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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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- DO post questions about your issues.
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Ethan Brown
Has anyone noticed that different brokerages have different standards for what they send tax forms for? My Fidelity account sent me a 1099 for $3.12 in dividends (with that annoying watermark), but my Schwab account didn't send anything for $4.25. I'm so confused about what actually needs to be reported!!
Brokerages are only required by law to issue 1099-DIV forms if you received at least $10 in dividends and 1099-INT if you received at least $10 in interest. Some send them for lower amounts as a courtesy, often with watermarks indicating they're not being filed with the IRS. The confusion is totally understandable!
I've been dealing with this exact same situation! Had a watermarked 1099-DIV for $1.83 from my Robinhood account and was totally confused about whether it was "real" or not. What I learned is that the watermark usually means it's a courtesy copy - the brokerage is giving you the info but didn't actually file it with the IRS because it's under their $10 reporting threshold. The form itself is legitimate, it's just that they're not required to send it to the government. I ended up including it on my return anyway since I was using TurboTax and it literally took 30 seconds to enter. My thinking was better safe than sorry, especially since such a small amount wouldn't affect my tax liability anyway. If you're doing paper filing though, honestly I'd probably skip it - the hassle isn't worth it for under $3. The key thing is that watermark is actually helpful info - it's telling you this is below the official reporting threshold, so you're probably in the clear either way you decide to handle it.
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Connor Byrne
15 Here's a trick that might work: Try a different tax software! Each free file provider has different AGI limits. TaxAct's might be $79k but TaxSlayer has a limit of $81k this year I think, and some others go up to $85k or $90k depending on your filing status.
Connor Byrne
ā¢21 On the IRS website it says all the Free File software options use the same AGI limits - they're set by the IRS, not the companies. But some have other qualifications like age restrictions or state limitations.
This is such a common misconception! I see this question a lot during tax season. The key thing to remember is that your AGI is calculated BEFORE most of the deductions people think about. Your W-2 Box 1 already reflects pre-tax deductions like health insurance premiums, FSA/HSA contributions, and 401k contributions - so those are already reducing your AGI. But things like the standard deduction ($14,600 for single filers in 2024) or itemized deductions happen AFTER your AGI is set. If you're close to the $79,000 threshold, look for "above-the-line" deductions you might have missed: traditional IRA contributions (up to $7,000 if under 50), student loan interest deduction, educator expenses if you're a teacher, or HSA contributions if you have a high-deductible health plan and haven't maxed it out yet. You can also double-check by looking at last year's Form 1040 - Line 11 shows your AGI and you can trace back through the form to see exactly what reduced it from your gross income.
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NebulaNova
This happened to me last month! Got my DDD exactly 9 days after the 571 showed up. ur almost there!
fingers crossed! š¤ thanks for sharing your timeline
Same thing happened to me back in January! The 570/571 combo usually means they just needed to verify something automatically and then cleared it. Mine took about 10 days after the 571 to get my DDD. The waiting is the worst part but you're definitely on the right track! š
Lilly Curtis
ā¢Thanks for sharing your experience! It's so reassuring to hear from people who've been through this exact situation. The waiting really is torture when you're not sure what's happening with your refund š
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Has anyone here used TurboTax to report inherited annuity income? I'm trying to figure out if their software handles this correctly or if I need to go to a professional this year.
I used TurboTax last year for this exact situation. It handles it fine, but you need to make sure you enter the information from your 1099-R correctly. The distribution code on the 1099-R is super important as it tells the software how to treat the taxable vs non-taxable portions. In my experience, you'll need to use at least the Deluxe version, as the basic free version doesn't handle investment income well. The software will ask you questions about whether the annuity was inherited and will walk you through the steps.
One thing to keep in mind is that inherited annuities can sometimes trigger the "kiddie tax" rules if you're under 24 and considered a dependent, but that doesn't sound like it applies to your situation given your income level. Since you mentioned you're receiving $87,000 over 10 years, that's roughly $8,700 annually. Depending on your aunt's cost basis in the annuity, you might only be paying taxes on a portion of each payment. For example, if she paid $50,000 for the annuity, roughly 43% of each payment would be tax-free return of premium and 57% would be taxable earnings. Also, don't forget that inherited annuity payments are treated as ordinary income, not capital gains, so they'll be taxed at your regular income tax rates. With your $65k salary plus the annuity income, you'll want to check if this pushes you into a higher tax bracket and consider adjusting your withholding accordingly.
This is really helpful information about the tax bracket implications! I hadn't thought about how the additional annuity income might push me into a higher bracket. Quick question - when you say "adjusting withholding," do you mean increasing the withholding from my regular job to cover the extra taxes from the annuity payments? Or is there a way to have taxes withheld directly from the annuity distributions themselves? I'm trying to avoid having to make quarterly estimated payments if possible since I'm already pretty stretched with my current budget.
Natasha Orlova
My experience with SBTPG has been so bad this year I'm never using them again. Last year was fine but this time they've held my refund for 9 days now with no explanation.
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Javier Cruz
ā¢Same!! This is ridiculous. I'm definitely paying tax prep fees upfront next year.
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Malik Thomas
That's great news! I've been waiting for weeks with no updates myself. It's so frustrating when you're relying on that money for important expenses. I filed early February and still nothing from SBTPG. Did you have to call multiple times to get through, or did they answer right away? I keep getting busy signals when I try their automated line. Fingers crossed your 3/15 date holds - it sounds like most people here have had good luck with their dates being accurate once SBTPG actually gives you one.
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