IRS

CommunityGovernment Services

Pay nothing until a live IRS agent is on the phone with you.

Can't reach IRS? Claimyr calls for you, so you don't have to wait on hold.

$0 upfront. We only hold your card.
No live agent, no charge.

$9.99 is charged only once a live IRS agent is on the phone with you.

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
Fox KTVUABC 7CBSSan Francisco Chronicle


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 :)

Overlooked a 1098 mortgage form for $3500, should I amend my tax return?

So I just realized I messed up pretty bad. I had all my tax documents organized (or so I thought) for my tax preparer, but somehow I completely missed one of our 1098 mortgage interest forms. The interest paid was around $4600 for the year. I already filed and got my refund about 3 weeks ago. Now I'm trying to figure out if it's worth the hassle to file an amended return? I know there's extra paperwork involved and probably additional fees to my tax person. Plus I've heard amended returns take forever to process. Has anyone dealt with this before? Would that mortgage interest deduction make a big enough difference to be worth amending? I'm thinking the tax savings might be like what, a few hundred bucks? But is that worth the time and potential extra fees? Thanks for any advice!

Another thing to consider - if you're getting a refund from the amendment, the IRS pays interest on that money (and the interest is taxable next year, fun). But if amending means you OWE money, you'll probably have to pay interest and possibly penalties too. The current interest rate the IRS charges is like 7-8% I think? So that's another factor in deciding if it's "worth it" - the longer you wait, the more interest accumulates either way.

0 coins

Are there penalties for honest mistakes like this? I thought penalties were only for when you're deliberately trying to evade taxes or something. This seems like a reasonable error anyone could make.

0 coins

The $4600 in mortgage interest could definitely be worth amending, but it really depends on whether you itemized or took the standard deduction. If you took the standard deduction and this wouldn't push your total itemized deductions above that threshold, then amending won't help. However, if you were already itemizing or this would tip you over into itemizing territory, you're looking at potential tax savings in the hundreds to over $1000 range depending on your tax bracket. One thing to keep in mind - you have 3 years from the original filing date to amend, so there's no immediate rush. But the sooner you do it, the sooner you'll get any refund (plus the IRS pays interest on amended return refunds). The processing time is definitely slow right now - expect 4-6 months minimum. I'd suggest pulling out your original return and checking Schedule A to see if you itemized. If you did, or if adding this $4600 to your other potential deductions (state taxes, charitable donations, etc.) would exceed your standard deduction amount, then it's probably worth the hassle and fee to amend.

0 coins

FTB agent finally processed my return over phone after months of being told to wait - success story

Finally got through to someone at FTB who actually helped instead of giving me the runaround. The agent processed my return right over the phone. If youre stuck waiting, keep calling until you get someone willing to help. Some agents will actually process it while others just tell you to wait.

its crazy how some agents help and others dont even try. like do ur job fam ๐Ÿคก

0 coins

forreal! its like playing the lottery everytime you call ๐Ÿ’ฏ

0 coins

Stuck in the same boat since March. Gonna try calling tomorrow morning thanks for the hope lol

0 coins

Good luck! Definitely try calling right at 8am like Emma suggested. I had to call 15+ times over 2 weeks but finally got someone who knew what they were doing. Don't give up!

0 coins

Still seeing empty transcript despite return accepted in February?

Filed my taxes on February 10th and got the acceptance message right away. It's now April and I'm still seeing a completely blank transcript when I check online. WMR shows the 'still processing' message but no progress bars or anything. Called the IRS yesterday after waiting for ages and the rep told me there was some system error affecting a bunch of early filers and mine was supposedly fixed on March 20th. She said to give it 3 weeks from that date but I'm getting really anxious. Has anyone else dealt with this transcript blank issue from February filing? At this point I'm just hoping my refund isn't lost somewhere in their system.

Anyone else notice that the IRS seems way more backlogged this year compared to previous years? My brother filed in March and already got his refund, but my February filing is still stuck. Makes no sense.

0 coins

Same! My sister filed a week after me and got her refund in 14 days. Meanwhile I'm still waiting after 8 weeks ๐Ÿคฆโ€โ™‚๏ธ

0 coins

Depends on what's on your return. Simple returns with just W-2 income and standard deduction process fast. Add any credits, self-employment, etc and you get thrown into the slow lane.

0 coins

I'm going through the exact same nightmare! Filed February 8th, accepted immediately, and my transcript has been completely empty ever since. It's now been over 2 months and I'm getting seriously worried. Called the IRS last week and they gave me the same "system glitch affecting early filers" story and said it should be resolved soon, but I've heard that excuse before. What's really frustrating is seeing people who filed weeks after me already getting their refunds while we early filers are stuck in limbo. Has anyone actually seen their transcript update after being told about this supposed "fix" they implemented in March? I'm starting to wonder if I should file an amended return or contact a tax advocate at this point.

0 coins

Where is the discount code box for Sprintax tax software? Can't find it anywhere

I'm trying to use Sprintax for the first time to file my taxes as an international student. My university sent us an email saying we get a discount code, but I've been clicking around the website for 20 minutes and can't find where to enter it! I've already uploaded all my documents and filled out the questionnaire, and now I'm at the payment page. There's no obvious "promo code" or "discount code" box anywhere that I can see. Am I missing something obvious? Has anyone else used Sprintax before and knows where this discount code box is supposed to be? The discount would save me like $25 which isn't huge but definitely worth finding if it exists!

If anyone is still looking for the Sprintax discount code box - I just used it yesterday and found another way to get there. If you click on "Payment Options" in the top navigation, it takes you to a page where the discount code section is much more visible than on the regular checkout page. Also, pro tip: if your university discount code doesn't work for some reason, try googling "Sprintax discount code 2025" - I found a general 10% off code that worked when my university one had expired.

0 coins

Thanks for this! Just tried your suggestion about the Payment Options page and found the discount code box right away. Much easier than hunting around the checkout page.

0 coins

As someone who works in tax preparation, I want to add some important context to this discussion. While I'm glad Dylan found the discount code box, I'd encourage everyone to be very careful about the advice being shared here. Some of the services mentioned in these comments appear to be promotional rather than genuine recommendations. When dealing with tax preparation, especially as an international student, it's crucial to use established, reputable services that are specifically designed for nonresident tax situations. Sprintax, despite its interface quirks, is actually one of the more reliable options because it's specifically built for international students and has proper certifications. The VITA program suggestion from Yara is excellent - that's a completely legitimate IRS-approved free service that many universities offer. If you're struggling with Sprintax or any tax software, I'd recommend contacting your university's international student office first. They usually have relationships with approved tax preparation services and can provide guidance on which options are best for your specific visa situation.

0 coins

What are the different levels and types of tax preparers I should look for?

I've always used international tax specialists for my taxes because I have investments and some rental properties in Scotland (but I live in the US). These UK-based preparers charge me at least $650 for federal returns, plus extra for each state filing. Then they add fees for every special form I need to submit. It all adds up to around $2,000 minimum each year (honestly, the last couple years I've paid well over that). Now that I understand the basic structure of how my tax returns should look, I want to find someone who charges less. Rather than just picking a random CPA or tax preparer in my area, I'm wondering if there's some middle ground between a basic preparer and these expensive international tax specialists? Are there recognized tiers or levels of tax preparers that people generally know about? Or is it just a big jumble of different specialists with no clear categories?

Has anyone tried the VITA program? They do free tax prep but I'm not sure if they handle international stuff like UK investments.

0 coins

VITA is amazing for basic returns but they absolutely will NOT handle foreign investments or rental properties. Their certification specifically excludes foreign income and most investment scenarios. They're trained to recognize when a return is out of scope and will refer you elsewhere.

0 coins

This thread has been incredibly helpful! I'm in a similar situation with foreign assets (investments in Germany) and have been overpaying for years. One thing I'd add is that when you're interviewing potential preparers, ask them specifically about their experience with the exact forms you need rather than just "international experience." I learned this the hard way when a CPA said they had international experience but had never actually filed a Form 8938 before. Also, don't be afraid to ask for references from other clients with foreign assets. Most good preparers who work with international situations will have other clients they can refer you to (with permission, of course). I found my current EA this way - she charges about $800 for my return versus the $2,200 I was paying the international specialist, and she's been doing foreign asset reporting for 8 years. The key really is understanding exactly what level of expertise you need for each part of your return. Once you know that, you can find someone who's qualified without paying for expertise you don't actually need.

0 coins

This is such great advice about asking for specific form experience! I made a similar mistake early on - found a CPA who claimed international expertise but when I mentioned Form 3520 for my Scottish trust, they had to Google what it was. The reference idea is brilliant too. When I finally found my current preparer, she was able to put me in touch with two other clients who had UK rental properties. Being able to talk to them about their experience and fees gave me so much confidence that I was making the right choice. It's really encouraging to hear you went from $2,200 down to $800. That's exactly the kind of savings I'm hoping to achieve. Did you use any of the tools mentioned earlier in this thread (like taxr.ai) to figure out which specific forms you needed, or did you just go through your previous returns manually?

0 coins

I actually went through my previous returns manually at first, which was pretty tedious! I had to look up what each form number meant and try to understand why it was needed for my situation. Took me several hours spread over a few days. I wish I had known about taxr.ai back then - it would have saved me a lot of time and probably given me better insights. Based on what others have shared here, it sounds like it does exactly what I did manually but much more efficiently and with better explanations of what each form actually accomplishes. The manual approach worked for me since I'm pretty detail-oriented, but I'd definitely recommend trying one of these analysis tools first if you're looking to make the switch. It seems like it would give you a much clearer picture to work with when interviewing potential preparers. Have you started looking at your previous returns yet, or are you planning to try the automated analysis route first?

0 coins

Prev1...26522653265426552656...5645Next