6bc3f3a21f
- 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)
3.3 KiB
3.3 KiB
type, category, person, date, source
| type | category | person | date | source | ||
|---|---|---|---|---|---|---|
| 1099 | tax |
|
2023-12-31 | jiang_1099_stock_td_2023.pdf |
1099 Composite - TD Ameritrade 2023 - Xuewei Jiang & Yanxin Lu
Account Information
- Broker: TD Ameritrade Clearing, Inc.
- Account: 427688166
- Account Holders: Xuewei Jiang & Yanxin Lu JT TEN
- Address: 12421 Sanford St, Los Angeles, CA 90066-6954
- Payer TIN: 47-0533629
- Recipient TIN (Last 4): 3215
- Statement Date: 02/01/2024
- Document ID: 6M12 122 W2UE
Form 1099-DIV - Dividends and Distributions
| Box | Description | Amount |
|---|---|---|
| 1a | Total ordinary dividends | $859.53 |
| 1b | Qualified dividends | $848.66 |
| 2a | Total capital gain distributions | $0.00 |
| 3 | Nondividend distributions | $0.00 |
| 4 | Federal income tax withheld | $0.00 |
| 5 | Section 199A dividends | $10.47 |
| 6 | Investment expenses | $0.00 |
| 7 | Foreign tax paid | $0.00 |
| 12 | Exempt-interest dividends | $0.00 |
Dividend Detail by Security
| Security | CUSIP / Symbol | Date | Amount | Type |
|---|---|---|---|---|
| Fidelity Covington Trust MSCI Consm Dis ETF | 316092204 / FDIS | 03/22/23 | $48.72 | Qualified dividend |
| Fidelity Covington Trust Consmr Staples ETF | 316092303 / FSTA | 03/22/23 | $101.79 | Qualified dividend |
| Fidelity Covington Trust MSCI Finls Idx ETF | 316092501 / FNCL | 03/22/23 | $110.40 | Qualified dividend |
| Fidelity Covington Trust MSCI Info Tech I ETF | 316092808 / FTEC | 03/22/23 | $106.72 | Qualified dividend |
| Invesco QQQ Trust Unit Ser 1 ETF | 46090E103 / QQQ | 04/28/23 | $37.78 | Qualified dividend |
| Texas Instruments Inc Com | 882508104 / TXN | 02/14/23 | $81.84 | Qualified dividend |
| Texas Instruments Inc Com | 882508104 / TXN | 05/16/23 | $81.84 | Qualified dividend |
| $163.68 | TXN Total | |||
| Vanguard Strm InfProIdx ETF | 922020805 / VTIP | 04/06/23 | $0.40 | Nonqualified dividend |
| Vanguard S&P 500 ETF Shs | 922908363 / VOO | 03/29/23 | $279.57 | Qualified dividend |
| Vanguard S&P 500 ETF Shs | 922908363 / VOO | 03/29/23 | $10.47 | Section 199A dividend |
| $290.04 | VOO Total |
Total Dividends & Distributions: $859.53
Form 1099-INT - Interest Income
| Box | Description | Amount |
|---|---|---|
| 1 | Interest income | $113.75 |
| 4 | Federal income tax withheld | $0.00 |
Interest Detail
| Security | CUSIP / Symbol | Date | Amount | Type |
|---|---|---|---|---|
| FDIC Insured Deposit Account Core | 9ZZZFD104 / MMDA1 | Jan-May 2023 | $1.56 | Interest - money mkt |
| JPMorgan Chase Bank NA CD | 46593LSA8 | 04/25/23 | $112.19 | Deposit interest |
Total Interest: $113.75
Form 1099-B - Proceeds from Broker Transactions
Summary
- No sales transactions in 2023
- All proceeds/gains/losses: $0.00
Mutual Fund and UIT Supplemental Information
Vanguard Strm InfProIdx ETF (VTIP) / 922020805
- Fed Source Total: 100.00%
- U.S. Treasury: 99.73%
- Fed Home Loan: 0.27%
Vanguard S&P 500 ETF (VOO) / 922908363
- Fed Source Total: 0.41%
- U.S. Treasury: 0.18%
- Fed Home Loan: 0.23%
End Notes
- Note 03: The tax character of the distribution has been allocated based on information provided by the security issuer.