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Fidelity Investments complaint: Lack of information by phone on how to resolve compensation for Fidelity acknowedged error

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Filed 9 Feb 2023 by Serge

Fidlity acknowledged by phone that its staff made a mistake in administering my 2122 RMD from my 403-B account by not withholding IRS income tax, which I had clearly requested by phone in Nov. 2022. Fidelity did follow up, but did not do so in time to meet the IRS deadline for 2022 inome tax withdrawal corrections. Several phone calls failed to resolve this issue. Phone calls to a supervisor resulted in same outcome—no program for compensation to me for the additional expenses I will incur because of lack of IRS tax payments in 2022, plus costs from tax advisor. My complaint basically is that I find it outrageous that Fidelity has no program to compensate its clients for errors that Fidelity has made

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