Crypto Tax Question — 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 8 weeks now and the situation isn't improving.

I have already tried to resolve this directly but got conflicting advice.

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

The biggest mistake people make in this situation is hiring an attorney to send the initial letter. I'd recommend being patient with the process instead.

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

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

I've handled similar cases. 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.

The practical consideration here is cost vs. potential recovery. For disputes under $10K, small claims court is often the best route.

I've dealt with this before.

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

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

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

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.

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.

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'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.