See if you understand this headache merrill lynch is giving me. They issued me a 1099R for money i did not take out in 2021 from a Roth IRA because i moved it to chase. Then they cashed it out in February 2022 because I called and it was a headache to move the $65. Well I got the 1099 and argued with them and now they are trying to give me another 1099 for 2022 for the same money.
I called and said how can it be legal to give me a 1099R for the same money two years in a row? They said they could make a 60 day rollover but then they were told that it wasn't possible. When I pointed out it was incorrect they kept trying to fix everything but the right way of sending me a 1099R corrected.
I gave up today and called them and told them stop already. Send me a corrected 1099R period. No more lies, no more "fixing" a problem to cause more problems. I am filing a form 4852 and that's it. I'm done. Sometimes these companies do things to cover their own behind instead of the right thing.
March 19th, 2022 at 01:48 am 1647654506
March 24th, 2022 at 05:38 pm 1648143519