Not getting 1099 — Pershing

/ 35 reviews

1 Feb, 2018 → by ClaimboUser802379

Not getting 1099

I got a notice from IRS last October, a tax assessment on my 2015 tax return for failure to report the dividend gain from my investment at Pershing. Apparently, Pershing sent a 1099-DIV to IRS but not to me. As a matter of fact, I have never received any statement from...

Financial Services

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Pershing - Other Reviews

》 No control over my account

》 Our rep retired and never heard who replaced him. left hanging with no rep in Minnesota. Called Anaheim CA to check on our accounts and all the money is gone $16,000. gone .

》 Acct. #34F-848153

》 Does not have your best interest in mind

》 Funds transfer

》 No 1099

》 Accountability

》 Past history

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