IRS

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

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
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 :)

Considering alternatives to TurboTax? Comparing TaxAct, E-file, and other tax software options

I'm really fed up with how sneaky and expensive TurboTax has become. Last year was a nightmare trying to see details about my state tax exemption. The state portion of their software was so buggy and frustrating that I ended up having to pay extra for their live assistance just to view basic information about my return. Seems like they handle federal taxes fine, but really drop the ball on state returns. And that "help" wasn't cheap - totally infuriating. When I logged in yesterday to start my 2024 taxes, TurboTax immediately tried pushing me into their Live Assist Premier package. The screen just had a "continue" button with no obvious way to select a different tier. I had to search online to find some buried FAQ explaining how to escape that upsell trap. I work in finance, consider myself pretty tech-savvy, and they almost tricked me! Every single screen seems designed to push additional paid Intuit products. On principle alone, I'm about ready to ditch TurboTax completely - there must be more affordable options. The problem is TurboTax is all I've ever known since I was listed as a dependent on my parents' returns. Since I have investment income to report, I've been looking at alternatives like TaxAct and E-File, which appear significantly cheaper for my situation. Anyone have experience with these or other tax software that might be worth trying? I'm completely open to recommendations for software that won't try to nickel and dime me at every turn.

Maya Jackson

•

Something to consider if you're filing in multiple states: TaxSlayer has been pretty good for me as someone who moved mid-year and had to file a split-year return. Their premium package is around $60 and includes investments and multiple state returns, which was a huge savings over what TurboTax wanted ($120+) for the same situation. Their interface for handling state returns is actually really clean and intuitive. You just select which states you need to file in, and it guides you through the process for each one separately. Way less confusing than when I tried to do a multi-state return in TurboTax a few years ago.

0 coins

Did TaxSlayer handle partial-year residency well? I'm moving to another state next month for a new job and dreading next year's taxes. Last time I moved between states I used H&R Block in person because I was too intimidated to try it myself.

0 coins

Maya Jackson

•

TaxSlayer handled the partial-year residency surprisingly well. It walks you through each state separately and asks specific questions about when you moved, your income earned in each state, and taxes already withheld. It then correctly apportioned my income between the two states based on my residency dates. The system also caught that I had paid too much tax to my previous state through withholding and calculated the refund correctly. For the new state, it properly applied their part-year resident rules. The whole process was much less intimidating than I expected, and I'd definitely recommend it over paying the high fees at H&R Block in-person.

0 coins

I've been using TaxAct for the past two years after ditching TurboTax for similar reasons, and it's been solid! What really sold me was their upfront pricing - no hidden fees or surprise upgrades needed for investment income reporting. I paid around $50 total for federal and state with all my investment forms included. The interface is definitely more straightforward than TurboTax's increasingly cluttered design. TaxAct asks direct questions about your tax situation without the manipulative "lifestyle questions" that are really just upsell triggers. When you say you have investment income, it simply adds the necessary forms - no games. One tip: if you do switch to any new software, I'd recommend keeping your last TurboTax return handy for reference. Most alternative software can import some data, but having your previous return helps ensure you don't miss any recurring deductions or credits you've been claiming. The transition was much smoother than I anticipated, and I haven't looked back since!

0 coins

I switched from H&R Block to FreeTaxUSA last year and couldn't be happier. It's only $15 for state filing (federal is free), and it walks you through everything step by step. I had some complicated stuff with crypto transactions and rental income, and it handled everything perfectly. The interface isn't as fancy as TurboTax, but it asks all the same questions and found all the same deductions for WAY less money. H&R Block wanted to charge me $389 for their premium service, but FreeTaxUSA cost me just $15 total.

0 coins

Sean Doyle

•

Do they offer audit protection? That's the main reason I've stuck with the big companies.

0 coins

Yes, they do offer audit assistance for an additional $7.99. It's not the same as full audit representation, but they provide guidance on what documents you need, help you understand what the IRS is requesting, and assist with preparing your responses. I actually think their audit assistance is more straightforward than what H&R Block offers. H&R Block's "Peace of Mind" warranty has a lot of fine print exclusions, and they often try to upsell you on more comprehensive audit defense. FreeTaxUSA's offering is simpler and much more affordable, while still giving you professional guidance if you get audited.

0 coins

Zara Rashid

•

I strongly recommend finding a local independent CPA instead of any chain tax service. After getting burned by H&R Block (they missed over $3,000 in deductions for my small business), I found a local CPA through my chamber of commerce. The difference is night and day! She charges me $400 flat rate no matter how complicated my return gets, is available year-round for questions (not just during tax season), and has saved me thousands by helping with tax planning throughout the year. Most importantly, she actually takes time to understand my business and financial situation.

0 coins

Luca Romano

•

How did you vet the CPA before hiring them? I'm nervous about just picking someone random.

0 coins

Olivia Clark

•

Great question! When I was looking for a CPA, I asked potential candidates about their experience with businesses similar to mine, requested references from current clients, and verified their credentials through the state board of accountancy website. I also had an initial consultation (most offer this free or for a small fee) where I asked about their approach to tax planning, how they stay current with tax law changes, and what their communication style is like. The CPA I chose was recommended by two other small business owners in my industry, had 15+ years of experience, and took time during our consultation to explain strategies specific to my situation rather than giving generic advice.

0 coins

Daryl Bright

•

Just want to point out that the process might be simpler than some are making it sound. I'm from the UK selling through Amazon US, and the state I needed a permit in (Washington) had a streamlined registration process for foreign businesses. The key is researching the specific requirements of the states you're dealing with. For example, some states have simplified seller use tax returns for marketplace sellers. And five states (Alaska, Delaware, Montana, New Hampshire, and Oregon) don't even have sales tax! Look into whether you qualify for any streamlined filing programs or reduced frequency returns for smaller businesses. My permit requires filing only annually because my volume is relatively low.

0 coins

Kai Rivera

•

As someone who went through this exact situation last year (I'm based in Germany selling on Amazon US), I can confirm what others have said - you absolutely need the sales tax permit first to get a valid resale certificate. One thing I'd add that hasn't been mentioned much: check if your state offers any expedited processing for foreign businesses. When I registered in Nevada for my supplier there, they had a "priority processing" option that cut the wait time from 4-6 weeks down to about 10 business days for an additional fee. Since I had suppliers waiting for my resale certificate, it was worth the extra cost. Also, don't forget about the ongoing compliance requirements. Even with Amazon handling your sales tax collection, you'll still need to file periodic returns in states where you have permits. Most states allow electronic filing which makes it easier for us international sellers, but you'll want to set up reminders since the penalties for late filing can be steep. One last tip: keep detailed records of all your wholesale purchases with resale certificates. If you ever get audited, you'll need to prove those purchases were legitimately for resale and not for your own use.

0 coins

Btw is anyone else having issues with TurboTax when trying to figure this out? It keeps giving me confusing prompts about whether i "can" be claimed vs if i "will" be claimed as a dependent.

0 coins

Zara Ahmed

•

Yeah, TurboTax is super confusing on this! The question isn't whether you WILL be claimed, but whether you CAN legally be claimed based on the tests the others mentioned. I ended up using FreeTaxUSA instead because their questions were more straightforward about dependency status.

0 coins

Great question, Malik! The key thing to remember is that all four dependency tests have to be met for your parents to claim you - if you fail even one test, they can't claim you as a dependent. From what you've described, it sounds like you're failing the support test since you're paying for your own tuition, rent, and living expenses. The fact that you're under 24 and a full-time student only matters if your parents are ALSO providing more than half your support. One thing to be extra careful about: make sure you're counting everything when you calculate support. This includes the fair market value of housing (even dorm rooms), all food costs, medical expenses, transportation, etc. If you lived with your parents for those few months during shutdown, you'd need to factor in the value of that housing too. Since you mentioned loans and scholarships - student loans in YOUR name count as support YOU provided to yourself, while scholarships are generally considered third-party support and don't count toward either side's percentage. Keep detailed records of all your expenses from this year in case there are any questions later. Sounds like you're on the right track to file independently!

0 coins

CosmicCowboy

•

BE CAREFUL with using Venmo for tax refunds! I've seen numerous issues: • Venmo sometimes flags large government deposits as suspicious • Their customer service is nearly impossible to reach if there's a problem • Some users have had accounts temporarily frozen after receiving tax refunds • Venmo is not a bank and doesn't offer the same protections • If there's an issue with your deposit, resolving it takes much longer than with traditional banks Last year, my refund was held for "review" for 9 days before being released. The IRS confirmed they sent it, but Venmo's fraud department had flagged it. I couldn't reach anyone helpful at Venmo during that time. Never again!

0 coins

I received my refund through Venmo yesterday (3/14) even though my DDD was 3/15! It posted at 2:18pm EST and showed up as "US TREASURY 310 TAX REF" just like others have mentioned. I was worried about potential delays after reading horror stories, but it actually came a day early. For anyone still waiting, I'd suggest checking your account transcript on the IRS website - if you see the TC846 code with your DDD, the money is definitely on its way. Venmo seems to process these deposits in the afternoon, so don't panic if you don't see it first thing in the morning like with traditional banks. Hang in there!

0 coins

Prev1...28532854285528562857...5645Next