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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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Really made a difference, save me time and energy from going to a local office for making the call.


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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.


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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 – 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.


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Ask the community...

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Kaitlyn Otto

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Has your brother-in-law considered investing in opportunity zones? That's what my dad did with his commercial real estate business to defer a huge capital gains hit. They can roll profits into qualified opportunity zone funds and defer taxes while also supporting economic development. Could be a double win situation if he's in a position to make those kinds of investments.

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That's interesting - I've heard about opportunity zones but don't really understand how they work. Would this only help if he's selling property with capital gains, or can it help with his regular business income too? And are there any risks involved?

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Kaitlyn Otto

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Opportunity zones primarily help with capital gains, not ordinary business income. If your brother-in-law sells property, equipment, or even business interests at a profit, he could defer those capital gains taxes by reinvesting in a qualified opportunity zone fund within 180 days of the sale. The main risks include market risks (as with any investment), liquidity constraints (funds typically have 10-year holding periods for maximum benefits), and potential regulatory changes since this is a relatively new program. There's also geographic limitation since investments must be in designated opportunity zones. I'd definitely suggest talking with both a financial advisor and tax professional before pursuing this strategy.

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Axel Far

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Has anyone mentioned cost segregation studies for construction business owners? We did this last year and it was a game changer. Basically an engineering firm analyzes all your business assets and breaks them down to accelerate depreciation. Our study cost about $15k but saved us over $120k in taxes the first year.

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This is especially useful if your brother-in-law owns the buildings where his business operates. My construction company did a cost seg study on our headquarters building and main warehouse. We were able to reclassify about 35% of the assets from 39-year property to 5 or 7-year property. Massive tax deferral benefit.

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Diez Ellis

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22 One important thing nobody has mentioned: some states have reciprocity agreements! For example, if you live in Virginia but work in DC, you don't have to file a DC tax return due to their reciprocity agreement. Same with some other state pairs like: - NJ and PA - MD and DC - VA and DC Always check if your states have such an agreement before assuming you need to file a non-resident return!

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Diez Ellis

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5 Do you know if Texas and Oklahoma have any kind of reciprocity agreement? I'm about to start a job across the border but staying in TX.

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Diez Ellis

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22 Texas and Oklahoma do not have a reciprocity agreement. You'll need to file an Oklahoma non-resident tax return (Form 511NR) for the income you earn there. However, since Texas doesn't have income tax, you won't have to worry about filing anything in Texas or dealing with tax credits between states. Make sure your employer is withholding Oklahoma state taxes from your paycheck! Some employers aren't familiar with cross-border situations and might miss this, which could leave you with a surprise tax bill when you file.

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Diez Ellis

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11 I've been living in Tennessee and working in Kentucky for 6 years now. Here's what I've learned: 1) You ALWAYS pay taxes where you earn the money, not where you live 2) Your employer should automatically withhold taxes for the state where you work 3) If you're in a no-income-tax state but work in a tax state, it's actually simpler because you only file one state return (as a non-resident) 4) If you work remotely some days, it gets complicated - you need to track days worked in each location The worst situation is living in a tax state and working in another tax state - then you have to file in both places and claim credits to avoid double taxation.

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Diez Ellis

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2 This was super helpful! One question - does this apply to self-employed people too? I live in Washington but have clients in Oregon and Idaho.

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CosmicCadet

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I work at a dealership and this question comes up A LOT with customers buying EVs. The MAGI limitation has been confusing everyone. From what our tax consultant told us, the instruction will indeed update each year to reference the current and prior year. For 2023 returns, you'll be able to use 2023 or 2022 MAGI, whichever is lower. The 2022/2021 reference in the current instructions is just for the 2022 tax year filing. It's standard practice for the IRS to update these year references on their forms and instructions. The bigger issue people should worry about is whether their vehicle meets all the other new requirements for the credit.

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What about leasing? I heard there's some loophole where if you lease an EV instead of buying, the MAGI limits don't apply to the customer because the credit goes to the leasing company? Is that true?

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CosmicCadet

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Yes, that's correct about leasing. When you lease an EV, the leasing company (usually the manufacturer's financing arm) is technically the owner of the vehicle, so they receive the tax credit directly. They often pass this benefit on to the customer in the form of reduced lease payments or a capital cost reduction. In these cases, the MAGI limits don't apply to you as the lessee because you're not claiming the credit directly. This has indeed become a popular workaround for higher-income customers who wouldn't qualify for the credit if they purchased. Just make sure the leasing company is actually passing along the credit value to you in the lease terms.

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Can someone explain in plain english what this MAGI stuff means for Form 8936? I bought a Tesla Model 3 in January and I'm not sure if I'll get any tax credit when I file next year. My income is around $145,000 and I'm single.

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The MAGI (Modified Adjusted Gross Income) limit for single filers to get the full EV credit is $150,000. At $145k you should be eligible for the full credit IF your car meets all the other requirements (battery components, minerals, etc.). The "prior year" option means when you file your 2023 return in 2024, you can use either your 2023 MAGI or your 2022 MAGI, whichever is lower. So if your income was lower last year, you could use that instead.

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Yuki Tanaka

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One important thing nobody's mentioned yet: if you received unemployment benefits, make sure you check if any taxes were withheld. Many people don't realize that unemployment is taxable income, and if you didn't have taxes withheld, you might owe money when you file. Box 4 on your 1099-G will show if any federal tax was withheld. Also, depending on your state, you might get a break on some unemployment income. Some states don't tax unemployment benefits at all, and others follow federal rules. Worth checking your specific state's policies.

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StarSeeker

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Thanks for bringing this up! I just checked my 1099-G and see they only withheld about 10% for federal taxes. Is that going to be enough or should I be preparing to pay more when I file?

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Yuki Tanaka

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The 10% withholding might be enough, but it depends on your total income for the year and tax bracket. Unemployment benefits are taxed at your normal income tax rate, not a flat 10%. If unemployment was your only income for the year, 10% might cover it for federal taxes. But if you had other income sources or worked part of the year, you might owe additional taxes. A good tax program will calculate this for you when you enter all your information. Just be prepared for the possibility of owing some money, and don't be caught off guard. This is one advantage of filing sooner rather than later – if you do owe, you'll have more time to plan for payment before the filing deadline.

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Carmen Diaz

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Has anyone used Credit Karma Tax for filing with unemployment and claiming the missed stimulus? Their ads say it's completely free but I'm wondering if there are hidden costs for claiming the Recovery Rebate Credit or reporting 1099-G.

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I used Credit Karma Tax last year with a 1099-G and claiming a missed stimulus. It was actually completely free, no hidden fees even with the Recovery Rebate Credit. The interface was pretty easy to use, though not as polished as TurboTax. Just make sure you have all your documents ready before you start!

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What level of detail is needed when explaining 941-X corrections for successful ERC claims?

I've completed 941-X forms to claim the Employee Retention Credit for my business for the last three quarters of 2020 and first three quarters of 2021. We qualify based on our revenue decline and have calculated all the numbers, but I'm stuck on the final question that asks for "a detailed explanation of how you determined your corrections." I'm unsure how much detail the IRS expects here. Do I need to show all the calculations per employee, subtract PPP wages, and provide the final figures? Or is a more general explanation sufficient? Here's what I've drafted so far: >We are filing this Form 941-X in order to claim the Employee Retention Credit (ERC). All of the corrections described below were discovered and calculated on 02/15/2023. Corrections are needed because we were not aware of ERC when our original Form 941 was filed. We are eligible for ERC due to a 31.7% decline in gross receipts in Q2 2020 compared to Q2 2019. > >Line 18a shows our nonrefundable portion of ERC, calculated via Line 1n of Worksheet 2 of Instructions for Form 941-X (Rev. 7-2021). This number is calculated by subtracting our employer share of social security tax from our total social security wages, for a total of $11,384.73. > >Line 26a shows our refundable portion of ERC, calculated via Line 2k of Worksheet 2 of Instructions for Form 941-X (Rev. 7-2021). This number is calculated by adding qualified Q2 wages to qualified 03/13/2020 to 03/31/2020 wages, multiplying that sum by 0.5 to determine our total ERC, and then subtracting our nonrefundable portion of ERC, for a total of $42,629.54. > >Line 30 shows our qualified wages for ERC. This was calculated by subtracting Q2 wages paid via Payroll Protection Program (PPP) funds from our total Q2 wages. $108,275.65 (Q2 wages) minus $32,482.69 (Q2 wages paid via PPP funds) equals $75,792.96. > >Line 33a shows our qualified wages paid 3/13/20 - 3/13/21 for ERC. These wages total $49,675.93. Is this explanation detailed enough, or should I include more specifics about how I determined eligible wages?

Make sure you keep ALL your supporting documentation accessible for at least 4-5 years. My company claimed ERC in early 2022, got our refund about 3 months later, and then just received an audit notice last month asking for additional documentation proving our eligibility. We had everything organized (quarterly P&Ls showing revenue decline, employee counts by quarter, detailed wage calculations showing PPP vs non-PPP payroll, etc.), but I'm seeing forum posts from people who didn't keep good records and are really struggling with audits. The IRS is definitely increasing scrutiny on these claims.

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Nia Thompson

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That's concerning. What specific documentation did they request in the audit? Was it focused more on proving eligibility (the revenue decline) or on the wage calculations?

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They wanted both types of documentation. For the eligibility part, they requested quarterly profit and loss statements for both 2019 and 2020 to verify our claimed revenue decline. They also asked for bank statements showing deposits that would substantiate our gross receipts. For the wage calculations, it was much more detailed. They requested payroll registers for all quarters claimed, documentation showing which employees' wages were claimed, evidence of how PPP funds were allocated to specific payroll periods, and health insurance allocation methodology. They even asked for copies of our PPP loan applications and forgiveness documentation to cross-reference. The most time-consuming part was providing a spreadsheet reconciling the qualified wages on our 941-X with our actual payroll records. I recommend creating and saving this type of reconciliation when you do your initial filing - recreating it a year later was a nightmare.

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Liam Mendez

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Anyone know the current processing timeframe for 941-X refunds? I submitted mine for Q2 and Q3 2020 about 12 weeks ago and haven't heard anything.

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I submitted in January 2023 and just got my refund last month, so about 7 months. But I've heard some people waiting over a year now. The IRS is overwhelmed with these claims and there's been increased scrutiny because of all the fraudulent claims submitted by sketchy ERC mills.

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