Hi,
I have a SC client that has to go to tax court because of some issues with IRS--it escalated very quickly and I cannot quite identify why given no audit occurred, but I also cannot ascertain the significant adjustments proposed by IRS--they're HUGE and my client's response was very poor.
I reviewed everything and I do not see any other option to address than tax court, and it appears part of the issue is Prudential not properly reporting a trustee-to-trustee rollover (they referenced Code 1 on 1099-R). I do not have any relationships with a tax lawyer, so hoping you all can provide some referral options I can provide to this client.
Thanks!