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CB Tax Services Jackson Hewitt Individual return in which ALL my IRA withdrawals were listed as Taxable income, when much of ir was from my ROTH account.
Jackson Hewitt

Jackson Hewitt review: Individual return in which ALL my IRA withdrawals were listed as Taxable income, when much of ir was from my ROTH account.

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12:12 pm EDT
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February 27 at 3:30 pm. I met with Tom Matthews.
He did not know the difference between a ROTH IRA and a Traditional IRA. I withdrew from both in 2024 and pointed that out while I sat with him. He claimed the mistake caused by a computer error.
He listed all my withdrawals as Taxable/Traditional withdrawals which increased my taxable income by $20,640. I pointed that out after he had submitted and sent the incorrect Tax Form to the IRS.
The incorrect Tax Form has been Amended, but, and this is a BIG BUT, I have to pay the original, incorrect amount of #11,209 on April 11 and then wait approximately 3 weeks for the amended version to be approved and then wait another 16 weeks before I am reimbursed by the IRS. During that time the IRS will be holding on to my overpayment of $6683! I refuse to pay the $441 tax prep fee that was billed to my CITI credit card.
Thank You.
Peter Holm

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