(CD) Certificate of deposit Account opening, closing, or management
Wells Fargo & Company Bank account or service department,
(CD) Certificate of deposit Account opening, closing, or management California
For the -/-/- tax year Wells Fargo bank issued an incorrect IRS Form - stating that my rolled over IRA account was a normal distribution and the entire amount is now taxable. On top of that, they also issued another Form - for the required minimum distribution from that retirement account. The rollover of my IRA account took place inside the bank on the same day. When I requested a corrected Form -, the bank employees stated they could not do so but the bank would be sending out some other Form in the Month of -/-/- that would clear everything up. I do not know how to submit my -/-/- tax return with this paperwork and I do not understand why there is such a paperwork problem with a simple IRA rollover.
Wells Fargo & Company customer in California
Mar 02, 2017
* Source: CFPB Complaint Database
Wells Fargo & Company response to complaint:
Closed with explanation
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