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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 – 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.
- DO answer questions and support each other.
- DO post tips & tricks to help folks.
- DO NOT post call problems here - there is a support tab at the top for that :)
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Emma Davis
Just to add a bit more info - I'm a software developer and created my own script to handle my crypto taxes last year. The key thing to know is that Form 8949 has a summary section at the top, but you MUST include all transactions in the detailed section. What I did was print the summary page and then attach a spreadsheet with all individual transactions labeled "See attached statement for details" which satisfies the reporting requirements. Most tax software will generate this format automatically.
That's a really helpful suggestion! Did the IRS accept your return with the spreadsheet attachment without any issues? And did you organize the spreadsheet in exactly the same format as Form 8949 or did you use a different layout?
Emma Davis
•Yes, the IRS accepted it without any issues. I organized the spreadsheet to match Form 8949's column structure exactly - description of property, date acquired, date sold, proceeds, cost basis, gain/loss, etc. I made sure to include all the same information that would be on the official form. I also included subtotals at the bottom of each page and made sure those matched what I reported on the summary section of the official 8949. The key is making sure your attachment contains all the required information in a clear, organized format that an auditor could easily follow if needed.
Has anyone used CoinTracker or Koinly for this? I've heard mixed things but wondering if they're worth trying.
I tried both last year. Koinly was better for my situation since it handled DeFi transactions more accurately. Still had to manually fix some things though. The exported 8949 forms worked fine with TurboTax.
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Eva St. Cyr
Just wanted to add that you should also check if your college grant looks at AGI (adjusted gross income) or total income. If it's AGI-based, you might have some options to reduce your reportable income. For example, you could make a deductible IRA contribution before the tax filing deadline, which would lower your AGI for 2024. The contribution limit is $7,000 for 2024 if you're under 50. Even if you don't have much savings, you could potentially use part of your December paycheck to make this contribution.
Do you know if HSA contributions work the same way for reducing AGI? I have a high-deductible health plan and wondering if I could make a last-minute HSA contribution to lower my income for financial aid.
Eva St. Cyr
•Yes, HSA contributions absolutely work for reducing your AGI! For 2024, you can contribute up to $4,150 for individual coverage or $8,300 for family coverage. And you're right, you can make these contributions all the way up until the tax filing deadline (normally April 15, 2025) and still have them count for your 2024 taxes. It's actually one of the best tax advantages available because the money goes in pre-tax, grows tax-free, and comes out tax-free when used for qualified medical expenses. Definitely a great strategy for reducing AGI for financial aid purposes.
Kaitlyn Otto
Double check with your financial aid office ASAP!! Different grants have different income verification methods. Some use FAFSA's prior-prior year, some look at calendar year, and others might even look at academic year income. I lost a scholarship because I assumed it was based on tax year income, but they actually were looking at a different 12-month period. Biggest financial mistake of my college career :
Axel Far
•This! Financial aid rules are super confusing and inconsistent. My roommate and I both applied for the same grant, but they calculated our eligibility completely differently because of how our parents' income was reported.
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Liam Duke
Pro tip: Keep a PDF copy of your filed return AND a screenshot of your payment confirmation. The IRS "Where's My Refund" tool doesn't help much when you owe money, but the IRS online account is super helpful for this situation. It usually updates within a week to show your payment.
Manny Lark
•Do you know if the payment shows up before the return is fully processed? Mine came out of my bank already but I'm still waiting on confirmation the return was accepted.
Liam Duke
•Yes, the payment typically shows up in your IRS online account before your return is fully processed. The payment system and return processing system operate somewhat independently. So you might see your payment listed as "received" while your return is still showing as "processing." In my experience last year, my payment appeared in my IRS account about 3 days after I made it, but my return wasn't marked as fully processed for almost 2 weeks. As long as your payment shows up there, you should be fine even if your return takes longer.
Rita Jacobs
Just a heads up - if this is your first time owing instead of getting a refund, double check that you don't need to make estimated tax payments for 2025. I made this mistake and got hit with an underpayment penalty the following year 😩
Khalid Howes
•How do you know if you need to make estimated payments? I'm in the same boat this year.
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Omar Zaki
One thing nobody's mentioned yet - make sure your bond explicitly states it covers "tax preparation services" and not just general errors and omissions. I made this mistake my first year, and when a client filed a claim, the surety company initially denied it because the language wasn't specific enough. Also, check if your state requires the bond to be filed with a specific agency. In my state, I had to file a copy with both the Department of Revenue AND the Secretary of State's office. Would have never known this if another preparer hadn't mentioned it to me.
Thanks for pointing this out! Would the bond company typically help with making sure the language is correct, or is that something I need to specifically request? And do you have to physically mail copies of the bond to the state agencies or can it be done electronically?
Omar Zaki
•The bond company should help with correct language, but it's ultimately your responsibility to make sure it meets state requirements. Be specific when you request the bond - say "I need a tax preparer bond that meets X state requirements" rather than just asking for a general bond. Most states now accept electronic submissions of bond documentation, typically through their tax preparer registration portal or business licensing system. However, some smaller states still require paper copies mailed to them with original signatures. Your state's Department of Revenue website should have a section specifically for tax preparer requirements that spells this out.
Chloe Taylor
Has anyone actually had to USE their tax preparer bond? I'm curious about real-world experiences. Like, have any clients actually made claims against your bond, and what was that process like? I'm trying to understand not just which bond to get, but how this actually works in practice.
Diego Flores
•I had a client file a claim against my bond last year. I made an error on their Schedule C that resulted in an underpayment penalty of about $1,800. The surety company investigated, determined I was at fault, and paid the claim. Then I had to reimburse the surety company. The process was actually pretty straightforward, but it definitely incentivized me to be more careful and to get better professional liability insurance beyond just the required bond!
Giovanni Rossi
One thing I haven't seen mentioned - make sure you understand the difference between your RSUs vesting and any selling that might have happened automatically. Many companies have a "sell-to-cover" arrangement where they automatically sell a portion of your vested shares to cover tax withholding. Look at your brokerage statements from when the RSUs vested. It might show that, say, 35% of the shares were sold immediately for tax withholding. If that's the case, your employer should have already withheld taxes on the full $300k value, but you'd only have the remaining 65% of shares in your account.
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Fatima Al-Mansour
•This is a good point! My company does this and it caused massive confusion for me. I thought I had all my shares but actually about 40% had been sold automatically for withholding. The transaction history in my brokerage account showed this, but it wasn't obvious at first glance.
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Dylan Evans
Not sure if this helps but you can actually see if your employer withheld taxes properly by looking at Box 2 of your W2 (Federal income tax withheld). If they included the $300k RSUs in Box 1 (Wages) but didn't withhold enough taxes on them, that's why you're seeing a large tax bill now. Unfortunately, you can't override the W2 income amount in TurboTax because that's what's reported to the IRS. The W2 is correct in including the RSUs as income. Your only options are: 1. Pay the tax you owe on that income now 2. Set up an IRS payment plan if you can't pay it all at once 3. If you believe the W2 is actually incorrect (not just inconvenient), contact your employer for a corrected W2
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