Charlotte Squab Financial Services EIN: 13-5596127 123 Wall Street New York, NY 10022 December 31, 2019 Joan
Question:
Charlotte Squab Financial Services
EIN: 13-5596127
123 Wall Street
New York, NY 10022
December 31, 2019
Joan and Noah Arc
1265 W. Riverview Avenue
Dayton, OH 45402
SSN: 456-87-5432
Dividends | ||||||
Payor | Box 1 a Ordinary Dividends | Box 1b Qualified Dividends | Box 2a Capital Gain Distributions | Box 4 Federal Income Tax Withheld | Box 6 Foreign Tax Paid | Box 10 Tax- Exempt Dividends |
Exxon Mobil | 308.00 | 308.00 | 00.00 | 00.00 | 00.00 | 00.00 |
Texas Utilities | 1,220.00 | 1,220.00 | 00.00 | 00.00 | 00.00 | 00.00 |
Coca-Cola | 320.00 | 320.00 | 00.00 | 00.00 | 00.00 | 00.00 |
Stock Transactions | ||||
Description | Date Acquired | Date Sold | Proceeds | Basis Reported To IRS |
100 shares Blue Corp. | 02/11/2019 | 08/15/2019 | 4,500.00 | 2,500.00 |
50 shares Yellow Corp. | 01/13/2019 | 06/05/2019 | 6,100.00 | 5,300.00 |
25 shares Red corp. | 10/02/2008 | 10/07/2019 | 12,300.00 | 1,600.00 |
ROUNDUP DAYCARE CENTER 245 N. WILKINSON TREET DAYTON, OH 45402
January 12, 2020
Noah and Joan Arc
1265 W. Riverview Avenue
Dayton, OH 45402
Dear Joan and Noah,
Thank you for a great 2019 at Roundup! We appreciate your patronage during the year and hope to provide excellent service for Mary Sue in 2020. We have provided the tax information for calendar year 2019 below. Please let us know if you need any additional informational.
Sincerely,
Charles F. Burgundian
Charles F. Burgundian
Executive Director, Roundup Day Care
EIN 54-0983456
Date of Service | Amount Paid | Child’s Name |
Jan 01, 2019 to Dec 31, 2019 | $2,700 | Mary Sue Arc |
Income Tax Fundamentals 2019
ISBN: 9781337703062
37th edition
Authors: Gerald E. Whittenburg, Steven Gill