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retireat51

08/11/21 9:51 AM

#44 RE: MakinBank #43

Thanks. That's pretty much what I figured. Which brokerage do you use? TD Ameritrade is still saying I owe it.
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RenoLucky

08/15/21 2:13 PM

#46 RE: MakinBank #43

First notice from TD Ameritrade said we owed $44k. My CPA said that was an accounting mistake and we should not owe anything. I called TDA's tax department and said we weren't paying this and not to file the 990-T until they figured out what PWC, Foresight's accounting firm, did wrong. They sent it back to be reviewed. Just got a corrected 990-T saying we now owe $8k. Still not paying. Will have to go back to CPA and call TDA again. What a hassle...