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104 lines
3.6 KiB
Markdown
104 lines
3.6 KiB
Markdown
---
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type: transcript
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category: tax
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person: both
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date: 2024
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source: "[[irs_transcript_income_2024.pdf]]"
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---
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# Wage and Income Transcript - Tax Year 2024
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**Request Date:** 12-16-2025
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**Response Date:** 12-16-2025
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**Tracking Number:** 110146610269
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**Primary SSN:** 636-29-3464
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**Spouse SSN:** 092-99-3215
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---
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## W-2 Wage and Tax Statement
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### Meta Platforms Inc (for Yanxin Lu)
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- **Employer EIN:** 20-1665019
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- **Employer:** Meta Platforms Inc, 1 Meta Way, Menlo Park, CA 94025
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- **Employee SSN:** 636-29-3464
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- **Box 1 - Wages:** $623,853.28
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- **Box 2 - Federal tax withheld:** $122,682.16
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- **Box 3 - Social security wages:** $168,600.00
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- **Box 4 - Social security tax:** $10,453.20
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- **Box 5 - Medicare wages:** $642,562.07
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- **Box 6 - Medicare tax:** $9,317.15
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- **Box 12a - Code C:** $634.77
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- **Box 12b - Code D:** $18,708.79
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- **Box 12c - Code DD:** $11,294.52
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- **Box 14 - RSU:** $373,240.39
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- **Box 14 - VPDI:** $2,200.00
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- **Box 13 - Retirement plan:** Yes
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- **State: CA** - Wages: $623,853.28, State tax: $49,606.07, Employer state ID: 24293573
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- **State: IL** - Wages: $121,277.75, State tax: $6,003.17, Employer state ID: 2016650190000
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---
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## Form 1099-B - Proceeds from Broker Transactions
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### Charles Schwab & Co., Inc. (Account ending 3464)
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#### Short-Term Transactions (Basis Reported to IRS)
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| Security | Shares | Proceeds | Cost Basis | Gain/Loss |
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|----------|--------|----------|------------|-----------|
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| CQQQ (Invesco China Technology ETF) | - | $9,341.89 | $11,730.96 | ($2,389.07) |
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#### Short-Term Transactions (Basis NOT Reported to IRS)
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| Security | Shares | Date Acquired | Date Sold | Proceeds | Cost Basis | Gain/Loss |
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|----------|--------|---------------|-----------|----------|------------|-----------|
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| META Platforms Inc Class A | 66 | 05/15/23 | 02/20/25 | $42,698.88 | $30,927.48 | $11,771.40 |
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| META Platforms Inc Class A | 90 | Various | 05/19/24 | $37,987.52 | $28,329.18 | $9,658.34 |
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| **Subtotal** | | | | **$80,686.40** | **$59,256.66** | **$21,429.74** |
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#### Long-Term Transactions (Basis NOT Reported to IRS)
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| Security | Shares | Date Acquired | Date Sold | Proceeds | Cost Basis | Gain/Loss |
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|----------|--------|---------------|-----------|----------|------------|-----------|
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| META Platforms Inc Class A | 94 | 08/15/23 | 08/19/24 | $47,003.66 | $14,773.54 | $32,230.12 |
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| META Platforms Inc Class A | 85 | 11/15/23 | 11/18/24 | $48,455.90 | $12,655.85 | $35,800.05 |
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| META Platforms Inc Class A | 90 | 02/15/24 | 02/20/25 | $36,251.70 | $17,324.13 | $18,927.57 |
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| **Subtotal** | | | | **$131,711.26** | **$44,753.52** | **$86,957.74** |
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**Total Realized Gain/Loss:** $105,998.41
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---
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## Form 1099-G - Government Payments
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### State of California
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- **Box 1 - Unemployment compensation:** $0
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- **Box 2 - State tax refund:** reported
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### State of Illinois
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- **Box 2 - State tax refund:** reported
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---
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## Form 1099-DIV - Dividends and Distributions
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### Charles Schwab & Co., Inc. (Account 7386-7232, Joint)
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- **Box 1a - Total ordinary dividends:** $12,333.31
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- **Box 1b - Qualified dividends:** $5,571.86
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- **Box 2a - Total capital gain distributions:** $0
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- **Box 5 - Section 199A dividends:** $83.24
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### Charles Schwab & Co., Inc. (Account 7762-6713, Yanxin Lu)
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- **Box 1a - Total ordinary dividends:** $10,416.66
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- **Box 1b - Qualified dividends:** $3,337.83
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- **Box 2a - Total capital gain distributions:** $0
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- **Box 5 - Section 199A dividends:** $37.91
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---
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## Form 1099-INT - Interest Income
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### Charles Schwab & Co., Inc. (Account 7386-7232)
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- **Box 1 - Interest income:** $63.00
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### Charles Schwab & Co., Inc. (Account 7762-6713)
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- **Box 1 - Interest income:** $10.19
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