skirch2
Returning Member

Retirement tax questions

Exactly! The form was sent to IRS from my broker (Incorrectly) So the IRS issued the 990T on faulty information.

The broker will not sign an amended return for me. They don't know how to handle it. I went online and got the K-1 my CPA said it was filled out incorrectly by a large Acct. Co.

He contacted the accounting firm and they agreed.