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If I could give 10 stars I would If I could give 10 stars I would Such an amazing service so needed during the times when EDD almost never picks up Claimyr gets me on the phone with EDD every time without fail faster. A much needed service without Claimyr I would have never received the payment I needed to support me during my postpartum recovery. Thank you so much Claimyr!


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Really made a difference, save me time and energy from going to a local office for making the call.


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Was a bit nervous or untrusting at first, but my calls went thru. First time the wait was a bit long but their customer chat line on their page was helpful and put me at ease that I would receive my call. Today my call dropped because of EDD and Claimyr heard my concern on the same chat and another call was made within the hour.


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An incredibly helpful service! Got me connected to a CA EDD agent without major hassle (outside of EDD's agents dropping calls – which Claimyr has free protection for). If you need to file a new claim and can't do it online, pay the $ to Claimyr to get the process started. Absolutely worth it!


Consistent,frustration free, quality Service.

Used this service a couple times now. Before I'd call 200 times in less than a weak frustrated as can be. But using claimyr with a couple hours of waiting i was on the line with an representative or on hold. Dropped a couple times but each reconnected not long after and was mission accomplished, thanks to Claimyr.


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Ask the community...

  • DO post questions about your issues.
  • DO answer questions and support each other.
  • DO post tips & tricks to help folks.
  • DO NOT post call problems here - there is a support tab at the top for that :)

Laila Fury

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Cycle codes are just part of the puzzle. You really need to look at your entire transcript - processing codes, freeze codes, reference numbers etc. With all the delays this year, its getting harder to predict anything based just on cycle codes tbh

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where do I find all those other codes? my transcript is like reading hieroglyphics

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Laila Fury

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Check out taxr.ai - it breaks down every single code and tells you exactly whats happening. Way easier than trying to google everything

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The 01 vs 05 cycle thing is real but don't stress too much about it! I'm also an 01 cycle and yeah, we typically see updates on Mondays. The wait times this year have been brutal for everyone regardless of cycle code. Since you filed in February, you're still within the normal processing timeframe (21+ days). Keep checking your transcript on Monday mornings and look for any 846 refund issued codes or 570/971 notice codes that might explain delays.

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CosmicCadet

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Thanks for the reassurance! I've been checking every Monday but haven't seen any changes yet. What exactly should I be looking for with those 846 and 570/971 codes? Are there specific dates or amounts I should watch for?

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Lilah Brooks

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Something nobody has mentioned yet - you should run the numbers BOTH ways before deciding to file MFS for student loan purposes. I did this last year and while my wife's student loan payments were lower with MFS, we ended up paying about $3,800 more in taxes compared to filing jointly. The tax hit came from: 1. Lower tax brackets for MFS filers 2. Loss of certain credits and deductions 3. Both having to itemize when only one of us had enough deductions to make it worthwhile Make sure the student loan payment reduction actually outweighs the increased tax burden!

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This is really important advice! When I ran the numbers, our tax hit from MFS was about $2,200, but the student loan payment reduction was only saving about $1,800 annually. Totally not worth it in our case.

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Adrian Hughes

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We definitely did the math first! In our case, the student loan savings are substantial - about $7,300 per year in reduced payments - while the tax hit is around $2,100. So we're still ahead by filing separately. But you're right that everyone should calculate both scenarios before deciding. The mortgage interest deduction issue is just one piece of the puzzle.

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Nathan Kim

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One thing to double-check - make sure you're both actually liable on the mortgage debt, not just on the deed. The IRS requires that you be legally obligated to pay the debt to claim the interest deduction. If only your husband signed the promissory note, you might not be able to claim your portion even if you're on the deed and contributing to payments. You can check this by looking at your original loan documents. If both of your names are on the promissory note (not just the deed), then you're both legally liable and can split the deduction as others have described. If only one name is on the note, the situation gets more complex and you might need to consult a tax professional. Also, keep in mind that the $375k limit applies to acquisition debt - debt used to buy, build, or substantially improve your home. If you've done any cash-out refinancing, the rules for that portion might be different under the Tax Cuts and Jobs Act changes.

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Yara Haddad

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This is a crucial point that I think gets overlooked a lot! I learned this the hard way when I assumed being on the deed was enough. The IRS specifically requires that you be legally obligated on the debt itself to claim the mortgage interest deduction. @Nathan Kim is absolutely right about checking the promissory note versus just the deed. In my case, I was on the deed but not the original loan documents, so I couldn t'claim any portion of the mortgage interest even though I was making half the payments. Had to go through a refinance to get both names on the loan to fix this for future tax years. The acquisition debt distinction is also important - if you ve'done any cash-out refinancing above your original purchase price, that portion is treated differently and has even stricter rules under TCJA.

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Thank you everyone for the detailed explanations! As someone new to this community, I really appreciate how thorough and helpful these responses have been. I had the exact same concern when I saw a 960 code on my transcript after using TaxSlayer and choosing the refund transfer option. What struck me most was how this authorization process isn't clearly explained during the filing process - you really have to dig into the fine print to understand what's happening. For anyone else encountering this, I'd recommend keeping screenshots of your filing confirmation emails and checking your transcript periodically to see when the code gets removed. It's also worth noting that some tax prep companies are more transparent about this process than others - might be something to consider when choosing software for next year's filing season.

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Diego Vargas

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Welcome to the community! You're absolutely right about the transparency issue - it really should be explained more clearly upfront. I just went through this same situation with my first-time filing and was completely caught off guard by the 960 code. Your advice about keeping screenshots is spot on - I wish I had thought of that. It would have saved me a lot of confusion when trying to piece together what happened. For future reference, does anyone know if there's a way to opt out of the refund transfer after you've already filed but before the refund is processed? Or are you locked in once the return is submitted?

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Great question about opting out! Unfortunately, once you've submitted your return with the refund transfer option selected, you're pretty much locked into that process. The IRS has already received your return with the third-party authorization (hence the 960 code), and they'll send the refund to the designated bank account that FreeTaxUSA set up. However, if you haven't received your refund yet and are really concerned, you could try calling FreeTaxUSA customer service to see if there are any options - though I doubt they can change the routing at this point. For next year, just remember to pay the prep fees upfront if you want to avoid the whole third-party authorization situation altogether. The direct deposit route is cleaner and often faster anyway, especially if you file early in the season. Lesson learned for both of us! šŸ˜…

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Gael Robinson

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Thanks for clarifying that! That's really good to know for future planning. I'm actually surprised there's no way to change the routing once it's submitted - you'd think there would be some flexibility given how confusing this process can be for first-time filers. The lesson about paying prep fees upfront is definitely something I'll remember for next year. It sounds like the peace of mind alone makes it worth avoiding the whole third-party authorization maze. Has anyone here calculated whether the convenience fee for refund transfers actually costs more than just paying the prep fees upfront? I'm curious if there are any hidden costs I should be aware of.

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Jibriel Kohn

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If you're paying before filing, double check that your withholding info is correct for next year too! I made a big payment early last year but then realized I could have just adjusted my W-4 to take out more from each paycheck. Much easier than making separate payments!

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Great advice here! I'm in a similar situation with my freelance income and was panicking about owing a huge amount at filing time. One thing I learned the hard way - if you're making payments throughout the year like this, it's also worth looking into whether you should be making quarterly estimated payments going forward. The IRS expects regular income earners to pay as they go, and if you owe more than $1,000 when you file, you might get hit with underpayment penalties even if you pay the full amount by the filing deadline. Making that $10k payment now is smart, but also consider setting up quarterly payments for next year to stay ahead of it!

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Sasha Ivanov

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This is exactly what I needed to hear! I had no idea about the $1,000 threshold for underpayment penalties. Since I'm clearly going to owe way more than that, it sounds like I should definitely look into setting up quarterly payments for next year too. Do you know if there's a specific percentage of your expected tax liability that you need to pay each quarter to avoid penalties? I want to make sure I'm not just kicking this problem down the road to next year.

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Is anyone else annoyed that TurboTax has gotten worse over the years despite charging more? Like, for a premium tax product, it should be able to handle something as common as Medicaid without throwing confusing reject codes. I'm switching to FreeTaxUSA next year.

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Rajiv Kumar

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I switched to FreeTaxUSA two years ago and never looked back. It's way more straightforward about healthcare stuff, and they don't nickel and dime you for every form. I used to get so many weird errors with TurboTax.

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Good to know! I've been hesitant to switch because I've used TurboTax for like 5 years and they have all my info, but these kinds of issues plus the constant upselling is getting old. Definitely trying FreeTaxUSA next year.

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Just wanted to add another perspective here - I work in tax prep and see this F8962-070 reject code fairly often. The main thing to understand is that this error happens when the IRS systems detect that your return is claiming or should be claiming the Premium Tax Credit (Form 8962), but there's missing or conflicting information. Since you had Medicaid all year, you're absolutely right that you shouldn't need Form 8962 or have a 1095-A. The problem is usually that somewhere in your tax software, you've accidentally indicated you had marketplace coverage or received advance premium tax credits. Here's what I tell my clients to check: Go to the healthcare section and look for ANY question about "advance payments of premium tax credits" or "monthly advance credit amounts" - if you answered yes to any of these, that's likely triggering the error. Also double-check that you didn't accidentally enter any dollar amounts in marketplace premium fields. The good news is this is totally fixable once you find where the conflicting information is entered!

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This is really helpful advice from a professional perspective! I think I might have been one of those people who accidentally answered yes to something about advance premium tax credits without realizing what it meant. TurboTax's questions can be confusing when you're not familiar with all the terminology. I'm going to go back through and specifically look for those "advance payments" questions you mentioned. Thanks for breaking this down in simple terms!

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