Boetger and Associates, Inc

December 29, 2017Revdex.comServing Western PennsylvaniaHoliday Drive, Suite 220Pittsburgh, PA 15220RE: ID *** - Customer *** ***To Whom It May Concern:Our firm is an administrative firm that prepares and distributes monthly pension checks for numerous employer
retirement plansWe also prepare and submit the required year end income tax reporting forms to the government (Form 1099R).We do not provide income tax advice.Most pension payments are subject to federal income taxHowever, there are special situations where they are not taxed and that has been the claim of Mr*** for several yearsIn situations like Mr*** where he believes his benefit is not taxable we ask them to seek and submit the opinion of a tax professional and with proper documentation we will code the distribution appropriatelyOtherwise, when it is questionable, we follow the Internal Revenue Service reporting guidelines and report that the tax status has not been determined.On May 31, Mr*** talked with one of our processing staff and convinced her that his benefit should not be taxedHe did this based on his own opinionShe should have asked for the proper tax opinionShe set the incorrect expectation for Mr***.On November 8, Mr*** called me personally and I informed him that we would be happy to correct the filings upon receipt of proper documentation from his tax advisor or attorneyMr*** said he had that determination and would forward a copy to us.On November 22, Mr*** forwarded a letter from his attorney but upon review of the letter it was not satisfactory because it did not include a proper tax opinion.In a letter dated November 29, the Plan sponsor received an opinion from their own legal counsel indicating the determination of the tax status is not clear cut and that an independent opinion is required.Township also wrote a letter to Mr***’s attorney dated November 29, in response to his November 22, letter correcting some inaccuracies in his letter.On December 14, 2017, I communicated with Mr***’s attorney via email and requested that he provide a legal opinion on the tax status and I described the necessary information.On December 15, 2017, I communicated again with Mr***’s attorney and provided additional background on the taxability of the benefit to assist him in the determinationMr***’s attorney promptly provided the necessary opinion on December 15, 2017.We prepared revised 1099R’s and the issue was resolved on December 22, 2017.We believe Mr***’s complaint is not valid nor entirely honest and we have done everything necessary to resolve his issueHe did not cooperate for several years by not obtaining the proper legal opinion and when he finally did we corrected the situation within a reasonable amount of time.If you have any questions or would like copies of any supporting correspondence on this important matter please let us know.Sincerely,Don B***President

Revdex.com:I'm not going to have my personal information listed anywhere ... In addition, the company doesn't make the decisions regarding this issue. They act only on what they are directed to do by my previous employer. As the situation now goes ... the task has been completed.    JUST TRASH THE COMPLAINT AND THE REST OF THIS
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this does not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
 Regards,
[redacted]