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Account name, Case/Customer number, Account address, Social Security Number, Date of birth, and Phone number
The issue in GetHuman-anniegi's own words
National Financial Services transmitted several ****B's to the IRS indicating income to Ann M Gifford for the tax year ****. Ms Gifford did NOT get copies of these.The amounts involved were proceeds from the sale of mutual funds owned by the estate of her deceased mother. The IRS says they will abate*eliminate any taxes if we can provide Ms Gifford's 'cost basis'.*The IRS indicates we should seek these ****B's from National Financial Services.
GetHuman-anniegi did not yet indicate what National Financial Services LLC should do to make this right.
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