This Product Contains Sensitive Taxpayer Data

Request Date: 08-14-2024

Response Date: 08-14-2024
Tracking Number: 106411189173

Wage and Income Transcript

SSN Provided: XXX-XX-0421

Tax Period Requested: December, 2023

Form W-2 Wage and Tax Statement

Employer:
Employer Identification Number (EIN):XXXXX9434
STAR
68 BEA

Employee:
Employee's Social Security Number:XXX-XX-0421
JAML N SHER
5897 C

Submission Type:.............................................Original document

Wages, Tips and Other Compensation:..................................$8,023.00
Federal Income Tax Withheld:...........................................$389.00
Social Security Wages:...............................................$7,984.00
Social Security Tax Withheld:..........................................$497.00
Medicare Wages and Tips:.............................................$8,023.00
Medicare Tax Withheld:.................................................$116.00
Social Security Tips:...................................................$39.00
Allocated Tips:..........................................................$0.00
Dependent Care Benefits:.................................................$0.00
Deferred Compensation:...................................................$0.00
Code "Q" Nontaxable Combat Pay:..........................................$0.00
Code "W" Employer Contributions to a Health Savings Account:.............$0.00
Code "Y" Deferrals under a section 409A nonqualified Deferred Compensation
plan:....................................................................$0.00
Code "Z" Income under section 409A on a nonqualified Deferred Compensation
plan:....................................................................$0.00
Code "R" Employer's Contribution to MSA:.................................$0.00
Code "S" Employer's Contribution to Simple Account:......................$0.00
Code "T" Expenses Incurred for Qualified Adoptions:......................$0.00
Code "V" Income from exercise of non-statutory stock options:............$0.00
Code "AA" Designated Roth Contributions under a Section 401(k) Plan:.....$0.00
Code "BB" Designated Roth Contributions under a Section 403(b) Plan:.....$0.00
Code "DD" Cost of Employer-Sponsored Health Coverage:....................$0.00
Code "EE" Designated ROTH Contributions Under a Governmental Section 457(b)
Plan:....................................................................$0.00
Code "FF" Permitted benefits under a qualified small employer health
reimbursement arrangement:...............................................$0.00
Code "GG" Income from Qualified Equity Grants Under Section 83(i):.......$0.00
Code "HH" Aggregate Deferrals Under Section 83(i) Elections as of the Close
of the Calendar Year:....................................................$0.00
Third Party Sick Pay Indicator:.....................................Unanswered
Retirement Plan Indicator:..........................................Unanswered
Statutory Employee:.....................................Not Statutory Employee
W2 Submission Type:...................................................Original
W2 WHC SSN Validation Code:........................................Correct SSN

Form 1099-Q

Payer/Trustee:
Payer's/Trustee's Federal ID No.:XXXXX9968
COLL
PO BOX

Recipient:
Recipient's SSN:XXX-XX-0421
JAML SHER
5897 C

Submission Type:.............................................Original document

Account Number (Optional):........................................XXXXXXXX5-01
Gross Distribution:.................................................$12,389.00
Earnings:............................................................$3,065.00
Basis:...............................................................$9,323.00
Trustee-to-Trustee Transfer Indicator:.....................................N/A
Qualified Tuition Program Indicator:.........................State Box Checked
Designated Beneficiary Indicator:..........................................N/A

Form 1098-T

Payer:
Payer's Federal Identification Number (FIN):XXXXX4231
UNIV
2199 S

Recipient:
Recipient's Identification Number:XXX-XX-0421
SHER JAML
5897 C

Submission Type:.............................................Original document

Account Number (Optional):...................................XXXXXXXXXXXXX0018
Qualified Tuition and Related Expense:..............................$37,634.00
Scholarships or Grants:.............................................$10,648.00
Half Time Student Indicator:..............Grtr than or Eq to Half Time Student
Graduate Student Indicator:...................................................
Academic Period Code:......................................................N/A
TIN Checkbox:.......................................................box marked
Adjustments Made for Prior Year:.........................................$0.00
Adjustments to Scholarships or Grants for a Prior Year:..................$0.00
Reimbursements/Refunds from an Insurance Contract:.......................$0.00

Form 1099-DIV

Payer:
Payer's Federal Identification Number (FIN):XXXXX8416
ACOR
5300 C

Recipient:
Recipient's Identification Number:XXX-XX-0421
JAML SHER
5897 C

Submission Type:.............................................Original document

Account Number (Optional):....................................XXXXXXXXXXXX30B1
Tax Withheld:............................................................$0.00
Capital Gains:...........................................................$0.00
Non-Dividend Distribution:...............................................$0.00
Cash Liquidation Distribution:...........................................$0.00
Non-Cash Liquidation Distribution:.......................................$0.00
Investment Expense:......................................................$0.00
Ordinary Dividend:......................................................$38.00
Collectibles (28%) Gain:.................................................$0.00
Unrecaptured Section 1250 Gain:..........................................$0.00
Section 1202 Gain:.......................................................$0.00
Foreign Tax Paid:........................................................$1.00
Qualified Dividends:....................................................$24.00
Section 199A REIT Dividends:.............................................$0.00
Second Notice Indicator:......................................No Second Notice
FATCA Filing Requirement:................Box not checked no Filing Requirement
Exempt Interest Dividends:...............................................$0.00
Specified Private Activity Bond Interest Dividend:.......................$0.00
Section 897 Ordinary Dividends:..........................................$0.00
Section 897 Capital Gain:................................................$0.00

Form 1099-INT

Payer:
Payer's Federal Identification Number (FIN):XXXXX8527
ALPI
2200 G

Recipient:
Recipient's Identification Number:XXX-XX-0421
JAML NORB SHER
5897 C

Submission Type:.............................................Original document

Account Number (Optional):.........................................XXXXXXX692S
Interest:...............................................................$24.00
Tax Withheld:............................................................$0.00
Savings Bonds:...........................................................$0.00
Investment Expense:......................................................$0.00
Interest Forfeiture:.....................................................$0.00
Foreign Tax Paid:........................................................$0.00
Tax-Exempt Interest:.....................................................$0.00
Specified Private Activity Bond Interest:................................$0.00
Market Discount:.........................................................$0.00
Bond Premium:............................................................$0.00
Bond Premium on Tax Exempt Bond:.........................................$0.00
Bond Premium on Treasury Obligations:....................................$0.00
Second Notice Indicator:......................................No Second Notice
Foreign Country or US Possession:.............................................
CUSIP Number:.................................................................
FATCA Filing Requirement:................Box not checked no Filing Requirement
This Product Contains Sensitive Taxpayer Data