They are absolutely horrible.
And I am to the point of thinking they are working with large brokerage firms. Every year same story. Get a 1099 for stock from work. (I have them sell a portion of the stock at grant to cover taxes)
Doing turbo tax this year, all good, until the 1099 from eTrade is downloaded. Liability shoots up by 10k. Look at the download and stock was brought in at zero cost basis. On my tax docs through the portal, there is a supplement that includes tax basis.
Issue will be a few years down the road with a request for additional tax payment. Basically a threat to pay in 60 days and the contract numbers will never get you through to a live resource.
Bluntly fuck them. Have no confidence they will go after the big boys, but will go after me for taxes on 30k of stock that I already paid.
Still fighting over 10k they forced me to give them in 2019 for 2017 taxes. Finally got them to admit they were wrong,,,,,but two year statue of limitations expired, so tough. That letter sent six months prior, not certified, wont consider it. (All via mail of course, they wont return calls or meet in person)
So for 30k of stock, they want 66%. Having to pay CPA gets me closer to 70% given away. Now I have to go get a lawyer.
2018 I took the hit on, but only 2,500 and not worse the stress. Lawyer is for 2019, 2020, and 2021, cause I fully expect the same.
So bluntly FUCK THEM.