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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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Myles Regis
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.
Brian Downey
ā¢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.
Myles Regis
ā¢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.
Jacinda Yu
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.
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Jabari-Jo
Has anyone dealt with a situation where the IRS sent a CP2000 but accepted your response and then sent ANOTHER CP2000 for the same issue a year later? Just happened to me and I'm furious. Do I have to go through this whole process again?
Yes! This happened to me with a retirement distribution. Had to submit the same explanation and documents twice. Second time I included copies of their own acceptance letter from the first time. Ridiculous waste of everyone's time.
Jabari-Jo
ā¢That's so frustrating! I think I'll do what you did and include their previous acceptance letter. I saved everything from last time thankfully. Wonder if this is happening a lot because of their backlog - like the left hand doesn't know what the right is doing. At least I know what documents to send now.
Micah Trail
Just to give you hope, I had almost the exact same issue last year with duplicate W-2s from a payroll switch. I sent my response certified mail with copies of both W-2s, the corrected one, and a letter from my employer confirming the situation. It took about 4 months, but I eventually got a notice saying the issue was resolved and I didn't owe anything. The key is documentation - the more proof you can provide, the better. A letter from your employer explaining the payroll switch is super helpful if you can get it. Also, keep checking your IRS account online at irs.gov/account as sometimes you can see updates there before you get a letter.
This is really encouraging, thank you! I did include copies of both W-2s and the corrected one with my response. I didn't think to get a letter from my employer though - that's a great idea. I'll reach out to our HR department tomorrow and see if they can provide something on company letterhead explaining the payroll switch. I've been checking my online account but so far no updates. Sounds like I just need to be patient and wait out the 4+ months. Stressful, but at least I know I've done everything right.
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Aria Khan
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!
Gabriel Ruiz
ā¢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?
Aria Khan
ā¢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.
Sunny Wang
ā¢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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Amina Diop
Here's a helpful tip - if you used tax software to file your return, you can usually log back in and view a PDF of your actual 1040. The software will show you the official form with all the line numbers clearly labeled. This might be easier than trying to decipher paper forms or summaries. TurboTax, H&R Block, TaxAct, etc. all keep your returns available online for several years after filing. Just log into your account and look for "View my return" or "Download PDF" options.
Do they keep returns forever? I used TurboTax back in 2021 but I can't remember my login info. Is there another way to get copies of old returns?
Amina Diop
ā¢Most tax software companies keep your returns accessible for about 7 years, though policies vary. If you can't remember your login info, you can usually recover your account through email verification or by contacting customer support. If that doesn't work, you can always request a transcript directly from the IRS through their website. Go to IRS.gov and search for "Get Transcript Online" - this will show you the information from your filed returns, though the format is different from the actual 1040 form.
I work in financial aid and deal with this confusion all the time! Here's a quick reference for common line numbers people ask about on the 1040: For 2023 returns (filed in 2024): - Line 10: Adjusted Gross Income (AGI) - Line 15: Taxable Income - Line 24: Total Tax (this was line 16 on older forms) - Line 33: Refund amount - Line 37: Amount you owe For older returns, the numbers shifted around a bit. When applications ask for specific line numbers without specifying the tax year, they're usually looking for specific TYPES of information (like your AGI or total tax), not literally "whatever is on line 16.
This is super helpful! Do you know what line number shows total income before adjustments? My scholarship application is asking for that specifically.
Paolo Romano
Don't forget that you might need to make quarterly estimated tax payments for your 1099 income going forward if you continue the side work. The IRS generally wants you to pay taxes as you earn income (which happens automatically with W-2 jobs through withholding). If you expect to owe more than $1,000 in taxes from self-employment income, you should be making quarterly payments to avoid an underpayment penalty. For a lot of side gigs, increasing your withholding at your main job can sometimes cover it too.
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Dmitry Ivanov
ā¢Thank you for bringing this up! I didn't even think about quarterly payments. How do I figure out how much to pay each quarter? Can I just divide my expected tax by 4? And do I need to make quarterly payments for both the income tax AND the self-employment tax portion?
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Paolo Romano
ā¢You can use Form 1040-ES to calculate your estimated tax payments. It's not always as simple as dividing by 4, especially if your income isn't steady throughout the year, but that's a reasonable starting point if your freelance income is fairly consistent. Yes, your quarterly payments should cover both the income tax and self-employment tax. The IRS doesn't distinguish between them for estimated payments - they just want the total tax paid throughout the year. Another option is to increase your W-2 withholding by submitting a new W-4 to your employer, which can sometimes be easier than managing separate quarterly payments.
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Amina Diop
Just want to add... make sure you put aside about 25-30% of any 1099 income as you receive it. I learned this the hard way my first year freelancing and got hit with a huge bill I wasnt prepared for š
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Oliver Schmidt
ā¢This is great advice. I've been freelancing for years and I automatically transfer 30% of every payment I receive into a separate "tax savings" account. It's actually been more than I needed most years, which means I get a little bonus after filing!
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Dmitry Ivanov
ā¢Thanks for the tip! I'm definitely going to start doing this. I have a few more freelance projects lined up and I hadn't been setting anything aside. Is that 25-30% a good rule of thumb even for smaller amounts like mine? I'm worried since my regular job already puts me in a higher tax bracket.
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