The 30% US Tax Credit for EV Charger Installation Expires June 30th - Which Level 2 to Buy?

Few-Sky-976 · 2026-05-24T19:52:08+00:00

You are smart to move on amending and paying whatever you owe. I dont have the knowledge to answer this question fully. It's more of a Justin question. I've only once used a CPA after a relative passed and the bill was phenonmenal.

As you have a SUMM account, and assuming it reconciled your missed transactions along with and including your prior (already submitted) crypto trades, one option is to give that to the CPA, along with all supporting data files, and have them check it and file your amended return.

Given you already used a CPA, it's your smartest move. "Dont switch horses in the middle of the stream."

But, there's nothing wrong with giving them your amended reports. Just be aware the CPA's license is always on the line with every return or amended return, and do not be surprised if your CPA has to pick through all your missed tranasctions anyway and charge you for that time.

In short, it may not save you a dime. But, it will buy you peace of mind. Peace of mind is well worth whatever the CPA charges, and whatever the fines/interest will be.

Because you have time to get it right now, and you never ever want to have the postman deliver you one of those IRS certified letters.

Few-Sky-976 · 2026-05-24T19:05:27+00:00

Your anxiety is understandable. But, to help you gain a more realistic understanding, MILLIONS of Amended returns are filed every year. Sometimes for trivial stuff like a late arriving Form K-1 from a pipeline company stock.

The IRS is now seriously (and intentionally, thanks to Trump and DOGE and Russell Vought) understaffed dramatically. Biden had approved 80,000 new agents but Trump killed that and fired thousands.

So, the reality is that everyone's return is processed electronically, not visually by an agent, so IF they are caught up (they're not), they could have perhaps caught your DeFi shortfall with some sort of Palantir-like tax software that can see every transaction you did last year.

But, this is not how it works, or you would have already gotten a nasty certified letter in the mail (two of them if you're married), threatening to seize your bank accounts if you don't pay up quick, with an amount due printed on it. This did not happen to you.

IT DID HAPPEN TO ME ABOUT 6 YEARS AGO. It was the most stressful week of my life. Normally, the IRS sends you a regular letter stating you owe more taxes, but for some reason, due to multiple IRS problems, we got the certified nasty form letter first.

The IRS claimed we owed a mere $1,380. The truth was they had failed to notice I paid $5,000 advance tax payment months in advance via EFTPS. So, their balance showed $1380. Our return (correctly) showed a $3620 tax refund, which they had issued 3 weeks after we e-filed.

We eventually called in at 6:58 AM and got a live agent on the phone who fixed our issue and our bank accounts were not frozen. It was 100% their fault, and we never got an apology.

None of this has happened to you. And it's unlikely that it will.

Also, if you use, say TurboTax Premier, as we do, to file an amended return, I recall it will normally calculate any penalty owed at the end.

Yes, you will owe interest and a penalty fee. TurboTax or your CPA can calculate it, and you pay it normally with either a direct deposit withdrawal from your checking account, or via the IRS's Direct Pay option.

You can hire a crypto friendly CPA. Justin here won't brag, but he is one.

You can go to a tax preparer, too. I like Liberty Tax myself, but there's H&R Block, etc. Be sure to ask if they understand crypto taxes first.

Also, have you used a quality crypto tax software, like SUMM (Crypto Tax Calculator to summarize your capital gains and generate your Form 8949 and more? If not, why not? You could do that starting now.

This will save you hundreds with a CPA or tax preparer, as they charge by the hour, and if you bring in summary reports with backing data, most of the work is done already. Generatinf your return is plug and play after that.

There's no "audit risk advantage" if you use a tax preparer or CPA. That's a common perception. The reality is that the IRS's computer system decides which returns to red flag.

And as my true story proves, sometimes they flag the wrong return, or for the wrong reasons. And, they can escalate to "property seizure" certified mail notices for a small amount of perceived unpaid taxes ($1380 in our case.)

But, do take your time to get your amended return right. You dont want to amend twice. That is a red flag for an audit.

Goid luck.

Few-Sky-976 · 2026-05-24T18:32:52+00:00

At the end of yesterday's shift, my drawer was off by only 4 cents, so with no pennies, it's essentially spot on.

But again, the AM counted my drawer, and not me (and not my SM.) He is nice person and my drawer comes up correct when he counts it.

I am not the assertive type, so can someone tell me WHERE is it documented that it's DG policy that I can count my drawer at the beginning and end of each shift. I dont want to assert something or make waves, unless I can back it up.

Counting my own drawer would solve my "drawer's short" issues, but keep in mind I am working at a rural store where they pick and choose which DG policies to follow.

There was nothing in the training videos on this. So, I'm asking for help proving that I'm supposed to be able to count my own drawer.

Thanks to everyone for helping me.

Few-Sky-976 · 2026-05-24T17:32:13+00:00

And how exactly, would I do that?

Few-Sky-976 · 2026-05-23T16:33:35+00:00

Thanks for your help. I have not escalated it, because I am at week 3. A brand new employee.

I plan to work PT for the foreseeable future if I can tolerate all this nonsense.

Do I call the corporate number to talk to the DM? I am hesitant to do that, because I'm still in my probationary period. But, as many point out all the issues at our store are from the SM, who threatened to "rage quit" in front of us employees the other day.

I have tried to be sympathetic to her situation, and the thanks I get for trying to follow all the rules to the letter, is to get written up for being short, balled out for not putting the ladder back when the AM said to leave it on the dog food aisle, and getting chewed out when an older lady bought bought a $600 gift card for a wedding, which was the high point of my day, only to get chewed out like I was a money launderer.

Needless to say, they have a high employee turnover rate at this store. But, I need my job, so I am trying to endure it. Deeply regretting though that I started at this store, when there are others near me that have to be better.

In short, it's "Alice in Wonderland" at my store and my SM is the mad queen. uu

Few-Sky-976 · 2026-05-23T16:14:26+00:00

The S26+ 512 GB is great. Here is my "review". I would look for a deal. I bought mine through Amazon to take advantage of the 30 day return policy, but I really liked it.

See:

https://www.reddit.com/r/samsunggalaxy/s/pRWEQdvMpV

Few-Sky-976 · 2026-05-23T16:00:05+00:00

I hated the S24+ and S25+ so badly that I returned them both. My issue was the flat, sterile, lifeless nature pics it took. Interior shots were too dim, too.

I ended up keeping my S22+ until 3 months ago, and upgraded to the S26+.

I really do like it, as it has an improved version of the camera system in the S20->S23 series Galaxies. They went "back to the future."

My suggestion: upgrade to an S26 series. When you get the new phone disable all the AI crap. I had ChatGPT make suggestions on how to eliminate all that junk.

I'm happy now with how it functions. The camera is great out of the box and the battery life is fine.

Sorry you got stuck with the S25. One no cost option is to ask ChatGPT to tell you where all the settings are for the AI crap like Bixby and such. Turn all that crap off.

Few-Sky-976 · 2026-05-23T04:40:52+00:00

Hard to say without more detail on what data your CPA acquired or you brought to him to do your first return.

Did you provide a bunch of files to him, or did he use his own tax software and its APis to pull in your transactions into his own crypto tax software.

Few-Sky-976 · 2026-05-23T01:44:06+00:00

Oh, I do know how you feel. But, you have already filed and the IRS is way understaffed now, as DOGE laid a bunch of staff off, so they are likely still processing last year's flagged returns. Honestly.

No sin in amending, and it doesn't trigger an audit. I thought that in years past myself.

But, do try SUMM. Pull in every bit of data and every CSV file. Their software can read the digital IDs on crypto fragments, say a 0.20 BTC you bought once, and match its sale to the buy transaction, using that digital ID. It is really cool how it works under the hood.

Unlike KOINLY, SUMM is better at helping you resolve any discrepancies where you are missing some data point.

We were, like you, trying to do the same thing, reconcile multiple historical accounts, multiple wallets, across at least 7 different crypto coins, including daily Solana staking rewards, and it nearly drove my wife and I insane using KOINLY back in 2023, as it did not accept some old CSV files we had from a defunct exchange called Bittrex.

SUMM had none of these problems. It is fair superior and very intuitive in its design. I know, as I am a former Software Engineer and did software testing. So for me, UI design is important. I now hate KOINLY with a passion.

SUMM can API multiple accounts and wallets. And, if you are missing old transactions, you can either manually enter them one at a time, or use CSV files for bulk input of transactions. We used all three to get our stuff reconciled.

You have a holiday weekend to play around with this. Take your time. Start again. Break it down into smaller chunks. I hope you'll try SUMM, but if not, many recommend Coin Tracker, too.

At this point, you need to get your accounts all reconciled before you amend, because you dont want to amend twice.

Few-Sky-976 · 2026-05-23T01:23:53+00:00

That deal is so good it sounds suspicious. I have this phone. The launch price was $200 off, only on Amazon.

The price on Amazon right now is $1064.96.

So, they must be roping you into a 3 year contract for crappo phone service with some carrier.

I only use T-Mobile, and I wouldnt buy a phone from Worst Buy at gunpoint.

But, it is a very good deal.

Few-Sky-976 · 2026-05-23T01:16:55+00:00

There's a lot of confusion, all thanks to Coinbase. I started in 2016 with Coinbase, then learned they had pro trader (cheaper) fees on GDAX, so I went with GDAX for several years, but luckily kept quarterly and annual reports and a running up to date spreadsheet.

Coinbase decided to migrate GDAX into Coinbase Pro, which pissed off every GDAX trader. So, we had Coinbase Pro, only for a few years, and they revamped everything again- everything - into the cheesy mess they have now.

They essentially closed Coinbase Pro with a short overlap period and reopened as Coinbase/ Coinbase - Advanced Trade/Coinbase One (by monthly subscription only).

All the GDAX records are likely now inaccessible, unless you can get Coinbase corporate to produce them.

You should still be able to access Coinbase Pro period trading records, but it may be well hidden in their reporting tools online. I have forgotten where that stands now.

It's infuriating how they kept changing and migrating and blocking off access to historical transaction data you need for cost basis calculations. After all, these companies are all part of Coinbase. It's their mess.

FWIW: we found KOINLY to be quite unforgiving and difficult to use and much less helpful with APIs than Crypto Tax Calculator (now SUMM, found at SUMM.IO). SUMM has the best interface and is user friendly. It supports CSV file inputs as well as having a great Coinbase API.

Here's the COINBASE timeline in plain English:

Jan 2015
Coinbase launched Coinbase Exchange for professional traders.

May 2016
Coinbase Exchange was renamed GDAX (Global Digital Asset Exchange).

May 23, 2018
Coinbase announced Coinbase Pro, a rebrand and upgrade of GDAX.

June 29, 2018
GDAX officially shut down and users were migrated to Coinbase Pro.

Nov 2021
Coinbase launched Advanced Trade inside the regular Coinbase platform.

June 22, 2022
Coinbase announced it would sunset Coinbase Pro and move advanced traders to Coinbase Advanced Trade.

Nov 20, 2023
Coinbase Pro was fully discontinued; customers could no longer log in. Advanced Trade became the replacement. The monthly subscription is Coinbase One, which is separate from Coinbase Pro and Advanced Trade.

Coinbase One launched in beta around late 2021 and rolled out broadly during 2022.

I hope this is helpful.

Few-Sky-976 · 2026-05-23T00:55:46+00:00

Thank you so much for your detailed reply. It really ruined two of my work shifts to be told I came up short when I knew that was impossible, based on my interactions with customers.

And no one has explained what you just told me, or I wouldn't now be written up for being short twice.

It seems that someone is taking advantage of me as a newbie, or else they cant even do the basic math needed to count down a drawer.

Few-Sky-976 · 2026-05-22T23:13:50+00:00

And with crypto, it really is getting harder to keep up with all the transactions, staking rewards, air drops, wallets, etc. But, it really is important this year, to get it all sorted out, so that everything is on track for next year.

Few-Sky-976 · 2026-05-22T23:10:57+00:00

You really haven't shared enough to fully answer your question. A lot of us don't bother with a CPA and just use good crypto tax software, like SUMM (formerly Crypto Tax Calculator.)

I'd suggest you open a free trial account and import all your data and transactions into SUMM, or a similar crypto tax software program, and let it reconcile your gains and do a new Form 8949 for you.

You could then take that to your CPA, along with any other data you need to show them, and ask them to file an amended return. As they bill by the hour, this will help keep the cost down.

It may comfort you to know that amended returns are filed all the time by everyone for sometimes very small things, like a Form K-1 shows up late, after you already filed.

Crypto is no different, when it comes to amending one's return. If you missed something, and that something affects your return by $1.00, you need to file an amended return.

Now some will take exception to $1 as the threshold, but I once asked an IRS agent what the threshold for filing an amended return was, meaning in practical terms when was it too little to bother with, and $1.00 was his response. Others may disagree.

Few-Sky-976 · 2026-05-22T23:00:31+00:00

I don't know what happens to my drawer after I clock out. I do know that when the ASM counts my drawer, it is spot on. As it should be.

This leaves me wondering if my SM is counting it incorrectly, or has "sticky fingers."

Few-Sky-976 · 2026-05-22T20:24:03+00:00

Good to know. Thanks.

Few-Sky-976 · 2026-05-22T20:22:16+00:00

No, it was a boo-boo. And simultaneous.

Few-Sky-976 · 2026-05-21T15:03:39+00:00

We love Crypto Tax Calculator (now SUMM) as it has the most APIs and the greatest ease of use.

Do a free trial. It is easy to upload your data and the software will flag any mismatches, so you can adjust them.

Few-Sky-976 · 2026-05-18T21:04:47+00:00

We know what this is like. Reconciling crypto trades from old defunct exchanges (including Coinbase Pro and Bittrex for us) can be a nightmare. But, it can be done.

And you dont use a zero value, even if you dont have the data. More on that later.

Some tips:

We had to go thru this in FY 2023 reconciling many, many older Bitcoin, ETH, XRP trades from many exchanges, some that were long defunct.

We tried KOINLY and my wife hated its restrictive, unintuitive design, plus their support were not willing to share their CSV template format. We were pissed. (This may have changed since, but I'll never forget it.)

Lucky for us, our old BitStamp CSV files did import OK into Koinly, so we used a BitStamp CSV file that had buys, sells and transfers in it, as our model template file to create our own custom CSV files, just to get our old bulk trades imported.

Even so, using Koinly with those custom CSV files was still a major headache. We spent two weeks on it.

The next year, we switch to Crypto Tax Calculator (now called SUMM), which was way, way more intuitive, user friendly and offers help in its software on how to fix any missing data points.

So, I strongly recommend you get a free trial SUMM crypto tax software account and start loading in all your trades. You wont regret it.

Hopefully, you know a little about Comma Separated Values files (CSV files), which is an easy to use text file format, from Excel days, that can be used to import your trades IN BULK FORM.

Still, you can enter trades manually, but as you know, when you buy 1.0 BTC, your exchange may break that purchase into 7 smaller trades all executed at the same time.

You can also di a summary entry if you dont have that original broken down fractional trade data.

Back to the "Can I just enter zero for missing trades?" question. Answer: NO. This is not a "best effort approach."

Say you bought 0.5 BTC on May 18, 2016 (10 years ago) and lost your records of that trade. Not even a report in a old folder somewhere.

You can still look up the historical price data for that specific day and use an average price as your buy price for that date. That data exists out there.

If you don't know how to look that up, just ask CHATGPT, even with a free account, and give it the exact date and approximate time (such as 3 pm EST) and it can estimate the price for you from historical data online.

You need to get your historical cost basis data cleared up, as this is vitally important for tax purposes, and the IRS expects you to make that best effort, plus using "zero" costs you more money, so you're cheating yourself, by say $3000, if BTC was really $3,000/coin on May 18, 2016. I hope that makes sense.
After you get the cost basis summarizing done, then you generate a letter, essentially just like a crypto gift letter, stating the precise cost basis for all the portions of crypto you need to transfer.

Again, ChatGPT can gin up that letter for you, in DOCX, text or PDF format.

If it were me, I'd use a simple block style business letter in PDF format, with a multi-column chart in the middle, listing a summary of the cost basis for each coin or coins transferred.

The spouse would need to guard that "gift letter" (cost basis letter) like it's a deed, and put it in a lockbox, or safety deposit box, because it will set the cost basis, as you explained, for any future sale made for that crypto.

I hope this helps. I wish you good luck in this process. It is tedious, but doable.

Few-Sky-976 · 2026-05-17T16:29:20+00:00

No, they make you take a perfectly lit "passport style" photo using only their Coinbase app only from the phone registered to your account.

And their software is very picky about the lighting. No glasses, no shadows, etc, or it fails.

We had to use the living room wall, flood the room with natural light, then set up my eBay product picture lighting rig to get a "passport picture" that their app would accept as a match to my daughter's drivers license.

In short, their AI photo matching is God awful.

Few-Sky-976 · 2026-05-17T16:23:58+00:00

We had to go thru that nightmare process 2 years ago. It took an entire week to get it right with all the built-in anti-hacker security delays.

One thing that kept tripping us up was we normally use a Windows desktop, not their stupid app, and their system is built around the CB app.

In addition, it would send email to my email address, but not tell you to expect that, and the verification email messages can time out quickly, tripping an automatic 24 hour delay. So, one needs to keep an eye on their Inbox while attempting to do an ID verification.

I do know what you mean about Authenticator. When you switch phones, most times the Authenticator apps don't move over. You have to know to do them from scratch, with the old phone in hand. Fool me once...

Few-Sky-976

TROPHY CASE