[liberalh8ter]

Not so fast....why pay a lawyer to get involved in this? The broker made a mistake, they'll reverse the transaction(s) and in doing so, it cancels out any tax reporting and makes the account whole again....as of the date the erroneous transaction(s) took place - as if it never happened.

While this obviously is a big deal to Homer1, behind the scenes, it's not a big deal. It'll be fixed, no problems.

[CGASMIA68]

no problems

Big problem it never should have happened,change firms?

[PAR35]

There is a chance that the broker will fix things, and certainly prudence would indicate that a person should make an initial effort to get things fixed without an expensive lawyer, but based upon my experience with brokers, one shouldn’t be optimistic.

[E. Pluribus Unum]

Unless the recipients recognized their great fortune and cashed it out ASAP.