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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
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!
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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'll go against the grain here - I still use TurboTax and haven't had any issues. Yes, it's more expensive than some alternatives, but the interface is super intuitive and I know where everything is. For me, the time saved is worth the extra cost. If you've used it before and are comfortable with it, there's nothing wrong with sticking with TurboTax. Just be aware of the upselling and make sure you actually need the features they're trying to get you to pay for.
Do you use the online version or desktop? I've heard the desktop version is better for military situations because it gives you more control, but it's also more expensive.
I use the online version, but I've used both in the past. The desktop version does give you a bit more control and detailed forms, but honestly for most military situations the online version has worked fine for me. The key is to look carefully at whether you really need the "Deluxe" or "Premier" versions they try to upsell you to. Often the lower-tier version will handle everything you need, especially if you don't have complex investments or rental properties. The military-specific items like combat pay exclusion are actually handled in all versions, even the basic one.
One thing to consider is free options through Military OneSource. They offer free access to tax filing software (I think it's actually a version of H&R Block) for active duty, Guard, Reserve, and recently separated service members. I used it last year and it was pretty good.
Wait, do they offer this for veterans too or only for those who recently separated? I've been out for 3 years now and didn't know about this.
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One more piece of advice about CP2000 notices - ALWAYS double-check their math! Last year I got one saying I owed $4,700, but when I went through line by line and checked their calculations, they had counted some income twice. I wrote a very detailed response showing exactly where the error was in their calculations, included copies of my original documents with the relevant parts highlighted, and they reversed the entire amount. Sometimes they make mistakes too!
Thanks for this tip! I'm going to go through my notice with a fine-tooth comb tonight. Did you just write your explanation in a letter or did you use any specific forms to point out their error?
I wrote a detailed letter explaining the error and referenced specific line numbers from both my return and their notice. I also filled out the response form that came with the CP2000 and checked the box that I disagreed with the notice. The most important thing is to be super specific and include copies (never originals!) of any supporting documents. I highlighted the relevant numbers on each document and created a simple spreadsheet showing how their calculation was incorrect. Making it easy for them to see your point increases your chances of success.
Has anyone used TurboTax or H&R Block's CP2000 assistance? My notice says I owe because of crypto transactions but I'm 100% sure I reported everything correctly. Wondering if tax software help is worth the extra cost or if I should just handle it myself.
I used TurboTax's CP2000 help last year and thought it was overpriced for what you get. They basically just gave me generic advice I could have found online. For crypto specifically, you might want something more specialized since that's a complicated area.
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I use Fidelity for my RSUs and they provide a specialized tax statement that shows the proper adjusted cost basis for RSU sales. Is your broker E*TRADE or Morgan Stanley by chance? I know they sometimes send separate supplemental info that's easy to miss. Check your online account for a document called "Supplemental Information" or "Adjusted Cost Basis Report" - it might have exactly what you need!
I'm using Schwab actually. They did send a supplemental document showing the cost basis, but it's not formatted in a way that makes it easy to match up with the 1099-B transactions. There are different dates and lot numbers that don't seem to correspond exactly to what's on the 1099. Did you have to do any manual matching or calculations with yours?
Ah Schwab can be tricky with RSUs. Their supplemental document requires some manual work unfortunately. The lot numbers on the supplemental document should correspond to specific grant dates, not necessarily the sale dates on your 1099-B. You'll need to match each sale on your 1099-B with the appropriate lot(s) on the supplemental document. Look for matching quantities and dates that are close together. Sometimes a single sale on the 1099-B might include shares from multiple lots on the supplemental document, which means you'll need to calculate a weighted average cost basis for that transaction.
Don't forget to check if you had any disqualifying dispositions if these were Incentive Stock Options (ISOs) rather than RSUs! Different tax treatment altogether. Also, if your company withheld shares for taxes at vesting (typically around 22%), make sure you're only calculating basis on the shares you actually received, not the full grant amount!
Not all RSUs have shares withheld for taxes. Some companies give you the full shares and expect you to pay the taxes separately. The OP should check their vesting statements to confirm whether shares were withheld or not before making adjustments.
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Former bank employee here. The Payer's TIN should absolutely be on the 1099-R. It sounds like you might be dealing with an employee who doesn't understand tax documents. Try calling and specifically asking for their tax document department or someone in operations rather than a regular teller or customer service rep. Ask them to send a corrected 1099-R with the TIN included. If they stonewall you, you can try looking up the bank's EIN online. For larger banks, it's often publicly available. You can search "[Bank Name] EIN" or check their investor relations page.
If I use a bank's EIN I found online and it's wrong, will I get in trouble with the IRS? I'm in a similar situation.
If you make a good faith effort to get the correct information and document your attempts, you won't get in trouble. The IRS understands these situations happen. If you're using an EIN you found through legitimate research and have documented that the bank refused to provide the correct information, you should be fine. The worst that would happen is the IRS might send a notice about the mismatch, at which point you can explain the situation and provide evidence of your attempts to get the correct information.
Has anyone tried just entering all zeros for the TIN when the bank won't provide it? My tax preparer did that last year when we had a similar issue and nothing bad happened.
DON'T DO THIS! I tried that once and got a CP2000 notice from the IRS about unreported income. They couldn't match the 1099-R to my return because of the missing/incorrect TIN. Ended up having to file an amended return and pay interest.
Lucas Schmidt
When I was in ur situation I just put "EXEMPT" on my w4 (there should be a place for this on the form). That way they don't take any federal taxes out at all. Just be aware they'll still take out Social Security and Medicare taxes no matter what (those are different
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Freya Collins
•Isn't that only if you had no tax liability last year AND expect none this year? I think there are specific requirements for claiming exempt.
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LongPeri
Unrelated to the withholding question, but make sure your parents understand how claiming you impacts their taxes vs you filing independently. Sometimes parents claim kids without actually running the numbers both ways. In some situations, it might be better overall if they don't claim you, but you'd need to talk with them about it.
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