Can't reach IRS? Claimyr connects you to a live IRS agent in minutes.
Claimyr is a pay-as-you-go service. We do not charge a recurring subscription.
Using Claimyr will:
- Connect you to a human agent at the IRS
- Skip the long phone menu
- Call the correct department
- Redial until on hold
- Forward a call to your phone with reduced hold time
- Give you free callbacks if the IRS drops your call
If I could give 10 stars I would
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!
Really made a difference
Really made a difference, save me time and energy from going to a local office for making the call.
Worth not wasting your time calling for hours.
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.
An incredibly helpful service
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.
IT WORKS!! Not a scam!
I tried for weeks to get thru to EDD PFL program with no luck. I gave this a try thinking it may be a scam. OMG! It worked and They got thru within an hour and my claim is going to finally get paid!! I upgraded to the $60 call. Best $60 spent!
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 :)
Join the conversation
Join the conversation
Something nobody's mentioned yet - your HSA administrator sends Form 5498-SA to the IRS reporting your contributions. They also send Form 1099-SA reporting any distributions. If you don't file Form 8889, the IRS will see those forms without your explanation of how the money was used, which could trigger questions. I learned this the hard way when I skipped filing 8889 for two years and got a letter from the IRS asking about my HSA distributions. Had to prove they were all for qualified medical expenses after the fact, which was a pain collecting old receipts. Better to just file the form each year!
So this means even if your HSA contributions were already handled correctly in your W-2, you could still get flagged by the IRS for not filing Form 8889? That's exactly what I'm worried about with my missing forms from previous years.
Yes, exactly! The IRS computer systems automatically match forms - they see your HSA provider reported distributions on Form 1099-SA but don't see your Form 8889 explaining those distributions were for qualified medical expenses. This mismatch can trigger automated notices even when everything was handled correctly. I'd recommend being proactive about those missing years. You could file Form 8889 with amended returns (1040X) for peace of mind, or at minimum, organize your medical receipts now so you're prepared if the IRS does send a letter. Having documentation ready makes responding much easier than scrambling to find 3+ year old receipts like @cc288379ec13 had to do.
This thread has been incredibly helpful! I'm in a similar situation - had an HSA since 2020 but never filed Form 8889. All my contributions were through payroll deduction and properly excluded from my W-2, but I'm now worried about the IRS matching issue that @cc288379ec13 and @1fb7c9e34a09 mentioned. My HSA provider definitely sent those 5498-SA and 1099-SA forms to the IRS each year, so there's a paper trail of my contributions and distributions without my Form 8889 to explain them. I used all distributions for qualified medical expenses and still have most of the receipts, but I'm wondering if I should be proactive and file amended returns now or wait to see if the IRS sends a letter. Has anyone else dealt with this situation where you realized years later that you'd been missing Form 8889? I'm trying to decide between paying a tax pro to amend 3-4 years of returns versus taking the risk that the IRS might not notice or care since my W-2 was handled correctly.
I was in almost the exact same boat - HSA since 2019, never filed Form 8889, all contributions through payroll. After reading this thread and getting anxious about potential IRS matching issues, I decided to be proactive and filed amended returns for the missing years. Here's what I learned: if you have organized records showing your distributions were for qualified medical expenses, filing the amended returns is pretty straightforward. The Form 8889 calculations were simple since all my contributions were pre-tax through payroll (resulting in zeros on most lines). My tax liability didn't change for any year, but now I have peace of mind that the IRS has the complete picture. Cost me about $200 total to have a tax preparer handle the amendments, which seemed worth it versus potentially dealing with IRS letters and having to prove everything retroactively. Plus now I know how to file Form 8889 correctly going forward. Sometimes the peace of mind is worth the cost!
Join the conversation
Has anyone had this issue with H&R Block software specifically? Mine keeps giving me an error when I try to enter both companies, saying the name doesn't match the EIN in their database. I'm wondering if I should just go with a tax professional at this point.
I used H&R Block last year with a similar setup. You need to put ONLY the PEO name in the employer name field, then in the street address field, put your actual company on line 1 of the address and the real street address on line 2. It looks weird but that's how the software wants it.
I went through this exact same situation with my PEO W-2 from Insperity last year. The key thing to remember is that the IRS matching system is looking for the EIN to match the primary employer name listed first on the W-2. In your case, "PEO Services LP" should go in the employer name field exactly as shown, because that's what matches their EIN in the IRS database. Your actual workplace "Acme Industries LLC" is listed underneath as additional information, but it's not what the IRS system uses for verification. I made the mistake of trying to "correct" it the first time and got a rejection notice. Once I re-filed with the PEO as the primary employer name (exactly matching the W-2), it went through without any issues. The tax software warnings are there for a reason - they're trying to prevent mismatches with the IRS database. Don't overthink it - just enter it exactly as it appears on your W-2 and you'll be fine!
Join the conversation
I just went through this exact same situation last month! Got the 2802C letter and was terrified at first, but it turned out to be totally routine. The verification call took about 20 minutes once I got through to an agent, and they were actually really helpful and patient with all my questions. One thing that helped me prepare was having my prior year AGI handy - they asked for that right away. Also, don't worry if you can't remember every single detail from your return - they understand that people don't memorize their tax forms. They'll work with you to verify your identity through multiple data points. My refund was released about 2 weeks after the verification call, much faster than the 9 weeks they initially quoted. The whole experience was way less scary than I expected. You've got this!
That's really reassuring to hear! I was worried I'd made some mistake on my return that triggered this, but it sounds like it really is just a routine security check. Did they give you any indication of what specifically flagged your return for verification? I'm curious if it was random or if certain things make you more likely to get selected.
I actually just dealt with a 2802C letter myself about 6 weeks ago, and I can totally understand the panic! The whole thing ended up being much more straightforward than I expected. A few practical tips that helped me: First, gather ALL your documents before calling - not just what's listed in the letter. I also had my W-2s and 1099s ready just in case. Second, when you call, be prepared to answer questions about specific line items from your current AND prior year returns. They asked me about my total income, withholdings, and even some of the deductions I claimed. The agent was actually really professional and walked me through each step. They explained that my return was flagged because I had a significant change in income from the previous year (got a new job with higher pay), which can trigger their fraud detection systems. One thing nobody mentions - after verification, you can ask them to put notes on your account about why you were selected. This can help prevent future unnecessary verifications. My refund came through in exactly 18 days after the call, so definitely faster than their quoted timeframe. Don't stress too much - this really is just the IRS being extra careful with taxpayer refunds, which is actually a good thing for all of us!
Join the conversation
Has anyone successfully resolved this error by creating an IRS online account? I've heard sometimes you can pull your exact AGI from their transcript system.
YES! This is exactly what worked for me. I created an account on IRS.gov and downloaded my tax transcript from last year. The AGI on that transcript was actually different than what showed on my saved PDF copy of last year's return (no idea how that happened). Used the transcript number and my return was accepted immediately.
I had this exact same reject code last week and it was driving me crazy! After reading through all these suggestions, I ended up trying the IRS transcript approach that Carmen mentioned. Created my online account at IRS.gov and pulled up my 2023 tax transcript - turns out the AGI I had been using was off by exactly $1! Must have been a rounding error somewhere. Used the exact number from the transcript and my return was accepted within minutes. Definitely recommend checking your transcript first before trying the other methods - it's free and might save you a lot of time and stress. Thanks everyone for all the helpful advice in this thread!
That's such a relief to hear you got it resolved! A $1 difference causing a rejection seems so frustrating, but I'm glad the transcript method worked. I'm actually dealing with a similar situation right now - got the same IND-507-01 code yesterday. Did you have any trouble setting up the IRS online account? I've heard the identity verification process can be tricky sometimes. Also wondering how long it took for the transcript to show up once you created the account? Thanks for sharing your success story - gives me hope that this might be simpler than I thought!
Aurora Lacasse
I'm dealing with a very similar situation with my grandmother who moved in with us last year. She's married to my grandfather and they want to file jointly, but I'm covering most of their living expenses since they're on a fixed income from Social Security. After reading through all these responses, it sounds like the key is whether they would have zero tax liability if filing separately. In my case, their combined Social Security is about $16,000 annually, so they likely wouldn't owe any taxes filing separately either. One thing I'm wondering about - do I need to calculate the support test for each parent individually, or can I look at their combined expenses? For example, if I'm paying $1,200/month for their housing costs, do I split that between them when calculating whether I provide more than 50% support for each one? Also, has anyone had experience with the IRS accepting utility bills and grocery receipts as documentation? I've been keeping everything, but I want to make sure I'm tracking the right types of expenses in case I get audited.
0 coins
Diego Fernández
•Great question about the support calculation! You need to calculate the support test individually for each person you want to claim as a dependent. So if you're claiming both your grandmother and grandfather, you'd need to show that you provide more than 50% of support for each one separately. For shared expenses like housing, you would typically divide them equally between the people benefiting from that expense. So your $1,200/month housing cost would be $600 attributed to your grandmother and $600 to your grandfather when calculating their individual support tests. Regarding documentation, the IRS generally accepts utility bills, grocery receipts, medical bills, and other reasonable proof of expenses. I'd recommend keeping a simple spreadsheet that tracks monthly expenses by category (housing, utilities, food, medical, etc.) and then splits shared costs appropriately between each person. Take photos of receipts and keep digital copies - it makes everything much easier to organize if you ever need to provide documentation. The key is being able to show that for each person individually, your contributions exceed 50% of their total support for the year. Since their Social Security income is relatively low, you should be able to meet this threshold for both of them if you're covering housing, utilities, and most other living expenses.
0 coins
Dmitri Volkov
I've been through this exact scenario with my parents who moved in with me two years ago. The good news is that you can absolutely claim your mother as a dependent while your parents file jointly, as long as they meet that joint filing exception everyone mentioned. One piece of advice I wish I'd gotten earlier - start documenting your support contributions NOW if you haven't already. I learned this the hard way when the IRS requested documentation. Create a simple monthly expense tracker that includes: - Housing costs (use fair rental value for the space they occupy - I calculated what a 2-bedroom apartment would rent for in my area and divided by the bedrooms in my house) - Utilities (divide by number of household members) - Food expenses (keep grocery receipts and estimate what portion goes to them) - Medical expenses you pay on their behalf - Transportation costs if you drive them places - Any other support like clothing, personal care items, etc. The 50% support test can be tricky to calculate, but with your parents' income at $13,500 combined, you're likely well over the threshold. Just make sure you're calculating it correctly - their total support includes what YOU provide plus what THEY provide for themselves from their own income. Also, don't forget that claiming them as dependents might make you eligible for additional tax benefits beyond just the dependency exemption. If you're paying medical expenses for them, that could potentially push you into itemizing territory depending on your other deductions. Good luck with your tax situation!
0 coins