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Investors & landlords
Yes, I had a customer that had an incorrect proceeds 1099-B, actually the individual stated he had never had any involvement with the company in question. nor did he have stocks or bonds related to the 1099-B. I referred him to the Tax Advocacy Office with the IRS. ()https://www.irs.gov/taxpayer-advocate). This post was helpful. If you are ever in a situtation where you were sent a form, that was given to you by a business for tax purposes, that does not pertain to you. Sometimes the Tax Advocacy Office can assist with the situation.
‎April 27, 2022
3:28 PM
5,827 Views