5498 Phishing Scam

Taxpayers Beware – we have received reports of clients receiving emails about Form 5498 rollover contributions. If you receive one, ignore it. You should hear directly from your broker or the IRS via US mail. As always, if you receive correspondence from any tax agency, provide a copy to our office to confirm it is correct. 170509-did-you-fall-for-the-google-phishing-scam


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