Hi, yes. Essentially functioned as a checking account. Nothing was sold.
I also noticed I only had 59 transactions and the federal threshold for reporting is 200. I'm guessing this was issued before the IRS postponed the new guidance to tax year 2023?
I'm still going to file the form amd plan on "zeroing out" the large sum as noted.
But did I receive this form technically in error since I didn't even meet the transaction threshold? If so, should I note this in the description? Thanks again!
