Originally Posted by
Road_Dog
FWIW, the tax form that Morgan Stanley provided me did not include the $695 engagement bonus as taxable income.
For my CashPlus account, they sent a De Minimis 1099 Letter that said my account had not exceeded the $10 threshold to receive a 1099-INT or other relevant tax form.
However, I got a 1099-INT for the interest earned in my AAA account.
I just checked and it is shown on my 1099-MISC as Other Income. Maybe login to MS Online, find your Cash Plus account and click on Documents and then 2024 tax forms. Be sure nothing is listed as other income.