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Schwab called and said they messed up on a conversion, and I owe taxes – what would you do?
Schwab called and said they messed up on a conversion, and I owe taxes - what would you do? Hi all, just got a call this morning from a transaction couple of weeks ago. I created a new traditional IRA account on schwab, then converted it into a roth IRA for the limit gross. However, schwab’s rep who assisted just called and they said made a mistake, and withheld the taxes which was almost half the amount of the conversion. But said the...
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