IRS

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.



Fox KTVUABC 7CBSSan Francisco Chronicle

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 – 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!

Read all of our Trustpilot reviews


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 :)

Joy Olmedo

•

Have you considered calling the brokerage firm where the shares were transferred from? Sometimes they maintain historical basis information even when it doesn't transfer correctly during a gift. I was able to get basis info for some gifted Microsoft shares by contacting the original brokerage, and they had records going back to 1998.

0 coins

Amy Fleming

•

That's a great suggestion! I'll give that a try. My grandfather used the same brokerage for decades, so they might have records from when he purchased the shares originally, even if that information didn't transfer when he gifted them to me. Worth a shot before I go with a $0 basis!

0 coins

Isaiah Cross

•

Just a heads up - don't forget to check if your grandfather ever received dividend reinvestments on these shares. Each reinvestment would have its own cost basis and holding period, so selling all the shares at once could actually be multiple transactions from a tax perspective. Makes the paperwork more complicated but could help establish at least some basis.

0 coins

Kiara Greene

•

This is super important! My dad gave me some AT&T shares and I almost reported a $0 basis until I realized there had been like 15 years of DRIP (dividend reinvestment plan) purchases that actually had records. Ended up saving me thousands in taxes by properly accounting for all those small basis additions over time.

0 coins

Amy Fleming

•

I'll definitely check on that. I know the company has paid dividends for years, but I'm not sure if my grandfather had them set to reinvest or if he took them as cash. That could make a big difference in the calculation. Thanks for pointing this out!

0 coins

I know you specifically asked about fully online solutions, but I wanted to mention that many desktop tax software providers are moving toward hybrid models. For example, I use Drake Tax which has a desktop component but also offers several cloud features: - SecureFilePro for client document exchange and signatures - Web-based client organizers - Online client portals for document sharing - Mobile app for document capture This combination gives me most of the benefits of an online system while retaining the power and reliability of desktop software. The desktop application handles the complex calculations and form generation, while the cloud components handle client interaction and document management.

0 coins

Omar Fawaz

•

Does Drake's cloud functionality allow multiple preparers to work on the same return simultaneously? That's one feature I really need in a cloud solution.

0 coins

Chloe Martin

•

Has anyone looked into Canopy recently? Last I heard they were developing a full tax preparation module to complement their practice management software. Their practice management system is already fully cloud-based and quite good.

0 coins

Diego Rojas

•

I'm using Canopy for practice management and client interaction, but their tax module is still very limited. They've scaled back their tax prep ambitions significantly from what they originally announced. It handles basic individual returns but is nowhere near ready for complex business returns. Great practice management system though!

0 coins

Just an FYI that if you're missing documents when it's time to file, you can always file for an extension using Form 4868. Gives you until October 15 to file your return, though you still need to pay any estimated taxes by the April deadline.

0 coins

Amara Chukwu

•

But doesn't filing an extension increase your chances of being audited? I've always heard that but not sure if it's just a tax myth.

0 coins

That's actually a common misconception. Filing an extension doesn't increase your audit risk at all. The IRS has officially stated this multiple times. Extensions are extremely common - millions of taxpayers file them every year. The things that typically trigger audits are reporting discrepancies, unusually large deductions relative to your income, or claiming credits you don't qualify for. A simple time extension is just an administrative matter and doesn't flag your return in any way. So if you're waiting on documents, it's much better to file an extension than to file an incomplete or incorrect return.

0 coins

Has anyone tried just estimating the numbers when documents are late? My accountant told me we could file with "good faith estimates" and then amend later if the real documents show different numbers. Seems easier than waiting forever.

0 coins

You CAN do this, but I'd be super careful. If your estimates are way off, you might face penalties and interest. Better to make conservative estimates (report more income than you think you had) if you go this route. Amending is also a pain and can slightly increase audit risk.

0 coins

22 One thing to be aware of that nobody mentioned yet - if your brother was living in the house and continued to live there after your mom passed away, but before he bought you out, there might be questions about fair rental value during that period. This can sometimes complicate inheritance situations.

0 coins

1 That's a good point I hadn't considered. My brother did continue living there those 6 months before buying us out. We didn't charge him rent since we were figuring out the estate. Would that create any tax issues? The executor (my older brother) just had him pay the utilities during that time.

0 coins

22 In most cases, this wouldn't create significant tax issues for you as the person selling your share. The rental value question typically affects the person living in the property (your brother) or possibly the estate during administration. Since this was a relatively short period (6 months) and you were in the process of settling the estate, the IRS is unlikely to be concerned about the lack of rental payments. The main focus for your tax reporting remains the sale of your inheritance share and ensuring you correctly report the basis as the fair market value at the date of death.

0 coins

8 Do you need to use a special tax software to report this correctly? I'm worried my regular tax program won't handle inheritance properly.

0 coins

16 Most major tax software (TurboTax, H&R Block, TaxAct) can handle inheritance and property sales. The key is making sure you enter the correct basis information. When it asks about the sale of property and you input the 1099-S information, it should specifically ask if this was inherited property and when the person died, then calculate the stepped-up basis correctly.

0 coins

Luca Bianchi

•

My tax professor explained it like this: TIN is just the category name, while SSN, EIN, ITIN, etc. are the specific types of TINs. It's like how "vehicle" is the category, but "car," "truck," and "motorcycle" are specific types of vehicles.

0 coins

This is actually really helpful! So the TIN is just the umbrella term? Are there any other types of TINs besides SSN and EIN that regular people might encounter?

0 coins

Luca Bianchi

•

Yes, TIN is exactly that - the umbrella term for various tax identification numbers. Besides SSNs and EINs, there are a few other types regular people might encounter. The most common alternative is the ITIN (Individual Taxpayer Identification Number), which is used by residents who need to file taxes but aren't eligible for an SSN, like certain visa holders or non-resident aliens. Another one is the PTIN (Preparer Tax Identification Number) which is used by professional tax preparers - you might see this on your tax return if someone else prepared it for you.

0 coins

Nia Harris

•

Just to add some extra info - I work at a bank and we always ask for TIN on forms, but we make it clear that "For individuals, this is your SSN." A lot of people get confused by this. You'd be surprised how many people think they need to register for a separate TIN number somewhere.

0 coins

is there ever a case where a normal person (not a business) would have a different TIN than their ssn? like what if someone isn't a citizen?

0 coins

Prev1...38303831383238333834...5643Next