11 Apr, 2021 → by ClaimboUser546646
TD Ameritrade mistake cost me
2
When filing taxes for my late husband (who passed from stage 4 pancreatic cancer last November 2020) and preparing our joint taxes, I came to the realization the TD Ameritrade sent one of his state tax filings in his disbursement to the wrong state (MI), where we lived over 2 years ago. But they sent in another disbursement and state taxes to the correct state, where we are living (SC). When I called and spoke the a representative from TD Ameritrade about sending me a corrected 1099-R, at first they wanted to prove that I was the executor of my late husband's estate, and then they told me to take it up with the IRS! They admitted that they sent the state taxes to the wrong state. So they told me I now had to file a state tax return to a state we haven't lived in in over 2-1/2 years! That cost me $58 filing for another state through my Turbo Tax account. It is regretful for a company to be to arrogant and careless to not correct the problem, but instead pushed it off on the widow at her cost. Don't believe me? Check out my late husband's account. #[protected], Document ID:S090 FE4 M6RU Richard Lyman. XXX-XX-1276 Any questions, feel free to give me a call. Laura Lyman [protected].