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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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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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- 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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Ava Johnson
Don't forget about tip pooling situations! If your restaurant has tip sharing/pooling, you're only responsible for reporting the tips you actually take home after the pool. My restaurant takes 30% of our tips for the kitchen and support staff, so I only have to report 70% of what customers leave me. Also, many restaurants have automatic reporting systems now - ours calculates a minimum tip declaration based on our sales and automatically reports it if we don't manually enter a higher amount. Just something to be aware of.
Miguel Diaz
ā¢So if your place automatically reports a percentage, and it's lower than your actual tips, are you still legally required to report the difference? Or is whatever the system reports good enough?
One thing to remember - your employer is REQUIRED BY LAW to report to the IRS when your reported tips don't equal at least 8% of their gross receipts. This is called allocated tips. If you consistently report less than 8% in tips, your employer will allocate additional tip income on your W-2 in box 8, and you'll end up paying taxes on that amount anyway. Also, remember that properly reporting tips affects more than just your income tax. It impacts your social security benefits later in life, your ability to qualify for loans (since your reported income will be higher), and even unemployment benefits if you ever need them. I've seen so many servers struggle to get approved for apartments or car loans because their reported income was so low compared to what they actually make.
This is so true! My friend who's been serving for years tried to buy a house and couldn't qualify for the mortgage because her reported income was way less than what she actually makes. They wouldn't count her "actual" income, only what was on her tax returns. She was kicking herself for years of underreporting.
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Jamal Wilson
Another option is to request that your sister hire a trust tax professional to handle the 1041 filing. My family did this after my dad passed, and it removed a lot of the confusion and delays. The tax preparer knew exactly when to file and how to handle the K-1s properly. Many trustees don't realize they can (and often should) use trust assets to pay for professional tax preparation. This takes the burden off the trustee and ensures everything is done correctly and timely.
That's actually a really helpful suggestion. Did the tax professional charge a lot? And did they handle everything directly or still need to coordinate with the Trustee?
Jamal Wilson
ā¢The cost was reasonable - around $800 for our situation which involved a house sale and some investments. Most importantly, it was paid from the trust assets, not out of anyone's pocket directly. The tax professional worked directly with our trustee (my brother), but needed minimal involvement from him - basically just collecting the necessary documents and signatures. They handled all the calculations, form preparation, and filing deadlines. The trust document allowed for hiring professionals, which is common language in most trusts.
Mei Lin
This sounds exactly like what my cousin did to delay distributions! Just FYI, what often happens is the trustee is investing the funds during the "delay" and keeping the investment returns for themselves. Check if there's a provision in the trust about interest on delayed distributions.
That's a serious accusation to make without knowing the specifics. Sometimes trustees are just confused about the requirements or overwhelmed with the responsibility. Not everything is malicious.
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Philip Cowan
Have you checked if you qualify for the retirement savings contribution credit? If your income is below certain thresholds and you contributed to retirement accounts, you might get a tax credit on top of the deduction. I used it last year and it knocked $1k off my tax bill!
Ben Cooper
ā¢Thanks for the suggestion! Unfortunately, our AGI is too high for the retirement savings contribution credit. We're just over the phase-out threshold of $73,000 for married filing jointly. I did double-check this when trying to find ways to reduce our tax bill.
Caesar Grant
I had almost IDENTICAL situation last yr!! Our HHI went up by like 30k but our withholdings only went up like 2k. Called our HR dept and apparantly the witholding tables changed a few years ago and they dont automatically adjust when ur income increases. We had to manually update our w4s to withhold extra each check. For this year tho its probably too late to fix withholding. Try bunching charitable donations if u can. We donated a bunch of household stuff to Goodwill and got receipts. Also check if ur state has tax deductible 529 contributions!
Lena Schultz
ā¢The W-4 changes back in 2020 really messed a lot of people up. The old allowances system was more intuitive for most folks. Now with the new forms you really have to be proactive or you get surprised at tax time.
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Gianna Scott
Something important nobody's mentioned yet - the timing of when you sell matters for Section 179! If you sell in the same tax year that you stop using it for business, the calculations are different than if you switch to personal use in one year and then sell in a later year. Also, don't forget the EV tax credit angle. If you claimed the EV credit when you purchased, and you sell within 3 years, you might have to recapture part of that credit too! It's something like $7,500 Ć (36 - months held)/36.
Thanks for bringing up these points! Do you know if the EV credit recapture applies even if I took Section 179 instead of regular depreciation? And does the business/personal split affect the EV credit recapture calculation?
Gianna Scott
ā¢The EV credit recapture is separate from the Section 179 recapture, so yes, it still applies even if you took Section 179 instead of regular depreciation. The IRS treats these as completely separate tax benefits. The business/personal split doesn't directly affect the EV credit recapture calculation. The EV credit recapture is simply based on the full original credit amount and how long you owned the vehicle. So if you received a $7,500 credit and sell after 24 months, you'd recapture $7,500 Ć (36-24)/36 = $2,500, regardless of business use percentage.
Alfredo Lugo
Has anyone actually gone through a Section 179 recapture situation with the current IRS software systems? I tried entering mine last year and TurboTax kept giving me errors.
I used FreeTaxUSA last year for a similar situation and it worked fine. You need to make sure you're using Form 4797 correctly - Part III is for the recapture. The key is getting your adjusted basis right first, then the rest falls into place.
Liam Cortez
Another strategy that worked for our family C-Corp was implementing a qualified retirement plan to shift some of the accumulated earnings. By setting up a substantial defined benefit plan, we were able to make large, tax-deductible contributions that decreased our retained earnings while building wealth in a tax-advantaged environment. This approach served two purposes - reducing the accumulated earnings that might trigger AET while also creating a legitimate business purpose for some of our accumulations (funding future retirement plan obligations).
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Savannah Vin
ā¢Interesting approach! Approximately what percentage of your annual earnings were you able to shift this way? And did you face any challenges with the IRS regarding the size of the contributions relative to employee compensation?
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Liam Cortez
ā¢We were able to shift around 15-20% of our annual earnings through the defined benefit plan. The exact amount depends on factors like age, compensation levels, and retirement age assumptions, but it made a meaningful difference in our accumulated earnings position. We haven't faced IRS challenges because we worked with an actuary to ensure our contributions were justifiable based on legitimate factors like age and compensation. The key is ensuring the plan is properly designed as a genuine retirement vehicle, not just a tax avoidance mechanism. Having multiple real employees (not just family members) participating in the plan also helps demonstrate its legitimacy.
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Mason Stone
Has anyone considered using offshore structures for this? I heard some wealth advisors talking about foreign holding companies as a way to manage passive investments.
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Lauren Wood
ā¢I strongly advise against offshore structures for avoiding PHC or AET taxes. The IRS has extremely robust anti-avoidance rules for foreign corporations owned by US persons. You'll trigger Controlled Foreign Corporation (CFC) rules, GILTI (Global Intangible Low-Taxed Income) taxes, PFIC (Passive Foreign Investment Company) regulations, and face extensive foreign reporting requirements with massive penalties for non-compliance. The compliance costs alone would likely exceed any theoretical tax benefits, and aggressive offshore structures specifically designed for tax avoidance could trigger significant penalties or even criminal charges.
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