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)
145 lines
5.4 KiB
Markdown
145 lines
5.4 KiB
Markdown
---
|
|
type: 1099
|
|
category: tax
|
|
person: both
|
|
date: 2024
|
|
source: "[[jiang_1099_stock_2024.pdf]]"
|
|
---
|
|
|
|
# Form 1099 Composite & Year-End Summary - Tax Year 2024
|
|
|
|
**Broker:** Charles Schwab & Co., Inc.
|
|
**Payer Address:** 3000 Schwab Way, Westlake, TX 76262
|
|
**Payer Federal ID:** 94-1737782
|
|
**Payer Phone:** (800) 435-4000
|
|
|
|
**Account:** Schwab One Account of Xuewei Jiang & Yanxin Lu JT TEN
|
|
**Account Number:** 7386-7232
|
|
**Taxpayer ID:** ***-**-3215
|
|
|
|
**Recipient:** Xuewei Jiang & Yanxin Lu JT TEN
|
|
**Address:** 12421 Sanford St, Los Angeles, CA 90066-6954
|
|
|
|
**Date Prepared:** February 7, 2025
|
|
|
|
---
|
|
|
|
## Form 1099-DIV - Dividends and Distributions
|
|
|
|
| Box | Description | Amount |
|
|
|-----|-------------|--------|
|
|
| 1a | Total Ordinary Dividends | $12,333.31 |
|
|
| 1b | Qualified Dividends | $5,571.86 |
|
|
| 2a | Total Capital Gain Distributions | $0.00 |
|
|
| 2b | Unrecap. Sec. 1250 Gain | $0.00 |
|
|
| 2c | Section 1202 Gain | $0.00 |
|
|
| 2d | Collectibles (28%) Gain | $0.00 |
|
|
| 2e | Section 897 Ordinary Dividends | $0.00 |
|
|
| 2f | Section 897 Capital Gains | $0.00 |
|
|
| 3 | Nondividend Distributions | $0.00 |
|
|
| 4 | Federal Income Tax Withheld | $0.00 |
|
|
| 5 | Section 199A Dividends | $83.24 |
|
|
| 6 | Investment Expenses | $0.00 |
|
|
| 7 | Foreign Tax Paid | $0.00 |
|
|
| 9 | Cash Liquidation Distributions | $0.00 |
|
|
| 10 | Noncash Liquidation Distributions | $0.00 |
|
|
| 12 | Exempt-Interest Dividends | $0.00 |
|
|
| 13 | Specified Private Activity Bond Interest Dividends | $0.00 |
|
|
| 16 | State Tax Withheld | $0.00 |
|
|
|
|
## Form 1099-INT - Interest Income
|
|
|
|
| Box | Description | Amount |
|
|
|-----|-------------|--------|
|
|
| 1 | Interest Income | $63.00 |
|
|
| 3 | Interest on U.S. Savings Bonds | $0.00 |
|
|
| 4 | Federal Income Tax Withheld | $0.00 |
|
|
| 8 | Tax-Exempt Interest | $0.00 |
|
|
| 17 | State Tax Withheld | $0.00 |
|
|
|
|
## Form 1099-B - Proceeds from Broker Transactions
|
|
|
|
### Long-Term Transactions (Basis Reported to IRS)
|
|
|
|
| Security | Quantity | Date Acquired | Date Sold | Proceeds | Cost Basis | Gain/Loss |
|
|
|----------|----------|---------------|-----------|----------|------------|-----------|
|
|
| JPMorgan Chase & Co 2.301% 10/15/2025 (CUSIP 46647PBQ3) | $5,000 par | 10/24/2023 | 10/15/2024 (Maturity) | $5,000.00 | $5,000.00 | $0.00 |
|
|
| **Total Long-Term** | | | | **$5,000.00** | **$5,000.00** | **$0.00** |
|
|
|
|
**Total Sales Price of Stocks, Bonds, etc.:** $5,000.00
|
|
|
|
---
|
|
|
|
## Year-End Summary
|
|
|
|
### Interest & Dividends
|
|
|
|
#### Detail Information of Dividends and Distributions
|
|
|
|
**Ordinary Dividends (Non-Qualified):**
|
|
|
|
| Description | Symbol | CUSIP | Paid in 2024 | Paid/Adjusted 2025 for 2024 | Amount |
|
|
|-------------|--------|-------|-------------|---------------------------|--------|
|
|
| FIDELITY FLOATING RATE H | FFRHX | 315916783 | $1,150.54 | $0.00 | $1,150.54 |
|
|
| SCHWAB TREASURY OBLIG MO | SNOXX | 808515621 | $4,988.88 | $0.00 | $4,988.88 |
|
|
| VANGUARD CONSUMER | VDC | 92204A207 | $488.46 | ($488.46) | $0.00 |
|
|
| VANGUARD INDUSTRIALS | VIS | 92204A603 | $529.92 | ($529.92) | $0.00 |
|
|
| VANGUARD INFORMATION | VGT | 92204A702 | $251.34 | ($251.34) | $0.00 |
|
|
| VANGUARD S&P 500 ETF | VOO | 922908363 | $597.96 | ($597.96) | $0.00 |
|
|
| **Total Non-Qualified** | | | **$8,007.10** | **($1,867.68)** | **$6,139.42** |
|
|
|
|
**Short-Term Capital Gains:**
|
|
|
|
| Description | Symbol | CUSIP | Paid in 2024 | Amount |
|
|
|-------------|--------|-------|-------------|--------|
|
|
| SCHWAB TREASURY OBLIG MO | SNOXX | 808515621 | $0.89 | $0.89 |
|
|
|
|
**Qualified Dividends:**
|
|
|
|
| Description | Symbol | CUSIP | Paid in 2024 | Paid/Adjusted 2025 for 2024 | Amount |
|
|
|-------------|--------|-------|-------------|---------------------------|--------|
|
|
| APPLE INC | AAPL | 037833100 | $63.20 | $0.00 | $63.20 |
|
|
| FIDELITY ELCTRC VHC FTR | FDRV | 316092220 | $0.00 | $56.80 | $56.80 |
|
|
| META PLATFORMS INC | META | 30303M102 | $466.62 | $0.00 | $466.62 |
|
|
| TEXAS INSTRS INC | TXN | 882508104 | $89.20 | $0.00 | $89.20 |
|
|
| VANGUARD CONSUMER | VDC | 92204A207 | $0.00 | $488.46 | $488.46 |
|
|
| VANGUARD INDUSTRIALS | VIS | 92204A603 | $0.00 | $529.92 | $529.92 |
|
|
| VANGUARD INFORMATION | VGT | 92204A702 | $0.00 | $251.34 | $251.34 |
|
|
| VANGUARD S&P 500 ETF | VOO | 922908363 | $0.00 | $597.96 | $597.96 |
|
|
| **Total Qualified** | | | **$619.02** | **$1,924.48** | **$2,543.50** |
|
|
|
|
**Total Ordinary Dividends (Box 1a):** $12,333.31
|
|
|
|
**Capital Gain Distributions (Long-Term Gain):**
|
|
|
|
| Description | Symbol | CUSIP | Paid in 2024 | Amount |
|
|
|-------------|--------|-------|-------------|--------|
|
|
| FIDELITY ELCTRC VHC FTR | FDRV | 316092220 | $0.00 | $3,028.36 |
|
|
| SCHWAB TREASURY OBLIG MO | SNOXX | 808515621 | $0.42 | $0.42 |
|
|
| **Total Long-Term Gain (Box 2a)** | | | | **$3,028.78** |
|
|
|
|
**Section 199A Dividends:**
|
|
|
|
| Description | Symbol | CUSIP | Amount |
|
|
|-------------|--------|-------|--------|
|
|
| VANGUARD S&P 500 ETF | VOO | 922908363 | $83.24 |
|
|
|
|
#### Detail Information of Interest Income
|
|
|
|
| Description | Paid in 2024 | Amount |
|
|
|-------------|-------------|--------|
|
|
| DEPOSIT INTEREST | $0.95 | $0.95 |
|
|
| JPMORGAN CHASE & CO bond interest | $62.05 | $62.05 |
|
|
| **Total Interest (Box 1)** | **$63.00** | **$63.00** |
|
|
|
|
### Realized Gain or (Loss)
|
|
|
|
#### Long-Term (Basis Reported to IRS)
|
|
|
|
| Security | CUSIP | Quantity | Date Acquired | Date Sold | Proceeds | Cost Basis | Gain/Loss |
|
|
|----------|-------|----------|---------------|-----------|----------|------------|-----------|
|
|
| JPMORGAN CHASE & CO 2.301% | 46647PBQ3 | $5,000 | 10/24/2023 | 10/15/2024 | $5,000.00 | $5,000.00 | $0.00 |
|
|
|
|
**Total Long-Term Realized Gain/Loss:** $0.00
|
|
**TOTAL REALIZED GAIN OR (LOSS):** $0.00
|