Can't reach IRS? Claimyr connects you to a live IRS agent in minutes.
Claimyr is a pay-as-you-go service. We do not charge a recurring subscription.
Using Claimyr will:
- Connect you to a human agent at the IRS
- Skip the long phone menu
- Call the correct department
- Redial until on hold
- Forward a call to your phone with reduced hold time
- Give you free callbacks if the IRS drops your call
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!
Ask the community...
- 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 :)
Join the conversation
Join the conversation
Simon White
Check your bank account details on the Where's My Refund tool. I thought my refund was delayed last year, but I had accidentally entered one digit wrong in my account number when I filed. The IRS tried to deposit it but it bounced back, and then they had to mail me a paper check which took an extra month. Super frustrating.
Jean Claude
ā¢Thanks for the suggestion! I just checked Where's My Refund and it does show "refund approved" with a date for direct deposit next Wednesday. So I guess my grandma was right! The letter was just confusing because it had all this technical language about adjustments. Do you know if the date they show is usually accurate?
Simon White
ā¢The dates they show are usually pretty accurate. If it says next Wednesday, you'll likely see it that day or possibly a day earlier depending on your bank. Some banks process IRS deposits a bit faster than others. If you don't see it by the end of the day after the promised date, that's when I'd start looking into it further. But in my experience (aside from that one time I messed up my account number), the deposit dates they provide are reliable.
Hugo Kass
Did the letter have a notice number on the top right corner? Like CP12 or CP14? That tells you exactly what type of notice it is. Different notices mean different things, and most of them are actually pretty routine.
Jean Claude
ā¢You're right! I just checked and it does have CP12 in the top right corner. I didn't even notice that before. So based on what people are saying here, it sounds like this is just confirming they adjusted something on my return and I am getting a refund. I checked Where's My Refund and it says I should get it next week. Thanks everyone for the help!
CP12 is definitely a good notice to get! It means they found a math error but processed your return anyway. Usually it means they're sending your refund with a small adjustment. Much better than some of the other notices they send out!
Join the conversation
Dmitry Popov
If you're using TurboTax, there's a much easier way. At any point during the year, you can actually go into the tax planning section and upload a CSV of your trades. It will calculate your current position and even tell you how much you'd need to sell to offset your gains. I do this quarterly to stay on top of my tax situation. Last year I completely avoided a tax bill by realizing some losses in November once I saw how much I was up for the year.
Does this work with the free version of TurboTax or only the premium versions? And can you use this feature before you're actually ready to file?
Dmitry Popov
ā¢You need TurboTax Premier or above for the investment features - the free version doesn't support capital gains calculations. And yes, you can absolutely use this feature any time during the year before you're ready to file. I typically start a new tax file at the beginning of each year just for planning purposes. The tax planning tools are available year-round, not just during tax season. You can run different scenarios like "what if I sell these stocks at a loss?" to see the impact on your tax situation. It's been super helpful for making strategic decisions throughout the year rather than just discovering surprises at tax time.
Miguel Ortiz
Has anyone tried just asking their accountant? Mine gave me a simple spreadsheet template where I just enter current market values of holdings and it compares to my cost basis to show potential gains/losses. Takes like 10 minutes to update each quarter.
Not everyone can afford an accountant, especially if they're just casual investors. I tried getting a consultation with a CPA and they wanted $250/hour just to discuss my tax situation. These online tools seem way more cost effective for most people.
Join the conversation
Ella Harper
Just FYI - even with zero income, make sure you check if you qualify for any credits. Some credits like the Recovery Rebate Credit (stimulus payments) from 2021 might still be available to claim if you never received them. You don't want to miss out on money you're entitled to!
Sophie Duck
ā¢Wait, could I still qualify for stimulus money from 2021? I thought those were all sent out automatically. I definitely never received anything back then.
Ella Harper
ā¢Yes, you might still be able to claim the Recovery Rebate Credit on your 2021 return if you didn't receive the stimulus payments and were eligible! The third stimulus payment (Economic Impact Payment) of up to $1,400 was issued in 2021, and many people who were eligible didn't receive it for various reasons. If you file your 2021 return now, you can claim this as the Recovery Rebate Credit. There's a worksheet in the 2021 Form 1040 instructions to help you determine if you qualify and how much you can claim. This is exactly why filing a return even with zero income can be beneficial - you might have money waiting for you!
PrinceJoe
Don't forget that if you're filing a paper return for 2021, mail it to the correct IRS address for your location. The address varies depending on your state and whether you're enclosing a payment. You can find the right address in the 2021 1040 instructions.
Also remember to sign and date the return! IRS will reject unsigned returns and that just delays everything further. Ask me how I know š©
Join the conversation
Luca Ricci
I work at a tax prep office and see this EXACT issue with Webull forms all the time. It's a known glitch in their reporting system. Here's what we do: 1. Make Box 5 match Box 1a exactly 2. Document the original values somewhere in your records 3. File normally The discrepancy is due to how Webull handles fractional shares and dividend rounding. Since Section 199A dividends (Box 5) are supposed to be a subset of ordinary dividends (Box 1a), the numbers get slightly misaligned in their system. This is so common with Webull that we have a standard procedure for it. I've never seen a client get any follow-up questions from the IRS about this minor adjustment.
Omar Farouk
ā¢Thanks so much for this info! It's reassuring to hear this is a known issue. For the sake of my own records, should I keep a copy of the original 1099-DIV along with a note about the adjustment I made? Just trying to be thorough in case questions ever come up.
Luca Ricci
ā¢Yes, definitely keep a copy of your original 1099-DIV form. I always recommend that clients maintain a simple document noting any adjustments they made when filing, along with the reason for the change. Just a basic note like "Adjusted Webull 1099-DIV Box 5 from $X.XX to match Box 1a amount of $X.XX due to reporting inconsistency" is sufficient. This creates a clean audit trail if you ever need to explain the adjustment. Though as I mentioned, these tiny discrepancies are so common with certain brokers that they rarely raise any questions. The IRS systems understand that small rounding differences occur, especially with fractional share investments.
I discovered that you can actually override TurboTax's error check for this! When you get the error message, look for a small "continue anyway" or "override" option (it's easy to miss). I've been doing this for the past two years with my Webull forms since they always have this issue. For what it's worth, I've never had any problems filing this way - no audit, no questions, nothing. It's such a small amount that the IRS systems probably don't even flag it. Their automated systems are looking for much bigger discrepancies than a few pennies.
I tried looking for an override button but couldn't find it in the newest version of TurboTax. Did they remove this option for 2025 filing season? Where exactly should I be looking?
Jade O'Malley
Don't freak out too much. The IRS is way behind on processing returns and unless you're talking about massive amounts, they're not likely to come after you with handcuffs or anything. File the amendment, pay what you owe plus whatever penalty they assess, and move on. I accidentally left off about $5k in stock gains two years ago, filed an amendment, and it was no big deal. Just don't ignore it hoping they won't notice.
0 coins
Mia Alvarez
ā¢Thanks for sharing this - makes me feel a bit better. Did you have to pay a lot in penalties when you amended for those stock gains? And how long did the whole amendment process take?
0 coins
Jade O'Malley
ā¢The penalty wasn't bad at all - I think it ended up being around $80 plus some interest on the unpaid tax. So all in maybe $120 extra beyond what I would have paid originally. The amendment took about 3-4 months to process completely, which I hear is actually pretty fast for the IRS these days. Just make sure you keep copies of absolutely everything you submit and proof that you sent it (certified mail is good).
0 coins
Hunter Edmunds
Pro tip: if you use tax software like TurboTax or H&R Block, they usually let you file an amended return for free if you filed your original return through them. They'll walk you through the whole process. Just gather all your crypto transaction data first so you have it ready.
0 coins
Ella Lewis
ā¢This isn't always true - I tried to amend through TurboTax and they wanted to charge me for the "deluxe" version even though my original filing was free. Ended up having to pay like $60.
0 coins