UBS Accused Of Incorrect Tax Reporting For Municipal Bonds

By Theresa Schliep · October 6, 2021, 4:09 PM EDT

UBS Financial Services Inc. cost municipal bondholders millions in taxes by incorrectly reporting interest earned on Internal Revenue Service forms and overstating clients' income, according to a proposed class action filed...

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Documents

Case Information

Case Title

RICHARD GOODMAN, Individually And As Trustee of the Richard M. Goodman Revocable Living Trust v. UBS FINANCIAL SERVICES INC.

Case Number

1:21-cv-18123

Court

New Jersey

Nature of Suit

190(Contract: Other)

Date Filed

October 05, 2021