Day Trading Tax Treatment — Roth conversion tax planning

Looking for advice on a legal issue. Here's what happened.

Roth conversion tax planning. I've been dealing with this for about 2 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?

Attorney here. 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.

One important thing — there are strict deadlines for filing these claims. Don't wait too long.

Been there. Here's what I learned.

I ended up filing with the appropriate government agency, which cost about $4-8 but saved me a lot more in the long run.

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.

Been there. Here's what I learned.

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

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

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

I went through almost the exact same thing.

I ended up hiring an attorney to send the initial letter, which cost about $2-4 but saved me a lot more in the long run.

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 seen this play out several times in my field.

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

I went through almost the exact same thing.

I ended up hiring an attorney to send the initial letter, which cost about $2-4 but saved me a lot more in the long run.

Have you tried reaching out to your state's consumer protection office? They sometimes have free resources or mediation services.