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Retirement tax questions
Yup. I've been arguing this with them for weeks now. They won't correct it, they've just said "fix it yourself" "do form 8606, but not actually" "well we marked 2b as not determined so you can just change it" - everything except issuing a corrected form. They didn't even remove the contributions I made at Betterment after the previous provider was purchased.
It honestly feels like I'm talking to a wall with them 😵
‎February 7, 2022
9:53 PM