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Yanxin Lu dc66e42ec4 Normalize frontmatter taxonomy across 293 document transcriptions

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.

2026-04-05 20:19:52 -07:00

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type, category, person, date, source

type	category	person	date	source
tax-form	tax	both	2024	irs_transcript_income_2024.pdf

Wage and Income Transcript - Tax Year 2024

Request Date: 12-16-2025 Response Date: 12-16-2025 Tracking Number: 110146610269 Primary SSN: 636-29-3464 Spouse SSN: 092-99-3215

W-2 Wage and Tax Statement

Meta Platforms Inc (for Yanxin Lu)

Employer EIN: 20-1665019
Employer: Meta Platforms Inc, 1 Meta Way, Menlo Park, CA 94025
Employee SSN: 636-29-3464
Box 1 - Wages: $623,853.28
Box 2 - Federal tax withheld: $122,682.16
Box 3 - Social security wages: $168,600.00
Box 4 - Social security tax: $10,453.20
Box 5 - Medicare wages: $642,562.07
Box 6 - Medicare tax: $9,317.15
Box 12a - Code C: $634.77
Box 12b - Code D: $18,708.79
Box 12c - Code DD: $11,294.52
Box 14 - RSU: $373,240.39
Box 14 - VPDI: $2,200.00
Box 13 - Retirement plan: Yes
State: CA - Wages: $623,853.28, State tax: $49,606.07, Employer state ID: 24293573
State: IL - Wages: $121,277.75, State tax: $6,003.17, Employer state ID: 2016650190000

Form 1099-B - Proceeds from Broker Transactions

Charles Schwab & Co., Inc. (Account ending 3464)

Short-Term Transactions (Basis Reported to IRS)

Security	Shares	Proceeds	Cost Basis	Gain/Loss
CQQQ (Invesco China Technology ETF)	-	$9,341.89	$11,730.96	($2,389.07)

Short-Term Transactions (Basis NOT Reported to IRS)

Security	Shares	Date Acquired	Date Sold	Proceeds	Cost Basis	Gain/Loss
META Platforms Inc Class A	66	05/15/23	02/20/25	$42,698.88	$30,927.48	$11,771.40
META Platforms Inc Class A	90	Various	05/19/24	$37,987.52	$28,329.18	$9,658.34
Subtotal				$80,686.40	$59,256.66	$21,429.74

Long-Term Transactions (Basis NOT Reported to IRS)

Security	Shares	Date Acquired	Date Sold	Proceeds	Cost Basis	Gain/Loss
META Platforms Inc Class A	94	08/15/23	08/19/24	$47,003.66	$14,773.54	$32,230.12
META Platforms Inc Class A	85	11/15/23	11/18/24	$48,455.90	$12,655.85	$35,800.05
META Platforms Inc Class A	90	02/15/24	02/20/25	$36,251.70	$17,324.13	$18,927.57
Subtotal				$131,711.26	$44,753.52	$86,957.74

Total Realized Gain/Loss: $105,998.41

Form 1099-G - Government Payments

State of California

Box 1 - Unemployment compensation: $0
Box 2 - State tax refund: reported

State of Illinois

Box 2 - State tax refund: reported

Form 1099-DIV - Dividends and Distributions

Charles Schwab & Co., Inc. (Account 7386-7232, Joint)

Box 1a - Total ordinary dividends: $12,333.31
Box 1b - Qualified dividends: $5,571.86
Box 2a - Total capital gain distributions: $0
Box 5 - Section 199A dividends: $83.24

Charles Schwab & Co., Inc. (Account 7762-6713, Yanxin Lu)

Box 1a - Total ordinary dividends: $10,416.66
Box 1b - Qualified dividends: $3,337.83
Box 2a - Total capital gain distributions: $0
Box 5 - Section 199A dividends: $37.91

Form 1099-INT - Interest Income

Charles Schwab & Co., Inc. (Account 7386-7232)

Box 1 - Interest income: $63.00

Charles Schwab & Co., Inc. (Account 7762-6713)

Box 1 - Interest income: $10.19

3.6 KiB Raw Blame History