What happens if my distribution was a mistake? How do I fix it to avoid penalty?

Mistakes happen. We get that! With First Dollar, we won’t charge you a fee for actually trying to fix a mistake. If you notice a mistaken distribution, contact us and we help resolve the issue.

It is important to note that we can make changes and modifications on our end up until you file your annual taxes. If we are notified after you file your taxes, then unfortunately, there is nothing we can do. The sooner you let us know, the better the chance that we can resolve it.

Was this article helpful?
0 out of 0 found this helpful