BillM223
Expert Alumni

After you file

"I received a letter from National financial Services LLC with a large amount of money claiming it wasn't reported?"

 

Unfortunately, it is not clear what this letter is referring to. A 1099-B is typically used to report the proceeds from the sale of stock or other items. If this LLC sent you the 1099-B, then I would have expected them to send you a corrected 1099-B at the least.

 

And if the LLC didn't issue the original 1099-B, what are they doing inserting themselves into this conversation?

 

Unless you were getting or selling stock of your company as an employee reward, your employer would normally have nothing to do with 1099-B.

 

Oh, and is this letter referring to this tax year (2023) or a previous tax year? It seems to me that if you want to pursue this here, that you will need to give us the text of the letter - minus any personally identifiable information!

 

Otherwise, I would have you contact either an Enrolled Agent or a CPA. Enrolled Agents are regulated directly by the IRS and they deal primarily with the IRS, so this may be your best bet, although a CPA who does a lot of individual tax work (some do) would work out well for you.

 

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