After my mother passed away they have been by far the most difficult to deal with. All I was requesting was her 1099-R be mailed to me. I called in March and was told no problem, 5-7 business days. After about two weeks I called back and was told it takes 5-7 business days for them to mail it out, and another 5-7 business days to receive it. That I should get it by April 16th (one day after taxes are due), A full month to get a 1099-R? They didn’t seem interested in my problem. The 16th rolls along, still no document. Got the same woman who told me it’d be a month and explained to her I haven’t gotten it yet, she said it was returned to them, I don’t know why I get lots of mail for my deceased Mom, she said she would mail out another one. I was trying to ask the question what if that don’t come, and she cut me off. When I got frustrated about not being able to ask my question, she hung up on me! Called back got a gentleman, who didn’t see were the form was returned to them. He mailed out another, but gave me the information to finish her taxes. He was helpful, but what a mess. Rude people, difficult menus, poor services, being hung up on. Honestly, its very stressful to get your deceased relatives paperwork in order but these people don’t care. We’ll see if the document ever actually comes. But I won’t be calling back these people are awful.
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