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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 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!
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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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Olivia Clark
One trick I learned for dealing with 1099 composites is to actually read the fine print at the bottom of each page. Often there are important notes that explain what's what. Also, check if your investment firm offers a "tax data import" option with major tax software. My Schwab account lets me directly import everything to TurboTax and it automatically puts all the numbers in the right places - even from the composite form. Saves tons of time and prevents typos!
Do you know if these import features work with the cheaper versions of tax software or only with the premium/deluxe packages? I'm using H&R Block basic and wondering if I need to upgrade to get that functionality.
Olivia Clark
ā¢Unfortunately, most tax software companies lock the investment income import features behind their more expensive versions. For H&R Block specifically, you'll likely need their Deluxe or Premium version to import investment data. The basic version is usually just for simple W-2 income and standard deductions. It's annoying, but sometimes the upgrade cost is worth it if you have a lot of investment transactions, especially for the 1099-B portions. Making a single typo when entering dozens of stock transactions manually can cause headaches, so the import feature often pays for itself in time saved and reduced stress.
Is anyone else noticing that their 1099 composites are way more complicated this year than in previous years? I swear mine went from 5 pages last year to 12 pages this year, and I didn't even make that many more trades!
Yes!! I thought it was just me. My Fidelity composite went from 7 pages to 15, and most of the new pages seem to be explaining adjustments to basis reporting and some weird wash sale calculations. I think the reporting requirements keep getting more stringent every year.
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Dyllan Nantx
7 Quick tip from someone who's been filing with 1099 income for years: track EVERYTHING. Mileage to meet clients, internet bills, office supplies, software subscriptions, professional development courses, etc. I use a separate credit card for all business expenses to make it easier at tax time. And don't forget about quarterly estimated tax payments! The IRS expects you to pay taxes throughout the year when you're self-employed, not just at filing time. I learned this the hard way my first year and got hit with penalties.
Dyllan Nantx
ā¢16 Do you have a recommendation for tracking mileage? I sometimes drive to client sites and I'm terrible at remembering to log it.
Dyllan Nantx
ā¢7 I use MileIQ for tracking mileage - it runs in the background on your phone and automatically detects drives. You just swipe left for personal trips and right for business trips. Super easy and creates IRS-compliant records. For quarterly taxes, I set aside 30% of every payment I receive into a separate savings account. That usually covers both federal and state taxes, plus the self-employment tax. Then I make payments online through the IRS Direct Pay system every quarter.
Dyllan Nantx
2 One important thing nobody's mentioned yet - if you're making decent money on your 1099 work, consider setting up a Solo 401(k) or SEP IRA. You can contribute WAY more than regular employees can to a standard 401(k), which can significantly reduce your taxable income. I put about 20% of my 1099 income into my Solo 401(k) last year and it saved me thousands in taxes while building my retirement. You can open one at most major brokerages like Fidelity or Vanguard pretty easily.
Dyllan Nantx
ā¢11 This is great advice! Does the Solo 401k have the same contribution limits as a regular 401k? And can I still contribute to my Roth IRA too?
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Mason Davis
I use Drake Tax software for my side gig preparing returns. It's what a lot of professional preparers use, and it has a pretty reasonable price point if you're only doing a handful of returns. The interface isn't as pretty as TurboTax or H&R Block, but it's designed for efficiency when doing multiple returns. Besides the software, make sure you're keeping good records of who paid you what. Even for a small side hustle, you should report that income on your own taxes. Also, be very clear about your limitations - don't take on complex returns if you're not comfortable with the tax situations involved.
Does Drake have a pay-per-return option or do you have to buy the whole package? And how much does it cost approximately?
Mason Davis
ā¢Drake offers both options. You can buy the full package which was around $350 last year for the basic version, or they have a pay-per-return option that's about $25 per federal return plus extra for state returns. The full package is more economical if you're doing more than 12-15 returns. The software is pretty robust and their customer support is excellent if you run into any issues. I've been using it for three years and it's definitely worth it for the time savings when handling multiple clients.
Jacob Lewis
Whatever software you choose, don't forget that you'll need clients to sign Form 8879 (e-file authorization) for each return you submit. Some of the professional software packages include client portal options that make this easier, but it's something to consider in your workflow.
You can use DocuSign or similar e-signature services for Form 8879 if your tax software doesn't have a built-in option. Makes it much easier than meeting in person for signatures.
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22 My tax preparer told me that it's always better to have some kind of written agreement, even if it's not court-ordered. Could be as simple as an email or text exchange where both parties acknowledge that the $600 monthly payments are specifically for child support. Save those messages along with the Venmo records and you should be fine.
7 Would a written agreement need to be notarized or anything to be valid? Or literally just text messages confirming the arrangement?
22 Notarization isn't necessary for tax purposes. Simple text messages or emails that clearly establish the nature of the payments are sufficient documentation. The IRS is mainly concerned with understanding the true purpose of the funds, not with legal formalities. Having a more formal written agreement might provide additional peace of mind, but it's not required for the payments to be treated as non-taxable child support. The consistent Venmo descriptions plus any text/email exchanges should provide adequate documentation.
14 I went through almost the exact same situation! Quick tip - save screenshots of all the Venmo transactions that show "child support" in the description. Also, if the biological father ever mentions the purpose of the payments in texts or emails, save those too. When I filed, I didn't have to submit any of this documentation, but I keep it all in a folder just in case I'm ever questioned about it.
9 This is great advice. Documentation is key! I'd also recommend keeping receipts for major expenses for the child that show you're using the funds for their benefit.
Oliver Brown
Something else to consider - since you had a net capital loss, amending your return will likely result in a LARGER refund (or less tax owed). The IRS allows you to deduct up to $3,000 of capital losses against your regular income. You might actually come out ahead after filing the amendment! Just make sure you use Schedule D along with your 1040-X to report the capital transactions.
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Mary Bates
ā¢Can you still claim the capital loss deduction if it was from wash sales though? I thought those were disallowed?
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Oliver Brown
ā¢Good question about wash sales. The wash sale rule disallows the loss specifically on transactions where you buy back the same or substantially identical security within 30 days before or after selling at a loss. However, that disallowed loss gets added to the cost basis of your replacement shares. Looking at the original post, they still had a net capital loss of $870 AFTER accounting for wash sales. The wash sale amount ($27,125) was already factored into their calculations. So they can still claim that $870 loss against their income. If they hadn't repurchased those shares, their loss would have been much larger!
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Clay blendedgen
Has anyone actually gotten a CP2000 notice from the IRS for not reporting a 1099-B that showed a loss? I'm wondering how urgent this amendment really is.
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Ayla Kumar
ā¢Yes! I ignored a 1099-B with losses last year thinking "why bother if I'm not owing more?" Got a CP2000 about 4 months later. The IRS computer only sees "unreported income" from the proceeds, not the net result. Had to respond with a complete Schedule D showing the loss calculation. Major headache that could have been avoided by just amending right away.
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