CB Banks Wells Fargo Complaints #2-21

Wells Fargo review: Bank collecting IRS tax for inheritance

Pete wade of AU

Dec 03, 2025 8:46 am UTC

Verified customer

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I am a beneficiary of an inheritance of $4M USD and was expecting the money to be paid out from Wells Fargo bank, but Mr Ronald, bank manager told me I must pay $4k for tax. There is no tax on inheritance, but why is the bank collecting for IRS? I am not satisfied of the charge imposed, . Mr Ronald said it was a new tax. Although when I researched, there was no new inheritance taxes imposed by the Trump government. Even so, why is a bank collecting for the government? I feel a farcical charge. I am unsure of the branch in Virginia, but phone number is 1 540 202 0840 on WhatsApp

I don't want any further delays for releasing the funds to myself and my co beneficiary over this.

Claimed loss: $4,000 usd from myself and $6,000 for my co beneficiary

Desired outcome: I would like this charge of $4,000 for the said tax to be reviewed and eliminated if there is no documentation to validate the charge. I did ask for proof of the charge, but nothing was supplied.

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