I'm in a difficult situation and trying to figure out my next steps.
Roth conversion tax planning. I've been dealing with this for about 9 months now and the situation isn't improving.
I have already done some research online but got conflicting advice.
Has anyone been through something similar? What worked for you?
NAL, but from what I've read, you should file a complaint. Standard disclaimer: talk to an actual attorney for your case.
NAL, but from what I've read, you should document everything. That's the general rule anyway, exceptions exist.
I've dealt with this before.
The #1 mistake I see here is having everything documented. I'd recommend keeping a detailed timeline instead.
NAL, but from what I've read, you should file a complaint. Standard disclaimer: talk to an actual attorney for your case.