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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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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!
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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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i recived the 507 code around this time two months ago. got notice in mail saying they needed to verify my employment info (i switched jobs midyear). sent in the requested docs and refund came exactly 43 days later. so it was about 75 days total from code to refund.
I'm going through this exact same thing right now! Got my 507 code about 2 weeks ago with a March 12th notice date. Reading through everyone's experiences here is both reassuring and terrifying at the same time - at least I know I'm not alone in this mess, but the wait times are brutal. It sounds like most people are looking at 60-90 days realistically, which is rough when you're counting on that money. I'm definitely going to try calling once I get my notice, and if that doesn't work maybe look into some of these services people mentioned. Thanks everyone for sharing your timelines - it helps to have realistic expectations even if they suck!
Hey Ben! I'm in the exact same boat as you - got my 507 code about 3 weeks ago with a March 15th notice date (just a few days after yours). It's definitely nerve-wracking but reading everyone's experiences here has been super helpful too. Sounds like we're both looking at roughly the same timeline unfortunately. At least we know what to expect now, even if it's not what we want to hear! I'm planning to wait for my notice and then probably try calling or using one of those callback services if the phone doesn't work. We can suffer through this together! 😅 Keep us posted on how it goes when you get your notice - would love to hear if your situation moves any faster than expected!
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Congrats on the approval! Quick tip: make sure to save that notice somewhere safe. You wont need form 8862 next year but keep proof just in case
good looking out! definitely gonna scan this and save it rn
Got my 8862 approval letter last week and my refund hit my account yesterday - only took 12 days! The 6-8 week estimate is definitely conservative. Keep checking your transcript for code 846, that's when you'll know the exact deposit date. The relief of finally being recertified after all that stress is amazing 🙌
That's so encouraging to hear! 12 days is way better than the 6-8 weeks they quoted. I've been obsessively checking my transcript daily since getting the letter - what cycle day did your 846 code show up? Trying to figure out if I should expect it this Friday or next week 🤞
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Has anyone used TurboTax for this situation? I have the same 1099-R code 1B issue and wondering if TurboTax handles this exception correctly or if I need to override something.
I used TurboTax last year with a code 1B distribution. It handled it correctly once I answered all the questions about the distribution. When it asked if this was an early distribution subject to penalty, I said yes, and then it applied the exception automatically and didn't generate a separate 5329 form. Just make sure you have the actual 1099-R in front of you when answering the questions so you can enter the exact code and amounts.
That's really helpful, thanks! I was worried I might need to manually override something, but sounds like it should work if I just follow the prompts and enter everything correctly. Will definitely have my 1099-R on hand when I get to that section.
I just went through this exact situation with my 2024 tax return! I had a 1099-R with code 1B for about $8,000 that I withdrew early from my 401k. Like you, I was confused about whether I needed to file Form 5329 separately. After researching and double-checking with the IRS instructions, I can confirm that code 1B is indeed treated the same as code 1 for the Schedule 2 line 8 exception. Since you already had the 10% penalty withheld when you took the distribution, you can simply report it on your 1040 and use the exception to avoid filing the separate 5329 form. The key is making sure your tax software correctly identifies that the penalty was already withheld and applies the exception. Most major tax software should handle this automatically when you enter the 1099-R information, but it's worth double-checking that Schedule 2 line 8 shows the correct penalty amount. One tip: keep good records of your 1099-R and any documentation about the penalty withholding, just in case the IRS has questions later. But you should be all set without the extra paperwork!
This is really reassuring to hear from someone who just went through the same thing! I was getting nervous about making the wrong choice since tax mistakes can be expensive. Your point about keeping good records is spot on - I've already scanned and saved my 1099-R and all the documentation from when I took the withdrawal. Did your tax software automatically populate Schedule 2 line 8 with the penalty amount, or did you have to manually enter anything? I'm using FreeTaxUSA and want to make sure I don't miss any steps in the process.
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Pro tip: set up informed delivery with USPS so you know exactly when that check hits your mailbox
good idea! signing up rn
I went through this exact same situation last year. The 2-4 week timeline is pretty accurate, but here's what helped me: I called the IRS customer service line (1-800-829-1040) about 10 days after my deposit was rejected and they were able to confirm that my paper check had been processed and give me a rough mailing date. Also double-check that your address on file with the IRS matches exactly what you have with USPS - even small differences can cause delays. Hang in there, the check will come!
Thanks for the tip about calling after 10 days! @a22bcf61cd02 Did they give you a tracking number or anything when you called, or just a rough estimate? I'm definitely going to try this if I don't hear anything soon.
Samantha Howard
Be careful with FPHCI! I completely missed reporting some foreign dividend income a few years ago because I didn't understand these rules. Ended up with penalties and had to file amended returns. Make sure you're tracking ALL passive income from any foreign corps where you have significant ownership.
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Megan D'Acosta
•What forms did you end up having to file? Was it just additional reporting on your regular 1040 or were there specific international forms? I'm trying to figure out the paperwork aspect of all this.
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Samantha Howard
•It was a nightmare of forms! Had to file Form 5471 (Information Return of U.S. Persons With Respect to Certain Foreign Corporations) with all the applicable schedules, plus Form 8992 for the GILTI calculations since some of my foreign income fell under those rules instead of regular FPHCI. Then for the investments that qualified as PFICs (Passive Foreign Investment Companies), I had to do Form 8621 which is extremely complicated. Ended up hiring a specialist for my amended returns because it was way beyond what regular tax software could handle correctly.
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Ethan Brown
Another thing to keep in mind is that FPHCI rules can interact with PFIC (Passive Foreign Investment Company) rules in complicated ways. If your foreign corporation qualifies as both a CFC (triggering FPHCI rules) and a PFIC, you generally apply the CFC rules instead of PFIC rules - but this can vary based on your ownership percentage and other factors. Also, don't forget about the potential impact of GILTI (Global Intangible Low-Taxed Income) rules if you're dealing with post-2017 tax years. Some income that might have been treated as FPHCI under the old rules now falls under GILTI instead, which has different calculation methods and tax rates. I'd strongly recommend working with a tax professional who specializes in international taxation if you're dealing with significant foreign investments. The interaction between all these different regimes (FPHCI, PFIC, GILTI, etc.) can get extremely complex very quickly.
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