dc66e42ec4
Categories now match folder names (15 canonical values). Types normalized to 25 canonical values per VAULT_MAP.md spec. Context-aware mapping: W-2s→tax-form, lease files→lease, vet records→vet, etc.
2.2 KiB
2.2 KiB
type, category, person, date, source
| type | category | person | date | source |
|---|---|---|---|---|
| tax-form | tax | xuewei-jiang | 2020-01-01 | jiang_1099_lending_club_2020.pdf |
1099-B — LendingClub Corporation 2020 — Xuewei Jiang
Payer Information
- Payer name: LendingClub Corporation
- Payer address: 595 Market Street, Suite 200, San Francisco, CA 94105
- Payer TIN: 51-0605731
- Telephone: (888) 596-3159
- Email: tax@lendingclub.com
Recipient Information
- Recipient name: XUEWEI JIANG
- Recipient address: 1652 WEST 6TH STREET, AUSTIN, TX 78703
- Recipient TIN: XXX-XX-3215
- Account number: 112181054
- Original date: 01/31/2021
Tax Summary
| Field | Amount |
|---|---|
| 1d. Proceeds | $15.89 |
| 1e. Cost Basis | $13.39 |
| 4. Federal Income Tax Withheld | $0.00 |
| 1f. Accrued Market Discount | $0.00 |
| 1g. Wash Sale Loss Disallowed | $0.00 |
| 12. Basis Reported to IRS | Yes |
1099-B Detail: Recoveries and Proceeds from Charged-off Loans
Long-term transactions of a covered security for which basis is reported to the IRS. Report on Form 8949, Part II, with box D checked.
| Date Acquired | Date Sold | Description | Proceeds | Cost Basis | Gain/(Loss) |
|---|---|---|---|---|---|
| 04/25/2017 | 01/28/2020 | LC Corp Note, 155698767; Loan ID, 105762332 | $3.59 | $0.00 | $3.59 |
| 04/25/2017 | 03/27/2020 | LC Corp Note, 155698736; Loan ID, 102185345 | $0.84 | $0.00 | $0.84 |
| 04/25/2017 | 01/27/2020 | LC Corp Note, 155698796; Loan ID, 106204966 | $4.48 | $0.00 | $4.48 |
| 04/25/2017 | 06/25/2020 | LC Corp Note, 155698820; Loan ID, 106488633 | $0.50 | $3.14 | ($2.64) |
| 04/25/2017 | 02/12/2020 | LC Corp Note, 155698780; Loan ID, 105943938 | $1.00 | $0.00 | $1.00 |
| 04/25/2017 | 03/24/2020 | LC Corp Note, 155698758; Loan ID, 105437306 | $1.21 | $3.93 | ($2.72) |
| 04/26/2017 | 11/03/2020 | LC Corp Note, 155746447; Loan ID, 106446553 | $0.10 | $6.32 | ($6.22) |
| 04/26/2017 | 01/24/2020 | LC Corp Note, 155746434; Loan ID, 106209705 | $3.08 | $0.00 | $3.08 |
| 04/26/2017 | 02/21/2020 | LC Corp Note, 155746432; Loan ID, 105969495 | $1.09 | $0.00 | $1.09 |
| Subtotal | $15.89 | $13.39 | $2.50 | ||
| Total | $15.89 | $13.39 | $2.50 |