Overview
Work History
Accomplishments
Additional Information
Timeline
Generic

Andrea Kerkove

MARKET, Maryland Heights,MO

Overview

18
18
years of professional experience

Work History

Broker

Gain, INVESCO, Edward Jones
Maryland Heights, MO
02.2021 - 03.2024
  • B Proceeds From, and Barter Exchange Transactions - 2021 - Statement for Recipient (Copy B) (OMB NO
  • 1545-0715)
  • Short-Term Transactions for Which Basis is Reported to the IRS; Report on Form 8949, Part I, with Box A checked
  • Short Term (Box 2)
  • Covered (Box 12)
  • Description of Property (Box 1a) / CUSIP / Symbol
  • Activity Type Quantity Sold (Box 1a, Sold or
  • Disposed (Box 1c)
  • Proceeds (Box 1d)
  • Gross Proceeds
  • Reported to the IRS (Box 6) (X)
  • Cost or Other
  • Basis (Box 1e)
  • Unadjusted, /Loss
  • Accrued
  • Market
  • Discount (Box 1f)
  • Wash Sale
  • Loss
  • Disallowed (Box 1g)
  • Federal
  • Income Tax
  • Withheld (Box 4)
  • Loss Not
  • Allowed
  • Based on
  • Amount in
  • Box 1d (Box 7)
  • KYNDRYL HLDGS INC / 50155Q100 / KD Adjusted 03/27/21 for Reason 243
  • Cash in Lieu 0.27368 03/24/2021 11/04/2021 7.26 7.53 -0.27 0.00 0.00 0.00, LTD / G491BT108 / IVZ Adjusted 03/27/21 for Reason 243
  • Sale 0.08091 03/, /2021 1.94 1.98 -0.04 0.00 0.00 0.00
  • Sale 4.85988 Various 03/24/2021 116.63 61.55 55.08 0.00 0.00 0.00
  • Subtotal 4.94079 118.57 63.53 55.04 0.00 0.00 0.00
  • Totals 125.83 71.06 54.77 0.00 0.00 0.002021 CONSOLIDATED 1099 STATEMENT
  • Payer's Identification Number:1591643
  • Information as of February 06, 2022
  • Recipient's Name:
  • ANDREA KERKOVE, Account Number:23277-1-7
  • FIGURES ARE FINAL
  • Page 4 of 8
  • This is important tax information and is being furnished to the Internal Revenue Service (except as indicated)
  • 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 that it has not been reported
  • Edwardjones.com

Parkway
Maryland Heights, MO
07.2019 - 03.2024
  • 2021 1,727.00 920.70 806.30 0.00 0.00 0.00
  • INVESCO LTD / G491BT108 / IVZ Adjusted 03/27/21 for Reason 243
  • Sale 100.14012 Various 03/24/2021 2,403.37 1,895.60 507.77 0.00 0.00 0.00
  • Totals 4,662.12 3,153.50 1,508.62 0.00 0.00 0.002021 CONSOLIDATED 1099 STATEMENT
  • Payer's Identification Number:1591643
  • Information as of February 06, 2022
  • Recipient's Name:
  • ANDREA KERKOVE
  • Edward Jones Account Number:23277-1-7
  • FIGURES ARE FINAL
  • Page 6 of 8
  • This is important tax information and is being furnished to the Internal Revenue Service (except as indicated)
  • 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 that it has not been reported
  • Edwardjones.com, 1099-B Totals Proceeds Cost Basis Unadjusted
  • Gain/Loss
  • Accrued
  • Market
  • Discount Wash Sale
  • Loss
  • Disallowed

Broker

Gain
Maryland Heights, MO
01.2008 - 07.2019
  • B Proceeds From, and Barter Exchange Transactions - 2021 - Statement for Recipient (Copy B) (OMB NO
  • 1545-0715)
  • Long-Term Transactions for Which Basis is Reported to the IRS; Report on Form 8949, Part II, with Box D checked
  • Long Term (Box 2)
  • Covered (Box 12)
  • Description of Property (Box 1a) / CUSIP / Symbol
  • Activity Type Quantity Sold (Box 1a, Date Sold or
  • Disposed (Box 1c)
  • Proceeds (Box 1d)
  • Gross Proceeds
  • Reported to the IRS (Box 6) (X)
  • Cost or Other
  • Basis (Box 1e)
  • Unadjusted, /Loss
  • Accrued
  • Market
  • Discount (Box 1f)
  • Wash Sale
  • Loss
  • Disallowed (Box 1g)
  • Federal
  • Income Tax
  • Withheld (Box 4)
  • Loss Not
  • Allowed
  • Based on
  • Amount in
  • Box 1d (Box 7)
  • MFS INTL DIVERSIFICATION R6 / 552743544 / MDIZX Adjusted 03/27/21 for Reason 243
  • Sale 1.89500 03/, /2021 46.55 37.54 9.01 0.00 0.00 0.00
  • Sale 1.85700 03/

03.2008 - 07.2019
  • 2021 44.15 36.79 7.36 0.00 0.00 0.00
  • Sale 1.99100 03/

06.2008 - 07.2019
  • 2021 51.79 39.45 12.34 0.00 0.00 0.00
  • Subtotal 5.74300 142.49 113.78 28.71 0.00 0.00 0.00
  • MFS GROWTH R6 / 552985673 / MFEKX Adjusted 03/27/21 for Reason 243
  • Sale 0.28100 03/

02.2008 - 07.2019
  • 2021 47.62 30.44 17.18 0.00 0.00 0.00
  • Sale 0.17400 03/

05.2007 - 07.2019
  • 2021 30.12 18.85 11.27 0.00 0.00 0.00
  • Sale 0.27000 03/

07.2009 - 07.2019
  • 2021 50.56 29.33 21.23 0.00 0.00 0.00
  • Sale 0.27800 03/

08.2006 - 07.2019
  • 2021 53.23 30.20 23.03 0.00 0.00 0.00
  • Sale 0.27500 03/

09.2008 - 07.2019
  • 2021 54.32 29.87 24.45 0.00 0.00 0.00
  • Sale 0.28100 03/

Edward Jones
10.2008 - 07.2019
  • 2021 52.63 30.53 22.10 0.00 0.00 0.002021 CONSOLIDATED 1099 STATEMENT
  • Payer's Identification Number:1591643
  • Information as of February 06, 2022
  • Recipient's Name:
  • ANDREA KERKOVE, Account Number:23277-1-7
  • FIGURES ARE FINAL
  • Page 5 of 8
  • This is important tax information and is being furnished to the Internal Revenue Service (except as indicated)
  • 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 that it has not been reported
  • Edwardjones.com

Broker

INVESCO LTD
Maryland Heights, MO
11.2008 - 07.2019
  • B Proceeds From, and Barter Exchange Transactions - 2021 - Statement for Recipient (Copy B) (OMB NO
  • 1545-0715)
  • Long-Term Transactions for Which Basis is Reported to the IRS; Report on Form 8949, Part II, with Box D checked
  • (continued)
  • Long Term (Box 2)
  • Covered (Box 12)
  • Description of Property (Box 1a) / CUSIP / Symbol
  • Activity Type Quantity Sold (Box 1a, Sold or
  • Disposed (Box 1c)
  • Proceeds (Box 1d)
  • Gross Proceeds
  • Reported to the IRS (Box 6) (X)
  • Cost or Other
  • Basis (Box 1e)
  • Unadjusted
  • Gain/Loss
  • Accrued
  • Market
  • Discount (Box 1f)
  • Wash Sale
  • Loss
  • Disallowed (Box 1g)
  • Federal
  • Income Tax
  • Withheld (Box 4)
  • Loss Not
  • Allowed
  • Based on
  • Amount in
  • Box 1d (Box 7)
  • MFS GROWTH R6 / 552985673 / MFEKX (continued)
  • Sale 0.23100 03/, /2021 46.77 25.09 21.68 0.00 0.00 0.00
  • Sale 0.26800 03/, This is not a Form 1099
  • The supplemental information below may contain foreign source income or state exclusions
  • You may be able to claim as a deduction on your tax return a portion of your foreign tax paid
  • If you have state exclusions that report the amount of income derived from federal, municipal and U.S
  • Territory obligations, a portion of this amount may be excludable from state taxable income based upon the state's law
  • The information includes the state of issuance of the municipal bond or the state from which income is derived
  • This state is presumed to be your state of residency
  • Consult your tax professional as to how this information may impact your tax return
  • Foreign Source Income
  • Security Name CUSIP Source QuaIified
  • Dividends
  • Total Dividends Foreign Tax
  • Paid
  • Foreign
  • Source
  • Percent
  • Income From
  • Foreign Source
  • Obligations, G491BT108 BERMUDA $16.19 $16.19 $0.00 100.00000 $16.19

Ordinary

Gain
Maryland Heights, MO
12.2008 - 07.2019
  • 2021 54.01 29.11 24.90 0.00 0.00 0.00
  • Subtotal 2.05800 389.26 223.42 165.84 0.00 0.00 0.00
  • TRACTOR SUPPLY CO / 892356106 / TSCO Adjusted 03/27/21 for Reason 243
  • Sale 10.00000 03/, /Loss
  • Considered, Gain/Loss
  • Attributed to
  • Proceeds from
  • Collectibles
  • Federal
  • Withholding
  • State
  • Withholding
  • Total ST Covered 125.83 71.06 54.77 0.00 0.00 0.00 0.00 0.00 0.00
  • Total ST Noncovered 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
  • Total ST 125.83 71.06 54.77 0.00 0.00 0.00 0.00 0.00 0.00
  • Total LT Covered 4,662.12 3,153.50 1,508.62 0.00 0.00 0.00 0.00 0.00 0.00
  • Total LT Noncovered 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
  • Total LT 4,662.12 3,153.50 1,508.62 0.00 0.00 0.00 0.00 0.00 0.00
  • Total Uncosted
  • Proceeds 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
  • Net Totals 4,787.95 3,224.56 1,563.39 0.00 0.00 0.00 0.00 0.00 0.00
  • Important Information Regarding Your Form 1099-B
  • Denotes additional reportable information related to transaction listed immediately above
  • We will report cost basis for "covered" shares to the IRS
  • We will not report cost basis for "noncovered" shares to the IRS
  • Unadjusted Gain/Loss equals Proceeds (Box 1d) minus Cost or Other Basis (Box 1e) and has not been adjusted for Accrued Market Discount (Box 1f), Wash Sale Disallowed (Box 1g), gain/loss considered Ordinary (Box 2), or gain/loss attributed to Proceeds from Collectibles (Box 3)
  • The cost basis for sales of stock received from compensatory options granted after 2013 is the exercise price only and has not been adjusted for any ordinary income recognized upon grant or exercise
  • The IRS may require you to report the Proceeds, Cost or Other Basis, and any adjustments from your Form 1099-B on Form 1040, Schedule D (Capital Gains and Losses) and/or Form 8949 (Sales and Other Dispositions of Capital Assets)
  • Refer to the Instructions for Form 1040, Schedule D, and Form 8949 to determine how to report this information on your tax return
  • LT indicates a long-term gain/(loss), ST indicates a short-term gain/(loss), and Unknown indicates that we did not have enough information to determine the cost basis and/or holding period
  • Ordinary" indicates that some or all the Unadjusted Gain/Loss may be treated as ordinary income or loss
  • Collectibles" indicates that proceeds are from a transaction involving collectibles or from a sale of a security that holds collectibles (e.g
  • A Grantor Trust UIT)
  • 2021 CONSOLIDATED 1099 STATEMENT
  • Payer's Identification Number:1591643
  • Information as of February 06, 2022
  • Recipient's Name:
  • ANDREA KERKOVE
  • Edward Jones Account Number:23277-1-7
  • FIGURES ARE FINAL
  • Page 7 of 8 edwardjones.com, Important Information Regarding Your Form 1099-B (continued)
  • The Average Cost method is used as our default method to calculate cost basis for domestic open-end mutual funds
  • The FIFO (first-in, first-out) method is used for all other securities unless otherwise indicated at the time of sale
  • If you have used any other cost basis calculation method or lot relief methods for noncovered security transactions, do not rely on these figures
  • Also, we are required to calculate and report amortization and accretion adjustments for covered taxable and tax-exempt bonds using "default" methods specified by IRS regulations
  • We make cost basis adjustments on non-covered taxable and tax-exempt bonds for amortization and accretion
  • The cost basis information for non-covered securities transactions is believed to be reliable, but its accuracy and completeness are not guaranteed
  • Therefore, this information should not be relied upon for tax preparation without independent verification by your qualified tax advisor
  • Edward Jones, its employees and financial advisors cannot provide tax or legal advice
  • Payer's Identification Number:1591643
  • Recipient's Name:
  • ANDREA KERKOVE
  • FIGURES ARE FINAL
  • Edward Jones Account Number:23277-1-7
  • Page 8 of 8
  • Information as of February 06, 2022

De

Edward Jones
Maryland Heights, MO
01.2018 - 04.2018
  • Notice of, Minimus Safe Harbor for Revised Forms
  • If there is an incorrect dollar amount on your tax form
  • Edward Jones is not required to correct it if the error differs from the correct amount by no more than $100 (or $25 in the case of tax withheld)
  • You may elect to receive all corrected forms regardless of the dollar amount by calling us at 1-800-282-0829
  • Notice of Tax Information for California Residents
  • Edward Jones is required to report to California residents income earned on non-California state bonds and proceeds from broker exchange transactions reported on
  • Form 1099-B
  • If you are a resident of California and received either of these types of income during 2021, we report this information to you, the IRS and the California
  • Franchise Tax Board
  • Questions?
  • Preparing your tax return: Contact your tax professional, call the IRS at 800-829-1040 or visit the IRS website (www.irs.gov)
  • Edward Jones does not provide tax advice
  • Using Turbo Tax or H&R Block at Home software: Contact Turbo Tax or H&R Block at Home customer support
  • Edward Jones does not provide support for tax preparation software
  • Understanding this tax document: Call Edward Jones at 800-282-0829
  • Associates are available (Central time):
  • Tax Season, ): Monday - Friday, 7 a.m
  • To 7 p.m
  • And Saturdays, (Feb
  • 19 - April 16), 9 a.m
  • To 2 p.m
  • Outside Tax Season: Monday - Friday, 8 a.m
  • To 6 p.m
  • The information reported on your Consolidated 1099 Tax Statement is reported to you and the IRS
  • Please retain for your records
  • Edward Jones, its employees and financial advisors cannot provide tax or legal advice
  • You should consult your attorney or qualified tax advisor regarding your situation
  • (Includes 1099-DIV, 1099-B)CONSOLIDATED 1099 STATEMENT
  • FIGURES ARE FINAL
  • Payer's Identification Number:1591643
  • Page 2 of 8
  • Recipient's Name, Account Number:23277-1-7
  • Recipient's Identification Number:
  • 5028
  • Information as of February 06, 2022
  • This is important tax information and is being furnished to the Internal Revenue Service (except as indicated)
  • 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 that it has not been reported
  • Edwardjones.com, -DIV Dividends and Distributions - 2021 Statement for recipient (Copy B )(OMB NO
  • 1545-0110)
  • Box 1a Total Ordinary Dividends 1,303.31
  • Box 1b Qualified Dividends 995.31
  • Box 2a Total Capital Gain Distributions 410.50
  • Box 2b Unrecap
  • Sec
  • 1250 Gain 0.00
  • Box 2c Section 1202 Gain 0.00
  • Box 2d Collectibles (28%) Gain 0.00
  • Box 3 Nondividend Distributions 0.00
  • Box 4 Federal Income Tax Withheld 0.00
  • Box 5 Section 199A Dividends 0.00
  • Box 6 Investment Expenses 0.00
  • Box 7 Foreign Tax Paid 27.73
  • Box 8 Foreign Country or U.S.Possesion
  • Box 9 Cash Liquidation Distributions 0.00
  • Box 10 Noncash Liquidation Distributions 0.00
  • Box 11 Exempt-Interest Dividends 0.00
  • Box 12 Specified Private Activity Bond Interest Dividends 0.002021 CONSOLIDATED 1099 STATEMENT
  • Payer's Identification Number:1591643
  • Information as of February 06, 2022
  • Recipient's Name:
  • ANDREA KERKOVE
  • Edward Jones Account Number:23277-1-7
  • FIGURES ARE FINAL
  • Page 3 of 8
  • This is important tax information and is being furnished to the Internal Revenue Service (except as indicated)
  • 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 that it has not been reported
  • Edwardjones.com

Financial Advisor

Edward Jones
Maryland Heights, MO
- 01.2006
  • Page 1 of 8
  • Payer's Identification Number:1591643
  • Information, Your 2021 Consolidated 1099 Tax Statement
  • Recipient's Name:
  • ANDREA KERKOVE, :
  • BRANDON KAIN (641) 673-1470, Account Number:23277-1-7
  • Account Holder(s)
  • ANDREA KERKOVE
  • FIGURES ARE FINAL edwardjones.comProgress Parkway, Online Resources
  • Visit www.edwardjones.com/taxcenter for guides, tax reporting information and answers to common questions
  • Online Access Features
  • View, print and download your tax forms any time after they are generated
  • Share your tax forms securely with your tax professional from the Documents screen
  • To get started, select the forms to share and click "Send to
  • Tax Preparer"
  • Import your Consolidated 1099 and Form 1099-R tax data into Turbo Tax, H&R Block at Home or other tax preparation software
  • Visit www.edwardjones.com/access to learn more about these services
  • Restrictions may apply
  • Ask Your Branch to Share Your Tax Forms Securely
  • At your request, your Edward Jones branch team can share your tax forms securely with your tax professional
  • Turbo Tax or other Tax Preparation Software
  • You can import your Edward Jones tax information from within Turbo Tax or H&R Block at Home using the software's import feature
  • Instructions for manually entering certain items of supplemental information are available at www.edwardjones.com/turbotax
  • Download options for other tax preparation software also are available via Online Access
  • Edward Jones does not provide support for tax preparation software
  • Please contact the software provider for assistance
  • Official Tax Document - What Is My Income?
  • The 1099 forms included in this document are the official records of income reported to the IRS and should be used to prepare your tax return
  • Information provided in the supplemental sections is not sent to the IRS
  • This document may not match your December statement due to reclassifications of income occurring after year end.

Accomplishments

  • Potential State Tax Exclusions from Governmental Obligations
  • Federal Obligations Federal Home Loan Banks Federal Farm Credit Banks
  • Security Name CUSIP Income
  • Percent of
  • Income
  • Exclusion
  • Amount
  • Percent of
  • Income
  • Exclusion
  • Amount
  • Percent of
  • Income
  • Exclusion
  • Amount
  • JH BOND R6 410223606 $285.45 6.59297% $18.82 0.00
  • Totals $18.82
  • Total Income from exempt governmental obligations owned by you indirectly: $18.82
  • This additional tax information has been supplied to Edward Jones by outside sources
  • While we cannot assure the accuracy of this information, we believe it to be correct
  • This information is intended as a general guide and does not constitute tax advice
  • You should consult your tax professional or state tax authority to determine how this information may apply to your specific situation
  • Thank you for doing business with Edward Jones
  • This is the end of your 2021 tax reporting information
  • If you have any questions concerning any matter, especially errors or omissions, contact your branch team at 641-673-1470 immediately or contact us

Additional Information

  • to Recipients Recipient's taxpayer identification number - (TIN). For your protection, this form may show only the last four digits of your TIN (social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN)). However, the issuer has reported your complete TIN to the IRS. FATCA filing requirement. If the FATCA filing requirement box is checked, the payer is reporting on this Form 1099 to satisfy its chapter 4 account reporting requirement. You also may have a filing requirement. See the instructions for Form 8938. Account number. May show an account or other unique number the payer assigned to distinguish your account. Please visit www.irs.gov for the most complete and current forms, instructions and other information. Form 1099-DIV Box 1a. Shows total ordinary dividends that are taxable. Include this amount on the "Ordinary dividends" line of Form 1040 or 1040-SR. Also, report it on Schedule B (Form 1040 or 1040-SR), if required. Box 1b. Shows the portion of the amount in box 1a that may be eligible for reduced capital gains rates. See the Instructions for Forms 1040 and 1040-SR for how to determine this amount and where to report. The amount shown may be dividends a corporation paid directly to you as a participant (or beneficiary of a participant) in an employee stock ownership plan (ESOP). Report it as a dividend on your Form 1040 or 1040-SR but treat it as a plan distribution, not as investment income, for any other purpose. Box 2a. Shows total capital gain distributions from a regulated investment company (RIC) or real estate investment trust (REIT). See How To Report in the Instructions for Schedule D (Form 1040 or 1040-SR). But, if no amount is shown in boxes 2b, 2c, 2d and 2f and your only capital gains and losses are capital gain distributions, you may be able to report the amounts shown in box 2a on your Form 1040 or 1040-SR rather than Schedule D. See the Instructions for Forms 1040 and 1040-SR. Box 2b. Shows the portion of the amount in box 2a that is unrecaptured section 1250 gain from certain depreciable real property. See the Unrecaptured Section 1250 Gain Worksheet in the Instructions for Schedule D (Form 1040). Box 2c. Shows the portion of the amount in box 2a that is section 1202 gain from certain small business stock that may be subject to an exclusion. See the Schedule D (Form 1040) instructions. Box 2d. Shows the portion of the amount in box 2a that is 28% rate gain from sales or exchanges of collectibles. If required, use this amount when completing the 28% Rate Gain Worksheet in the Instructions for Schedule D (Form 1040). Box 2e. Shows the portion of the amount in box 1a that is section 897 gain attributable to disposition of U.S. real property interests (USRPI). Box 2f. Shows the portion of the amount in box 2a that is section 897 gain attributable to disposition of USRPI. Note: Boxes 2e and 2f apply only to foreign persons and entities whose income maintains its character when pased through or distributed to its direct or indirect foreign owners or beneficiaries. It is generally treated as effectively connected to a trade or business within the Untied States. See the instructions for your tax return. Box 3. Shows a return of capital. To the extent of your cost (or other basis) in the stock, the distribution reduces your basis and is not taxable. Any amount received in excess of your basis is taxable to you as capital gain. See Pub. 550. Box 4. Shows backup withholding. A payer must backup withhold on certain payments if you did not give your TIN to the payer. See Form W-9, for information on backup withholding. Include this amount on your income tax return as tax withheld. Box 5. Shows the portion of the amount in box 1a that may be eligible for the 20% qualified business income deduction under section 199A. See the instructions for Form 8995 and Form 8995-A. Box 6. Shows your share of expenses of a nonpublicly offered RIC, generally a nonpublicly offered mutual fund. This amount is included in box 1a. Box 7. Shows the foreign tax that you may be able to claim as a deduction or a credit on Form 1040 or 1040-SR. See the Instructions for Forms 1040 and 1040-SR. Box 8. This box should be left blank if a RIC reported the foreign tax shown in box 7. Boxes 9 and 10. Shows cash and noncash liquidation distributions. Box 11. Shows exempt-interest dividends from a mutual fund or other RIC paid to you during the calendar year. See the Instructions for Forms 1040 and 1040-SR for where to report. This amount may be subject to backup withholding. See Box 4 above. Box 12. Shows exempt-interest dividends subject to the alternative minimum tax. This amount is included in box 11. See the Instructions for Form 6251. Boxes 13-15. State income tax withheld reporting boxes. Nominees. If this form includes amounts belonging to another person, you are considered a nominee recipient. You must file Form 1099-DIV (with a Form 1096) with the IRS for each of the other owners to show their share of the income, and you must furnish a Form 1099-DIV to each. A spouse is not required to file a nominee return to show amounts owned by the other spouse. See the 2021 General Instructions for Certain Information Returns. Future developments. For the latest information about developments related to Form 1099-DIV and its instructions, such as legislation enacted after they were published, go to www.irs.gov/Form1099DIV. Form 1099-B Brokers and barter exchanges must report proceeds from (and in some cases, basis for) transactions to you and the IRS on Form 1099-B. Reporting is also required when your broker knows or has reason to know that a corporation in which you own stock has had a reportable change in control or capital structure. You may be required to recognize gain from the receipt of cash, stock, or other property that was exchanged for the corporation's stock. If your broker reported this type of transaction to you, the corporation is identified in box 1a. CUSIP number. Shows the CUSIP (Committee on Uniform Security Identification Procedures) number or other applicable identifying number. Applicable checkbox on Form 8949. Indicates where to report this transaction on Form 8949 and Schedule D, (Form 1040), and which checkbox is applicable. See the instructions for your Schedule D (Form 1040) and/or Form 8949. Box 1a. Shows a brief description of the item or service for which amounts are being reported. For regulated futures contracts and forward contracts, "RFC" or other appropriate description may be shown. For Section 1256 option contracts, "Section 1256 option" or other appropriate description may be shown. For a corporation that had a reportable change in control or capital structure, this box may show the class of stock as C (common), P (preferred), or O (other). Box 1b. This box may be blank if box 5 is checked or if the securities sold were acquired on a variety of dates. For short sales, the date shown is the date you acquired the security delivered to close the short sale. Box 1c. Shows the trade date of the sale or exchange. For short sales, the date shown is the date the security was delivered to close the short sale. For aggregate reporting in boxes 8 through 11, no entry will be present. Box 1d. Shows the cash proceeds, reduced by any commissions or transfer taxes related to the sale, for transactions involving stocks, debt, commodities, forward contracts, non-Section 1256 option contracts, or securities futures contracts. May show the proceeds from the disposition of your interest(s) in a widely held fixed investment trust. May also show the aggregate amount of cash and the fair market value of any stock or other property received in a reportable change in control or capital structure arising from the corporate transfer of property to a foreign corporation. Losses on forward contracts or non-Section 1256 option contracts are shown in parentheses. This box does not include proceeds from regulated futures contracts or Section 1256 option contracts. Report this amount on Form 8949 or on Schedule D (Form 1040) (whichever is applicable) as explained in the Instructions for Schedule D (Form 1040).edwardjones.com 201 Progress Parkway
  • Box 1e. Shows the cost or other basis of securities sold. If the securities were acquired through the exercise of a noncompensatory option granted or acquired on or after January 1, 2014, the basis has been adjusted to reflect your option premium. If the securities were acquired through the exercise of a noncompensatory option granted or acquired before January 1, 2014, your broker is permitted, but not required, to adjust the basis to reflect your option premium. If the securities were acquired through the exercise of a compensatory option, the basis has not been adjusted to include any amount related to the option that was reported to you on a Form W-2. If box 5 is checked, box 1e may be blank. See the Instructions for Form 8949, the Instructions for Schedule D, (Form 1040), or Pub. 550 for details. Box 1f. Shows the amount of accrued market discount. For details on market discount, see the Schedule D (Form 1040) instructions, the Instructions for Form 8949, and Pub. 550. If box 5 is checked, box 1f may be blank. Box 1g. Shows the amount of nondeductible loss in a wash sale transaction. For details on wash sales, see the Schedule D (Form 1040) instructions, the Instructions for Form 8949, and Pub. 550. If box 5 is checked, box 1g may be blank. Box 2. The short-term and long-term boxes pertain to short-term gain or loss and long-term gain or loss. If the "Ordinary" box is checked, your security may be subject to special rules. For example, gain on a contingent payment debt instrument subject to the noncontingent bond method is generally treated as ordinary interest income rather than as capital gain. See the Instructions for Form 8949, Pub. 550, or Pub. 1212 for more details on whether there are any special rules or adjustments that might apply to your security. If box 5 is checked, box 2 may be blank. Box 3. If checked, proceeds are from a transaction involving collectibles or from a Qualified Opportunity Fund (QOF). Box 4. Shows backup withholding. Generally, a payer must backup withhold if you did not furnish your TIN to the payer. See Form W-9 for information on backup withholding. Include this amount on your income tax return as tax withheld. Box 5. If checked, the securities sold were noncovered securities and boxes 1b, 1e, 1f, 1g, and 2 may be blank. Generally, a noncovered security means: stock purchased before 2011, stock in most mutual funds purchased before 2012, stock purchased in or transferred to a dividend reinvestment plan before 2012, debt acquired before 2014, options granted or acquired before 2014, and securities futures contracts entered into before 2014. Box 6. If the exercise of a noncompensatory option resulted in a sale of a security, a checked "net proceeds" box indicates whether the amount in box 1d was adjusted for option premium. Box 7. If checked, you cannot take a loss on your tax return based on gross proceeds from a reportable change in control or capital structure reported in box 1d. See the Form 8949 and Schedule D (Form 1040) instructions. The broker should advise you of any losses on a separate statement. Regulated Futures Contracts, Foreign Currency Contracts, and Section 1256 Option Contracts (Boxes 8 Through 11) Box 8. Shows the profit or (loss) realized on regulated futures, foreign currency, or Section 1256 option contracts closed during 2021. Box 9. Shows any year-end adjustment to the profit or (loss) shown in box 8 due to open contracts on December 31, 2020. Box 10. Shows the unrealized profit or (loss) on open contracts held in your account on December 31, 2021. These are considered closed out as of that date. This will become an adjustment reported as unrealized profit or (loss) on open contracts - 12/31/2021 in 2022. Box 11. Boxes 8, 9, and 10 are all used to figure the aggregate profit or (loss) on regulated futures, foreign currency, or Section 1256 option contracts for the year. Include this amount on your 2021 Form 6781. Box 12. If checked, the basis in box 1e has been reported to the IRS and either the short-term or the long-term gain or loss box in box 2 will be checked. If box 12 is checked on Form(s) 1099-B and NO adjustment is required, see the instructions for your Schedule D (Form 1040) as you may be able to report your transaction directly on Schedule D (Form 1040). If the "Ordinary" box in box 2 is checked, an adjustment may be required. Box 13. Shows the cash you received, the fair market value of any property or services you received, and the fair market value of any trade credits or scrip credited to your account by a barter exchange. See Pub. 525. Boxes 14-16. Show state(s)/local income tax information. Future developments. For the latest information about any developments related to Form 1099-B and its instructions, such as legislation enacted after they were published, go to www.irs.gov/Form1099B. FreeFile. Go to www.irs.gov/FreeFile to see if you qualify for no-cost online federal tax preparation, e-filing, and dirct deposit or payment options.

Timeline

Broker

Gain, INVESCO, Edward Jones
02.2021 - 03.2024

Parkway
07.2019 - 03.2024

De

Edward Jones
01.2018 - 04.2018

07.2009 - 07.2019

Ordinary

Gain
12.2008 - 07.2019

Broker

INVESCO LTD
11.2008 - 07.2019

Edward Jones
10.2008 - 07.2019

09.2008 - 07.2019

06.2008 - 07.2019

03.2008 - 07.2019

02.2008 - 07.2019

Broker

Gain
01.2008 - 07.2019

05.2007 - 07.2019

08.2006 - 07.2019

Financial Advisor

Edward Jones
- 01.2006

Similar Profiles

CREATE PROFILE
Andrea Kerkove