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I would settle for a list of data that they do have. I hate looking for every form and hoping it is complete and correct. I just got a surprise from last year
by LanceH 8y ago
I would settle for a list of data that they do have. I hate looking for every form and hoping it is complete and correct.
I just got a surprise from last year that a 401(k) rollover was (incorrectly) filed to the IRS as a distribution. No tax form was sent to me, but the IRS knew all about it and sends me a letter saying I owe them several thousand, interest is accruing and penalties are about to start. They had this data at tax time and I could have fixed it all before filing.