IRS Audit — Roth conversion tax planning

Has anyone dealt with something like this? I'm not sure what my options are.

Roth conversion tax planning. I've been dealing with this for about 5 months now and the situation isn't improving.

I have already consulted briefly with a lawyer but the other party is not cooperating.

Do I have a strong case? What should my next steps be?

I had a similar issue and ended up consulting with an attorney. It was worth the $200-300 for the initial consultation just to understand my rights.

I specialize in this area of law. Here's my take on the legal issues.

The legal framework here involves both federal and state law. At the federal level, the relevant statute. Your state may provide additional protections.

Before taking legal action, consider sending a formal demand letter. In many cases, this alone resolves the issue.

I've dealt with this before.

The biggest mistake people make in this situation is filing with the appropriate government agency. I'd recommend gathering evidence first instead.

I've seen this play out several times in my field.

The biggest mistake people make in this situation is having everything documented. I'd recommend keeping a detailed timeline instead.

I've dealt with this before.

In my case, it took about 4-8 months to resolve. The key was filing with the appropriate government agency.

Have you tried reaching out to your state's legal aid society? They sometimes have free resources or mediation services.

Not a lawyer, but I have direct experience with this.

What worked for me was having everything documented. It took 3-6 months but was worth it.

I work in this industry and unfortunately this is very common. The good news is that when people actually push back with legal representation, companies usually settle.

I work in this industry and unfortunately this is very common. The good news is that when people actually push back with legal representation, companies usually settle.

NAL, but from what I've read, you should check your state's specific laws. That said, definitely get a lawyer to look at the specifics.

Not a lawyer, but I have direct experience with this.

In my case, it took about 2-4 months to resolve. The key was hiring an attorney to send the initial letter.

Been there. Here's what I learned.

In my case, it took about 4-8 months to resolve. The key was filing with the appropriate government agency.

Been there. Here's what I learned.

I ended up escalating to a supervisor/manager, which cost about $1-3 but saved me a lot more in the long run.