Tax Update!

Hi faithful readers, Pat here with an update to my resent tax story. Today I received the paperwork and a letter from my bank stating the bank erred in reporting my 2009 401K roll-over as a payout! An amended 1099 tax form is being sent to the IRS. The bank owed up to the error in their cover letter! I will be sending copies of the material, along with the IRS forms to the IRS. We'll see what happens next. I'll keep you posted!