Capital Gains Tax — estimated tax penalty avoidance

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

estimated tax penalty avoidance. I've been dealing with this for about 14 months now and the situation isn't improving.

I have already done some research online but got conflicting advice.

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

This happened to me too. Have you tried filing a complaint with the relevant agency? In my case they investigated and it got resolved without needing a lawyer.

I practice in this area. Here's my take on the legal issues.

The key question is whether the applicable statute of limitations has run. Depending on your jurisdiction, you typically have the relevant statute years for this type of claim.

I'd recommend documenting everything in writing from this point forward. Keep copies of all communications.

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

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

NAL, but from what I've read, you should file a complaint. That said, definitely get a lawyer to look at the specifics.

Been there. Here's what I learned.

In my case, it took about 3-6 months to resolve. The key was having everything documented.