4
Shared Docs
4
Same-Page
4 / 4
Mentions
2 3,967.22 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 This Is Important tax information and is being furnished to the Internal Revenue Service. II you are required to file a return, a negligence penalty or other sanction may be imposed on you it this income is taxable and the IRS determines
63 $ 0.00 $ 1,208.02 $ 1,208.02 SCHWAB S&P 500 INDEX FD SWPPX 808509855 $ 0.00 $ 7.35 $ 7.35 Total Non-Qualified Dividends (Included in Box la) $ 0.00 $ 1,222.12 $ 1,222.12 Short-Term Capital Gains JANUS HENDERSON GLBL JORNX 471023648 $ 0.00 $ 17.97 17.97 SCHWAB BALANCED FUND
State Tax Withheld $ 0.00 Amount Total 932.41 0.00 0.00 0.00 0.00 0.00 0.00 This Is important tax Information and Is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction may be imposed on you If this income is taxable and the IRS determines
le, to state and/or local governments. Account number. May show an account or other unique number the payer assigned to distinguish your account. Box la. Shows total ordinary dividends that are taxable. Include this amount on line 9a of Form 1040 or 1040A. Also, report it on Schedule B (1040A or 104
0.99000 11/09/12 RADIO ONE INC ROIAK 75040P405 9002.00000 $7,371.48 PRICE:0.82000 This Is Important tax Information and Is being furnished to the Internal Revenue Service (except as indicated). If you am required to Me a return, a negligence penalty or other sanction may be imposed on you ff this Income Istexable and
) Box 6a: Non-Covered Box 6b: Box to: Type of Gain or Loss: Report on Form 8949, in either Part I or Part Iles appropriate, with Box B checked. (Box la) (Box lb) (Box 8) (Box 1d) (Box le) (Box 2a) (Box 3) (Box 6) (Box 4) (Box 2 b) Date of SaleOr Exchange Date of Acquisition Description
0.99000 11/09/12 RADIO ONE INC ROIAK 75040P405 9002.00000 $7,371.48 PRICE:0.82000 This Is Important tax Information and Is being furnished to the Internal Revenue Service (except as indicated). If you am required to Me a return, a negligence penalty or other sanction may be imposed on you ff this Income Istexable and
) Box 6a: Non-Covered Box 6b: Box to: Type of Gain or Loss: Report on Form 8949, in either Part I or Part Iles appropriate, with Box B checked. (Box la) (Box lb) (Box 8) (Box 1d) (Box le) (Box 2a) (Box 3) (Box 6) (Box 4) (Box 2 b) Date of SaleOr Exchange Date of Acquisition Description
Entities connected to both the Internal Revenue Service and Box la

Samantha Power
PERSON
Lesley Groff
PERSONDoug Band
PERSON
Prince Charles
PERSON
Wilbur Ross
PERSONManton
PERSONBox 5
ORGANIZATIONU.S. Savings Bonds
ORGANIZATIONBox 4
ORGANIZATIONREGIS
ORGANIZATIONBox 3
ORGANIZATIONBROKER & BARTER EXCHANGE
ORGANIZATIONDepartment of the Treasury-Internal Revenue Service
ORGANIZATIONComplete
ORGANIZATIONUrban
PERSONJERSEY CITY
LOCATION1099 Dividend & Distribution Details
ORGANIZATIONUnrecap Sec
ORGANIZATIONCLEARING LLC
ORGANIZATIONBox 2d
ORGANIZATION