • 
    • kcjenkins
    • January 19, 2011

81. Roth Conversion Indicating Code 2

    By Christian, March 24, 2024
    • 2 replies
    • 288 views
    • 
    • Christian
    • March 24, 2024

82. Roth Conversion Withdrawal Penalty 1 2

    By David, June 6, 2016
    • 31 replies
    • 4.3k views
    • 
    • SaraEA
    • June 24, 2016

83. Roth Conversion, then Roth Distribution

    By MEHCPA, April 2, 2011
    • 2 replies
    • 1.3k views
    • 
    • MEHCPA
    • April 2, 2011

84. Roth Conversion/Distribution

    By jlewis, August 21, 2011
    • 3 replies
    • 1.7k views
    • 
    • Lion EA
    • August 22, 2011

85. ROTH Conversions

    By GraceNY, April 1, 2010
    • 2 replies
    • 1.8k views
    • 
    • SueC
    • April 1, 2010

86. Roth disbursement

    By MN dhawk, April 7, 2011
    • 1 reply
    • 1.1k views
    • 
    • kcjenkins
    • April 7, 2011

87. Roth Distr.

    By grandmabee, February 26, 2015
    • 2 replies
    • 1.2k views
    • 
    • Pacun
    • February 26, 2015

88. ROTH distribution question

    By Terry O, January 30, 2013
    • 4 replies
    • 1.4k views
    • 
    • Terry O
    • January 31, 2013

89. Roth Distribution shouldn't be taxable

    By Margaret CPA in OH, March 9, 2010
    • 7 replies
    • 1.6k views
    • 
    • LindaB
    • March 10, 2010

90. Roth Disttribution

    By TAXMAN, May 12, 2014
    • 4 replies
    • 1.1k views
    • 
    • kcjenkins
    • May 12, 2014

91. Roth excess contribution

    By Margaret CPA in OH, April 7, 2023
    • 5 replies
    • 943 views
    • 
    • Margaret CPA in OH
    • April 11, 2023

92. Roth IRA

    By GeneInAlabama, April 8, 2008
    • 4 replies
    • 1.2k views
    • 
    • GeneInAlabama
    • April 9, 2008

93. Roth IRA

    By ldreyna, February 7, 2013
    • 8 replies
    • 1.8k views
    • 
    • Margaret CPA in OH
    • February 8, 2013

94. Roth IRA

    By TAXMAN, February 21, 2013
    • 1 reply
    • 1.1k views
    • 
    • neilbrink
    • February 21, 2013

95. Roth IRA

    By TAXMAN, March 25, 2015
    • 9 replies
    • 2.2k views
    • 
    • jklcpa
    • April 15, 2015

96. Roth IRA - no earned income

    By Catherine, April 14, 2016
    • 4 replies
    • 1.2k views
    • 
    • Catherine
    • April 15, 2016

97. Roth IRA -> phase out

    By ILLMAS, February 28, 2012
    • 6 replies
    • 2.5k views
    • 
    • Catherine
    • March 29, 2012

98. Roth IRA + Regular Pensions

    By Lynn EA USTCP in Louisiana, February 13, 2019
    • 10 replies
    • 1.7k views
    • 
    • Randall
    • March 7, 2019

99. Roth IRA Contribution

    By Yardley CPA, March 3, 2011
    • 3 replies
    • 1.6k views
    • 
    • Kea
    • March 3, 2011

100. Roth IRA Contribution limit with multiple business

     By mrichman333, February 12, 2016
     • 4 replies
     • 1k views
     • 
     • Gail in Virginia
     • February 17, 2016