Tagteam,
Appreciate the quick response & recognize that I was to have filed the MTM election by May 2021. However, I did not. My Etrade records should be enough to show no nefarious reason for not qualifying and obviously would need to file for this MTM election.
That said, apart from just being straight forward with the IRS, speaking to an attorney &/or an accountant with more than basic familiarity on how best to approach the problem at this late stage - Any suggestions on what or what not to do per dealing with the IRS or other?
With thx in advance...
