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2021 Taxes

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A reading document on “2021 Taxes”, grouped with material about tax reporting or IRS-related matters. Use it to identify the forms, tax topics and references discussed.

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PDF page 1

                  This Product Contains Sensitive Taxpayer Data                 
                                                        Request Date: 04-17-2025
                                                       Response Date: 04-17-2025
                                                   Tracking Number: 107853278355
                           Wage and Income Transcript                          
                                                      SSN Provided:  XXX-XX-2384
                                           Tax Period Requested:  December, 2021
        Form 1099-B Proceeds From Broker and Barter Exchange Transactions       
  Payer:
   Payer's Federal Identification Number (FIN):XXXXX6564
   DRIV
   15 EXC
  Recipient:
   Recipient's Identification Number:XXX-XX-2384
   CHRI NER
   7252 E
  Submission Type:.............................................Original document
  Account Number (Optional):.............................................XXX1082
  Date Sold or Disposed:..............................................08-24-2021
  CUSIP Number:........................................................33734X846
  Gross Proceeds:.................................................Gross proceeds
  Bartering:...............................................................$0.00
  Federal Income Tax Withheld:.............................................$0.00
  Proceeds:................................................................$0.00
  Aggregate Profit or (Loss):..............................................$0.00
  Realized Profit or (Loss):...............................................$0.00
  Unrealized Profit or (Loss) 12/31 Prior Year:............................$0.00
  Unrealized Profit or (Loss) 12/31 Current Year:..........................$0.00
  Cost or Basis:...........................................................$0.00
  Wash Sale Loss Disallowed:...............................................$0.00
  Accrued Market Discount Amount:..........................................$0.00
  Description:............................................................0.0011
  Second Notice Indicator:......................................No Second Notice
  Date Acquired:......................................................05-07-2021
  Noncovered Security Indicator:.................................Nothing checked
  Type of Gain or Loss Code:..........................................Short-term
  Applicable Check Box on Form 8949:
  Short term transaction for which the cost or other basis is being reported to
  the IRS
  Loss Not Allowed Indicator:...................................................
  FATCA Filing Requirement:................Box not checked no Filing Requirement
  Proceeds from:.................................................Box not checked
        Form 1099-B Proceeds From Broker and Barter Exchange Transactions       

PDF page 2

  Payer:
   Payer's Federal Identification Number (FIN):XXXXX6564
   DRIV
   15 EXC
  Recipient:
   Recipient's Identification Number:XXX-XX-2384
   CHRI NER
   7252 E
  Submission Type:.............................................Original document
  Account Number (Optional):.............................................XXX1085
  Date Sold or Disposed:..............................................08-24-2021
  CUSIP Number:........................................................37950E408
  Gross Proceeds:.................................................Gross proceeds
  Bartering:...............................................................$0.00
  Federal Income Tax Withheld:.............................................$0.00
  Proceeds:................................................................$6.00
  Aggregate Profit or (Loss):..............................................$0.00
  Realized Profit or (Loss):...............................................$0.00
  Unrealized Profit or (Loss) 12/31 Prior Year:............................$0.00
  Unrealized Profit or (Loss) 12/31 Current Year:..........................$0.00
  Cost or Basis:...........................................................$7.00
  Wash Sale Loss Disallowed:...............................................$0.00
  Accrued Market Discount Amount:..........................................$0.00
  Description:............................................................0.2205
  Second Notice Indicator:......................................No Second Notice
  Date Acquired:......................................................00-00-0000
  Noncovered Security Indicator:.................................Nothing checked
  Type of Gain or Loss Code:..........................................Short-term
  Applicable Check Box on Form 8949:
  Short term transaction for which the cost or other basis is being reported to
  the IRS
  Loss Not Allowed Indicator:...................................................
  FATCA Filing Requirement:................Box not checked no Filing Requirement
  Proceeds from:.................................................Box not checked
        Form 1099-B Proceeds From Broker and Barter Exchange Transactions       
  Payer:
   Payer's Federal Identification Number (FIN):XXXXX6564
   DRIV
   15 EXC
  Recipient:
   Recipient's Identification Number:XXX-XX-2384
   CHRI NER
   7252 E
  Submission Type:.............................................Original document
  Account Number (Optional):.............................................XXX1086
  Date Sold or Disposed:..............................................11-22-2021
  CUSIP Number:........................................................37950E416
  Gross Proceeds:.................................................Gross proceeds
  Bartering:...............................................................$0.00
  Federal Income Tax Withheld:.............................................$0.00
  Proceeds:................................................................$0.00
  Aggregate Profit or (Loss):..............................................$0.00
  Realized Profit or (Loss):...............................................$0.00
  Unrealized Profit or (Loss) 12/31 Prior Year:............................$0.00

PDF page 3

  Unrealized Profit or (Loss) 12/31 Current Year:..........................$0.00
  Cost or Basis:...........................................................$0.00
  Wash Sale Loss Disallowed:...............................................$0.00
  Accrued Market Discount Amount:..........................................$0.00
  Description:............................................................0.0071
  Second Notice Indicator:......................................No Second Notice
  Date Acquired:......................................................05-07-2021
  Noncovered Security Indicator:.................................Nothing checked
  Type of Gain or Loss Code:..........................................Short-term
  Applicable Check Box on Form 8949:
  Short term transaction for which the cost or other basis is being reported to
  the IRS
  Loss Not Allowed Indicator:...................................................
  FATCA Filing Requirement:................Box not checked no Filing Requirement
  Proceeds from:.................................................Box not checked
        Form 1099-B Proceeds From Broker and Barter Exchange Transactions       
  Payer:
   Payer's Federal Identification Number (FIN):XXXXX6564
   DRIV
   15 EXC
  Recipient:
   Recipient's Identification Number:XXX-XX-2384
   CHRI NER
   7252 E
  Submission Type:.............................................Original document
  Account Number (Optional):.............................................XXX1087
  Date Sold or Disposed:..............................................11-22-2021
  CUSIP Number:........................................................37954Y434
  Gross Proceeds:.................................................Gross proceeds
  Bartering:...............................................................$0.00
  Federal Income Tax Withheld:.............................................$0.00
  Proceeds:................................................................$5.00
  Aggregate Profit or (Loss):..............................................$0.00
  Realized Profit or (Loss):...............................................$0.00
  Unrealized Profit or (Loss) 12/31 Prior Year:............................$0.00
  Unrealized Profit or (Loss) 12/31 Current Year:..........................$0.00
  Cost or Basis:...........................................................$5.00
  Wash Sale Loss Disallowed:...............................................$0.00
  Accrued Market Discount Amount:..........................................$0.00
  Description:............................................................0.2490
  Second Notice Indicator:......................................No Second Notice
  Date Acquired:......................................................10-20-2021
  Noncovered Security Indicator:.................................Nothing checked
  Type of Gain or Loss Code:..........................................Short-term
  Applicable Check Box on Form 8949:
  Short term transaction for which the cost or other basis is being reported to
  the IRS
  Loss Not Allowed Indicator:...................................................
  FATCA Filing Requirement:................Box not checked no Filing Requirement
  Proceeds from:.................................................Box not checked
        Form 1099-B Proceeds From Broker and Barter Exchange Transactions       

PDF page 4

  Payer:
   Payer's Federal Identification Number (FIN):XXXXX6564
   DRIV
   15 EXC
  Recipient:
   Recipient's Identification Number:XXX-XX-2384
   CHRI NER
   7252 E
  Submission Type:.............................................Original document
  Account Number (Optional):.............................................XXX1088
  Date Sold or Disposed:..............................................08-24-2021
  CUSIP Number:........................................................37954Y715
  Gross Proceeds:.................................................Gross proceeds
  Bartering:...............................................................$0.00
  Federal Income Tax Withheld:.............................................$0.00
  Proceeds:................................................................$2.00
  Aggregate Profit or (Loss):..............................................$0.00
  Realized Profit or (Loss):...............................................$0.00
  Unrealized Profit or (Loss) 12/31 Prior Year:............................$0.00
  Unrealized Profit or (Loss) 12/31 Current Year:..........................$0.00
  Cost or Basis:...........................................................$2.00
  Wash Sale Loss Disallowed:...............................................$0.00
  Accrued Market Discount Amount:..........................................$0.00
  Description:............................................................0.0676
  Second Notice Indicator:......................................No Second Notice
  Date Acquired:......................................................00-00-0000
  Noncovered Security Indicator:.................................Nothing checked
  Type of Gain or Loss Code:..........................................Short-term
  Applicable Check Box on Form 8949:
  Short term transaction for which the cost or other basis is being reported to
  the IRS
  Loss Not Allowed Indicator:...................................................
  FATCA Filing Requirement:................Box not checked no Filing Requirement
  Proceeds from:.................................................Box not checked
        Form 1099-B Proceeds From Broker and Barter Exchange Transactions       
  Payer:
   Payer's Federal Identification Number (FIN):XXXXX6564
   DRIV
   15 EXC
  Recipient:
   Recipient's Identification Number:XXX-XX-2384
   CHRI NER
   7252 E
  Submission Type:.............................................Original document
  Account Number (Optional):.............................................XXX1089
  Date Sold or Disposed:..............................................08-24-2021
  CUSIP Number:........................................................37954Y814
  Gross Proceeds:.................................................Gross proceeds
  Bartering:...............................................................$0.00
  Federal Income Tax Withheld:.............................................$0.00
  Proceeds:................................................................$0.00
  Aggregate Profit or (Loss):..............................................$0.00
  Realized Profit or (Loss):...............................................$0.00
  Unrealized Profit or (Loss) 12/31 Prior Year:............................$0.00

PDF page 5

  Unrealized Profit or (Loss) 12/31 Current Year:..........................$0.00
  Cost or Basis:...........................................................$0.00
  Wash Sale Loss Disallowed:...............................................$0.00
  Accrued Market Discount Amount:..........................................$0.00
  Description:............................................................0.0075
  Second Notice Indicator:......................................No Second Notice
  Date Acquired:......................................................05-07-2021
  Noncovered Security Indicator:.................................Nothing checked
  Type of Gain or Loss Code:..........................................Short-term
  Applicable Check Box on Form 8949:
  Short term transaction for which the cost or other basis is being reported to
  the IRS
  Loss Not Allowed Indicator:...................................................
  FATCA Filing Requirement:................Box not checked no Filing Requirement
  Proceeds from:.................................................Box not checked
        Form 1099-B Proceeds From Broker and Barter Exchange Transactions       
  Payer:
   Payer's Federal Identification Number (FIN):XXXXX6564
   DRIV
   15 EXC
  Recipient:
   Recipient's Identification Number:XXX-XX-2384
   CHRI NER
   7252 E
  Submission Type:.............................................Original document
  Account Number (Optional):.............................................XXX1090
  Date Sold or Disposed:..............................................10-20-2021
  CUSIP Number:........................................................37954Y814
  Gross Proceeds:.................................................Gross proceeds
  Bartering:...............................................................$0.00
  Federal Income Tax Withheld:.............................................$0.00
  Proceeds:................................................................$0.00
  Aggregate Profit or (Loss):..............................................$0.00
  Realized Profit or (Loss):...............................................$0.00
  Unrealized Profit or (Loss) 12/31 Prior Year:............................$0.00
  Unrealized Profit or (Loss) 12/31 Current Year:..........................$0.00
  Cost or Basis:...........................................................$0.00
  Wash Sale Loss Disallowed:...............................................$0.00
  Accrued Market Discount Amount:..........................................$0.00
  Description:............................................................0.0005
  Second Notice Indicator:......................................No Second Notice
  Date Acquired:......................................................05-07-2021
  Noncovered Security Indicator:.................................Nothing checked
  Type of Gain or Loss Code:..........................................Short-term
  Applicable Check Box on Form 8949:
  Short term transaction for which the cost or other basis is being reported to
  the IRS
  Loss Not Allowed Indicator:...................................................
  FATCA Filing Requirement:................Box not checked no Filing Requirement
  Proceeds from:.................................................Box not checked
        Form 1099-B Proceeds From Broker and Barter Exchange Transactions       

PDF page 6

  Payer:
   Payer's Federal Identification Number (FIN):XXXXX6564
   DRIV
   15 EXC
  Recipient:
   Recipient's Identification Number:XXX-XX-2384
   CHRI NER
   7252 E
  Submission Type:.............................................Original document
  Account Number (Optional):.............................................XXX1091
  Date Sold or Disposed:..............................................08-24-2021
  CUSIP Number:........................................................78464A870
  Gross Proceeds:.................................................Gross proceeds
  Bartering:...............................................................$0.00
  Federal Income Tax Withheld:.............................................$0.00
  Proceeds:................................................................$0.00
  Aggregate Profit or (Loss):..............................................$0.00
  Realized Profit or (Loss):...............................................$0.00
  Unrealized Profit or (Loss) 12/31 Prior Year:............................$0.00
  Unrealized Profit or (Loss) 12/31 Current Year:..........................$0.00
  Cost or Basis:...........................................................$0.00
  Wash Sale Loss Disallowed:...............................................$0.00
  Accrued Market Discount Amount:..........................................$0.00
  Description:............................................................0.0000
  Second Notice Indicator:......................................No Second Notice
  Date Acquired:......................................................05-07-2021
  Noncovered Security Indicator:.................................Nothing checked
  Type of Gain or Loss Code:..........................................Short-term
  Applicable Check Box on Form 8949:
  Short term transaction for which the cost or other basis is being reported to
  the IRS
  Loss Not Allowed Indicator:...................................................
  FATCA Filing Requirement:................Box not checked no Filing Requirement
  Proceeds from:.................................................Box not checked
        Form 1099-B Proceeds From Broker and Barter Exchange Transactions       
  Payer:
   Payer's Federal Identification Number (FIN):XXXXX6564
   DRIV
   15 EXC
  Recipient:
   Recipient's Identification Number:XXX-XX-2384
   CHRI NER
   7252 E
  Submission Type:.............................................Original document
  Account Number (Optional):.............................................XXX1092
  Date Sold or Disposed:..............................................10-20-2021
  CUSIP Number:........................................................78464A870
  Gross Proceeds:.................................................Gross proceeds
  Bartering:...............................................................$0.00
  Federal Income Tax Withheld:.............................................$0.00
  Proceeds:...............................................................$11.00
  Aggregate Profit or (Loss):..............................................$0.00
  Realized Profit or (Loss):...............................................$0.00
  Unrealized Profit or (Loss) 12/31 Prior Year:............................$0.00

PDF page 7

  Unrealized Profit or (Loss) 12/31 Current Year:..........................$0.00
  Cost or Basis:..........................................................$11.00
  Wash Sale Loss Disallowed:...............................................$0.00
  Accrued Market Discount Amount:..........................................$0.00
  Description:............................................................0.0890
  Second Notice Indicator:......................................No Second Notice
  Date Acquired:......................................................00-00-0000
  Noncovered Security Indicator:.................................Nothing checked
  Type of Gain or Loss Code:..........................................Short-term
  Applicable Check Box on Form 8949:
  Short term transaction for which the cost or other basis is being reported to
  the IRS
  Loss Not Allowed Indicator:...................................................
  FATCA Filing Requirement:................Box not checked no Filing Requirement
  Proceeds from:.................................................Box not checked
        Form 1099-B Proceeds From Broker and Barter Exchange Transactions       
  Payer:
   Payer's Federal Identification Number (FIN):XXXXX6564
   DRIV
   15 EXC
  Recipient:
   Recipient's Identification Number:XXX-XX-2384
   CHRI NER
   7252 E
  Submission Type:.............................................Original document
  Account Number (Optional):.............................................XXX1093
  Date Sold or Disposed:..............................................08-24-2021
  CUSIP Number:........................................................922042858
  Gross Proceeds:.................................................Gross proceeds
  Bartering:...............................................................$0.00
  Federal Income Tax Withheld:.............................................$0.00
  Proceeds:................................................................$0.00
  Aggregate Profit or (Loss):..............................................$0.00
  Realized Profit or (Loss):...............................................$0.00
  Unrealized Profit or (Loss) 12/31 Prior Year:............................$0.00
  Unrealized Profit or (Loss) 12/31 Current Year:..........................$0.00
  Cost or Basis:...........................................................$0.00
  Wash Sale Loss Disallowed:...............................................$0.00
  Accrued Market Discount Amount:..........................................$0.00
  Description:............................................................0.0097
  Second Notice Indicator:......................................No Second Notice
  Date Acquired:......................................................04-23-2021
  Noncovered Security Indicator:.................................Nothing checked
  Type of Gain or Loss Code:..........................................Short-term
  Applicable Check Box on Form 8949:
  Short term transaction for which the cost or other basis is being reported to
  the IRS
  Loss Not Allowed Indicator:...................................................
  FATCA Filing Requirement:................Box not checked no Filing Requirement
  Proceeds from:.................................................Box not checked
        Form 1099-B Proceeds From Broker and Barter Exchange Transactions       

PDF page 8

  Payer:
   Payer's Federal Identification Number (FIN):XXXXX6564
   DRIV
   15 EXC
  Recipient:
   Recipient's Identification Number:XXX-XX-2384
   CHRI NER
   7252 E
  Submission Type:.............................................Original document
  Account Number (Optional):.............................................XXX1094
  Date Sold or Disposed:..............................................08-24-2021
  CUSIP Number:........................................................922908652
  Gross Proceeds:.................................................Gross proceeds
  Bartering:...............................................................$0.00
  Federal Income Tax Withheld:.............................................$0.00
  Proceeds:................................................................$0.00
  Aggregate Profit or (Loss):..............................................$0.00
  Realized Profit or (Loss):...............................................$0.00
  Unrealized Profit or (Loss) 12/31 Prior Year:............................$0.00
  Unrealized Profit or (Loss) 12/31 Current Year:..........................$0.00
  Cost or Basis:...........................................................$0.00
  Wash Sale Loss Disallowed:...............................................$0.00
  Accrued Market Discount Amount:..........................................$0.00
  Description:............................................................0.0006
  Second Notice Indicator:......................................No Second Notice
  Date Acquired:......................................................04-23-2021
  Noncovered Security Indicator:.................................Nothing checked
  Type of Gain or Loss Code:..........................................Short-term
  Applicable Check Box on Form 8949:
  Short term transaction for which the cost or other basis is being reported to
  the IRS
  Loss Not Allowed Indicator:...................................................
  FATCA Filing Requirement:................Box not checked no Filing Requirement
  Proceeds from:.................................................Box not checked
                      Form 1098 Mortgage Interest Statement                     
  Recipient/Lender:
   Recipient's Federal Identification Number (FIN):XXXXX5005
   EXCE
   314 S
  Payer/Borrower:
   Payer's Social Security Number:XXX-XX-2384
   CHRI MAGI NER
   2120 E
  Submission Type:.............................................Original document
  Account Number (Optional):..........................................XXXXXX1916
  Mortgage Interest Received from Payer(s)/Borrower(s):................$3,425.00
  Points Paid on Purchase of Principal Residence:..........................$0.00
  Refund of Overpaid Interest:.............................................$0.00
  Mortgage Insurance Premiums:.............................................$0.00
  Outstanding Mortgage Principal:....................................$913,500.00
  Mortgage Origination Date:..........................................10-21-2021
  Property Address Verification:................................................
  Address of property securing Mortgage:..................................7200 W
  Other information from recipient:.............................................

PDF page 9

  The number of mortgaged properties:...............................000000000000
  Mortgage Acquisition Date:..........................................00-00-0000
                                   Form 1099-G                                  
  Payer:
   Payer's Federal Identification Number (FIN):XXXXX4791
   ARIZ
   1600 W
  Recipient:
   Recipient's Identification Number:XXX-XX-2384
   NER CHRI
   2120 E
  Submission Type:.............................................Original document
  Account Number (Optional):........................................XXXXXXXX9161
  RTAA Payments:...........................................................$0.00
  Tax Withheld:............................................................$0.00
  Taxable Grants:..........................................................$0.00
  Unemployment Compensation:...............................................$0.00
  Agricultural Subsidies:..................................................$0.00
  Prior Year Refund:.....................................................$100.00
  Market gain on Commodity Credit Corporation loans repaid:................$0.00
  Year of Refund:...........................................................2019
  1099G Offset:..............Not Refund, Credit, or Offset for Trade or Business
  Second TIN Notice:............................................................
                                  Form 1099-DIV                                 
  Payer:
   Payer's Federal Identification Number (FIN):XXXXX6564
   DRIV
   15 EXC
  Recipient:
   Recipient's Identification Number:XXX-XX-2384
   CHRI NER
   7252 E
  Submission Type:.............................................Original document
  Account Number (Optional):.............................................XXX1176
  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:.......................................................$9.00
  Collectibles (28%) Gain:.................................................$0.00
  Unrecaptured Section 1250 Gain:..........................................$0.00
  Section 1202 Gain:.......................................................$0.00
  Foreign Tax Paid:........................................................$0.00
  Qualified Dividends:.....................................................$6.00
  Section 199A REIT Dividends:.............................................$0.00
  Second Notice Indicator:......................................No Second Notice
  FATCA Filing Requirement:................Box not checked no Filing Requirement
  Exempt Interest Dividends:...............................................$1.00

PDF page 10

  Specified Private Activity Bond Interest Dividend:.......................$0.00
  Section 897 Ordinary Dividends:..........................................$0.00
  Section 897 Capital Gain:................................................$0.00
                  This Product Contains Sensitive Taxpayer Data