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Using Claimyr will:

  • Connect you to a human agent at the IRS
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  • Redial until on hold
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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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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 :)

Yara Nassar

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One thing I noticed is missing from your calculation - check if your client qualifies for any 1031 exchange. If they're planning to buy another investment property, they might be able to defer a big chunk of that tax bill. The rules are pretty strict though - they would need to identify potential replacement properties within 45 days of the sale and complete the purchase within 180 days.

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Thanks for bringing that up! Unfortunately, she already closed on the sale in April without setting up a 1031 exchange, and she's planning to retire with the proceeds rather than buying another investment property. I definitely should have mentioned that in my original post. I'm more concerned with making sure I've got the tax calculation right so she knows exactly what she'll owe. I realized I should also check if she's eligible for any state-specific tax breaks since this is a pretty significant capital gain and she's in her 70s.

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Has anyone dealt with a situation where the seller took bonus depreciation on capital improvements during the COVID years? I have a client who did this for a major HVAC system in 2020 and I'm not sure how that factors into the recapture calculations.

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StarSailor

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Yes, that's an important consideration. The bonus depreciation taken would still be subject to recapture, but at ordinary income tax rates (not just the 25% rate that applies to straight-line depreciation). Make sure you separate out the portion that was taken as bonus depreciation from the regular depreciation when calculating the tax. Also remember that for improvements made in 2020, they would have been eligible for 100% bonus depreciation, so likely the entire cost was written off in that year. You'll need to recapture all of that at ordinary income rates.

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I had the same issue last year! The confusion comes from how FreeTaxUSA displays the information. The Earned Income Credit (EIC) is already included in your "TOTAL PAYMENTS" - that's why that number matches your EIC amount exactly. So your tax calculation is: Total Tax ($832) - Total Payments ($420) = Amount Owed ($412) If you weren't eligible for the EIC, your Total Payments would be $0 and you'd owe the full $832. So the credit is definitely working for you! FreeTaxUSA could definitely make this clearer in how they display it. TurboTax shows it differently which makes it easier to understand, but they charge way more for self-employment filing.

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Is FreeTaxUSA good for self-employment returns? I've been using TurboTax but the fees are killing me for the self-employment version.

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FreeTaxUSA is actually really good for self-employment returns and WAY cheaper than TurboTax. They include all the Schedule C forms and self-employment calculations in their free federal filing. You only pay for state filing (around $15). The interface isn't quite as polished as TurboTax, but it has all the same features for self-employment. It walks you through business income, expenses, home office deductions, vehicle expenses - everything TurboTax does but without the ridiculous upcharge for self-employment features. I switched three years ago and have saved at least $200 in tax prep fees since then.

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QuantumQuest

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Wait, I'm confused about something. If your total tax is $832 and your EIC is $420, then yes, you would owe $412. But where does the self-employment tax fit in? Is that part of the $832 or separate? I'm self-employed too and always confused about how all these numbers work together. Anyone know a simple way to understand this?

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The self-employment tax is included in that $832 "Total Tax" amount. It's actually made up of two parts: 1. Self-employment tax (15.3% of your net self-employment income) 2. Income tax (based on tax brackets, but likely $0 in OP's case because of the standard deduction) Since their income after the standard deduction is $0 for income tax purposes, the entire $832 is probably just self-employment tax. The confusing part is that you still owe self-employment tax even when you don't owe income tax. Self-employment tax starts from dollar one of profit, while income tax only kicks in after your income exceeds the standard deduction.

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Quick tip for anyone still looking - Form 3895 in Proseries 2023 can also be accessed through the Smart Worksheet function. Just type "3895" in the Smart Worksheet search bar and it will take you to the right input screen. Saved me a ton of time once I figured this out!

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Ali Anderson

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Does this Smart Worksheet trick work for finding other hidden forms too? I'm new to Proseries and still learning all the shortcuts.

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Yes! The Smart Worksheet search is actually the fastest way to find any form in Proseries. It works for pretty much everything - just type the form number or even keywords like "depreciation" or "health insurance" and it pulls up relevant forms and input screens. For new Proseries users, I also recommend using the "Recent Forms" dropdown which shows the last 10-15 forms you've accessed. Between these two features, you'll rarely need to dig through the regular menus once you get comfortable with the software.

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Zadie Patel

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Is anyone else noticing that even after entering the Form 3895/1095-A information, the Premium Tax Credit calculation seems off? I've entered everything correctly but the numbers don't match what my clients received on their actual forms.

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I had the same issue last week. There's actually a known bug in the current version that affects the PTC calculation if you enter the information through certain screens. Try entering it directly through Form 8962 instead of the Federal Information Worksheet and see if that fixes it.

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Ava Garcia

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Has anyone used those online "quit claim deed" services to transfer property? I'm in a similar situation and wondering if we need a lawyer or if those DIY services are good enough for a simple transfer between family members.

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StarSailor}

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DON'T use those online services for property transfers!!! My cousin did that last year to add his son to his deed and completely messed up the title. Cost him $3,800 in lawyer fees to fix it. Definitely get a real estate attorney for this - way cheaper than fixing mistakes later.

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Miguel Silva

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Just a heads up since I went through this recently - make sure your mom doesn't file her gift tax return (Form 709) herself unless she's really comfortable with tax forms. My dad tried to DIY it and actually reported the gift incorrectly which caused a whole mess. Either get a CPA or make sure you're using good tax software that handles gift tax returns. It's not super complicated but there are a few tricky sections that are easy to mess up.

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One thing no one has mentioned yet is that the bonus depreciation rules are changing. The 100% bonus depreciation is phasing out: - 80% for property placed in service in 2023 - 60% for property placed in service in 2024 - 40% for property placed in service in 2025 - 20% for property placed in service in 2026 - 0% after 2026 So if you're thinking of using this strategy, sooner is better than later. You'll get more bang for your buck while the bonus depreciation percentages are higher.

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That's really helpful info. Does "placed in service" mean when we buy the property, or is there something specific we need to do to consider it "placed in service" for tax purposes?

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Placed in" service generally means when the property is ready and available for its intended use - so for a rental property, it would typically be when'it s ready to be rented out to tenants. If you purchase a property'that s already tenant-ready, the placed-in-service date would likely be the purchase date. However, if you buy a property that needs substantial renovations before it can be rented, the placed-in-service date would be when those renovations are complete and the property is ready for rental. This is an important distinction because it determines which'year s bonus depreciation percentageapplies.

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Make sure you're tracking your basis properly! I'm a software dev who did this exact strategy with my wife (real estate professional) and got hit with a massive tax bill years later when we sold one of our properties. The depreciation lowers your basis in the property, which means higher capital gains when you sell. For example, if you buy a property for $500k, take $250k in depreciation deductions, your adjusted basis becomes $250k. If you later sell for $600k, your taxable gain is $350k ($600k - $250k), not just $100k ($600k - $500k). AND that $250k in depreciation gets "recaptured" and taxed at 25% instead of the lower capital gains rates. It's still usually worth it, but be aware of the long-term implications.

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Good point about depreciation recapture! One strategy to deal with this is using 1031 exchanges when you sell to defer both the capital gains and the depreciation recapture. We've been doing this for years - selling properties and rolling the proceeds into larger ones without paying tax.

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