Quote:
Originally Posted by CoachKandSportsguy
Made a customer care fidelity rep spend an hour plus on a saturday afternoon proving out that there is an issue, and it may be systemic. $72.15 higher on the 1099 MISC than the actual cash payments and external documentation. However, every month is wrong and more than one company is wrong, so its possible to be a systemic issue, which I told the very junior weekend warrior.
Yeah, I am a small time investor, but i make sure that all the numbers going into the tax return are correct on the revenue top line. . . . there is no allowance for discrepancies for income.
So if you have Fidelity and have Royalty payments from royalty trusts, please check your 1099 MISC versus the actual company supplied documentation.
And this time, first time, I took the turbo tax premiere audit defense as I am not thinking that fidelity will come back with corrected statements in time.
and yes, with finance, what number do you want the answer to be?
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Suggestion-I think it is a plus that Fidelity is opened on Saturday and you can reach a HUMAN 24 hours a day seven days a week. However, with complex issues it is wise to use normal mon-fri 9-5 when more staff is available.
As far as finance,"What do you want the number to be," perhaps the question is what will the IRS accept. Our tax code is ONLY 180,000 pages.