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Guest Whatup
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One person plan. Banc of America registered them with an incorrect ein and as a partnership when they opened the account over 10 years ago.

IRS doesn't recognize the incorrect ein so they require withholding. Withholding is reported by NFS under an omnibus account.

We have corrected the ein issue, and are close to being correctly classified as a retirement trust. Now we need the withholding back.

We tell NFS to do a 941-C to get the withholding back, since the money was sent under their filing/ein. NFS won't do this. They think we need to send a letter to IRS with the 1099's. But IRS doesn't recognize the ein when I call, hence the required withholding.

Any idea of how to get a return of withholding?

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