Which Tax year should I include property tax deductions for late payments?

Thanks for explaining! Just to double check - even though the property tax bill literally says "2022 Property Tax" on it, I still claim it on my 2023 return because that's when I physically paid it?

Yes, exactly! The label on the bill doesn't matter for tax deduction purposes. What matters is when you actually made the payment. Since you paid in 2023, it goes on your 2023 tax return, regardless of what period the property tax covered. This is actually a common situation. Many property tax bills are for periods that don't perfectly align with the calendar year, but the deduction is always claimed in the year you make the payment.

Does it work for other tax situations too? I've got a mess of 1099 income and business expenses that I'm trying to sort through.

I'm always skeptical of these tax tools. How does it actually verify the info is correct and not just giving generic advice anyone can find online?

It absolutely works for other tax situations! I initially used it just for property tax questions, but they analyze all kinds of tax documents including 1099s, business expenses, and even complicated situations like investment income. It saved me hours of sorting through confusing paperwork. Regarding verification, what impressed me is that it's not just generic advice - it analyzes your specific documents and circumstances. Their AI looks at your actual tax documents when you upload them and provides tailored guidance based on current tax law. They cite specific IRS publications and tax code sections that apply to your situation, which gave me confidence the information was accurate.

How does this actually work? I don't understand how a third party service can get you through to the IRS faster than calling directly.

Yeah right. I've been trying to reach the IRS for MONTHS. There's no way this actually works. Sounds like a scam to collect phone numbers or something.

It works by using advanced technology to navigate the IRS phone tree and wait on hold for you. When you use Claimyr, you enter your phone number, and their system calls the IRS and waits in the queue. When an actual IRS agent answers, their system immediately calls you and connects you directly to that agent. You literally go from doing whatever you want with your day to suddenly talking to an IRS representative. I was skeptical too, but it's not a scam. They don't provide tax advice themselves or collect any sensitive information - they just connect you with the actual IRS. I was at my wit's end after being disconnected multiple times, and this service saved me hours of frustration. It's especially helpful during peak tax season when hold times can be 2+ hours.

Thanks for mentioning that! I actually do itemize because my mortgage interest plus property taxes plus charitable giving puts me well above the standard deduction. But that's a really good point for others who might not realize this.

Glad to hear you're already aware of the itemization threshold! That's great you're above the standard deduction amount - you'll definitely benefit from claiming the property tax payment on your 2023 return then. Another tip: keep an eye on the SALT (State And Local Tax) deduction cap of $10,000. This includes both property taxes and state income taxes combined. If you live in a high-tax state, you might hit this limit, which could affect how much benefit you get from your property tax deduction.

I had the same problem! The trick is to enter it based on the date you actually paid, not the tax year shown on the bill. In TurboTax, when you're entering property taxes, there should be a field for "date paid" - make sure that shows your 2023 payment date. If you entered the year from the bill instead, it might have gotten confused.

Thank you! I'll try that again. I think I was putting the tax year instead of the payment date in that field. The TurboTax interface is so confusing sometimes.