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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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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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When I got that "additional info" letter for my wife's W7, it turned out they needed proof she wasn't eligible for an SSN. We had to get a formal rejection letter from the Social Security office saying she couldn't get an SSN due to her visa status. That was the missing piece! Make sure you're also sending certified translations of any non-English documents. My wife's birth certificate was in Spanish and they rejected it the first time even though we sent a translation, because the translation wasn't certified by an official translator.
Ella Knight
ā¢Thanks so much for this! I didn't even think about getting an actual rejection letter from the SSA. I just assumed since he's on a tourist visa that would be obvious, but I guess they need it officially documented. Did you have to make an appointment at the Social Security office or could you do it online?
We had to go to the Social Security office in person with her passport and visa documentation. You can't do it online unfortunately. We made an appointment through the SSA website which saved us from waiting for hours. The appointment was quick - they reviewed her documents, confirmed she wasn't eligible based on her visa type, and gave us a formal letter stating she was ineligible for an SSN and would need to apply for an ITIN through the IRS instead. That letter was exactly what the IRS needed to process the W7.
One thing to keep in mind - if the IRS is asking for additional info for a W7, check if they mention Exception 1(d) or 2(d) anywhere on the letter. These are specific exceptions for dependents or spouses of U.S. citizens/residents. If you're filing the W7 with a tax return as a spouse, you need to make sure you're claiming the right exception on the form. Also, the IRS has gotten super strict about documentation in the last couple years. When we filed my wife's W7 in 2022, we had to provide: 1. Original passport (or certified copy from issuing agency) 2. Proof of U.S. residency (utility bills in her name) 3. Marriage certificate with certified translation 4. Letter explaining why she needed an ITIN instead of SSN
This is helpful! My girlfriend and I are planning to marry next year and she'll need an ITIN. Did you send your wife's actual passport in the mail? That seems so risky!
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Don't sleep on FreshBooks! It's designed specifically for independent professionals and small businesses. The invoicing features alone saved me so much time, but the expense tracking is really solid too. You can connect multiple bank accounts/cards, and categorize expenses right from their app. What I love about it versus some others mentioned here is how it handles invoicing, expense tracking, AND time tracking all in one place. For consulting work, being able to track time against specific clients/projects and then immediately invoice them with all billable expenses attached is super efficient.
How's the reporting feature? I need to be able to generate reports for specific time periods or clients.
The reporting is actually one of its strongest features. You can generate reports by client, project, time period, expense category - pretty much any way you want to slice the data. I run quarterly P&L reports for my own tax planning, but also generate client-specific expense reports when I need to justify certain pass-through costs. They've also added a dashboard feature that gives you a real-time view of outstanding invoices, expenses by category, and profitability by client. I check it weekly to make sure I'm staying on track with my financial goals.
Tasia Synder
Does anyone use Everlance? Heard good things but wondering if it's worth the subscription.
I used Everlance for about 6 months. It's decent for mileage tracking but pretty basic for everything else. The automatic trip detection was hit or miss for me - sometimes it would record random trips when I was just sitting at my desk! The receipt scanning is okay but not great for complex receipts. If your needs are simple and mainly mileage-focused it might work, but I switched to something more comprehensive.
Tasia Synder
ā¢Thanks for the insight! Sounds like it might not be robust enough for what I need. I've got a lot of different expense types beyond just mileage.
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Micah Trail
Omg I'm going through literally the exact same thing! My 1099-R from Fidelity has a 0 in box 2a for my Roth conversion. Called them and they insist the form is correct and said "the receiving institution needs to determine the taxable amount." Has anyone successfully gotten their form corrected? I'm losing my mind over this!
Nia Watson
ā¢I had the same issue with Fidelity. Their explanation is technically correct - the distributing plan doesn't always have visibility into your tax basis. But it's super unhelpful. I ended up using the full amount as taxable on my return (Form 8606 helped sort it out) and didn't have any issues. If you're using tax software, just override the default and enter the full amount as taxable.
Remember that the IRS gets a copy of your 1099-R, so even if you correctly report the taxable amount on your return, their automated matching system might flag the discrepancy. I'd definitely include an explanation statement with your return if the form isn't corrected. Something like: "The amount reported as taxable on line X reflects the correct taxable portion of my Traditional 401k to Roth IRA conversion, despite the distributing institution incorrectly reporting $0 in box 2a of Form 1099-R. Multiple attempts to obtain a corrected form were unsuccessful.
Does anyone know how to attach an explanation to an e-filed return? Is there a specific form for this or is it just an attachment you add?
Most tax software has an option to include a statement or explanation with your e-filed return. In TurboTax, look for something like "Miscellaneous Forms" or "Statements" in the forms search. In H&R Block software, it's under "Miscellaneous Forms" as well. If you can't find it, you can also use Form 8275 "Disclosure Statement" for more complex situations, though that might be overkill for this issue. The key is making sure you properly report the correct taxable amount and documenting your good-faith effort to comply with tax laws despite receiving incorrect forms.
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Chris Elmeda
7 Something important to note that I don't think anyone mentioned yet - you'll want to make sure you have Form 8606 filled out correctly for both tax years. This form is crucial for documenting non-deductible IRA contributions and conversions. For your 2022 recharacterization, you might need to file an amended return for 2022 if you've already filed, depending on how you initially reported the contribution. For the 2023 conversion, you'll report it on your 2023 Form 8606. TurboTax should walk you through this, but sometimes it misses the nuances of recharacterizations across tax years. Double-check that both years' Form 8606 shows the correct basis and converted amounts.
Chris Elmeda
ā¢15 Wait, so I might need to amend my 2022 return? I already filed it last year and reported the contribution to my Traditional IRA, but the conversion didn't happen until 2023. Do I really need to go back and change something from last year's filing?
Chris Elmeda
ā¢7 No, you likely don't need to amend your 2022 return. If you correctly reported the 2022 Traditional IRA contribution on your 2022 return (on Form 8606 showing it as non-deductible), then you're fine for that year. The conversion that occurred in 2023 (even of 2022 contributions) gets reported on your 2023 return. The key is making sure your 2022 Form 8606 established your basis correctly, and then your 2023 Form 8606 shows the conversion. TurboTax should handle this if you input everything correctly in the IRA/retirement sections.
Chris Elmeda
11 Has anyone had success using the "backdoor Roth IRA" tool in TurboTax? I found this specific feature last year that walks you through exactly this scenario - contributions and conversions that span tax years. It's not super obvious to find but it made my similar situation much easier to report correctly.
Chris Elmeda
ā¢22 I tried using that feature but got confused when it asked about recharacterizations vs conversions. It seemed to treat them as completely different things, but in my mind they're related. Did you find it actually worked correctly for your situation?
QuantumQuester
3 Just an additional tip if you have a Paycor account - have you tried logging into their employee self-service portal? Many payroll companies allow employees to download their own W-2s electronically. Try going to https://secure.paycor.com/login and see if you can access your account. You might need to register first if you haven't before, but you should be able to use your SSN to set it up.
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QuantumQuester
ā¢1 I actually tried that already but it seems my employer never set up employee access for us. When I called Paycor directly, they told me they can only provide W-2s to the employer, not directly to employees. So frustrating! But thanks for the suggestion.
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QuantumQuester
ā¢3 That's really frustrating - sorry to hear it. Paycor definitely has the capability to give employees direct access, but your employer has to enable it. This is why I suggested Form 4852 might be your best option at this point since we're getting close to the filing deadline.
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QuantumQuester
11 This happens way too often with small businesses! One thing nobody mentioned - if you file an extension (Form 4868), you get until October to file your complete return. This might be worth considering if you really want the actual W-2 rather than using the substitute form. Just remember that an extension gives you more time to FILE, but you still need to PAY any taxes you owe by the regular April deadline to avoid penalties. So you'd need to estimate what you owe based on your paystubs.
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QuantumQuester
ā¢2 Wouldn't filing with the substitute form be easier than dealing with an extension? Seems like extra steps just to avoid using Form 4852. Plus waiting till October just gives this employer more time to be irresponsible imo.
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