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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 ā 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!
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Jibriel Kohn
Honestly just switch to FreeTaxUSA. I used TurboTax for years and had nothing but problems. FreeTaxUSA does everything TurboTax does in the free version but without the constant upsells and sketchy data practices. Been using it for 3 years now and never had a single issue.
Does FreeTaxUSA import your info from previous years if you're switching from TurboTax? And can it handle self-employment income without charging extra like TurboTax does?
Jibriel Kohn
ā¢FreeTaxUSA can't directly import your data from TurboTax, but you can upload a PDF of last year's return and it will pull some of the basic info. You'll need to enter some things manually the first year, but after that, it remembers your info for future years. Yes, it handles self-employment income without charging extra! That's actually one of the main reasons I switched. TurboTax wanted to charge me an extra $120 just because I had a small side business, but FreeTaxUSA includes Schedule C in their free version. The only thing they charge for is state filing (about $15) and audit assistance if you want it.
Has anyone tried H&R Block software instead? Im thinking of switching from turbotax but dont want to jump from one problem to another.
I've used both H&R Block and TurboTax. H&R Block's interface isn't as slick but I actually found it more straightforward. They also have fewer upsells in my experience. Never had any data issues like what you're describing with TurboTax.
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Sasha Reese
Just wanted to share another perspective - I'm a retired bookkeeper and have seen this property tax timing issue come up regularly. The general rule is indeed that you deduct property taxes in the year they're paid, but there can be exceptions. If you pay your own property taxes (not through escrow), you might have some control over timing. For example, you could choose to pay your Q4 property tax in December rather than January to get the deduction in the current year. With escrow accounts, it's trickier since the mortgage company controls when payments are made. But the key thing to remember is that the SALT cap applies per tax year, not per property tax year. So if you're hitting the $10K cap anyway, the timing might not actually impact your total deductions.
Does this mean someone could potentially "double up" on property tax payments in a single year if they're well under the SALT cap? Like if I normally only have about $5K in state and property taxes, could I pay both 2023 and 2024 property taxes in 2024 and deduct all $10K?
Sasha Reese
ā¢Yes, that's exactly right! If you're well under the SALT cap (the $10,000 limit), you could potentially benefit from having two years of property tax payments fall in a single tax year. In your example, if you normally have about $5K in state and property taxes, and circumstances led to both 2023 and 2024 property taxes being paid in 2024, you could deduct up to the $10K cap. This is one of those rare situations where a payment delay could actually benefit some taxpayers. Just remember that this only works if your total SALT deductions would normally be under the cap. For those already at or over the $10K limit, having two years' worth of property taxes in one year won't increase their deduction.
Has anyone had success asking their mortgage company to pay the property taxes in the correct tax year? I'm in a similar situation where my county always sends bills late (usually December) but my mortgage company sometimes waits until January to pay them, which messes up my tax deductions.
Diez Ellis
ā¢I actually had success with this! Called my mortgage servicer and explained the situation. They agreed to process my property tax payment on December 28th instead of waiting until January. Had to be super persistent though - first person I talked to said it wasn't possible, but I asked for a supervisor who made it happen.
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Norah Quay
Just wanted to add - my financial advisor told me that for inherited IRAs before the SECURE Act (pre-2020), you don't need to empty the account in 10 years like newer inherited IRAs. You can stretch distributions over your lifetime, which is a huge tax advantage! But you absolutely need to start taking those distributions ASAP and file the 5329 forms for the missed years. Also, whatever you do, DO NOT roll this into your own IRA or do any kind of transfer that would make the IRS think you're treating it as your own. That would trigger immediate taxes on the entire amount. Keep it as a separately designated inherited IRA.
Owen Devar
ā¢Thank you so much for this warning about not rolling it into our own accounts! I honestly might have tried to do that thinking it would simplify things. Do you happen to know if we can just start taking the correct distributions now, or do we need to "catch up" on all the ones we missed over the past years?
Norah Quay
ā¢You don't need to "catch up" by withdrawing all the missed distributions at once. You should calculate what you should have taken each year, but going forward you just need to start taking the correct annual distributions based on the appropriate life expectancy table. What you DO need to do is file Form 5329 for each year you missed a distribution, request the penalty waiver on each form, and include a letter explaining that you didn't understand the RMD requirements. Then start taking the correct annual distribution this year. Most financial institutions that hold IRAs can help calculate your required distribution amount.
Leo McDonald
Has anyone used TurboTax to handle this situation? I'm dealing with something similar but don't want to pay for an expensive accountant if the software can handle the forms.
I used H&R Block software (not the in-person service) last year to handle my missed RMDs on an inherited IRA. It worked fine for generating the 5329 forms, but it didn't help with the waiver request letter or calculating what my distributions should have been. I ended up having to research those parts separately.
Leo McDonald
ā¢Thanks for sharing your experience! Sounds like I might need some additional help beyond just the tax software to get the calculations right. I'll look into what supplemental services might help with those calculations while still using the software for the actual filing.
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I was in your exact situation last year! Hadn't filed 2019, 2020, or 2021. Here's what I learned: - Past year tax software is available but sometimes hard to find. I used FreeTaxUSA for all my back years and it was pretty simple. - For missing W-2s, the IRS wage and income transcript is your best friend. - File 2020 ASAP! You have until April 15, 2024 to claim a refund for 2020. After that, the money goes to Uncle Sam forever. - File 2022 through e-file if possible. The older years might need to be mailed in. - If you get refunds, do a direct deposit. Paper checks for prior years can take FOREVER.
Dylan Wright
ā¢Is there really a hard deadline for the 2020 refund? I thought maybe there would be exceptions because of COVID or something.
NebulaKnight
One thing nobody's mentioned: if you're expecting refunds for these years, you probably won't get interest on the 2020 and 2021 refunds because you filed more than 45 days after the due date. But for some reason the IRS has been adding interest to my 2022 refund even though I just filed it late last month. The interest rates are actually pretty decent too - like 5-7% depending on the quarter.
Wait, so you're saying if I'm owed a refund and file late, I might actually get MORE money back because of interest? That seems backwards from what I'd expect from the IRS!
Diez Ellis
Just a reminder that even if you don't receive a 1099-DIV, you're still required to report all dividend income to the IRS. The $10 threshold is just for when the company is required to issue the form, not for when you need to report it. You can easily find your total dividends by going to your Robinhood account and filtering transactions by "Dividends" for the tax year. Add them up manually and report that on Schedule B of your tax return. TurboTax will walk you through this too.
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Vanessa Figueroa
ā¢Actually this isn't quite right. If your total ordinary dividends are less than $1,500, you don't need to file Schedule B at all. You just put the total on line 3b of Form 1040. Only need Schedule B if you got over $1,500 or have other special situations.
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Abby Marshall
I just went through this exact situation! For me, it turned out Robinhood only issues 1099-DIVs if you received $10+ from any SINGLE company. My $67 in dividends was spread across 12 different stocks, with none paying more than $9, so I didn't get a form. What I did was download my account statement for December 2023 (it has year-to-date totals) and manually entered the dividend amounts. The IRS doesn't care if you have the actual form - they just want you to report the income correctly.
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