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
Emma Wilson
One thing nobody mentioned yet - make sure you check if you need to file a Spanish tax return too! Many countries require non-residents to file tax returns for investment income earned there. Spain has something called the "Modelo 210" for non-residents with Spanish-source income. If you've already paid Spanish taxes on those stock gains, you'll want documentation of that to claim your foreign tax credit on your US return.
QuantumLeap
ā¢Is there a threshold for this Spanish filing requirement? I have a very small investment account in Spain (under ā¬1000) and wondering if I need to bother with this.
Emma Wilson
ā¢Yes, there is a threshold, but it's based on your income, not account size. If your Spanish-source income is below about ā¬1,600 annually, you're generally exempt from filing the Modelo 210. However, rules can change and there are exceptions, so it's worth double-checking with a Spanish tax advisor if you're uncertain. When I had a similar situation, I found that even though I wasn't required to file in Spain, having documentation from my Spanish bank about any tax they withheld was crucial for claiming my US foreign tax credit correctly. Ask your bank for an annual tax statement ("certificado fiscal anual") to help with your US filing.
Anyone know if the US-Spain tax treaty has special provisions for capital gains? I know some treaties treat them differently than regular income.
Yes, the US-Spain tax treaty does address capital gains. Generally, under Article 13, capital gains from selling stocks are only taxable in your country of residence. So if you're a US resident, technically only the US should tax these gains. However, Spain might still withhold taxes, and you'd need to use Form 1116 to claim the foreign tax credit. As always with international tax, there are exceptions and complications. For example, if the Spanish company derives most of its value from real estate in Spain, different rules might apply.
Join the conversation
Mei Zhang
Another option to consider is using the "Multiple Jobs Worksheet" on the W-4 form. My husband and I both make similar amounts (around $60k each) and we found this worked well for us. If you both make roughly the same amount, the easiest option is probably having both of you check the box in Step 2(c) on your W-4s. This effectively splits the standard deduction and tax brackets between both jobs. You'll see slightly smaller paychecks than if you just selected "Married" but you'll avoid a surprise tax bill. We've done this for two years now and usually end up with a small refund around $500-800.
Would this work if our incomes are pretty different? I make about $90k and my husband makes around $45k. Would checking that box still make sense?
Mei Zhang
ā¢For cases where there's a bigger income difference like yours, using the box in Step 2(c) might overwithhold a bit. You'd probably get a larger refund, which some people are okay with. For more precision, you could use the Multiple Jobs Worksheet (it's part of the W-4 form instructions) or the IRS Withholding Estimator online. These will give you a specific dollar amount to put in Step 4(c) for additional withholding that's more accurate for uneven incomes. The worksheet isn't too complicated - it basically helps split the tax brackets more proportionally based on your actual income difference.
One thing no one has mentioned - if you change your W-4 now mid-year, your withholding will only be adjusted for the remaining paychecks this year. This might mean you need to withhold a little extra to make up for the earlier part of the year where you were withholding at the Single rate. The IRS withholding calculator actually accounts for this if you enter your withholding to date, which is super helpful. It calculates a "catch up" amount for the rest of the year. Also, don't panic too much about getting it exactly right. You can always adjust again in a few months if your paychecks look too big or too small. The goal is to get within about $1,000 of your actual tax liability - you don't want a huge refund or a huge bill.
This is such an important point! I changed my W-4 in October last year thinking it would fix everything, but it didn't withhold enough to make up for the first 9 months. The "catch up" approach is key.
Join the conversation
Khalid Howes
Anyone else having issues with tax software not correctly identifying long-term vs short-term capital gains when you enter 12/31/23? My software keeps defaulting some of these to short-term even though the purchase dates are clearly from 2021. I have to manually override each transaction!
Ben Cooper
ā¢Which software are you using? I had the same issue with H&R Block last year but this year it seems fixed. Try entering the acquisition date as 01/01/2021 instead of 1/1/21 - sometimes the date format inconsistency causes problems.
Khalid Howes
ā¢I'm using TaxAct. The weird thing is that it's only happening on some transactions, not all of them. I'll try your suggestion about the acquisition date format! I've been using month/day/year but maybe it needs the leading zeros. It's just so tedious to fix each one when I have about 40 transactions from 12/31/23.
Naila Gordon
Is anyone else's brain just automatically typing 123123 for everything now? I accidentally put it as the date on a check yesterday š Tax season is officially melting my brain!
Cynthia Love
ā¢HAHAHA I did the same thing on an email to a client! I typed "As of 123123" instead of today's date. And I keep reading the number on receipts as dates now. Tax season madness is real!
Join the conversation
Something I learned the hard way - don't forget about state taxes too! I only saved for federal and got hit with a big state bill. Depending on where you live it can be another 5-10% on top of the federal taxes.
This is such a good point. I live in Washington state so we don't have income tax, but when I moved from Oregon I got a nasty surprise tax bill because I didn't realize how different the systems were.
Exactly! The state differences are huge. I moved from Tennessee (no state income tax) to California (high state income tax) and didn't adjust my savings strategy. Big mistake! Just remember that the general 25-30% rule people mention is usually just for federal taxes and self-employment tax. You need to add your state's rate on top of that.
Don't forget you'll need to track all your income too. Most platforms like YouTube, TikTok, Instagram etc. won't send you a 1099 form unless you make over $600 from them individually, but you still legally have to report ALL income even if it's just $20. I use a simple spreadsheet to track earnings from different platforms every month. Makes tax time way less stressful! Also helps with seeing which platforms are actually worth your time.
Do you use any specific apps for tracking? I'm terrible at keeping up with spreadsheets and worried I'll mess it up.
Ravi Kapoor
Have you tried requesting your tax transcript directly from the IRS? It might include the calculation you need without paying your CPA. You can get them online at irs.gov or by mail with Form 4506-T. The wage and income transcript might show the breakdown. Also, while the CPA charging for additional work is standard, $700 is steep for just pulling existing calculations. Most firms I've worked with would charge maybe $100-200 for that kind of request. Might be worth pushing back on the price.
0 coins
Amina Toure
ā¢I did get my transcripts but they don't show the detailed calculations for the Section 1341 credit. They just show the final number on the return. That's the problem - the IRS wants to see HOW we arrived at that number, and those worksheets weren't included with my filed return. I ended up using one of the suggested methods above and got it resolved though. Definitely wasn't paying $700 for calculations that should have been included originally!
0 coins
Freya Nielsen
Just wondering, did your original engagement letter with the CPA specify anything about audit support or providing documentation after filing? That would determine if they're being reasonable or not. I've had CPAs include limited audit support in their original fee, while others charge separately. $350/hr is a standard rate for a CPA, but 2 hours seems excessive just to send existing docs. Might be worth asking if they can reduce the time estimate.
0 coins
Omar Mahmoud
ā¢I worked at a CPA firm for years. Most engagement letters specifically exclude audit representation, but they should be willing to provide copies of work they've already done at a minimal charge. We used to charge a $50-75 admin fee for pulling and sending existing worksheets. $700 is definitely taking advantage of the situation.
0 coins