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Ask the community...

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Luca Bianchi

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My tax professor explained it like this: TIN is just the category name, while SSN, EIN, ITIN, etc. are the specific types of TINs. It's like how "vehicle" is the category, but "car," "truck," and "motorcycle" are specific types of vehicles.

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This is actually really helpful! So the TIN is just the umbrella term? Are there any other types of TINs besides SSN and EIN that regular people might encounter?

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Luca Bianchi

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Yes, TIN is exactly that - the umbrella term for various tax identification numbers. Besides SSNs and EINs, there are a few other types regular people might encounter. The most common alternative is the ITIN (Individual Taxpayer Identification Number), which is used by residents who need to file taxes but aren't eligible for an SSN, like certain visa holders or non-resident aliens. Another one is the PTIN (Preparer Tax Identification Number) which is used by professional tax preparers - you might see this on your tax return if someone else prepared it for you.

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Nia Harris

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Just to add some extra info - I work at a bank and we always ask for TIN on forms, but we make it clear that "For individuals, this is your SSN." A lot of people get confused by this. You'd be surprised how many people think they need to register for a separate TIN number somewhere.

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is there ever a case where a normal person (not a business) would have a different TIN than their ssn? like what if someone isn't a citizen?

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Connor Murphy

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Make sure you're responding to the CP2000 by the deadline! The most important thing is to not ignore it even if you don't have all your documentation yet. For the Roth IRA portion, you need to prove your basis. The IRS assumes all distributions are earnings unless you can document your contributions. If you don't have records of your contributions, contact your IRA custodian ASAP to get historical statements. For the Traditional IRA, you're right that you'll owe taxes plus the 10% penalty since you didn't qualify for any exceptions. One thing to consider: if paying the total amount would cause financial hardship, you can request a payment plan when you respond to the CP2000. They're usually pretty reasonable about setting up installment agreements.

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Thanks for the reminder about responding by the deadline. The due date is in about 3 weeks, so I have a little time. Do you know if I'll get a separate bill for the penalties and interest, or will that be included in what I pay when I agree to the CP2000 assessment?

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Connor Murphy

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When you agree to the CP2000 assessment, the response form will show the total additional tax amount they're proposing. This typically includes the 10% early withdrawal penalty for the Traditional IRA portion, but it does not include interest and potential late payment penalties. Those additional amounts will be calculated and included in the actual bill you receive after you've agreed to the assessment. The IRS will send you a separate notice (usually a CP22A) with the final amount including any interest and penalties. Interest continues to accrue until the amount is paid in full. If you're concerned about the total, it's definitely worth requesting an installment agreement either with your CP2000 response or when you receive the final bill. You can use Form 9465 to request a payment plan.

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KhalilStar

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Make sure you're using the correct year's Form 8606! I made the mistake of using the current year form instead of the form for the tax year in question. The IRS rejected my response and it added months to the process. You can find old tax forms on the IRS website by searching for "prior year forms." For 2019 forms (which I think is what you need based on your post), go to this page: https://www.irs.gov/forms-pubs/prior-year

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This is such an important point! I did the same thing and it caused all kinds of confusion. The IRS forms change slightly from year to year, and using the wrong one can really mess things up.

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Ava Garcia

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One important thing nobody has mentioned yet - you need to track your inventory very carefully for tax purposes. I do something similar (reselling digital goods) and the Finanzamt wanted to see clear documentation of: 1. Purchase price of each digital good 2. Selling price 3. Date of transaction 4. Payment method used I created a simple spreadsheet that tracks all this, plus any related expenses like transaction fees, software subscriptions, etc. This made my tax filing much easier and protected me when I had a mini-audit last year. Also, don't forget that PayPal reports to tax authorities now! So your income is potentially already visible to the Finanzamt.

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This is really helpful advice, thanks! I've been tracking sales but not as formally as you described. Do you have any recommendations for good software or templates to use for this kind of tracking? And do you know if there's a revenue threshold where requirements become stricter?

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Ava Garcia

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For your level of business, a well-organized spreadsheet is actually sufficient - that's what I still use. I created columns for purchase date, purchase price, sale date, sale price, platform fees, and profit calculation. I also keep a separate tab for business expenses like software subscriptions. The requirements get significantly stricter once you exceed €22,000 in annual turnover, as you'll lose the Kleinunternehmer status and need to deal with VAT (Umsatzsteuer). Once you hit €60,000 annual profit, you'll need to use double-entry bookkeeping (doppelte BuchfΓΌhrung) instead of simple income-surplus calculation (EÜR). At your current scale, though, the detailed spreadsheet approach should be sufficient for the Finanzamt.

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StarSailor}

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Don't forget about Krankenversicherung (health insurance) implications! If your side business becomes substantial, it could affect your insurance status. If you're currently insured through your employer (gesetzliche Krankenversicherung), significant additional income might push you over the threshold where you could opt for private insurance. Also, once your business profit exceeds certain thresholds, you might be required to make quarterly tax prepayments (Steuervorauszahlungen) based on your expected annual profit. This caught me off guard when I was in your situation!

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Miguel Silva

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This is such an important point that people miss. My friend got hit with a huge health insurance adjustment bill because he didn't realize his side business income would affect his calculation. The Krankenkasse recalculated two years of premiums retroactively!

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Ravi Patel

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Have you checked your online account with the payroll company directly? Sometimes you can still access your W2 even after you've left the company. I was able to log into ADP six months after leaving my job and still download my tax forms without needing employer approval.

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Paolo Marino

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I tried that first thing, but it seems my employer set up their ADP account differently. When I log in, I can only see paystubs up until I left, but no tax documents. The ADP rep specifically told me the employer has to grant access to those. I even have my last paystub, but I'm not confident in calculating all the tax amounts correctly from that alone.

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Ravi Patel

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That's frustrating! In that case, I'd definitely go with getting the wage transcript from the IRS like others suggested. One more thing - if you have your last paystub of the year, it often has your year-to-date totals which are usually pretty close to what appears on your W2. You could use that as a starting point while waiting for the official transcript. Just make sure to attach a note explaining the situation when you send documents to your state. Most tax agencies deal with this kind of employer non-compliance regularly and have procedures for it.

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FYI - your former employer is breaking the law. Employers are required to provide W2s by January 31st, and they must respond to requests for replacement W2s in a reasonable timeframe. You can actually file a complaint with your state's labor department as well as with the IRS.

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Omar Zaki

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This is exactly what I did when my former employer wouldn't give me my W2. Filed complaints with both the state labor department and the IRS. Got my W2 mysteriously emailed to me about a week later. Amazing how they suddenly "found" it after ignoring me for months!

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Don't forget about state taxes on capital gains too! The federal rates everyone's discussing are only part of the picture. Some states treat capital gains as regular income and tax accordingly, while others have special rates or exemptions. I live in California and got hit with an extra 9.3% on top of the federal capital gains taxes last year. Totally wasn't expecting that bill and had to set up a payment plan. Make sure you factor your state's treatment into your calculations.

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Zainab Ismail

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Oh man I completely forgot about state taxes! I'm in Minnesota - do you know if they have any special treatment for capital gains or do they just add it to regular income?

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Minnesota treats capital gains as regular income and taxes them at your normal state income tax rate. With your income level, you're probably looking at around 7.05% state tax on your gains. So if you're in the 15% federal long-term capital gains bracket, your effective rate is actually more like 22% when you factor in state taxes. It's definitely worth planning for this ahead of time so you don't get surprised by a big tax bill. You might want to consider making estimated tax payments if you're selling a large amount to avoid underpayment penalties.

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Javier Torres

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Has anyone used TurboTax for reporting capital gains? I've got a mix of stocks, ETFs and a little crypto, and I'm wondering if it handles all that well or if I should look at other software?

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Emma Davis

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I've used TurboTax for the past few years with capital gains from stocks and ETFs and it's been fine. Their crypto handling was kinda clunky last year though. If you have a lot of crypto transactions, you might want something more specialized. TT also charges extra for the premier version you need for investments.

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