General Chat

23,920 topics in this forum

1. Signature Authority

   By Corduroy Frog, October 20, 2020
   • 5 replies
   • 1.3k views
   • 
   • Max W
   • October 20, 2020

2. foreign capital gain adjustments and foreign tax credit

   By cl2019, October 19, 2020
   • 2 replies
   • 940 views
   • 
   • cl2019
   • October 19, 2020

3. anyone using a Brother DCP-L5500DN Laser All in one

   By BulldogTom, October 17, 2020
   • 3 replies
   • 932 views
   • 
   • Abby Normal
   • October 19, 2020

4. WE LIVED!

   By Catherine, October 16, 2020
   • 5 replies
   • 1.3k views
   • 
   • Medlin Software, Dennis
   • October 19, 2020

5. Flexible Spending - Dependent Care

   By Yardley CPA, October 16, 2020
   • 7 replies
   • 1.2k views
   • 
   • Pacun
   • October 20, 2020

6. cannot efile

   By WITAXLADY, October 16, 2020
   • 2 replies
   • 805 views
   • 
   • Abby Normal
   • October 16, 2020

7. California Wildfire Disaster Relief (Ambiguous Statement)

   By Max W, October 15, 2020
   • 2 replies
   • 1k views
   • 
   • Max W
   • October 15, 2020

8. why can't we have a voucher payment for the 1120

   By schirallicpa, October 15, 2020
   • 7 replies
   • 1.3k views
   • 
   • schirallicpa
   • October 16, 2020

9. Can you e-file a return after 10/15?

   By JackieCPA, October 14, 2020
   • 9 replies
   • 2.9k views
   • 
   • Lion EA
   • October 15, 2020

10. How to Process Sale of Rental Property in ATX?

    By ETax847, October 13, 2020
    • 2 replies
    • 1k views
    • 
    • ETax847
    • October 13, 2020

11. Health insurance penalty (amending 2018)

    By ILLMAS, October 12, 2020
    • 2 replies
    • 697 views
    • 
    • ILLMAS
    • October 13, 2020

12. PTIN Renewal Notice

    By ETax847, October 12, 2020
    • 13 replies
    • 2.2k views
    • 
    • Lion EA
    • October 14, 2020

13. How do you pull a report in ATX that includes the spouse's SSN?

    By Teresa K, October 12, 2020
    • 0 replies
    • 548 views
    • 
    • Teresa K
    • October 12, 2020

14. OID

    By Lion EA, October 12, 2020
    • 2 replies
    • 1.3k views
    • 
    • Lion EA
    • October 12, 2020

15. 6252

    By grandmabee, October 11, 2020
    • 2 replies
    • 867 views
    • 
    • Catherine
    • October 13, 2020

16. IRS BACKLOG

    By Lee B, October 11, 2020
    • 18 replies
    • 3.3k views
    • 
    • Abby Normal
    • November 3, 2020

17. NT - Footnote disclosures on audited financials

    By BulldogTom, October 10, 2020
    • 21 replies
    • 2.7k views
    • 
    • Medlin Software, Dennis
    • October 23, 2020

18. fixed assets

    By CCB 59, October 10, 2020
    • 3 replies
    • 1.1k views
    • 
    • BLACK BART
    • October 12, 2020

19. Turn off

    By TAXMAN, October 10, 2020
    • 4 replies
    • 950 views
    • 
    • Lion EA
    • October 10, 2020

20. Roth IRA, business loss, MFS

    By Catherine, October 9, 2020
    • 4 replies
    • 899 views
    • 
    • Catherine
    • October 13, 2020

21. Can I still efile 2016?

    By joanmcq, October 9, 2020
    • 2 replies
    • 681 views
    • 
    • Abby Normal
    • October 9, 2020

22. Escrow payments by buyer

    By Max W, October 7, 2020
    • 8 replies
    • 1.3k views
    • 
    • Abby Normal
    • October 9, 2020

23. S Corp Sold on an Accrual Basis

    By 1464940, October 7, 2020
    • 2 replies
    • 751 views
    • 
    • Corduroy Frog
    • October 8, 2020

24. 990N for missed prior year

    By schirallicpa, October 7, 2020
    • 4 replies
    • 974 views
    • 
    • schirallicpa
    • October 8, 2020

25. RMD

    By peggysioux5, October 6, 2020
    • 1 reply
    • 643 views
    • 
    • Lee B
    • October 6, 2020

26. ATX new advanced calculation

    By JackieCPA, October 5, 2020
    • 14 replies
    • 2.9k views
    • 
    • Yardley CPA
    • April 2, 2021

27. Import from Dropbox, losing extensions

    By WITAXLADY, October 3, 2020
    • 4 replies
    • 1.2k views
    • 
    • Abby Normal
    • October 8, 2020

28. Tax Practitioner Priority Service Line Issues

    By ETax847, October 2, 2020
    • 4 replies
    • 1.5k views
    • 
    • Max W
    • October 7, 2020

29. A third different 941 for 2020

    By Medlin Software, Dennis, October 1, 2020
    • 6 replies
    • 1.3k views
    • 
    • Catherine
    • October 9, 2020

30. Need Windows10 Media Player help.

    By Jack from Ohio, October 1, 2020
    • 1 reply
    • 614 views
    • 
    • ILLMAS
    • October 1, 2020

31. Reporting Wash Sales Correctly

    By Matthew in the PNW, September 30, 2020
    • 9 replies
    • 3.9k views
    • 
    • Matthew in the PNW
    • October 3, 2020

32. Unsolicited opinion 1 2

    By Margaret CPA in OH, September 30, 2020
    • 27 replies
    • 5.1k views
    • 
    • Lion EA
    • October 9, 2020

33. NR State laws for muni bond interest

    By Kea, September 29, 2020
    • 0 replies
    • 646 views
    • 
    • Kea
    • September 29, 2020

34. IRS loss (transferring to a new owner)

    By ILLMAS, September 29, 2020
    • 8 replies
    • 1.6k views
    • 
    • DANRVAN
    • October 2, 2020

35. Sept. 29 National Coffee Day: How to get free coffee

    By Elrod, September 29, 2020
    • 0 replies
    • 538 views
    • 
    • Elrod
    • September 29, 2020

36. Distributions from complex trust with only rental loss carryforwards

    By David, September 28, 2020
    • 4 replies
    • 1.3k views
    • 
    • DANRVAN
    • September 30, 2020

37. Question for Verifyle Users

    By Patrick Michael, September 27, 2020
    • 4 replies
    • 1.2k views
    • 
    • WITAXLADY
    • October 2, 2020

38. ATX calculating credit for taxes paid to other states on MI nonresident return

    By Abby Normal, September 25, 2020
    • 5 replies
    • 1.4k views
    • 
    • Abby Normal
    • September 29, 2020

39. Payment plan (missed payments)

    By ILLMAS, September 25, 2020
    • 2 replies
    • 973 views
    • 
    • Max W
    • October 1, 2020

40. laptop suggestion for struggling client

    By DANRVAN, September 25, 2020
    • 8 replies
    • 1.3k views
    • 
    • Jack from Ohio
    • October 1, 2020

41. Weird message

    By Margaret CPA in OH, September 24, 2020
    • 7 replies
    • 1.5k views
    • 
    • Catherine
    • September 26, 2020

42. Ky Direct Debit for Tax Payment after July 15

    By Randall, September 24, 2020
    • 1 reply
    • 515 views
    • 
    • Randall
    • September 24, 2020

43. Software to Gather, Assemble, and Deliver Tax Docs

    By Patrick Michael, September 24, 2020
    • 7 replies
    • 1.3k views
    • 
    • Tax Prep by Deb
    • October 2, 2020

44. Two W2's, same employer

    By BobbiV, September 23, 2020
    • 7 replies
    • 4.7k views
    • 
    • Sara EA
    • September 24, 2020

45. validating an old EIN

    By Catherine, September 22, 2020
    • 6 replies
    • 1k views
    • 
    • jklcpa
    • September 23, 2020

46. Applying overpayment

    By ILLMAS, September 22, 2020
    • 1 reply
    • 530 views
    • 
    • Max W
    • September 23, 2020

47. Name change on FEIN

    By TaxmannEA, September 22, 2020
    • 10 replies
    • 1.6k views
    • 
    • Jim Oh Bkkr
    • September 25, 2020

48. ATX Portal

    By grandmabee, September 22, 2020
    • 4 replies
    • 1.3k views
    • 
    • Jack from Ohio
    • October 1, 2020

49. Going online (virtual business)

    By ILLMAS, September 22, 2020
    • 13 replies
    • 1.6k views
    • 
    • Lion EA
    • September 25, 2020

50. ATX Advanced Calculation Module

    By Yardley CPA, September 21, 2020
    • 2 replies
    • 1.3k views
    • 
    • Abby Normal
    • September 22, 2020

51. e-signatures?

    By Catherine, September 21, 2020
    • 13 replies
    • 3.2k views
    • 
    • Lion EA
    • September 23, 2020

52. What Should I Do?

    By Patrick Michael, September 18, 2020
    • 8 replies
    • 1.3k views
    • 
    • Catherine
    • September 21, 2020

53. Double dipping (I guess it's a good thing)

    By ILLMAS, September 18, 2020
    • 13 replies
    • 1.4k views
    • 
    • Lion EA
    • September 21, 2020

54. Phishing email

    By ILLMAS, September 17, 2020
    • 3 replies
    • 931 views
    • 
    • Sara EA
    • September 18, 2020

55. 941 form revision

    By Corduroy Frog, September 15, 2020
    • 2 replies
    • 770 views
    • 
    • Corduroy Frog
    • September 19, 2020

56. Stock Options and Tax Consequences

    By ETax847, September 15, 2020
    • 2 replies
    • 864 views
    • 
    • ETax847
    • September 22, 2020

57. NEW YORK IT-225

    By Max W, September 15, 2020
    • 3 replies
    • 1k views
    • 
    • Max W
    • September 24, 2020

58. Sale/trade-in of delivery route (goodwill)

    By ILLMAS, September 14, 2020
    • 11 replies
    • 1.6k views
    • 
    • DANRVAN
    • September 15, 2020

59. 351 statement

    By grandmabee, September 14, 2020
    • 6 replies
    • 1.6k views
    • 
    • grandmabee
    • September 15, 2020

60. M-2 "Allow distributions to go in excess of AAA" ???

    By mli, September 13, 2020
    • 10 replies
    • 3.7k views
    • 
    • Abby Normal
    • October 2, 2020

61. 1099Q entry in ATX

    By BulldogTom, September 13, 2020
    • 3 replies
    • 1.4k views
    • 
    • Lion EA
    • September 13, 2020

62. How to enter §1031 Exchange in ATX Fixed Assets

    By BulldogTom, September 13, 2020
    • 4 replies
    • 1.8k views
    • 
    • AlexK
    • March 7, 2022

63. Tracking Paper Filed Return

    By Gail in Virginia, September 12, 2020
    • 22 replies
    • 2.5k views
    • 
    • joanmcq
    • October 9, 2020

64. Concerning electing to capitalize costs & carrying charges

    By Corduroy Frog, September 12, 2020
    • 5 replies
    • 1.2k views
    • 
    • Corduroy Frog
    • September 14, 2020

65. No BS

    By ILLMAS, September 10, 2020
    • 15 replies
    • 1.8k views
    • 
    • DANRVAN
    • September 12, 2020

66. SEP Excess Contribution

    By Max W, September 9, 2020
    • 0 replies
    • 527 views
    • 
    • Max W
    • September 9, 2020

67. Private School Tuition

    By Christian, September 9, 2020
    • 6 replies
    • 1.2k views
    • 
    • Catherine
    • September 11, 2020

68. Missed an extension

    By ILLMAS, September 8, 2020
    • 1 reply
    • 641 views
    • 
    • ILLMAS
    • September 8, 2020

69. Employers and PRtax deferral

    By Corduroy Frog, September 8, 2020
    • 6 replies
    • 938 views
    • 
    • DANRVAN
    • September 12, 2020

70. New Charitable Deduction for Nonitemizers

    By Yardley CPA, September 8, 2020
    • 0 replies
    • 869 views
    • 
    • Yardley CPA
    • September 8, 2020

71. Form 3115 (What to charge)

    By Terry D EA, September 7, 2020
    • 4 replies
    • 1.3k views
    • 
    • DANRVAN
    • September 9, 2020

72. Where did they go??

    By Corduroy Frog, September 7, 2020
    • 8 replies
    • 1.3k views
    • 
    • Lion EA
    • September 10, 2020

73. How Many States???

    By Corduroy Frog, September 3, 2020
    • 2 replies
    • 849 views
    • 
    • Corduroy Frog
    • September 3, 2020

74. WI tax preparers please

    By WITAXLADY, September 2, 2020
    • 0 replies
    • 593 views
    • 
    • WITAXLADY
    • September 2, 2020

75. NY IT-204 Other Deductions Statement

    By HV Ken, September 2, 2020
    • 0 replies
    • 683 views
    • 
    • HV Ken
    • September 2, 2020

76. Perfect business

    By ILLMAS, September 2, 2020
    • 3 replies
    • 981 views
    • 
    • Possi
    • September 8, 2020

77. 2020 tax software survey results

    By ETax847, September 2, 2020
    • 4 replies
    • 1.7k views
    • 
    • grandmabee
    • September 10, 2020

78. North Carolina issue for non-resident

    By Max W, September 2, 2020
    • 3 replies
    • 1.1k views
    • 
    • Max W
    • September 4, 2020

79. What's that form # for e-file confirmation?

    By Lion EA, September 1, 2020
    • 16 replies
    • 2.4k views
    • 
    • Jim Oh Bkkr
    • September 6, 2020

80. grrr I am so mad - split up

    By WITAXLADY, September 1, 2020
    • 6 replies
    • 1.2k views
    • 
    • Corduroy Frog
    • September 3, 2020

81. GL and PR software??

    By schirallicpa, September 1, 2020
    • 2 replies
    • 662 views
    • 
    • ILLMAS
    • September 1, 2020

82. Centralized Audit Regime

    By Corduroy Frog, September 1, 2020
    • 1 reply
    • 544 views
    • 
    • jklcpa
    • September 1, 2020

83. EITC and losses from sales of assets

    By BulldogTom, September 1, 2020
    • 2 replies
    • 685 views
    • 
    • BulldogTom
    • September 1, 2020

84. Delaying RMD

    By ILLMAS, August 31, 2020
    • 5 replies
    • 1.2k views
    • 
    • Lion EA
    • September 1, 2020

85. N/T - GOOGLE IT

    By BLACK BART, August 29, 2020
    • 7 replies
    • 1.7k views
    • 
    • BLACK BART
    • September 18, 2020

86. VA preparers in the Purcellville/Leesburg area?

    By Catherine, August 29, 2020
    • 0 replies
    • 530 views
    • 
    • Catherine
    • August 29, 2020

87. Pay to Quarantined Employee

    By TaxmannEA, August 28, 2020
    • 1 reply
    • 677 views
    • 
    • ILLMAS
    • August 28, 2020

88. sale of rental by military servicemember

    By Possi, August 28, 2020
    • 11 replies
    • 1.8k views
    • 
    • DANRVAN
    • September 9, 2020

89. sc non resident

    By TAXMAN, August 27, 2020
    • 1 reply
    • 608 views
    • 
    • Abby Normal
    • August 28, 2020

90. How to process in ATX? Purchase and sale of asset in same year

    By BulldogTom, August 27, 2020
    • 6 replies
    • 1.7k views
    • 
    • BulldogTom
    • August 28, 2020

91. IRS LETTER 5071C

    By Lee B, August 27, 2020
    • 6 replies
    • 1.6k views
    • 
    • WITAXLADY
    • September 1, 2020

92. Need to Software to E-file 1065X and 3115

    By b#tax, August 26, 2020
    • 3 replies
    • 1.2k views
    • 
    • Lee B
    • August 28, 2020

93. File extraction software

    By Jack from Ohio, August 26, 2020
    • 3 replies
    • 1.4k views
    • 
    • Catherine
    • August 29, 2020

94. client management software

    By schirallicpa, August 25, 2020
    • 5 replies
    • 1.4k views
    • 
    • Catherine
    • August 29, 2020

95. Refunding Underpayment Penalties??

    By Corduroy Frog, August 25, 2020
    • 3 replies
    • 794 views
    • 
    • Corduroy Frog
    • August 28, 2020

96. CLIENTS DISAPPOINTED WITH REFUNDS

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

97. Data Breach insurance

    By grandmabee, August 25, 2020
    • 11 replies
    • 1.6k views
    • 
    • Catherine
    • September 1, 2020

98. 8879 for 2019 amended return?

    By Margaret CPA in OH, August 24, 2020
    • 3 replies
    • 1.3k views
    • 
    • Margaret CPA in OH
    • August 25, 2020

99. 1099-R Code W

    By ILLMAS, August 24, 2020
    • 0 replies
    • 817 views
    • 
    • ILLMAS
    • August 24, 2020

100. Form 4506-T to request transcript

     By Pacun, August 24, 2020
     • 2 replies
     • 787 views
     • 
     • ILLMAS
     • August 24, 2020