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Account name, Case/Customer number, Account address, Social Security Number, Date of birth, and Phone number
The issue in GetHuman-pastorer's own words
I just received a IRS notice that I had an income addition from National Financial Services. I did receive a dividends regarding one account listed under my SS* for i****, and reported that income on my return. But, according to the IRS, I have a second account for which I received no dividend report. The truth is that I didn't even know that I had an account with National Financial Service. When I spoke with your customer service representatives **********, they indicated that my account had been closed! I want to know how*why $*** in dividends were deposited into a closed account. The fact that I have no personal records of having an account with your company, coupled with the fact that could not find an account under my name, but could find one under my SS* with a name they could not disclose is highly suspicious! I must resolve this matter with the IRS by mid August ****. I will be passing all of this information to the IRS tomorrow morning (**********) so that they will know what I have been able to discover thus far.
GetHuman-pastorer did not yet indicate what National Financial Services LLC should do to make this right.
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