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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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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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Ella Knight
A bit of additional info that might help - the B and G codes together have specific meaning. The "G" indicates a direct rollover to another qualified plan (non-taxable), while the "B" indicates it came from a designated Roth account within a 401(k) or similar plan. With Roth accounts, things get a bit more nuanced because contributions were already taxed, but earnings might be taxable depending on certain rules. However, in a direct rollover situation (G code), even the earnings typically remain tax-deferred if you're rolling from one Roth account to another. When box 2a is blank but there are values in box 1 and 5, you're generally looking at: - Box 1: Total distribution amount - Box 5: Your after-tax/Roth contributions The difference between these amounts would generally represent earnings, but in a proper rollover, you don't need to worry about calculating the taxable portion yourself.
So if box 5 shows $42,500 and box 1 shows $58,300, does that mean my earnings were $15,800? And none of that is taxable as long as I properly indicate it as a rollover when filing?
Ella Knight
ā¢Yes, that's correct. The difference of $15,800 would represent your earnings in this example. None of it should be taxable as long as you properly report it as a rollover on your tax return. Just make sure that when entering the 1099-R information into your tax software, you indicate it was a direct rollover (which the code G confirms). The software should then handle it correctly as a non-taxable event. The important thing is to still report the 1099-R even though it doesn't create a tax liability.
Has anyone here used FreeTaxUSA to report a 1099-R with rollover codes? I'm trying to figure out where to indicate it was a rollover in their system but can't find the right option.
I used FreeTaxUSA last year for a similar situation. When you enter the 1099-R information, there should be a question specifically asking if this was a rollover. Make sure to select "Yes" for that question. It's somewhere in the middle of the form entry process, after you enter the distribution code.
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Paolo Ricci
Don't forget about charitable contributions! If you're looking for last-minute deductions, you can still make cash donations to qualified charities by the end of the year and claim them on your 2023 taxes. Just make sure you have proper documentation. Even if you take the standard deduction, you might qualify for a small deduction for cash donations under special rules. Also, if you have any unreimbursed medical expenses that exceed 7.5% of your AGI, gather those receipts. And check if your state has an income tax deduction for 529 plan contributions - some states allow this even if you make the contribution late!
Amina Toure
ā¢Wait, I thought the special rule for charitable donations when taking the standard deduction expired after 2021? Is that still available for 2023?
Paolo Ricci
ā¢You're absolutely right, and I apologize for my error. The special provision that allowed taxpayers to deduct charitable contributions while taking the standard deduction was temporary and has expired. For 2023, you would need to itemize deductions on Schedule A to claim charitable contributions. Thanks for the correction - it's important to have accurate information when making these last-minute tax decisions!
For anyone rushing to make last-minute IRA contributions to reduce 2023 taxes, make sure your financial institution properly codes the contribution for tax year 2023! I made this mistake last year when I contributed in April - they defaulted it to the current calendar year. Had to get them to correct it, which was a hassle.
Good point! Most online platforms have a dropdown or option to select which tax year the contribution is for, but it's easy to miss. I always take a screenshot of the confirmation page showing the tax year just to be safe.
That's a smart approach with the screenshot! I've started doing something similar. When I make my contribution now, I actually call my financial institution afterward to verbally confirm they've recorded it for the correct tax year, then note the date, time and representative's name. It takes an extra few minutes but saves potential headaches later.
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Another option nobody mentioned - you can download your wage and income transcript directly from the IRS website, which might show your 1099 info even if the company hasn't sent it to you yet! Go to irs.gov and search for "Get Transcript Online." It doesn't always have everything right away, but it's worth checking. The transcript shows all information returns reported to the IRS under your SSN, including W-2s and 1099s. Saved me last year when a client claimed they mailed my 1099 but it never arrived.
Thanks for this suggestion! I just tried accessing my transcript online but it looks like it only shows forms that have already been processed by the IRS. Since my client is late sending the 1099, it's not showing up there yet. But this is definitely good to know for the future or if I need to verify what's been reported under my SSN.
Diego Chavez
I'm a bookkeeper for several small businesses and just want to add - you absolutely do NOT need the physical 1099 form to file your taxes! Many of my clients panic about this. Here's what you need to do: 1. Add up all payments you received from the startup during 2024 2. Report the total on Schedule C as income 3. Deduct any legitimate business expenses 4. File your complete return with both W-2 and 1099 income TurboTax walks you through this really easily. The physical 1099 form is just an information document - the IRS actually gets their own copy. They care that you report ALL income, not that you have the paper form.
NeonNebula
ā¢What if the amount I calculate from my records is different from what eventually shows on the 1099 when they finally send it? Will that cause problems with the IRS?
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Luca Conti
Just a heads up for anyone struggling with sales tax - the requirements are different in every state AND they change constantly. I got hit with a huge penalty because I didn't realize that once I hit $100,000 in sales in Michigan, I was supposed to start collecting sales tax immediately (I thought I could wait until the next quarter). Make sure you understand not just how to account for sales tax, but also when you're required to start collecting it in each state where you have customers. Economic nexus thresholds (the amount of sales that trigger the requirement to collect) vary from state to state.
Nia Johnson
ā¢Do you need to collect sales tax based on where your business is located or where your customers are? I ship to people all over the country and I'm so confused about this part.
Luca Conti
ā¢You need to collect based on where your customers are located, not where your business is. This is called "destination-based" taxation and most states use this approach. So if you're in Texas but shipping to a customer in California, you'd charge California sales tax (assuming you have nexus in California). Each state has different rules for when you establish "nexus" (the obligation to collect), but generally it's based on either physical presence (having inventory, employees, etc. in the state) or economic presence (selling over a certain dollar amount or number of transactions to customers in that state).
CyberNinja
For sales tax bookkeeping, I use a really simple system in my spreadsheets. I have columns for: - Total sale amount (what customer paid) - Sales tax collected - Net sale (pre-tax amount) Then I transfer the sales tax to a separate savings account each month so I don't accidentally spend it. When it's time to file my quarterly returns, the money is already set aside.
Mateo Lopez
ā¢I tried doing spreadsheets but it got so complicated with different tax rates in different counties and cities. What do you do when you have to calculate different rates for different customers?
Amun-Ra Azra
Check if your school entered amounts in Box 1 (payments received) or Box 2 (amounts billed) on your 1098-T. This makes a HUGE difference! My school switched how they report it a couple years ago and it completely messed up my education credits. Also, did you pay for books, supplies, or equipment required for your courses? Those count as qualified expenses even if they're not included on your 1098-T. You have to manually add those in TurboTax under the education section.
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Summer Green
ā¢Is there a limit to how much you can claim for books and supplies? My program requires special software that cost $300 but isn't technically a "textbook.
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Amun-Ra Azra
ā¢There's no specific limit for books and supplies - they're just part of your qualified education expenses. That $300 software absolutely counts if it was required for your courses! You can claim it as part of your qualified education expenses as long as it was required for enrollment or attendance in your courses. The key is that the expenses need to be required for your courses. You'll want to keep receipts and maybe even a course syllabus showing it was required in case of an audit.
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Gael Robinson
Has anyone tried using a different tax software? I switched from TurboTax to FreeTaxUSA this year and found the education credit section way more straightforward. It clearly explained which credits I qualified for and had better help features for entering the 1098-T information correctly.
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Edward McBride
ā¢I second this recommendation. TurboTax kept giving me an "error" when entering my daughter's college expenses but wouldn't explain what was wrong. Switched to FreeTaxUSA and it worked perfectly, plus saved me the ridiculous TurboTax fees.
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