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This Product Contains Sensitive Taxpayer Data

Wage and Income Transcript

Request Date: 07-10-2019
Response Date: 07-10-2019
Tracking Number: 999999999999

SSN Provided: 707-00-8679
Tax Period Requested: December, 2009

Form 5498 Individual Retirement Arrangement Contribution Information

Trustee:

Trustee/Issuer's Federal Identification Number (FIN): 00-8741165
SAMPLE PAYER 1
7880 FOURTH AVE
LOS ANGELES, CA 90013

Participant:

Participant's Identification Number: 707-00-8679
BRIAN TAYLOR
8721 Flint Falls Dr
DALLAS, TX 75243

Submission Type:Original document
Account Number (Optional):999999999
IRA Contributions:$0.00
Rollover Contributions:$0.00
Roth Conversion Amount:$0.00
Recharacterized Contributions:$0.00
Fair Market Value of Account:$163.00
Life Insurance Cost Included in Box 1:$0.00
SEP Code:Not Checked
IRA Code:Checked
Simple Code:Not Checked
Roth IRA Code:Not Checked
RMD For Subsequent Year:RMD box not checked
SEP Contributions:$0.00
SIMPLE Contributions:$0.00
Roth IRA Contributions:$0.00

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Payer's Federal Identification Number (FIN): 00-0769609
SAMPLE PAYER 2
7718 SIXTH AVE
ATLANTA, GA 30305

Recipient:

Recipient's Identification Number: 707-00-8679
BRIAN TAYLOR
8721 Flint Falls Dr
DALLAS, TX 75243

Submission Type:Original document
Account Number:999999999
Date of Sale or Exchange:10-20-2009
CUSIP Number:88888888888
Gross Proceeds:Gross proceeds minus commissions and option premiums
Bartering:$0.00
Federal Income Tax Withheld:$0.00
Stocks and Bonds:$2,977.00
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
Description:ISHARES TR
Second Notice Indicator:No Second Notice
Number of Shares Exchanged:0000000000054
Class/Classes of Stock Exchanged:
Recipient Indicator:Loss can be taken on tax return

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Payer's Federal Identification Number (FIN): 00-1296694
SAMPLE PAYER 3
6944 EIGHTH ST
JACKSONVILLE, FL 32034

Recipient:

Recipient's Identification Number: 707-00-8679
BRIAN TAYLOR
8721 Flint Falls Dr
DALLAS, TX 75243

Submission Type:Original document
Account Number:999999999
Date of Sale or Exchange:10-20-2009
CUSIP Number:88888888888
Gross Proceeds:Gross proceeds minus commissions and option premiums
Bartering:$0.00
Federal Income Tax Withheld:$0.00
Stocks and Bonds:$3,145.00
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
Description:CAPITAL WORLD BOND FUND CL C
Second Notice Indicator:No Second Notice
Number of Shares Exchanged:0000000000155
Class/Classes of Stock Exchanged:
Recipient Indicator:Loss can be taken on tax return

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Payer's Federal Identification Number (FIN): 00-1597262
SAMPLE PAYER 4
5096 CEDAR AVE
AKRON, OH 44223

Recipient:

Recipient's Identification Number: 707-00-8679
BRIAN TAYLOR
8721 Flint Falls Dr
DALLAS, TX 75243

Submission Type:Original document
Account Number:999999999
Date of Sale or Exchange:10-20-2009
CUSIP Number:88888888888
Gross Proceeds:Gross proceeds minus commissions and option premiums
Bartering:$0.00
Federal Income Tax Withheld:$0.00
Stocks and Bonds:$4,501.00
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
Description:PIMCO HIGH YIELD FUND CL C
Second Notice Indicator:No Second Notice
Number of Shares Exchanged:0000000000525
Class/Classes of Stock Exchanged:
Recipient Indicator:Loss can be taken on tax return

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Payer's Federal Identification Number (FIN): 00-8000241
SAMPLE PAYER 5
5316 FIFTH AVE
BIRMINGHAM, AL 35064

Recipient:

Recipient's Identification Number: 707-00-8679
BRIAN TAYLOR
8721 Flint Falls Dr
DALLAS, TX 75243

Submission Type:Original document
Account Number:999999999
Date of Sale or Exchange:10-20-2009
CUSIP Number:88888888888
Gross Proceeds:Gross proceeds minus commissions and option premiums
Bartering:$0.00
Federal Income Tax Withheld:$0.00
Stocks and Bonds:$7,205.00
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
Description:EURO PACIFIC GROWTH FUND CL C
Second Notice Indicator:No Second Notice
Number of Shares Exchanged:0000000000189
Class/Classes of Stock Exchanged:
Recipient Indicator:Loss can be taken on tax return

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Payer's Federal Identification Number (FIN): 00-1397530
SAMPLE PAYER 6
8903 FOURTH ST
CHICAGO, IL 60603

Recipient:

Recipient's Identification Number: 707-00-8679
BRIAN TAYLOR
8721 Flint Falls Dr
DALLAS, TX 75243

Submission Type:Original document
Account Number:999999999
Date of Sale or Exchange:10-20-2009
CUSIP Number:88888888888
Gross Proceeds:Gross proceeds minus commissions and option premiums
Bartering:$0.00
Federal Income Tax Withheld:$0.00
Stocks and Bonds:$9,376.00
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
Description:ROYCE LOW PRICED STK CL SVC
Second Notice Indicator:No Second Notice
Number of Shares Exchanged:0000000000681
Class/Classes of Stock Exchanged:
Recipient Indicator:Loss can be taken on tax return

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Payer's Federal Identification Number (FIN): 00-8292098
SAMPLE PAYER 7
4086 FOURTH AVE
KNOXVILLE, TN 37918

Recipient:

Recipient's Identification Number: 707-00-8679
BRIAN TAYLOR
8721 Flint Falls Dr
DALLAS, TX 75243

Submission Type:Original document
Account Number:999999999
Date of Sale or Exchange:10-20-2009
CUSIP Number:88888888888
Gross Proceeds:Gross proceeds minus commissions and option premiums
Bartering:$0.00
Federal Income Tax Withheld:$0.00
Stocks and Bonds:$11,625.00
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
Description:EVERGREEN INTL GROWTH FD CL C
Second Notice Indicator:No Second Notice
Number of Shares Exchanged:0000000001670
Class/Classes of Stock Exchanged:
Recipient Indicator:Loss can be taken on tax return

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Payer's Federal Identification Number (FIN): 00-4833177
SAMPLE PAYER 8
7178 SEVENTH AVE
DETROIT, MI 48216

Recipient:

Recipient's Identification Number: 707-00-8679
BRIAN TAYLOR
8721 Flint Falls Dr
DALLAS, TX 75243

Submission Type:Original document
Account Number:999999999
Date of Sale or Exchange:10-20-2009
CUSIP Number:88888888888
Gross Proceeds:Gross proceeds minus commissions and option premiums
Bartering:$0.00
Federal Income Tax Withheld:$0.00
Stocks and Bonds:$19,409.00
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
Description:EATON VANCE LARGE CAP VALUE C
Second Notice Indicator:No Second Notice
Number of Shares Exchanged:0000000001178
Class/Classes of Stock Exchanged:
Recipient Indicator:Loss can be taken on tax return

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Payer's Federal Identification Number (FIN): 00-1538031
SAMPLE PAYER 9
7077 SECOND ST
TAMPA, FL 33607

Recipient:

Recipient's Identification Number: 707-00-8679
BRIAN TAYLOR
8721 Flint Falls Dr
DALLAS, TX 75243

Submission Type:Original document
Account Number:999999999
Date of Sale or Exchange:10-20-2009
CUSIP Number:88888888888
Gross Proceeds:Gross proceeds minus commissions and option premiums
Bartering:$0.00
Federal Income Tax Withheld:$0.00
Stocks and Bonds:$31,502.00
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
Description:FIDELITY INVT GRADE BOND
Second Notice Indicator:No Second Notice
Number of Shares Exchanged:0000000004468
Class/Classes of Stock Exchanged:
Recipient Indicator:Loss can be taken on tax return

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Payer's Federal Identification Number (FIN): 00-6683589
SAMPLE PAYER 10
4217 NINTH AVE
NEW ORLEANS, LA 70032

Recipient:

Recipient's Identification Number: 707-00-8679
BRIAN TAYLOR
8721 Flint Falls Dr
DALLAS, TX 75243

Submission Type:Original document
Account Number:999999999
Date of Sale or Exchange:10-20-2009
CUSIP Number:88888888888
Gross Proceeds:Gross proceeds minus commissions and option premiums
Bartering:$0.00
Federal Income Tax Withheld:$0.00
Stocks and Bonds:$32,807.00
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
Description:VANGUARD INDEX TRUST 500 FUND
Second Notice Indicator:No Second Notice
Number of Shares Exchanged:0000000000326
Class/Classes of Stock Exchanged:
Recipient Indicator:Loss can be taken on tax return

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Payer's Federal Identification Number (FIN): 00-9981642
SAMPLE PAYER 11
7587 SEVENTH ST
LOS ANGELES, CA 90013

Recipient:

Recipient's Identification Number: 707-00-8679
BRIAN TAYLOR
8721 Flint Falls Dr
DALLAS, TX 75243

Submission Type:Original document
Account Number:999999999
Date of Sale or Exchange:10-30-2009
CUSIP Number:88888888888
Gross Proceeds:Gross proceeds minus commissions and option premiums
Bartering:$0.00
Federal Income Tax Withheld:$0.00
Stocks and Bonds:$2,902.00
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
Description:OPPENHEIMER SR FLOAT RATE CL C
Second Notice Indicator:No Second Notice
Number of Shares Exchanged:0000000000382
Class/Classes of Stock Exchanged:
Recipient Indicator:Loss can be taken on tax return

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Payer's Federal Identification Number (FIN): 00-3952634
SAMPLE PAYER 12
4712 NINTH ST
CHICAGO, IL 60603

Recipient:

Recipient's Identification Number: 707-00-8679
BRIAN TAYLOR
8721 Flint Falls Dr
DALLAS, TX 75243

Submission Type:Original document
Account Number:999999999
Date of Sale or Exchange:12-14-2009
CUSIP Number:88888888888
Gross Proceeds:Gross proceeds minus commissions and option premiums
Bartering:$0.00
Federal Income Tax Withheld:$0.00
Stocks and Bonds:$33,260.00
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
Description:EXCO RESOURCES INC
Second Notice Indicator:No Second Notice
Number of Shares Exchanged:0000000001650
Class/Classes of Stock Exchanged:
Recipient Indicator:Loss can be taken on tax return

Form 1099-DIV

Payer:

Payer's Federal Identification Number (FIN): 00-2771739
SAMPLE PAYER 13
6132 MAPLE AVE
LOS ANGELES, CA 90013

Recipient:

Recipient's Identification Number: 707-00-8679
BRIAN TAYLOR
8721 Flint Falls Dr
DALLAS, TX 75243

Submission Type:Original document
Account Number (Optional):999999999
Tax Withheld:$0.00
Capital Gains:$0.00
Non-Dividend Distribution:$82.00
Cash Liquidation Distribution:$0.00
Non-Cash Liquidation Distribution:$0.00
Investment Expense:$0.00
Ordinary Dividend:$1,194.00
Collectibles (28%) Gain:$0.00
Unrecaptured Section 1250 Gain:$0.00
Section 1202 Gain:$0.00
Foreign Tax Paid:$0.00
Qualified Dividends:$366.00
Second Notice Indicator:No Second Notice

Form 1099-MISC

Payer:

Payer's Federal Identification Number (FIN): 00-8684082
SAMPLE PAYER 14
1993 PARK AVE
PHOENIX, AZ 85005

Recipient:

Recipient's Identification Number: 707-00-8679
BRIAN TAYLOR
8721 Flint Falls Dr
DALLAS, TX 75243

Submission Type: Original document
Account Number (Optional): N/A
Tax Withheld: 0.00
Non-Employee Compensation: $27,311.00
Medical Payments: 0.00
Fishing Income: 0.00
Rents: 0.00
Royalties: 0.00
Other Income: 0.00
Substitute Payments for Dividends: 0.00
Excess Golden Parachute: 0.00
Crop Insurance: 0.00
Attorney Fees: 0.00
Section 409A Deferrals: 0.00
Section 409A Income: 0.00
Direct Sales Indicator: Not Direct Sales
Second Notice Indicator: No Second Notice

This Product Contains Sensitive Taxpayer Data