qbteachmt
Level 15
02-24-2022
07:00 PM
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"if you could provide a specific example where this has happened."
Where "this" what, happened, to whom? What or which "view" is this? Are you referring to my view that right now, this is a negligible amount and easily dealt with? Or, referring to my correction that this info has, in fact, been reported to the IRS?
"please explain how they could miss a married couple making Roth IRA contributions for 17 years"
I've been a plan benefits coordinator. I've seen lots of errors on the part of brokerages and managers. As a business financial consultant, I've caught banks making lots of errors, and even ADP didn't want their money back when I found their errors. I cannot explain anything 🙂
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Don't yell at us; we're volunteers