- tax/: 84 files across 2014-2025 with full .md transcriptions - immigration/: 734 files (H-1B, green card, visa stamping, travel visas, passport) with 26 summary.md files - Loose files sorted: SSN cards → id/, vaccines → medical/covid/, credit check + lease addendum → lease/, UChicago offer → employment/, wine archive → receipts/ - home.md: removed green card timeline (moved to immigration/greencard/greencard/summary.md)
2.0 KiB
2.0 KiB
type, category, person, date, source
| type | category | person | date | source |
|---|---|---|---|---|
| 1099 | tax | Xuewei Jiang | 2018-12-31 | lu_1099_lending_club_2018.pdf |
LendingClub Consolidated 1099 (2018)
- Recipient: Xuewei Jiang
- Address: 1652 West 6th Street, Austin, TX 78703
- TIN: XXX-XX-3215
- Account Number: 112181054
- Payer: LendingClub Corporation, 595 Market Street, Suite 200, San Francisco, CA 94105
- Payer's EIN: 51-0605731
- Original Date: 01/31/2019
Tax Summary
1099-OID - Original Issue Discount
| Box | Description | Amount |
|---|---|---|
| 1 | Original Issue Discount for 2018 | $113.56 |
| 4 | Federal Income Tax Withheld | $0.00 |
| 7 | Description | LendingClub Notes |
1099-B - Recoveries and Proceeds from Charged-off Loans
| Field | Amount |
|---|---|
| 1d. Proceeds | $2.56 |
| 1e. Cost or Other Basis | $80.08 |
| 1f. Accrued Market Discount | $0.00 |
| 1g. Wash Sale Loss Disallowed | $0.00 |
| 3. Basis Reported to IRS | Yes |
| 4. Federal Income Tax Withheld | $0.00 |
| Total Loss | -$77.52 |
Short-Term Transactions (Box A - basis reported to IRS)
| Date Acquired | Date Sold | Description | Proceeds | Cost Basis | Gain/Loss |
|---|---|---|---|---|---|
| 04/25/2017 | 02/28/2018 | LC Corp Note 155698868; Loan ID 106793649 | $0.00 | $21.41 | -$21.41 |
| Subtotal Short-Term | $0.00 | $21.41 | -$21.41 |
Long-Term Transactions (Box D - basis reported to IRS)
| Date Acquired | Date Sold | Description | Proceeds | Cost Basis | Gain/Loss |
|---|---|---|---|---|---|
| 04/25/2017 | 06/29/2018 | LC Corp Note 155698829; Loan ID 106495479 | $0.00 | $19.82 | -$19.82 |
| 04/25/2017 | 06/20/2018 | LC Corp Note 155698785; Loan ID 105944748 | $2.56 | $21.79 | -$19.23 |
| 04/25/2017 | 11/30/2018 | LC Corp Note 155698780; Loan ID 105943938 | $0.00 | $17.06 | -$17.06 |
| Subtotal Long-Term | $2.56 | $58.67 | -$56.11 |
Total All Transactions
| Proceeds | Cost Basis | Gain/Loss | |
|---|---|---|---|
| Total | $2.56 | $80.08 | -$77.52 |