I just got a tax bill from 2011 from putting my annuity to Equitrust from Andrew Briggs, retirement strategies, inc. Andrew said he's a family owned and operated company and he had permission from the IRS and The Insurance carrier that this was ok as long as the application was dated different. Can anyone help me? Is this legal? Can anyone tell me why I got a tax bill when I surrendered my midland nation to put the proceeds into my checking account to Equitrust. Please help I owe 9,325.00 to the IRS and I can't pay it. If any accountant can respond please help!
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