HomeMy WebLinkAboutStudio Party MiamiProposal for Temporary Holiday Themed Experience
Submitted by: Studio Party Miami – Powered by CooLAM Productions
Contact:
Ran Oz
Owner
Phone: 818-915-0001
Email: CoolamProductions@gmail.com
Submitted to: City of Sunny Isles Beach
RFP #25-08-01
September 2025
Executive Summary
Studio Party Miami proposes a Winter Village at Gateway Park that blends holiday magic with
local culture and economic impact. Our concept includes a Faux Ice Skating Rink, Live
Onstage Entertainment, and a Holiday Designer Bazaar. We will integrate sponsorships and
community vendors to ensure the event is self-funded with potential revenue sharing with the
City.
Project Approach
Design & Build: Faux ice rink, holiday décor, stage setup, and bazaar booths.
Programming: Local school choirs, dance groups, multicultural showcases, weekend
headliners, and family activities.
Community Integration: Partnerships with local businesses and artisans for sponsorship and
participation.
Operations: Admissions model with staff, insurance, security, and maintenance, fully
compliant with City requirements.
Qualifications
With 15+ years producing over 50 large-scale festivals across South Florida, Studio Party
Miami has extensive experience delivering community-driven events. Our track record
includes managing live entertainment, vendor marketplaces, and specialty attractions. We
maintain strong relationships with local artists and businesses to maximize cultural and
economic benefits.
References
We will provide three client reference letters from:
- Aventura Isles HOA (Back-to-School Festival)
- Chabad Russian Center Sunny Isles (Chanukah Festival, over 10 years)
- Pembroke Shores HOA (30-Year Anniversary Festival at CB-Smith Park)
Financial Capacity
Studio Party Miami maintains strong financial stability with two years of financial statements
provided. We have consistently structured events on a sponsorship-driven revenue model
covering all production costs.
Insurance & Compliance
We carry all required insurances including:
- General Liability ($1M/$2M aggregate)
- Umbrella ($1M)
- Worker’s Comp ($1M per accident)
- Business Auto ($1M)
We also comply with all E-Verify, OSHA, and City requirements.
Proposed Compensation & Revenue Model
Studio Party Miami will secure sponsors and vendor fees to fully fund the event. The faux ice
rink admissions and certain attractions will operate on a revenue-sharing model with the City.
This ensures no upfront financial burden to the City, while maximizing community
engagement and tourism impact.
Conclusion
We are excited to partner with the City of Sunny Isles Beach to create a premier Winter
Village attraction. This experience will celebrate community, showcase local talent, and
generate economic benefit while delivering unforgettable holiday memories.
CLIENT'S COPY
Caution: Forms printed from within Adobe Acrobat products may not meet IRS or state taxing agency specifications. When using Acrobat, select the "Actual Size" in the Adobe "Print" dialog.
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
426301 04-01-24
Tax Year Tax Year
2024
Increase
(Decrease)Description 2023
Name(s) as shown on return Social security number
2023 Filing Status 2024 Filing Status
2023 Tax Bracket 2024 Tax Bracket
Two-Year Comparison Worksheet 2024
Ran & Sharon Oz
Married Filing Joint Married Filing Joint
Wages, salaries, and tips 0.12,000.12,000.
Schedule D (capital gain/loss)0.23,812.23,812.
Sch. C (business income/loss)67,820.250.-67,570.
Schedule E (rental and passthrough)0.46,223.46,223.
Total income 67,820.82,285.14,465.
Deductible part of SE tax 4,791.0.-4,791.
Total adjustments 4,791.0.-4,791.
Adjusted gross income 63,029.82,285.19,256.
Standard deduction 27,700.29,200.1,500.
Qualified business income deduction 7,066.10,617.3,551.
Total deductions 34,766.39,817.5,051.
Taxable income 28,263.42,468.14,205.
Tax 2,953.4,633.1,680.
Tax before credits 2,953.4,633.1,680.
Child tax cr. and cr. for oth. dep.2,953.4,033.1,080.
Form 2441 (child care credit)0.600.600.
Tax after non-refundable credits 0.0.0.
Schedule SE (self-employment tax)9,582.0.-9,582.
Total tax 9,582.0.-9,582.
Schedule EIC (earned income credit)79.0.-79.
Sch. 8812 (add. child tax credit)3,047.1,463.-1,584.
Total payments 3,126.1,463.-1,663.
Tax overpaid 0.1,463.1,463.
Amount refunded 0.1,463.1,463.
Balance due 6,456.0.-6,456.
12.0%12.0%
OREN GULASA CPA SERVICES CORP
20803 BISCAYNE BLVD SUITE 101, AVENTURA FL 33180
INFO@OGCPASERVICES.COM TEL: 305-767-7408
February 19, 2025
Ran & Sharon Oz
609 NE 191st Street
Miami, FL 33179
Dear Mr. and Mrs. Oz:
Enclosed is your 2024 income tax return.
Specific filing instructions are as follows.
FEDERAL INCOME TAX RETURN:
This return has been prepared for electronic filing and the practitioner PIN program has been elected.
Please sign and return Form 8879 to our office. We will then transmit your return electronically to the
IRS. If after three weeks you have not received your refund, you may contact the IRS at 1-800-829-4477.
No payment is required as you are due a refund in the amount of $1,463.
Your copy of the return is enclosed for your files. We suggest that you retain this copy indefinitely.
Thank you,
Oren Gulasa, CPA
(Rev. January 2021)
419995 04-01-24
Social security number
Spouse's social security number
(a)(b) (c)
1-888-353-4537
For Paperwork Reduction Act Notice, see your tax return instructions.
| ERO must obtain and retain completed Form 8879.
| Go to www.irs.gov/Form8879 for the latest information.
Note:
1
2
3
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5
1
2
3
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5
Taxpayer's PIN: check one box only
Enter five digits, butdon't enter all zerosERO firm name
only
and
Spouse's PIN: check one box only
ERO firm name Enter five digits, butdon't enter all zeros
only
and
ERO's EFIN/PIN.
Don't enter all zeros
Pub. 1345,
8879
e-file
Department of the TreasuryInternal Revenue Service
Taxpayer's name
Spouse's name ----------------
Under penalties of perjury, I declare that I have examined a copy of the income tax return (original or amended) I am now authorizing, and to the best of my knowledge
and belief, it is true, correct, and complete. I further declare that the amounts in Part I above are the amounts from the income tax return (original or amended) I am now
authorizing. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send my return to the IRS and to receive from the IRS
an acknowledgement of receipt or reason for rejection of the transmission, the reason for any delay in processing the return or refund, and the date of any
refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial
institution account indicated in the tax preparation software for payment of my federal taxes owed on this return and/or a payment of estimated tax, and the financial
institution to debit the entry to this account. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the
authorization. To revoke (cancel) a payment, I must contact the U.S. Treasury Financial Agent at . Payment cancellation requests must be received no
later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes
to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I further acknowledge that the personal identification number
(PIN) below is my signature for the income tax return (original or amended) I am now authorizing and, if applicable, my Electronic Funds Withdrawal Consent.
Your signature |Date |
Spouse's signature |Date |
ERO's signature |Date |
Form (Rev. 01-2021)
Form OMB No. 1545-0074
Submission Identification Number (SID)
(Enter year you are authorizing.)
Enter whole dollars only on lines 1 through 5.
Form 1040-SS filers use line 4 only. Leave lines 1, 2, 3, and 5 blank.
Adjusted gross income
Total tax
Federal income tax withheld from Form(s) W-2 and Form(s) 1099
Amount you want refunded to you
Amount you owe
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
I authorize to enter or generate my PIN as my
signature on the income tax return (original or amended) I am now authorizing.
I will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box if you are
entering your own PIN your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
I authorize to enter or generate my PIN as my
signature on the income tax return (original or amended) I am now authorizing.
will enter my PIN as my signature on the income tax return (original or amended) I am now authorizing. Check this box if you
are entering your own PIN your return is filed using the Practitioner PIN method. The ERO must complete Part III below.
Enter your six-digit EFIN followed by your five-digit self-selected PIN.
I certify that the above numeric entry is my PIN, which is my signature for the electronic individual income tax return (original or amended) I am nowauthorized to file for tax year indicated above for the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the
requirements of the Practitioner PIN method and Handbook for Authorized IRS Providers of Individual Income Tax Returns.
LHA
Part I Tax Return Information - Tax Year Ending December 31,
Part II Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return)
Practitioner PIN Method Returns Only - continue below
Part III Certification and Authentication - Practitioner PIN Method Only
ERO Must Retain This Form - See InstructionsDon't Submit This Form to the IRS Unless Requested To Do So
IRS e-file Signature Authorization8879
=Ran Oz 621 77 9016
768 16 3276
2024
02/19/2025
Sharon Oz
82,285.
1,463.
02/19/2025
OREN GULASA CPA SERVICES CORP
X 0 9 0 1 6
67235X
OREN GULASA CPA SERVICES CORP
6 5 4 3 6 4 2 2 7 7 0
02/19/2025
1
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
419986 10-09-24
Perjury Statement (1040 and 1040NR)
Perjury Statement (1040X)
Electronic Funds Withdrawal Consent
I am signing this Tax Return and Electronic Funds Withdrawal Consent, if applicable, by entering my Self-Select
PIN below.
(enter EFIN plus 5 self-selected numerics)
I declare that the information contained in this electronic tax return is the information furnished to me by the taxpayer. If the
taxpayer furnished me a completed tax return, I declare that the information contained in this electronic tax return is identical
to that contained in the return provided by the taxpayer. If the furnished return was signed by a paid preparer, I declare I have
entered the paid preparer's identifying information in the appropriate portion of this electronic return. If I am the paid preparer,
under the penalties of perjury I declare that I have examined this electronic return, and to the best of my knowledge and belief,
it is true, correct, and complete. This declaration is based on all information of which I have any knowledge.
ERO's PIN
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to
the best of my knowledge and belief, they are true, correct and complete. Declaration of preparer (other than the taxpayer) is
based on all information of which the preparer has any knowledge.
Under penalties of perjury, I declare that I have filed an original return and that I have examined this amended return,
including accompanying schedules and statements, and to the best of my knowledge and belief, this amended return is true,
correct, and complete. Declaration of preparer (other than taxpayer) is based on all information about which the preparer has
any knowledge.
I consent to allow my Intermediate Service Provider, transmitter, or Electronic Return Originator (ERO) to send my return/form
to IRS and to receive the following information from IRS: a) an acknowledgment of receipt or reason for rejection of transmission;
b) the reason for any delay in processing or refund; and, c) the date of any refund.
If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal
(direct debit) entry to the financial institution account indicated in the tax preparation software for payment of my Federal taxes
owed on this return and/or payment of estimated tax, and the financial institution to debit the entry to this account. This
authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization. To
revoke (cancel) a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior
to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of
taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment.
Taxpayer's PIN:Date
Spouse's PIN:
Tax Year 2024 e-file Jurat/Disclosure
for Form 1040 or 1040NR
using Practitioner PIN method
(with or without Electronic Funds Withdrawal)
ERO Declaration
ERO Signature
I am signing this Tax Return by entering my PIN below.
Taxpayer Declarations
Perjury Statement
Consent to Disclosure
65436422770
0219202509016
53276
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10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
Credit for other dependents
Department of the Treasury - Internal Revenue Service
OMB No. 1545-0074 IRS Use Only - Do not write or staple in this space.
Social security number Relationship to you Check the box if qualifies for (see instr.):
Child tax credit
Single or Married
filing separately,
$14,600
Married filing
jointly or
Qualifying
surviving spouse,
$29,200
Head of
household,
$21,900
If you checked
any box under
Standard
Deduction,
see instructions.
Form (2024)
413921 12-30-24
Standard
Deduction for -
If more
than four
depend-
ents, see
instr. and
check
here
Your social security number
Spouse's social security number
Presidential Election Campaign
You Spouse
Yes No
Someone can claim:
Age/Blindness You:Spouse:
(2) (3) (4)
(1)
1040
Filing Status
Digital
Assets
Standard
Deduction
Dependents
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Attach Form(s)W-2 here. Alsoattach FormsW-2G and1099-R if taxwas withheld.
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b
total income
adjusted gross income
Standard deduction or itemized deductions
taxable income
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.FormIf joint return, spouse's first name and middle initial
Check here if you, or yourspouse if filing jointly, want $3 to
go to this fund. Checking a boxbelow will not change your tax orrefund.
State
Foreign postal code
If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QSS box, enter the child's name if the qualifying person is
a child but not your dependent:
If treating a nonresident alien or dual-status alien spouse as a U.S. resident for the entire tax year, check the box and enter their name
(see instructions and attach statement if required):
Were born before January 2, 1960 Are blind Was born before January 2, 1960 Is blind
First name Last name
Taxable interest
Ordinary dividends
Taxable amount
Taxable amount
Taxable amount
For the year Jan. 1 - Dec. 31, 2024, or other tax year beginning , ending See separate instructions.
Your first name and middle initial Last name
Last name
Home address (number and street). If you have a P.O. box, see instructions.Apt. no.
City, town, or post office. If you have a foreign address, also complete spaces below.ZIP code
Foreign country name Foreign province/state/county
Single Head of household (HOH)
Check only
one box.
Married filing jointly (even if only one had income)
Married filing separately (MFS)Qualifying surviving spouse (QSS)
At any time during 2024, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell,
exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.)
You as a dependent Your spouse as a dependent
Spouse itemizes on a separate return or you were a dual-status alien
(see instructions):
Total amount from Form(s) W-2, box 1 (see instructions)
Household employee wages not reported on Form(s) W-2
Tip income not reported on line 1a (see instructions)
Medicaid waiver payments not reported on Form(s) W-2 (see instructions)
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~
Taxable dependent care benefits from Form 2441, line 26
Employer-provided adoption benefits from Form 8839, line 29
Wages from Form 8919, line 6
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
If you did notget a FormW-2, seeinstructions.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other earned income (see instructions)
Nontaxable combat pay election (see instructions)
Add lines 1a through 1h
~~~~~~~
Attach
Sch. B if
required.
Tax-exempt interest ~~~~~~~~~
Qualified dividends ~~~~~~~~~
IRA distributions
Pensions and annuities
~~~~~~~~~~~
~~~~~~~~
Social security benefits ~~
If you elect to use the lump-sum election method, check here (see instructions)~~~~~¥
Capital gain or (loss). Attach Schedule D if required. If not required, check here ~~~~~
Additional income from Schedule 1, line 10 ~~~~~~~~~~~~~~~~~~~~~~~~~¥
Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your ~~~~~~~~~~~~~
Adjustments to income from Schedule 1, line 26 ~~~~~~~~~~~~~~~~~~~~~~
Subtract line 10 from line 9. This is your ~~~~~~~~~~~~~~¥
(from Schedule A)~~~~~~~~~~~~~~
Qualified business income deduction from Form 8995 or Form 8995-A ~~~~~~~~~~~~¥
Add lines 12 and 13 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Subtract line 14 from line 11. If zero or less, enter -0-. This is your ~~~~~~
LHA
U.S. Individual Income Tax Return
Income
1040 2024
""""
Stmt 1
Ran Oz 621 77 9016
Sharon Oz
609 NE 191st Street
Gil Oz 862-76-5791 Son X
Eden Oz 049-63-8415 Son X
12,000.
82,285.
82,285.
29,200.
10,617.
42,468.
23,812.
39,817.
X
Ben Oz 388-87-6326 Son X
46,473.
Miami FL33179
X
768 16 3276
12,000.
3
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
Form 1040 (2024)Page
If you have a
qualifying child,
attach Sch. EIC.
Direct deposit?
See instructions.
Designee's
name
Phone
no.
Personal identification
number (PIN)
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true,correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
If the IRS sent you an Identity
Protection PIN, enter it here
(see inst.)
Your signature Date Your occupation
Spouse's occupationDateSpouse's signature. If a joint return, must sign.If the IRS sent your spouse
an Identity Protection PIN,
enter it here (see inst.)
Joint return?
See instructions.
Keep a copy for
your records.
Phone no.Email address
Preparer's name Preparer's signature Date PTIN
Self-employed
Phone no.
Firm'sname
Firm's EIN
Firm'saddress
Form (2024)
413922 12-08-24
both
2
applied to your 2025 estimated tax
1040
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total other payments and refundable credits 32
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total payments
overpaid
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refunded to you.
c
36
amount you owe.
38
Yes. No
www.irs.gov/Payments
www.irs.gov/Form1040
(see instructions).
Add lines 27, 28, 29, and 31. These are your
Routing number
Account number
Complete below.
Check if:
Check if any from Form(s):8814 4972
Amount from Schedule 2, line 3
Add lines 16 and 17
Child tax credit or credit for other dependents from Schedule 8812
Amount from Schedule 3, line 8
Add lines 19 and 20
Subtract line 21 from line 18. If zero or less, enter -0-
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
Other taxes, including self-employment tax, from Schedule 2, line 21
Add lines 22 and 23. This is your
Federal income tax withheld from:
~~~~~~~~~~~~
Form(s) W-2
Form(s) 1099
Other forms (see instructions)
Add lines 25a through 25c
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2024 estimated tax payments and amount applied from 2023 return
Earned income credit (EIC)~~~~~~~~~~~~~~~~~
Additional child tax credit from Schedule 8812 ~~~~~~~
American opportunity credit from Form 8863, line 8 ~~~~~
Reserved for future use ~~~~~~~~~~~~~~~~~~~
Amount from Schedule 3, line 15 ~~~~~~~~~~~~~~
~~~
Add lines 25d, 26, and 32. These are your
If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you
Amount of line 34 you want If Form 8888 is attached, check here
Type:Checking Savings
Amount of line 34 you want
Subtract line 33 from line 24. This is the
For details on how to pay, go to or see instructions ~~~~~~~~~~
Estimated tax penalty (see instructions)
Do you want to allow another person to discuss this return with the IRS? See
instructions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Go to for instructions and the latest information.
Tax and
Credits
Payments
Refund
Amount
You Owe
Third Party
Designee
Sign
Here
Paid
Preparer
Use Only
Ran & Sharon Oz
Event Organizer
Event Organizer
Oren GulasaOren Gulasa P01698906
OREN GULASA CPA SERVICES CORP
84-4399816
X
4,633.
4,633.
0.
0.
1,463.
1,463.
1,463.
1,463.
621-77-9016
Sharonozcoach@gmail.com
1,463.
20803 BISCAYNE BLVD
AVENTURA, FL 33180
305-767-7408
4,633.
4,033.
X
Oren Gulasa 3057677408 22770
02/19/25
600.
4
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
Department of the TreasuryInternal Revenue Service
414141 12-08-24
Your social security number
Schedule 1 (Form 1040) 2024
OMB No. 1545-0074
AttachmentSequence No.
Name(s) shown on Form 1040, 1040-SR, or 1040-NR
(Form 1040)
Attach to Form 1040, 1040-SR, or 1040-NR.
Go to www.irs.gov/Form1040 for instructions and the latest information.
Note:
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For Paperwork Reduction Act Notice, see your tax return instructions.
www.irs.gov/1099k.
For 2024, enter the amount reported to you on Form(s) 1099-K that was included in error or for personal
items sold at a loss ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The remaining amounts reported to you on Form(s) 1099-K should be reported elsewhere on your return depending on the
nature of the transaction. See
Taxable refunds, credits, or offsets of state and local income taxes ~~~~~~~~~~~~~~~~~~~~~
Alimony received ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Date of original divorce or separation agreement (see instructions)
Business income or (loss). Attach Schedule C ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other gains or (losses). Attach Form 4797 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E ~~~~~~~~~~~
Farm income or (loss). Attach Schedule F ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Unemployment compensation ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other income:
Net operating loss
Gambling
Cancellation of debt
Foreign earned income exclusion from Form 2555
Income from Form 8853
Income from Form 8889
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~()
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~()
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Alaska Permanent Fund dividends
Jury duty pay
Prizes and awards
Activity not engaged in for profit income
Stock options
Income from the rental of personal property if you engaged in
the rental for profit but were not in the business of renting such
property
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Olympic and Paralympic medals and USOC prize money (see instructions)
Section 951(a) inclusion (see instructions)
Section 951A(a) inclusion (see instructions)
Section 461(l) excess business loss adjustment
Taxable distributions from an ABLE account (see instructions)
~~~
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
~~~~~~~~~
Scholarship and fellowship grants not reported on Form W-2
Nontaxable amount of Medicaid waiver payments included on Form
1040, line 1a or 1d
Pension or annuity from a nonqualifed deferred compensation plan or
a nongovernmental section 457 plan
Wages earned while incarcerated
~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~()
~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~
Digital assets received as ordinary income not reported elsewhere. See
instructions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other income. List type and amount:
Total other income. Add lines 8a through 8z
Combine lines 1 through 7 and 9. This is your Enter here and on Form
1040, 1040-SR, or 1040-NR, line 8
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
LHA
SCHEDULE 1
01
Part I Additional Income
Additional Income and Adjustments to Income
2024
Ran & Sharon Oz 621-77-9016
250.
46,223.
46,473.
5
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
414142 12-08-24
Schedule 1 (Form 1040) 2024
Schedule 1 (Form 1040) 2024 Page
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adjustments to income.
Educator expenses ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach
Form 2106 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Health savings account deduction. Attach Form 8889 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Moving expenses for members of the Armed Forces. Attach Form 3903 ~~~~~~~~~~~~~~~~~~~
Deductible part of self-employment tax. Attach Schedule SE ~~~~~~~~~~~~~~~~~~~~~~~~
Self-employed SEP, SIMPLE, and qualified plans ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Self-employed health insurance deduction ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Penalty on early withdrawal of savings ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Alimony paid
Recipient's SSN ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Date of original divorce or separation agreement (see instructions):
IRA deduction ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Student loan interest deduction
Reserved for future use
Archer MSA deduction
Other adjustments:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Jury duty pay (see instructions)
Deductible expenses related to income reported on line 8l from
the rental of personal property engaged in for profit
Nontaxable amount of the value of Olympic and Paralympic
medals and USOC prize money reported on line 8m
Reforestation amortization and expenses
Repayment of supplemental unemployment benefits under the
Trade Act of 1974
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Contributions to section 501(c)(18)(D) pension plans
Contributions by certain chaplains to section 403(b) plans
Attorney fees and court costs for actions involving certain
unlawful discrimination claims (see instructions)
Attorney fees and court costs you paid in connection with an
award from the IRS for information you provided that helped the
IRS detect tax law violations
~~~~~~~~~~~~~
~~~~~~~~~~
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
Housing deduction from Form 2555
Excess deductions of section 67(e) expenses from Schedule K-1 (Form 1041)
Other adjustments. List type and amount:
~~~~~~~~~~~~~~~~~~~~~~
~
Total other adjustments. Add lines 24a through 24z ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines 11 through 23 and 25. These are your Enter here and on
Form 1040, 1040-SR, or 1040-NR, line 10
2
Part II Adjustments to Income
""
6
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
Department of the TreasuryInternal Revenue Service
414161 12-08-24
Your social security number
Schedule 3 (Form 1040) 2024
OMB No. 1545-0074
AttachmentSequence No.
Name(s) shown on Form 1040, 1040-SR, or 1040-NR
(Form 1040)
Attach to Form 1040, 1040-SR, or 1040-NR.
Go to / for instructions and the latest information.
1
2
3
4
5
6
7
8
1
2
3
4
5a
5b
a
b
a
b
c
d
e
f
g
h
i
j
k
l
m
z
6a
6b
6c
6d
6e
6f
6g
6h
6i
6j
6k
6l
6m
6z
7
8
9
10
11
12
13
9
10
11
12
a
b
c
d
z
13a
13b
13c
13d
13z
14
15
14
15
For Paperwork Reduction Act Notice, see your tax return instructions.
Foreign tax credit. Attach Form 1116 if required ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Credit for child and dependent care expenses from Form 2441, line 11. Attach
Form 2441 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Education credits from Form 8863, line 19 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Retirement savings contributions credit. Attach Form 8880 ~~~~~~~~~~~~~~~~~~~~~~~~
Residential clean energy credit from Form 5695, line 15
Energy efficient home improvement credit from Form 5695, line 32
~~~~~~~~~~~~~~~~~~~~~~~~~~
Other nonrefundable credits:
General business credit. Attach Form 3800 ~~~~~~~~~~~~~~~~
Credit for prior year minimum tax. Attach Form 8801 ~~~~~~~~~~~
Adoption credit. Attach Form 8839 ~~~~~~~~~~~~~~~~~~~~
Credit for the elderly or disabled. Attach Schedule R ~~~~~~~~~~~
Reserved for future use ~~~~~~~~~~~~~~~~~~~~~~~~~~
Clean vehicle credit. Attach Form 8936 ~~~~~~~~~~~~~~~~~~
Mortgage interest credit. Attach Form 8396 ~~~~~~~~~~~~~~~~
District of Columbia first-time homebuyer credit. Attach Form 8859 ~~~~
Qualified electric vehicle credit. Attach Form 8834 ~~~~~~~~~~~~~
Alternative fuel vehicle refueling property credit. Attach Form 8911 ~~~~~
Credit to holders of tax credit bonds. Attach Form 8912 ~~~~~~~~~~
Amount on Form 8978, line 14. See instructions ~~~~~~~~~~~~~~
Credit for previously owned clean vehicles. Attach Form 8936 ~~~~~~~
Other nonrefundable credits. List type and amount:
Total other nonrefundable credits. Add lines 6a through 6z ~~~~~~~~~~~~~~~~~~~~~~~~
Add lines 1 through 4, 5a, 5b, and 7. Enter here and on Form 1040, 1040-SR, or
1040-NR, line 20
Net premium tax credit. Attach Form 8962 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amount paid with request for extension to file (see instructions)~~~~~~~~~~~~~~~~~~~~~~
Excess social security and tier 1 RRTA tax withheld ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Credit for federal tax on fuels. Attach Form 4136
Other payments or refundable credits:
Form 2439 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Section 1341 credit for repayment of amounts included in income from
earlier years ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Net elective payment election amount from Form 3800, Part III, line 6,
column (j)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Deferred amount of net 965 tax liability (see instructions)~~~~~~~~~
Other refundable credits (see instructions):
Total other payments or refundable credits. Add lines 13a through 13z ~~~~~~~~~~~~~~~~~~
Add lines 9 through 12 and 14. Enter here and on Form 1040, 1040-SR, or 1040-NR,
line 31
LHA
www.irs.gov Form1040
SCHEDULE 3
03
Part I Nonrefundable Credits
Part II Other Payments and Refundable Credits
Additional Credits and Payments
2024
Ran & Sharon Oz 621-77-9016
600.
600.
7
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
Department of the Treasury AttachmentSequence No.Internal Revenue Service
Name of proprietor Social security number (SSN)
Enter code from instructions
Employer ID number (EIN) (see instr.)
Energy efficient commercial bldgs deduction (attach Form 7205)
All investmentis at risk.
Some investmentis not at risk.
420001 10-29-24
OMB No. 1545-0074
Attach to Form 1040, 1040-SR, 1040-SS, 1040-NR, or 1041; partnerships must generally file Form 1065.
Go to www.irs.gov/ScheduleC for instructions and the latest information.
A B
DC
E
F
G
H
I
J
(1)(2)(3)
Yes No
Yes No
Yes No
1
1
2
3
4
5
6
7
2
3
Gross profit.
4
5
6
7 Gross income.
1888
9
10
11
12
13
14
15
18
19
20a
20b
21
22
23
24a
24b
25
26
27a
27b
199
20
10 a
11 b
12 21
13 22
23
24
a14
b
15
16 25
a 16a 26
ab2716bb1717
28
29
30
Total expenses 28
29
30
Simplified method filers only:
31 Net profit or (loss).
Schedule 1 (Form 1040), line 3,Schedule SE, line 2.
Form 1041, line 3.31
must
32
Schedule 1 (Form 1040), line 3,Schedule 32a
32bSE, line 2.
Form 1041, line 3.
must Form 6198.
For Paperwork Reduction Act Notice, see the separate instructions.Schedule C (Form 1040) 2024
(Sole Proprietorship)
Principal business or profession, including product or service (see instructions)
Business name. If no separate business name, leave blank.
Business address (including suite or room no.)
City, town or post office, state, and ZIP code
Accounting method:Cash Accrual Other (specify)
Did you "materially participate" in the operation of this business during 2024? If "No," see instructions for limit on losses
If you started or acquired this business during 2024, check here
Did you make any payments in 2024 that would require you to file Form(s) 1099? See instructions
If "Yes," did you or will you file required Form(s) 1099?
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~
Gross receipts or sales. See instructions for line 1 and check the box if this income was reported to you on Form W-2
and the "Statutory employee" box on that form was checked ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Returns and allowances
Subtract line 2 from line 1
Cost of goods sold (from line 42)
Subtract line 4 from line 3
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other income, including federal and state gasoline or fuel tax credit or refund (see instructions)~~~~~~~~~~~~~~~
Add lines 5 and 6
~~~~~~~~~~~~~~~~~~~~~~~~~Advertising
Car and truck expenses
(see instructions)
Commissions and fees
Office expense
Pension and profit-sharing plans
Rent or lease (see instructions):
~~~~~~
~~~~~~~~~
~~~~~~~~~~Vehicles, machinery, and equipment
Other business property ~~~~~~~~~Contract labor (see instructions)
Depletion
~~
~~~~~~~~~~~~~~~~~~~~~Repairs and maintenance
Supplies (not included in Part III)
Taxes and licenses
Travel and meals:
Depreciation and section 179
expense deduction (not included in
Part III) (see instructions)
~~~~~
~~~~~~~~~~~~
~~~~~
Employee benefit programs (other
than on line 19)
Insurance (other than health)
Interest (see instructions):
Travel
Deductible meals (see
instructions)
~~~~~~~~~~~~~~~~~
~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
Utilities
Wages (less employment credits)
Other expenses (from line 48)
~~~~~~~~~~~~~~~~~
~~~~~~~~Mortgage (paid to banks, etc.)
Other ~~~~~~~~~~~~~~~~~~~~~
Legal and professional services
before expenses for business use of home. Add lines 8 through 27b ~~~~~~~~~~~~~~~~~~~
Tentative profit or (loss). Subtract line 28 from line 7
Expenses for business use of your home. Do not report these expenses elsewhere. Attach Form 8829
unless using the simplified method. See instructions.
Enter the total square footage of (a) your home:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
and (b) the part of your home used for business:
Use the Simplified Method Worksheet in the instructions to figure the amount to enter on line 30
.
~~~~~~~~~~~~~~
Subtract line 30 from line 29.
If a profit, enter on both and on (If you
checked the box on line 1, see instructions). Estates and trusts, enter on
If a loss, you go to line 32.
If you have a loss, check the box that describes your investment in this activity. See instructions.
If you checked 32a, enter the loss on both and on
(If you checked the box on line 1, see the line 31 instructions.) Estates and trusts, enter on
If you checked 32b, you attach Your loss may be limited.
LHA
SCHEDULE C(Form 1040)
09
Part I Income
Part II Expenses. onlyEnter expenses for business use of your home on line 30.
Profit or Loss From Business
2024
1111111111111111111111111111111111111111111111
1111111111111111111111111111
B pmoBpnmnoB
B
2,500.
2,500.
2,500.
350.
2,250.
250.
X
250.
X
REALTOR
609 NE 191st STREET
MIAMI, FL 33179
Ran Oz 621-77-9016
2,500.
Ran Oz Realtor
1,500.
400.
X
531210
8
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
Department of the Treasury
Internal Revenue Service AttachmentSequence No.
Name(s) shown on return Your social security number
Totals for all short-term transactions reported on Form 1099-B
for which basis was reported to the IRS and for which you have
no adjustments (see instructions). However, if you choose to
report all these transactions on Form 8949, leave this line blank
and go to line 1b
Totals for all long-term transactions reported on Form 1099-B
for which basis was reported to the IRS and for which you have
no adjustments (see instructions). However, if you choose to
report all these transactions on Form 8949, leave this line blank
and go to line 8b
420511 12-03-24
OMB No. 1545-0074
(Form 1040)Attach to Form 1040, 1040-SR, or 1040-NR.
Use Form 8949 to list your transactions for lines 1b, 2, 3, 8b, 9, and 10.
Go to www.irs.gov/ScheduleD for instructions and the latest information.
Yes No
(d)(e)
(g)(h) Gain or (loss)
1a
1b
2
3
Box A
Box B
Box C
4
5
6
7
4
5
6
7
Capital Loss
Carryover Worksheet
Net short-term capital gain or (loss).
(d)(e)
(g)(h) Gain or (loss)
8a
8b
9
10
Box D
Box E
Box F
11
12
13
14
15
11
12
13
14
15
Capital Loss Carryover
Worksheet
Net long-term capital gain or (loss).
For Paperwork Reduction Act Notice, see your tax return instructions.Schedule D (Form 1040) 2024
Did you dispose of any investment(s) in a qualified opportunity fund during the tax year?
If "Yes," attach Form 8949 and see its instructions for additional requirements for reporting your gain or loss.
Proceeds
(sales price)Cost
(or other basis)
Adjustments
to gain or loss from
Form(s) 8949, Part I,
line 2, column (g)
Subtract column (e)
from column (d) and
combine the result
with column (g)
See instructions for how to figure the amounts to
enter on the lines below.
This form may be easier to complete if you round off
cents to whole dollars.
Totals for all transactions reported on Form(s)
8949 with checked
Totals for all transactions reported on Form(s)
8949 with checked
Totals for all transactions reported on Form(s)
8949 with checked
Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 ~~~~~~~~
Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts
from Schedule(s) K-1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Short-term capital loss carryover. Enter the amount, if any, from line 8 of your
in the instructions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~()
Combine lines 1a through 6 in column (h). If you have any long-term
capital gains or losses, go to Part II below. Otherwise, go to Part III on page 2
Proceeds
(sales price)
Cost
(or other basis)
Adjustments
to gain or loss from
Form(s) 8949, Part II,
line 2, column (g)
Subtract column (e)
from column (d) and
combine the result
with column (g)
See instructions for how to figure the amounts to
enter on the lines below.
This form may be easier to complete if you round off
cents to whole dollars.
Totals for all transactions reported on Form(s)
8949 with checked
Totals for all transactions reported on Form(s)
8949 with checked
Totals for all transactions reported on Form(s)
8949 with checked
Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss)
from Forms 4684, 6781, and 8824 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from
Schedule(s) K-1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Capital gain distributions. See the instructions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Long-term capital loss carryover. Enter the amount, if any, from line 13 of your
in the instructions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~()
Combine lines 8a through 14 in column (h). Then, go to
Part III on page 2
LHA
SCHEDULE D
12
Short-Term Capital Gains and Losses - Generally Assets Held One Year or Less Part I
Long-Term Capital Gains and Losses - Generally Assets Held More Than One Year Part II
(see instructions)
(see instructions)
Capital Gains and Losses
2024
""Ran & Sharon Oz 621 77 9016
23,812.
X
23,812.
50,070.26,258.
9
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
Page
420512 12-03-24
16 16
gain,
loss,
zero,
17 both
Yes.
No.
18 28% Rate Gain Worksheet
18
19
19 Unrecaptured Section 1250 Gain Worksheet
20
Yes. Qualified Dividends and Capital Gain Tax Worksheet
Don't
No. Schedule D Tax Worksheet Don't
21 smaller
21
Note:
22
Yes. Qualified Dividends and Capital Gain Tax Worksheet
No.
Schedule D (Form 1040) 2024
()
Schedule D (Form 1040) 2024
Combine lines 7 and 15 and enter the result ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
¥
¥
¥
If line 16 is a enter the amount from line 16 on Form 1040, 1040-SR, or 1040-NR, line 7.
Then, go to line 17 below.
If line 16 is a skip lines 17 through 20 below. Then, go to line 21. Also be sure to complete
line 22.
If line 16 is skip lines 17 through 21 below and enter -0- on Form 1040, 1040-SR, or
1040-NR, line 7. Then, go to line 22.
Are lines 15 and 16 gains?
Go to line 18.
Skip lines 18 through 21, and go to line 22.
If you are required to complete the (see instructions), enter the
amount, if any, from line 7 of that worksheet ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If you are required to complete the (see
instructions), enter the amount, if any, from line 18 of that worksheet ~~~~~~~~~~~~~~~~
Are lines 18 and 19 both zero or blank and you are not filing Form 4952?
Complete the in the instructions
for Form 1040, line 16. complete lines 21 and 22 below.
Complete the in the instructions. complete lines 21
and 22 below.
If line 16 is a loss, enter here and on Form 1040, 1040-SR, or 1040-NR, line 7, the of:
¥
¥
The loss on line 16; or
($3,000), or if married filing separately, ($1,500)
~~~~~~~~~~~~~~~~~~~~~~~~
When figuring which amount is smaller, treat both amounts as positive numbers.
Do you have qualified dividends on Form 1040, 1040-SR, or 1040-NR, line 3a?
Complete the in the instructions
for Form 1040, line 16.
Complete the rest of Form 1040, 1040-SR, or 1040-NR.
2
Part III Summary
pmo
23,812.
Ran & Sharon Oz 621-77-9016
X
X
10
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
Department of the Treasury
Internal Revenue Service AttachmentSequence No.
If more than one box applies for your short-term transactions, complete a separate Form 8949, page 1, for each applicable box.
If you have more short-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need.
423011 12-18-24
Note:
You must check Box A, B, or C below. Check only one box.
OMB No. 1545-0074
ransactions involving capital assets you held 1 year or less are generally short-term (see instructions). For long-termtransactions, see page 2.You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments orcodes are required. Enter the totals directly on Schedule D, line 1a; you aren't required to report these transactions on Form 8949 (see instructions).
File with your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D.
Adjustment, if any, to gain orloss.
See instructions.
Go to www.irs.gov/Form8949 for instructions and the latest information.
Social security number or
taxpayer identification no.
(A)Note
(B)wasn't
(C)
(a)1 (b)(c)(d)(e)
Note
(h)
Gain or (loss).
(f)(g)
2 Totals.
line 1b Box A line 2 Box B
line 3 Box C
Note:
For Paperwork Reduction Act Notice, see your tax return instructions.
Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitutestatement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by yourbroker and may even tell you which box to check.
Column (e)
Column (g)
If you enter an amountin column (g), enter a code incolumn (f). Subtract column (e)
from column (d) &
combine the result
with column (g)
Form
Name(s) shown on return
T
Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see above)
Short-term transactions reported on Form(s) 1099-B showing basis reported to the IRS
Short-term transactions not reported to you on Form 1099-B
Description of property
(Example: 100 sh. XYZ Co.)
Date acquired
(Mo., day, yr.)
Date sold or
disposed of
(Mo., day, yr.)
Proceeds(sales price)Cost or other
basis. See the
below and
see in
the instructions Code(s)Amount ofadjustment
Add the amounts in columns (d), (e), (g), and (h) (subtract
negative amounts). Enter each total here and include on your
Schedule D, (if above is checked), (if
above is checked), or (if above is checked)
If you checked Box A above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an
adjustment in column (g) to correct the basis. See in the separate instructions for how to figure the amount of the adjustment.
LHA Form (2024)
12A
Short-Term. Part I
8949
Sales and Other Dispositions of Capital Assets8949 2024
Ran & Sharon Oz 621-77-9016
550964.000 SH -
X
26,258.
Robinhood Class A
CS 12/22/23 03/20/24 50,070.26,258.23,812.
50,070.23,812.
11
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
Enter for
partnership; for S corporation
See instructions.
Schedule E (Form 1040) 2024 Attachment Sequence No.Page
Name(s) shown on return. Do not enter name and social security number if shown on page 1.
Check
if foreign
partnership
Check if Check if
basis computationis required any amount isnot at risk
421501 10-25-24
Schedule K-1
Nonpassive loss
allowed (see )
Your social security number
(c)(b)P S
Form 4562
Total income or (loss).
Reconciliation of farming and fishing income. gross
13 2
Caution:
Note: must (e) any not must (f)Form 6198.
27
(d)
Yes No
(e)(f)28 (a)
A
B
C
D
Passive Income and Loss Nonpassive Income and Loss
(i)(g)
Form 8582
(j)(h)
Schedule K-1
(k)
Schedule K-1
A
B
C
D
29a
b
30
31
32
30
31
32Total partnership and S corporation income or (loss).
(b)33 (a)
A
B
Passive Income and Loss Nonpassive Income and Loss
(c)
Form 8582
(d)
Schedule K-1
(e)
Schedule K-1
(f)
Schedule K-1
A
B
34a
b
35
36
37
35
36
37 Total estate and trust income or (loss).
(b)(c)Schedules Q, (e)
Schedules Q,
(d)
Schedules Q, 38 (a)
39 39
40 Form 4835 40
41 41
42
43
42
43
Reconciliation for real estate professionals.
Schedule E (Form 1040) 2024
Section 179 expense
deduction from
( )
( )
Combine lines 26, 32, 37, 39, and 40. Enter the result here and on Schedule 1 (Form 1040), line 5
Enter your farming and fishing income
reported on Form 4835, line 7; Schedule K-1 (Form 1065), box 14, code B; Schedule K-1
(Form 1120-S), box 17, code AN; and Schedule K-1 (Form 1041), box 14, code F.
The IRS compares amounts reported on your tax return with amounts shown on Schedule(s) K-1.
If you report a loss, receive a distribution, dispose ofstock, or receive a loan repayment from an S corporation, you check the box in column on line 28 and attach the required basiscomputation. If you report a loss from an at-risk activity for which amount is at risk, you check the box in column online 28 and attach See instructions.
Are you reporting any loss not allowed in a prior year due to the at-risk or basis limitations, a prior year unallowed loss from a
passive activity (if that loss was not reported on Form 8582), or unreimbursed partnership expenses? If you answered "Yes,"
see instructions before completing this section
Employer
identification numberName
Passive loss allowed
(attach if required)
Passive income
from
Nonpassive income
from
Totals
Totals
~~~~
~~~~
Add columns (h) and (k) of line 29a
Add columns (g), (i), and (j) of line 29b
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Combine lines 30 and 31
Employer
identification numberName
Passive deduction or loss allowed
(attach if required)
Passive income
from
Deduction or loss
from
Other income from
~~~~~~~Totals
Totals ~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Add columns (d) and (f) of line 34a
Add columns (c) and (e) of line 34b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Combine lines 35 and 36
Employer
identification number
Excess inclusionfrom line2c (see instructions)
Income from
line 3b
Taxable income(net loss) fromline 1bName
Combine columns (d) and (e) only. Enter the result here and include in the total on line 41 below
Net farm rental income or (loss) from . Also, complete line 42 below ~~~~~~~~~~~~~~~~~
~~
If you were a real estate
professional (see instructions), enter the net income or (loss) you reported anywhere
on Form 1040, Form 1040-SR, or Form 1040-NR from all rental real estate activities
in which you materially participated under the passive activity loss rules
Part II Income or Loss From Partnerships and S Corporations
Income or Loss From Estates and TrustsPart III
Income or Loss From Real Estate Mortgage Investment Conduits (REMICs) - Residual HolderPart IV
Part V Summary
Ran & Sharon Oz 621-77-9016
COOLAM PRODUCTIONS LLC S 47-0988859
X
46,223.
46,223.
46,223.
46,223.
46,223.
12
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
421551 04-01-24
INCOME FROM PASSTHROUGH STATEMENT, PAGE 1 2024
SCHEDULE E
Name
Passthrough
SSN/EIN
ID
SCHEDULE E, PAGE 2
FORM 4797
SCHEDULE D
FORM 4952
ITEMIZED DEDUCTIONS
Prior Year Unallowed
Basis Loss
Prior Year Unallowed
At-Risk LossK-1 Input
Disallowed Due to
Basis Limitation
Disallowed Due to
At-Risk
Prior Year Passive
Loss
Disallowed Passive
Loss Tax Return
Ordinary business income (loss)
Rental real estate income (loss)
Other net rental income (loss)
~~~
~~~
~~~~
Intangible drilling costs/dry hole costs
Self-charged passive interest expense
Guaranteed payments
Section 179 and carryover
Disallowed section 179 expense
~~~~~~~
~~~~~
~~
Excess farm loss ~~~~~~~~~~
Net income (loss)
First passive other
~~~~~~~~~~
~~~~~~~~~
~~~~~~~~Second passive other
Cost depletion
Percentage depletion
~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~Depletion carryover
Disallowed due to 65% limitation ~~
Unreimbursed expenses (nonpassive)
Nonpassive other ~~~~~~~~~~
Total Schedule E (page 2)
Section 1231 gain (loss)
Section 179 recapture on disposition
~~~~~~~
Net short-term cap. gain (loss)
Net long-term cap. gain (loss)
Section 1256 contracts & straddles
~~~
~~~~
Investment interest expense - Sch. A
Other net investment income
Charitable contributions
Deductions related to portfolio income
Other
~~~~~~~
~~~~~~~~~~~~~~~~
Ran & Sharon Oz 621-77-9016
COOLAM PRODUCTIONS LLC 47-0988859 Joint
S Corporation
Nonpassive
46,223.
46,223.46,223.
46,223.46,223.
5,546.5,546.
13
421552 04-01-24
INCOME FROM PASSTHROUGH STATEMENT, PAGE 2 2024
SCHEDULE E
Name
Passthrough
SSN/EIN
ID
INTEREST AND DIVIDENDS
FORM 6251
MISCELLANEOUS
FORM 8995
Prior Year Unallowed
Basis Loss
Prior Year Unallowed
At-Risk LossK-1 Input
Disallowed Due to
Basis Limitation
Disallowed Due to
At-Risk
Prior Year Passive
Loss
Disallowed Passive
Loss Tax Return
Interest income
Interest from U.S. bonds
Ordinary dividends
~~~~~~~~~~~
~~~~~~
~~~~~~~~~
Qualified dividends
Tax-exempt interest income
~~~~~~~~~
Depreciation adjustment after 12/31/86
Adjusted gain or loss
Beneficiary's AMT adjustment
~~~~~~~~
~~~
Depletion (other than oil)
Other
~~~~~~
Self-employment earnings (loss)/Wages
Gross farming & fishing inc
Royalties
Royalty expenses/depletion
~~~~~
~~~~~~~~~~~~~~
~~~~
Undistributed capital gains credit
Backup withholding
~~
~~~~~~~~~
Credit for estimated tax
Cancellation of debt
Medical insurance - 1040
Dependent care benefits
~~~~~~~
~~~~~~~~
~~~~~~
~~~~~~
Retirement plans ~~~~~~~~~~
Passthrough adjustment to Form 1040
Penalty on early withdrawal of savings
NOL
Other taxes/recapture of credits
Credits
Casualty and theft loss
~~~~~~~~~~~~~~~~
~~~
~~~~~~~~~~~~~~~
Qualified business income
Qualified service income
Section 199A W-2 wages
Section 199A unadjusted basis
~~~~~
~~~~~~
~~~~~~
~~~
Ran & Sharon Oz 621-77-9016
COOLAM PRODUCTIONS LLC 47-0988859 Joint
S Corporation
Nonpassive
80,757.80,757.
12,000.12,000.
14
OMB No. 1545-0074
Department of the Treasury
Internal Revenue Service AttachmentSequence No.
Was the care provider your
household employee in 2024?
For example, this generally
includes nannies but not
daycare centers.
Check here if the qualifying
person was over age 12 and
was disabled. (see instructions)
you
incurred and paid in 2024 for
the person listed in column (a)
413751 12-12-24
Your social security number
(c) (d) Qualified expenses (a) (b)
If line 7 is:If line 7 is:If line 7 is:But notover Decimalamount is But notover Decimalamount is But notover Decimalamount isOverOverOver
Attach to Form 1040, 1040-SR, or 1040-NR.
Go to www.irs.gov/Form2441 for instructions and the
latest information.
A
B
must
1 (d)(c)(b) (a) (e)
No
dependent care benefits?Yes
Caution:
2 qualifying person(s).
3 Don't
3
4
5
6
4 earned income.
5
6
7
8
all others,
smallest
7
8 X
9a
b
c
9a
9b
9c
10
11
10
Credit for child and dependent care expenses.smaller
11
For Paperwork Reduction Act Notice, see your tax return instructions. 2441
Married Persons Filing Separately
If You or Your Spouse Was a Student or Disabled
Qualifying person's name Qualifying person'ssocial security numberFirstLast
$015,00017,00019,00021,00023,000
15,00017,00019,00021,00023,00025,000
$25,00027,00029,00031,00033,00035,000
27,00029,00031,00033,00035,00037,000
$37,00039,00041,00043,000
39,00041,00043,000No limit
Tax liability limit. Enter the amount from the Credit Limit Worksheet in the instructions
Form
Name(s) shown on return
You can't claim a credit for child and dependent care expenses if your filing status is married filing separately unless you meet the requirements
listed in the instructions under . If you meet these requirements, check this box
If you or your spouse was a student or was disabled during 2024 and you're entering deemed income of $250 or $500 a month on
Form 2441 based on the income rules listed in the instructions under , check this box
You complete this part.
If you have more than three care providers, see the instructions and check this box
Identifyingnumber(SSN or EIN)
Address(number, street, apt. no., city, state, and ZIP code)Care provider's name Amount paid
Yes
Yes
Yes
No
No
No
Complete only Part II below.
Complete Part III on page 2 next.
Did you receive
If the care provider is your household employee, you may owe employment taxes. For details, see the Instructions for
Schedule H (Form 1040). If you incurred care expenses in 2024 but didn't pay them until 2025, or if you prepaid in 2024 for care to
be provided in 2025, don't include these expenses in column (d) of line 2 for 2024. See the instructions.
Information about your If you have more than three qualifying persons, see the instructions and check this box
Add the amounts in column (d) of line 2. enter more than $3,000 if you had one qualifying person or
$6,000 if you had two or more persons. If you completed Part III, enter the amount from line 31 ~~~~~~~~~
Enter your See instructions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If married filing jointly, enter your spouse's earned income (if you or your spouse was a student or was
disabled, see the instructions); enter the amount from line 4 ~~~~~~~~~~~~~~~~~~~~~
Enter the of line 3, 4, or 5 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount from Form 1040, 1040-SR, or 1040-NR, line 11 ~~~~~~~~~
Enter on line 8 the decimal amount shown below that applies to the amount on line 7.
------
.35.34.33.32.31.30
------
.29.28.27.26.25.24
----
.23.22.21.20
Multiply line 6 by the decimal amount on line 8 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If you paid 2023 expenses in 2024, complete Worksheet A in the instructions. Enter the amount
from line 13 of the worksheet here. Otherwise, enter -0- on line 9b and go to line 9c
Add lines 9a and 9b and enter the result
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~
Enter the of line 9c or line 10 here and
on Schedule 3 (Form 1040), line 2
LHA Form (2024)
21
Part I Persons or Organizations Who Provided the Care -
Part II Credit for Child and Dependent Care Expenses
Child and Dependent Care Expenses2441 2024
""
Stmt 2
Ran & Sharon Oz 621 77 9016
6,250.
6,000.
3,000.
3,000.
.20
0.
Russell JCC
Michael-Ann 18900 NE 25th Ave
N Miami, FL 33180 3,600.
600.
82,285.
3,600.388-87-6326OzBen
600.
4,633.
59-2791269
600.
X
15
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
413752 12-12-24
2
12 dependent care benefits
Don't
12
13
14
15
13
14
15
16 qualified expenses
qualifying person(s)16
17
18
19
20
21
17 smaller
18
19
earned income.
20
21
22
23
24
25
26
smallest
and
No.
Yes.22
23
Deductible benefits. smallest
24
25
26
Excluded benefits.
Taxable benefits.
27
28
29
30
31
27
28
29
30
31
stop. Exception.
Don't
smaller
See instructions
If you forfeited or carried over to 2025 any of the amounts reported on line 12 or 13, enter the amount. See instructions
~
Form 2441 (2024)Page
Enter the total amount of you received in 2024. Amounts you received as an
employee should be shown in box 10 of your Form(s) W-2. include amounts reported as wages in
box 1 of Form(s) W-2. If you were self-employed or a partner, include amounts you received under a
dependent care assistance program from your sole proprietorship or partnership ~~~~~~~~~~~~~~~~
Enter the amount, if any, you carried over from 2023 and used in 2024 during the grace period. ~
~~~()
Combine lines 12 through 14. See instructions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the total amount of incurred in 2024 for the care of
the ~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the of line 15 or 16 ~~~~~~~~~~~~~~~~~~~~~~~
Enter your See instructions ~~~~~~~~~~~~~~~~~
Enter the amount shown below that applies to you.
If married filing jointly, enter your spouse's earned income (if you or your
spouse was a student or was disabled, see the instructions for line 5).
If married filing separately, see instructions.
All others, enter the amount from line 18.
Enter the of line 17, 18, or 19
Enter $5,000 ($2,500 if married filing separately you were
required to enter your spouse's earned income on line 19).
However, don't enter more than the maximum amount allowed
under your dependent care plan. See instructions
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~
Is any amount on line 12 or 13 from your sole proprietorship or partnership?
Enter -0-.
Enter the amount here
Subtract line 22 from line 15 ~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the of line 20, 21, or 22. Also, include this amount on the appropriate
line(s) of your return. See instructions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If you checked "No" on line 22, enter the smaller of line 20 or line 21.
Otherwise, subtract line 24 from the smaller of line 20 or line 21. If zero or less, enter -0-~~~~~~~~~~~~
Subtract line 25 from line 23. If zero or less, enter -0-. Also, enter this amount
on Form 1040, 1040-SR, or 1040-NR, line 1e
To claim the child and dependent care credit,
complete lines 27 through 31 below.
Enter $3,000 ($6,000 if two or more qualifying persons)
Add lines 24 and 25
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Subtract line 28 from line 27. If zero or less, You can't take the credit. If you paid
2023 expenses in 2024, see the instructions for line 9b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Complete line 2 on page 1 of this form. include in column (d) any benefits shown on line 28
above. Then, add the amounts in column (d) and enter the total here ~~~~~~~~~~~~~~~~~~~~~~
Enter the of line 29 or 30. Also, enter this amount on line 3 on page 1 of this form and
complete lines 4 through 11
Form (2024)
Dependent Care BenefitsPart III
2441
B pnnmnnoBB
Ran & Sharon Oz 621-77-9016
16
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
Department of the Treasury
Internal Revenue Service
403501 11-01-24
Your social security number
Schedule 8812 (Form 1040) 2024
OMB No. 1545-0074
AttachmentSequence No.
Name(s) shown on return
Attach to Form 1040, 1040-SR, or 1040-NR.
Go to www.irs.gov/Schedule8812 for instructions and the latest information.
1 1
2d
3
5
2 a
b
c
d
2a
2b
2c
3
4 4
5
6
7
8
9
10
11
12
13
14
6
Caution:
7
8
9
10
11
12
13
14
~~~~~~~~~~~~~~~~~~~~~~~~~~
No. STOP.
Yes.
Credit Limit Worksheet A
This is your child tax credit and credit for other dependents
Enter this amount on Form 1040, 1040-SR, or 1040-NR, line 19.
additional child tax credit
For Paperwork Reduction Act Notice, see your tax return instructions.
Number of qualifying children under age 17 with the required social security number
Enter the amount from line 11 of your Form 1040, 1040-SR, or 1040-NR
Enter income from Puerto Rico that you excluded
Enter the amounts from lines 45 and 50 of your Form 2555
Enter the amount from line 15 of your Form 4563
Add lines 2a through 2c
Add lines 1 and 2d
~~~~~~~~~~~~~~
~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~
Multiply line 4 by $2,000
Number of other dependents, including any qualifying children who are not
under age 17 or who do not have the required social security number ~~~~
Do not include yourself, your spouse, or anyone who is not a U.S. citizen, U.S. national, or
U.S. resident alien. Also, do not include anyone you included on line 4.
Multiply line 6 by $500
Add lines 5 and 7
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount shown below for your filing status.
¥ Married filing jointly - $400,000
¥ All other filing statuses - $200,000 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Subtract line 9 from line 3.
¥ If zero or less, enter -0-.
¥ If more than zero and not a multiple of $1,000, enter the next multiple of $1,000. For
example, if the result is $425, enter $1,000; if the result is $1,025, enter $2,000, etc.~~~~~~~~~~
Multiply line 10 by 5% (0.05)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the amount on line 8 more than the amount on line 11?
You cannot take the child tax credit, credit for other dependents, or additional child tax credit.
Skip Parts II-A and II-B. Enter -0- on lines 14 and 27.
Subtract line 11 from line 8. Enter the result.
Enter the amount from
Enter the smaller of line 12 or line 13.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~
If the amount on line 12 is more than the amount on line 14, you may be able to take the
on Form 1040, 1040-SR, or 1040-NR, line 28. Complete your Form 1040, 1040-SR, or 1040-NR through line 27
(also complete Schedule 3, line 11) before completing Part II-A.
LHA
(Form 1040)
SCHEDULE 8812
47
Part I Child Tax Credit and Credit for Other Dependents
Credits for Qualifying Children
and Other Dependents 2024
pmo pnmno
Stmt 3
621-77-9016Ran & Sharon Oz
82,285.
82,285.
3
6,000.
6,000.
400,000.
0.
0.
6,000.
4,033.
4,033.
X
17
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
403502 11-01-24
Schedule 8812 (Form 1040) 2024
Schedule 8812 (Form 1040) 2024 Page
Caution:
15 do not
16 a
b
stop here;
16a
16b
17
stop here;
TIP:
17 smaller
18
19
20
a
b
18a
18b
No.
Yes.19
21
22
23
24
20
25
26
Next.
No.
smaller
Yes.
21
22
23
24 1040 and
1040-SR filers:
1040-NR filers:
25
26 larger
Next, smaller
27 This is your additional child tax credit. Enter this amount on Form 1040, 1040-SR, or 1040-NR, line 28 27
~~
If you file Form 2555, you cannot claim the additional child tax credit.
Check this box if you want to claim the additional child tax credit. Skip Parts II-A and II-B. Enter -0- on line 27
Subtract line 14 from line 12. If zero,you cannot take the additional child tax credit. Skip Parts II-A
and II-B. Enter -0- on line 27 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Number of qualifying children under age 17 with the required social security number:x $1,700.
Enter the result. If zero,you cannot claim the additional child tax credit. Skip Parts II-A and II-B.
Enter -0- on line 27 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The number of children you use for this line is the same as the number of children you used for line 4.
Enter the of line 16a or line 16b
Earned income (see instructions)
Nontaxable combat pay (see instructions)~~
Is the amount on line 18a more than $2,500?
Leave line 19 blank and enter -0- on line 20.
Subtract $2,500 from the amount on line 18a. Enter the result
Multiply the amount on line 19 by 15% (0.15) and enter the result ~~~~~~~~~~~~~~~~~~~~~~
On line 16b, is the amount $5,100 or more?
If you are a bona fide resident of Puerto Rico, go to line 21. Otherwise, skip Part II-B and enter the
of line 17 or line 20 on line 27.
If line 20 is equal to or more than line 17, skip Part II-B and enter the amount from line 17 on line 27.
Otherwise, go to line 21.
Withheld social security, Medicare, and Additional Medicare taxes from
Form(s) W-2, boxes 4 and 6. If married filing jointly, include your spouse's
amounts with yours. If your employer withheld or you paid Additional Medicare
Tax or tier 1 RRTA taxes, or if you are a bona fide resident of Puerto Rico,
see instructions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the total of the amounts from Schedule 1 (Form 1040), line 15;
Schedule 2 (Form 1040), line 5; Schedule 2 (Form 1040), line 6; and
Schedule 2 (Form 1040), line 13
Add lines 21 and 22
~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the total of the amounts from Form 1040 or 1040-SR,
line 27, and Schedule 3 (Form 1040), line 11.
Enter the amount from Schedule 3 (Form 1040), line 11.
Subtract line 24 from line 23. If zero or less, enter -0-~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the of line 20 or line 25 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
enter the of line 17 or line 26 on line 27.
2
Part II-A Additional Child Tax Credit for All Filers
Part II-B Certain Filers Who Have Three or More Qualifying Children and Bona Fide Residents of Puerto Rico
Part II-C Additional Child Tax Credit
pnmno
Stmt 4
0.
918.
0.
918.
1,967.
3
1,463.
X
X
12,250.
9,750.
1,463.
918.
1,463.
5,100.
1,967.
18
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
Department of the Treasury
Internal Revenue Service
408421 12-19-24
Your taxpayer identification number
OMB No. 1545-2294
Attachment
Sequence No.
Name(s) shown on return
Attach to your tax return.
Go to www.irs.gov/Form8995 for instructions and the latest information.
Note:only
1 (a) (b) (c)
i
ii
iii
iv
v
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
2
3
4
5
9
10
14
15
16
17
6
7
8
11
12
13
For Privacy Act and Paperwork Reduction Act Notice, see instructions.
You can claim the qualified business income deduction if you have qualified business income from a qualified trade or
business, real estate investment trust dividends, publicly traded partnership income, or a domestic production activities deduction
passed through from an agricultural or horticultural cooperative. See instructions.
Use this form if your taxable income, before your qualified business income deduction, is at or below $191,950 ($383,900 if married
filing jointly), and you aren't a patron of an agricultural or horticultural cooperative.
Form
Trade, business, or aggregation name Taxpayer Qualified businessincome or (loss)identification number
Total qualified business income or (loss). Combine lines 1i through 1v,
column (c)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Qualified business net (loss) carryforward from the prior year ~~~~~~~~~~~~~()
Total qualified business income. Combine lines 2 and 3. If zero or less, enter -0-~~~~
Qualified business income component. Multiply line 4 by 20% (0.20)~~~~~~~~~~~~~~~~~~~~~~~
Qualified REIT dividends and publicly traded partnership (PTP) income or (loss)
(see instructions)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Qualified REIT dividends and qualified PTP (loss) carryforward from the prior
year ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~()
Total qualified REIT dividends and PTP income. Combine lines 6 and 7. If zero
or less, enter -0-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
REIT and PTP component. Multiply line 8 by 20% (0.20)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Qualified business income deduction before the income limitation. Add lines 5 and 9 ~~~~~~~~~~~~~~~
Taxable income before qualified business income deduction (see instructions)~~~~~
Enter your net capital gain, if any, increased by any qualified dividends (see instructions)
Subtract line 12 from line 11. If zero or less, enter -0-~~~~~~~~~~~~~~~~~
Income limitation. Multiply line 13 by 20% (0.20)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Qualified business income deduction. Enter the smaller of line 10 or line 14. Also enter this amount on
the applicable line of your return (see instructions)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Total qualified business (loss) carryforward. Combine lines 2 and 3. If greater than zero, enter -0-~~~~~~~~~()
Total qualified REIT dividends and PTP (loss) carryforward. Combine lines 6 and 7. If greater than
zero, enter -0-()
LHA Form (2024)
55
8995
Qualified Business Income DeductionSimplified Computation8995 2024
COOLAM PRODUCTIONS LLC 80,757.47-0988859
Ran Oz Realtor 621-77-9016 250.
81,007.
81,007.
16,201.
16,201.
53,085.
53,085.
10,617.
10,617.
Ran & Sharon Oz 621-77-9016
19
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
414841 04-01-24
Activity:
1.
2.
3.
4.
5.
Qualified business income before deductions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Deductible part of self-employment income:
a.
b.
c.
d.
e.
Net income subject to self-employment tax from this activity
Total income subject to self-employment tax
Line 2a divided by line 2b (not greater than 1.000)
~~~~~~~~~~
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~
Amount from Schedule 1 (Form 1040), line 15 ~~~~~~~~~~~~~~~~~
Line 2c times line 2d. This is the allocated deductible part of self-employment tax for this activity ~~~~~~
Self-employed SEP, SIMPLE and qualified plans:
a.
b.
c.
d.
e.
Net income subject to self-employment tax from this activity
Net earnings from
~~~~~~~~~~
~~~~~~~~~~~~~
Line 3a divided by line 3b (not greater than 1.000)~~~~~~~~~~~~~~~
Amount from Schedule 1 (Form 1040), line 16 ~~~~~~~~~~~~~~~~~
Line 3c times line 3d. This is the allocated self-employed SEP, SIMPLE and qualified plans amount for
this activity ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Self-employed health insurance deduction:
a.
b.
c.
d.
e.
f.
Health insurance payments from this activity ~~~~~~~~~~~~~~~~~
Health insurance limits for activity above ~~~~~~~~~~~~~~~~~~~
Lesser of line 4a or line 4b ~~~~~~~~~~~~~~~~~~~~~~~~~~
Reserved
Reserved
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amount from line 4c. This is the allocated SE health insurance deduction
for this activity ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Line 1 minus lines 2e, 3e and 4f. This is the qualified business income after deductions ~~~~~~~~~~~~~
Activity:
1.
2.
3.
4.
5.
Qualified business income before deductions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Deductible part of self-employment income:
a.
b.
c.
d.
e.
Net income subject to self-employment tax from this activity
Total income subject to self-employment tax
Line 2a divided by line 2b (not greater than 1.000)
~~~~~~~~~~
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~
Amount from Schedule 1 (Form 1040), line 15 ~~~~~~~~~~~~~~~~~
Line 2c times line 2d. This is the allocated deductible part of self-employment tax for this activity ~~~~~~
Self-employed SEP, SIMPLE and qualified plans:
a.
b.
c.
d.
e.
Net income subject to self-employment tax from this activity
Net earnings from
~~~~~~~~~~
~~~~~~~~~~~~~
Line 3a divided by line 3b (not greater than 1.000)~~~~~~~~~~~~~~~
Amount from Schedule 1 (Form 1040), line 16 ~~~~~~~~~~~~~~~~~
Line 3c times line 3d. This is the allocated self-employed SEP, SIMPLE and qualified plans amount for
this activity ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Self-employed health insurance deduction:
a.
b.
c.
d.
e.
f.
Health insurance payments from this activity ~~~~~~~~~~~~~~~~~
Health insurance limits for activity above ~~~~~~~~~~~~~~~~~~~
Lesser of line 4a or line 4b ~~~~~~~~~~~~~~~~~~~~~~~~~~
Reserved
Reserved
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amount from line 4c. This is the allocated SE health insurance deduction
for this activity ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Line 1 minus lines 2e, 3e and 4f. This is the qualified business income after deductions ~~~~~~~~~~~~~
Qualified Business Income After Deductions
Ran Oz Realtor
250.
250.
250.
1.000000000
0.
0.
250.
20
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
OMB No. 1545-0074
Earned Income Credit (EIC), American Opportunity Tax Credit (AOTC), Child Tax Credit (CTC) (including the Additional
Child Tax Credit (ACTC) and Credit for Other Dependents (ODC)), and Head of Household (HOH) Filing Status
Form
(Rev. November 2024)
Department of the Treasury
Internal Revenue Service
Attachment
Sequence No.
Form (Rev. 11-2024)
420501 11-13-24
To be completed by preparer and filed with Form 1040, 1040-SR, 1040-NR, or 1040-SS. Go to www.irs.gov/Form8867 for instructions and the latest information.70
Taxpayer identification number
1
2
3
4
5
6
7
8
Yes No N/A
¥
¥
Yes
No
a
b
(If credits were disallowed or reduced, go to question 7a; if not, go to question 8.)
a
8867 For Paperwork Reduction Act Notice, see separate instructions.
Taxpayer name(s) shown on return
Preparer's name Preparer tax identification number
Please check the appropriate box for the credit(s) and/or HOH filing status claimed on the return and complete the related Parts I-V
for the benefit(s) claimed (check all that apply).EIC CTC/ACTC/ODC AOTC HOH
Did you complete the return based on information for the applicable tax year provided by the taxpayer or
reasonably obtained by you?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If credits are claimed on the return, did you complete the applicable EIC and/or CTC/ACTC/ODC
worksheets found in the Form 1040, 1040-SR, 1040-NR, 1040-SS or Schedule 8812 (Form 1040)
instructions, and/or the AOTC worksheet found in the Form 8863 instructions, or your own worksheet(s) that
provides the same information, and all related forms and schedules for each credit claimed?~~~~~~~~~~~~~
Did you satisfy the knowledge requirement? To meet the knowledge requirement, you must do both of
the following.
Interview the taxpayer, ask questions, and contemporaneously document the taxpayer's responses to
determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing status.
Review information to determine that the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to figure the amount(s) of any credit(s)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did any information provided by the taxpayer or a third party for use in preparing the return, or
information reasonably known to you, appear to be incorrect, incomplete, or inconsistent? (If ","
answer questions 4a and 4b. If "," go to question 5.)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did you make reasonable inquiries to determine the correct, complete, and consistent information?~~~~~~~~~
Did you contemporaneously document your inquiries? (Documentation should include the questions
you asked, whom you asked, when you asked, the information that was provided, and the impact the
information had on your preparation of the return.)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did you satisfy the record retention requirement? To meet the record retention requirement, you must
keep a copy of your documentation referenced in question 4b, a copy of this Form 8867, a copy of any
applicable worksheet(s), a record of how, when, and from whom the information used to prepare Form
8867 and any applicable worksheet(s) was obtained, and a copy of any document(s) provided by the
taxpayer that you relied on to determine eligibility for the credit(s) and/or HOH filing status or to figure
the amount(s) of the credit(s)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
List those documents provided by the taxpayer, if any, that you relied on:
Did you ask the taxpayer whether he/she could provide documentation to substantiate eligibility for the
credit(s) and/or HOH filing status and the amount(s) of any credit(s) claimed on the return if his/her
return is selected for audit?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did you ask the taxpayer if any of these credits were disallowed or reduced in a previous year?~~~~~~~~~~~
Did you complete the required recertification Form 8862?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If the taxpayer is reporting self-employment income, did you ask questions to prepare a complete and
correct Schedule C (Form 1040)?
LHA
Due Diligence RequirementsPart I
Paid Preparer's Due Diligence Checklist8867 2024
Ran & Sharon Oz 621-77-9016
Oren Gulasa P01698906
X
X
X
X
X
X
X
X
X
21
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
Form 8867 (Rev. 11-2024)Page
Form (Rev. 11-2024)
420502 11-13-24
2
Due Diligence Questions for Returns Claiming EIC
9a
b
c
(If the taxpayer is claiming the EIC
and does not have a qualifying child, go to question 10.)
Yes No N/A
Due Diligence Questions for Returns Claiming CTC/ACTC/ODC
10
11
12
Yes No N/A
Due Diligence Questions for Returns Claiming AOTC
13 Yes No
Due Diligence Questions for Claiming HOH
14 Yes No
Eligibility Certification
You will have complied with all due diligence requirements for claiming the applicable credit(s) and/or HOH filing
status on the return of the taxpayer identified above if you:
and
If you have not complied with all due diligence requirements, you may have to pay a penalty for each failure to
comply related to a claim of an applicable credit or HOH filing status (see instructions for more information).
15 Yes No
8867
Document Retention.
(If the return does not claim EIC, go to Part III.)
Have you determined that the taxpayer is eligible to claim the EIC for the number of qualifying children
claimed, or is eligible to claim the EIC without a qualifying child?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did you ask the taxpayer if the child lived with the taxpayer for over half of the year, even if the taxpayer
has supported the child the entire year?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did you explain to the taxpayer the rules about claiming the EIC when a child is the qualifying child of
more than one person (tiebreaker rules)?
(If the return does not claim CTC, ACTC, or ODC, go
to Part IV.)
Have you determined that each qualifying person for the CTC/ACTC/ODC is the taxpayer's dependent who is
a citizen, national, or resident of the United States?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did you explain to the taxpayer that he/she may not claim the CTC/ACTC if the child has not lived
with the taxpayer for over half of the year, even if the taxpayer has supported the child, unless the child's
custodial parent has released a claim to exemption for the child?~~~~~~~~~~~~~~~~~~~~~~~~~~
Did you explain to the taxpayer the rules about claiming the CTC/ACTC/ODC for a child of divorced or
separated parents (or parents who live apart), including any requirement to attach a Form 8332 or similar
statement to the return?
(If the return does not claim AOTC, go to Part V.)
Did the taxpayer provide substantiation for the credit, such as a Form 1098-T and/or receipts for the qualified
tuition and related expenses for the claimed AOTC?
(If the return does not claim HOH filing status, go to Part VI.)
Have you determined that the taxpayer was unmarried or considered unmarried on the last day of the tax year
and provided more than half of the cost of keeping up a home for the year for a qualifying person?
A.
B.
C.
D.
Interview the taxpayer, ask adequate questions, contemporaneously document the taxpayer's responses on the return or
in your notes, review adequate information to determine if the taxpayer is eligible to claim the credit(s) and/or HOH filing
status and to figure the amount(s) of the credit(s);
Complete this Form 8867 truthfully and accurately and complete the actions described in this checklist for any applicable
credit(s) claimed and HOH filing status, if claimed;
Submit Form 8867 in the manner required;
Keep all five of the following records for 3 years from the latest of the dates specified in the Form 8867 instructions under
1.
2.
3.
4.
5.
A copy of this Form 8867.
The applicable worksheet(s) or your own worksheet(s) for any credit(s) claimed.
Copies of any documents provided by the taxpayer on which you relied to determine the taxpayer's eligibility for the
credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s).
A record of how, when, and from whom the information used to prepare this form and the applicable worksheet(s) was
obtained.
A record of any additional information you relied upon, including questions you asked and the taxpayer's responses, to
determine the taxpayer's eligibility for the credit(s) and/or HOH filing status and to figure the amount(s) of the credit(s).
Do you certify that all of the answers on this Form 8867 are, to the best of your knowledge, true, correct, and
complete?
Part II
Part III
Part IV
Part V
Part VI
Ran & Sharon Oz 621-77-9016
X
X
X
X
22
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
}}}}}}}}}}}}}}} }}}}}}}}}}}Ran & Sharon Oz 621-77-9016
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Statement 1 Wages Received and Taxes Withheld
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
Federal State City
T Amount Tax Tax SDI FICA Medicare
S Employer's Name Paid Withheld Withheld Tax W/H Tax Tax
} }}}}}}}}}}}}}}} }}}}}}}}}} }}}}}}}}}} }}}}}}}}} }}}}}}} }}}}}}} }}}}}}}
Form 1040
T Coolam Productions
LLC 6,000.372.87.
S Coolam Productions
LLC 6,000.372.87.
}}}}}}}}}} }}}}}}}}}} }}}}}}}}} }}}}}}} }}}}}}} }}}}}}}
Totals 12,000.744.174.
~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~ ~~~~~~~ ~~~~~~~ ~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Statement 2Form 2441 Credit Limit Worksheet
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
1 Enter the amount from Form 1040, 1040-SR, or 1040-NR, line 18 4,633.
2 Enter the amount from Schedule 3 (Form 1040), line 1
(foreign tax credit) and line 6l (Form 8978, line 14)
3 Subtract line 2 from line 1. Also enter the amount on Form 2441,
line 10. But if zero or less, STOP; you cannot take the credit 4,633.
~~~~~~~~~~
Statement(s) 1, 223
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
}}}}}}}}}}}}}}} }}}}}}}}}}}Ran & Sharon Oz 621-77-9016
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Statement 3Schedule 8812 Credit Limit Worksheet A
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
1. Enter the amount from line 18 of Form 1040 or Form 1040-NR 4,633.
2. Add the following amounts (if applicable) from:
Schedule 3, line 1
Schedule 3, line 2 600.
Schedule 3, line 3
Schedule 3, line 4
Schedule 3, line 5b
Schedule 3, line 6d
Schedule 3, line 6f
Schedule 3, line 6l
Schedule 3, line 6m
Enter the total 600.
3. Subtract line 2 from line 1 4,033.
Complete the Credit Limit Worksheet B only if you meet all
of the following:
1. You are claiming one or more of the following credits:
a. Mortgage interest credit, Form 8396
b. Adoption credit, Form 8839
c. Residential clean energy credit, Form 5695, Part I
d. District of Columbia first-time homebuyer credit,
Form 8859
2. You are not filing Form 2555
3. Line 4 of Schedule 8812 is more than zero
4. If you are not completing Credit Limit Worksheet B, enter
-0-; otherwise, enter the amount from the Credit Limit
Worksheet B.0.
}}}}}}}}}}}}}}
5. Subtract line 4 from line 3. Enter this amount on Schedule
8812, line 13.4,033.
~~~~~~~~~~~~~~
Statement(s) 324
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
}}}}}}}}}}}}}}} }}}}}}}}}}}Ran & Sharon Oz 621-77-9016
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Statement 4Schedule 8812 Earned Income Worksheet
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
1a Enter the amount from line 1z of Form 1040 or 1040-NR 12,000.
1b Enter any nontaxable combat pay received. Also enter this
amount on Schedule 8812, line 18b. If you are filing Schedule
C, F, or SE, or you received Schedule K-1 (Form 1065), go to
line 2a. Otherwise, skip lines 2a through 2e and go to line 3
2a Enter any statutory employee income from Schedule C, line 1
2b Enter any net profit (loss) from Schedule C, line 31, and
Schedule K-1 (Form 1065), Box 14, code A (other than
farming). Reduce Schedule K-1 amounts as described in the
instructions for completing Schedule SE in the Partner's Instr.
for Schedule K-1. Do not include statutory employee income or
other amounts exempt from SE tax. Options and commodities
dealers must add any gain or subtract any loss (in the normal
course of dealing in or trading sect. 1256 contracts) from
sect. 1256 contracts or related property 250.
2c Enter net farm profit (loss) from Schedule F, line 34, and
Schedule K-1 (Form 1065), Box 14, code A. Reduce Schedule K-1
amounts as described in the instructions for completing
Schedule SE in the Partner's Instr. for Schedule K-1. Do not
include any amounts exempt from SE tax
2d If you used the farm optional method to figure net earnings
from self-employment, enter the amount from Schedule SE, line
15. Otherwise, skip this line and enter the amount from line
2c on line 2e
2e If line 2c is a profit, enter the smaller of line 2c or
line 2d. If line 2c is a loss, enter the loss from line 2c
3 Combine lines 1a, 1b, 2a, 2b, and 2e. If zero or less, stop and
enter -0- on line 3 of Credit Limit Worksheet B or Schedule
8812, line 18a 12,250.
4 Enter the Medicaid waiver payment amounts excluded from income
on Schedule 1, line 8s, unless you choose to include these
amounts in earned income. If you and your spouse both received
Medicaid waiver payments during the year, you and your spouse
can make different choices about including the full amount of
your payments in earned income. Enter only the amount of
Medicaid waiver payments that you or your spouse, if filing a
joint return, do not want to include in earned income. To
include all nontaxable Medicaid waiver payment amounts in
earned income, enter -0-
5 Enter the amount from Schedule 1, line 15
6 Add lines 4 and 5
7 Subtract line 6 from line 3. Enter this amount on line 3 of the
Credit Limit Worksheet B or Schedule 8812, line 18a 12,250.
~~~~~~~~~~~~
Statement(s) 425
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
Electronic Filing PDF Attachment
26
10440220 163039 1I9016RA 2024.02060 OZ, RAN 1I9016R1
Robinhood Markets Inc
85 Willow Road
Menlo Park,CA 94025
650-940-2700
Ran Oz
609 Northeast 191st Street
Miami, FL 33179
Master Account Number for Import:
758990808
Document ID for Import:
1QHW4JNQB11
Enclosed is your 2024 Consolidated Tax Statement. 1099 Tax Forms for the following accounts are included in
this package:
758990808 - Robinhood Securities LLC
758990808C - Robinhood Crypto LLC
New for 2024 Tax Year -
1.Event Contracts - Net income from trading activity on Robinhood event contracts in
2024 will be reported as Miscellaneous Income and available on your Consolidated
Form 1099 for this year. Please note, Miscellaneous Income totaling less than $600
will not generate a form. Settlement payments on Robinhood event contracts made
in 2025 will be reported next year.
2.Section 1256 Reporting - Certain products, including index options and regulated
futures contracts, will be reported under Section 1256 Contracts on
your Consolidated Form 1099. These contracts are also subject to an annual
"mark-to-market" process for positions held through the end of the calendar year.
For additional information, please visit the Help Center > Taxes and Forms
(https://robinhood.com/us/en/support/articles/about-tax-documents/#Whatsnewthisyear).
Multiple Robinhood Accounts - You can expect your Consolidated Form 1099 package to
be reported under Robinhood Markets Inc and cover your applicable Robinhood Securities,
Crypto and Derivatives accounts. If you have a Joint account with reportable activity, a
separate Form 1099 will be provided. If you had any reportable distributions or contributions
within a Robinhood Retirement account, your 2024 tax forms 1099-R and/or 5498 will also
be delivered separately. Retirement accounts will be reported under Robinhood Securities
LLC.
Filing Your Taxes - If filing through tax service providers, such as TurboTax or H&R Block,
please utilize the Master Account Number and Document ID listed above for your
consolidated accounts (Securities, Crypto and Futures). The Document ID is necessary to
directly import your 1099 data into the tax software so that you do not need to manually
enter each transaction. If you have a reportable Joint Account or Retirement account, it will
have its own unique Master Account Number and Document ID, and will need to be
imported separately. Please note that tax software providers may have limits on what can be
directly imported using the Document ID (i.e. maximum number of transactions or 1256
contract information).
This page intentionally left blank.
Page 1 of 10
SUMMARY OF PROCEEDS,GAINS &LOSSES,ADJUSTMENTS AND WITHHOLDING
Refer to the 1099-B and Proceeds not reported to the IRS pages to ensure that you consider all relevant items and to determine the correct gains and losses. The amounts shown below are for informational purposes.
Term Form 8949 type Proceeds Cost basis Market discount Wash sale loss disallowed Net gain or loss(-)
Short A (basis reported to the IRS)50,070.08 26,257.63 0.00 0.00 23,812.45
Short B (basis not reported to the IRS)0.00 0.00 0.00 0.00 0.00
Short C (Form 1099-B not received)0.00 0.00 0.00 0.00 0.00
Total Short-term 50,070.08 26,257.63 0.00 0.00 23,812.45
Long D (basis reported to the IRS)0.00 0.00 0.00 0.00 0.00
Long E (basis not reported to the IRS)0.00 0.00 0.00 0.00 0.00
Long F (Form 1099-B not received)0.00 0.00 0.00 0.00 0.00
Total Long-term 0.00 0.00 0.00 0.00 0.00
Undetermined B or E (basis not reported to the IRS)0.00 0.00 0.00 0.00 0.00
Undetermined C or F (Form 1099-B not received)0.00 0.00 0.00 0.00 0.00
Total Undetermined-term 0.00 0.00 0.00 0.00 0.00
DIVIDENDS AND DISTRIBUTIONS 2024 1099-DIV*OMB No. 1545-0110
1a- Total ordinary dividends (includes lines 1b, 5, 2e)0.00
1b- Qualified dividends 0.00
2a- Total capital gain distributions (includes lines 2b, 2c, 2d, 2f)0.00
2b- Unrecaptured Section 1250 gain 0.00
2c- Section 1202 gain 0.00
2d- Collectibles (28%) gain 0.00
2e- Section 897 ordinary dividends 0.00
2f- Section 897 capital gain 0.00
3- Nondividend distributions 1.07
4- Federal income tax withheld 0.00
5- Section 199A dividends 0.00
6- Investment expenses 0.00
8- Foreign country or US possession:7- Foreign tax paid:0.00
9- Cash liquidation distributions 0.00
10- Noncash liquidation distributions 0.00
12- Exempt-interest dividends (includes line 13)0.00
13- Specified private activity bond interest dividends (AMT)0.00
MISCELLANEOUS INFORMATION 2024 1099-MISC*OMB No. 1545-0115
2- Royalties 0.00
3- Other income 0.00
4- Federal income tax withheld 0.00
8- Substitute payments in lieu of dividends or interest 0.00
SECTION 1256 CONTRACTS 2024 1099-B*OMB No. 1545-0715
8- Profit or (loss) realized in 2024 on closed contracts 0.00
9- Unrealized profit or (loss) on open contracts-12/31/2023 0.00
10- Unrealized profit or (loss) on open contracts-12/31/2024 0.00
11- Aggregate profit or (loss) on contracts 0.00
If applicable, proceeds from sale transactions appear summarized below and are
detailed in subsequent sections of this document.
Grand total 50,070.08 26,257.63 0.00 0.00 23,812.45
Withholding Amount
Federal income tax withheld 0.00
Changes to dividend tax classifications processed after your original tax form is issued for 2024 may require an amended tax form.
Tax Information
Account 758990808
Statement Date:02/11/2025 2024
Ran Oz
609 Northeast 191st Street
Miami, FL 33179
RECIPIENT'S TIN:XXX-XX-9016
Robinhood Markets Inc as agent
for Robinhood Securities LLC
85 Willow Road
Menlo Park, CA 94025
Customer Service: 650-940-2700
PAYER'S TIN: 46-4364776
* This is important tax information and is being furnished to the Internal Revenue Service.
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.
11 -[]FATCA filing requirement (see instructions)Summary Information 13 -[]FATCA filing requirement (see instructions)
Page 2 of 10
INTEREST INCOME 2024 1099-INT OMB No. 1545-0112
This is important tax information and is being furnished to the Internal Revenue Service.
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.
1-Interest income (not included in line 3)13.60
2-Early withdrawal penalty 0.00
3-Interest on US Savings Bonds & Treasury obligations 0.00
4-Federal income tax withheld 0.00
5-Investment expenses 0.00
7-Foreign country or U.S. territory: 6- Foreign tax paid:0.00
8-Tax-exempt interest (includes line 9)0.00
9-Specified private activity bond interest (AMT)0.00
10-Market discount (covered lots)0.00
11-Bond premium (covered lots)0.00
12-Bond premium on Treasury obligations (covered lots)0.00
13-Bond premium on tax-exempt bonds (categorized below)0.00
Tax-exempt obligations (covered lots)0.00
Tax-exempt private activity obligations (AMT, covered lots)0.00
14-Tax-exempt and tax credit bond CUSIP number See detail
FATCA filing requirement []
ORIGINAL ISSUE DISCOUNT AND ADJUSTMENTS
Use bond-by-bond details from the Form 1099-OID page(s)to determine amounts of
Original Issue Discount income for your income tax return(s).The amounts shown in this
section are for your reference when preparing your income tax return(s).
Original issue discount for the year 0.00
Acquisition premium (covered lots)0.00
Acquisition premium (noncovered lots)0.00
Original issue discount on Treasury obligations 0.00
Acquisition premium, Treasury obligations (covered lots)0.00
Acquisition premium, Treasury obligations (noncovered lots)0.00
Tax-exempt OID 0.00
Tax-exempt OID (lots not reported)0.00
Acquisition premium (covered)0.00
Acquisition premium (lots not reported)0.00
Tax-exempt OID on private activity bonds 0.00
Tax-exempt OID on private activity bonds (lots not reported)0.00
Acquisition premium (AMT, covered)0.00
Acquisition premium (AMT, lots not reported)0.00
Market discount (all lots)0.00
Early withdrawal penalty 0.00
Investment expenses 0.00
STATE TAX WITHHELD
Use the details of the State Tax W ithholding page(s)to determine the appropriate amounts for
your income tax return(s).The amounts shown in this section are for your reference.
1099-DIV total withheld 0.00
1099-INT total withheld 0.00
1099-OID total withheld 0.00
1099-MISC total withheld 0.00
1099-B total withheld 0.00
RECONCILIATIONS, FEES, EXPENSES AND EXPENDITURES
The amounts in this section are not reported to the IRS.They are presented here for your
reference when preparing your income tax return(s).
Other Receipts & Reconciliations- Partnership distributions 0.00
Other Receipts & Reconciliations- Foreign tax paid- partnership 0.00
Other Receipts & Reconciliations- Return of principal 0.00
Other Receipts & Reconciliations- Deferred income payment 0.00
Other Receipts & Reconciliations- Deemed premium 0.00
Other Receipts & Reconciliations- Income accrual- UIT 0.00
Other Receipts & Reconciliations- Basis adjustments 0.00
Other Receipts & Reconciliations- Foreign tax pd beyond treaty 0.00
Fees & Expenses- Margin interest 0.00
Fees & Expenses- Dividends paid on short position 0.00
Fees & Expenses- Interest paid on short position 0.00
Fees & Expenses- Non reportable distribution expense 0.00
Fees & Expenses- Other expenses 20.00
Fees & Expenses- Severance tax 0.00
Fees & Expenses- Organizational expense 0.00
Fees & Expenses- Miscellaneous fees 0.00
Fees & Expenses- Tax-exempt investment expense 0.00
Foreign Exchange Gains & Losses- Foreign currency gain/loss 0.00
Robinhood Markets Inc as agent Account 758990808
for Robinhood Securities LLC Summary Information
2024 (continued)02/11/2025
The following amounts are not reported to the IRS.They are presented here for your reference
when preparing your tax return(s).
Taxable accrued interest paid 0.00
Taxable accrued Treasury interest paid 0.00
Tax-exempt accrued interest paid 0.00
Tax-exempt accrued interest paid (AMT)0.00
Taxable accrued nonqualified interest paid 0.00
Tax-exempt accrued nonqualified interest paid 0.00
Tax-exempt accrued nonqualified interest paid (AMT)0.00
Nonqualified interest 0.00
Tax-exempt nonqualified interest 0.00
Tax-exempt nonqualified interest (AMT)0.00
Interest shortfall on contingent payment debt 0.00
Bond premium- Non Treasury obligations (noncovered lots)0.00
Bond premium- Treasury obligations (noncovered lots)0.00
Bond premium- Tax-exempt obligations (noncovered lots)0.00
Bond premium- Tax-exempt obligations (AMT, noncovered lots)0.00
Market discount (noncovered lots)0.00
Page 3 of 10
* This is important tax information and is being furnished to the Internal Revenue Service. 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. Remember,taxpayers are ultimately responsible for the accuracy of their tax return(s).
Robinhood Markets Inc as agent Account 758990808
for Robinhood Securities LLC Proceeds from Broker and Barter Exchange Transactions
2024 1099-B* OMB No. 1545-0715 02/11/2025
Sales transactions are organized into sections according to term (long, short or undetermined) and covered status (covered or noncovered). For tax lots whose term is undetermined, use your historical
documents to establish the cost basis and date of purchase. The Box 12, Check if basis reported to IRS checkmark, is reflected as being checked in the title of the covered securities pages of Forms
1099-B, short-term and long-term. The title pages of the noncovered securities pages for Forms 1099-B reflect that Box 12 is not being checked, as these securities are not being reported to the IRS.
Several columns include both an amount and a qualifying notation to its right. Where proceeds are the result of an option exercise or assignment, there is indication of whether the amount is N (net of
option premium) or G (Gross). Accrued market discount and wash sale loss disallowed appear in the same column, identified by the letters D or W, respectively. Where you are not permitted to
recognize a loss, an indication of X (change in control or capital structure) or Z (other corporate action) is used. The change in control condition is reported to the IRS for covered lots. Neither the
disallowance of loss due to a corporate action nor the amount of gain or loss is reported to the IRS in any instance.
Some tax lots may have notations in the column of Additional Information because they require special treatment on your tax returns. Sales of securities such as Contingent Payment Debt Instruments
(CPDI) are marked as “Ordinary” because gains and losses on these instruments generally do not qualify as short- or long-term capital transactions. Similarly, lots noted as “3 - [X] Collectible” are
handled distinctly under the tax code. These conditions are reported to the IRS. You may wish to consult with your tax advisor, the IRS or your state tax authority regarding the proper treatment for
these scenarios. With further regard to Box 3, there is also a checkmark to indicate the proceeds of sale are from a Qualified Opportunity Zone Fund investment - a QOF. If the proceeds are from a QOF
the Additional Information column will reflect the following - “3 - [X] Proceeds from QOF.” The tax treatment for QOF investments can be complex and you may wish to consult your tax advisor about
such sales.
Closing of written options is presented in a distinct manner in accordance with IRS regulations. For these transactions the Cost or other basis (column 1e) is always presented as $0.00 and the
Proceeds (column 1d) is the net of the amount received when the option was written and the cost to close the position.
FATCA filing requirement []
SHORT TERM TRANSACTIONS FOR COVERED TAX LOTS [Ordinary gains or losses are identified in the Additional information column] (Lines 2 & 5)
Report on Form 8949, Part I with Box A checked. Basis is provided to the IRS. (Line 12)
“Gain or loss (-)” is NOT reported to the IRS.
1a-Description of property/CUSIP/Symbol
1c-Date
sold or
disposed Quantity
1d-Proceeds &
6-Reported
(G)ross or (N)et
1b-Date
acquired
1e-Cost or
other basis
1f-Accrued mkt disc (D)&
1g-Wash sale loss
disallowed (W)
Gain or loss(-)&
7-Loss not allowed (X)
also not reported (Z)Additional information
GRAYSCALE ETHEREUM TRUST ETF / CUSIP: 389638107 / Symbol:
03/11/24 563.000 19,986.24 12/22/23 10,915.44 ...9,070.80 Sale
ROBINHOOD MARKETS, INC. CLASS A COMMON STOCK / CUSIP: 770700102 / Symbol:
03/20/24 550.964 9,996.52 12/22/23 7,176.31 ...2,820.21 Sale
10/28/24 362.038 10,089.65 12/22/23 4,715.54 ...5,374.11 Sale
12/02/24 264.901 9,997.67 12/22/23 3,450.34 ...6,547.33 Sale
Security total:30,083.84 15,342.19 ...14,741.65
Totals :50,070.08 26,257.63 23,812.45
Page 4 of 10
Robinhood Markets Inc as agent Account 758990808
for Robinhood Securities LLC Detail for Dividends and Distributions
2024 02/11/2025
This section of your tax information statement contains the payment level detail of your taxable dividends, capital gains distributions, Section 199A dividends, Section 897 dividends and capital gains,
exempt-interest dividends, nondividend distributions and liquidation distributions. Also shown are the fair market values of any taxable stock dividends or noncash liquidation distributions.
Federal, state and foreign tax withheld and investment expenses are presented as negative amounts but do not net against the reportable income totals. All amounts are grouped by security, with the
transactions listed in chronological order. Subtotals for each security are provided. For situations in which the tax character of a distribution (or part thereof) is different than at the time it was paid,
endnotes are provided for further explanation.
Note that a payment characterized as a “Qualified dividend” is only issuer-qualified. There is also a holder level criteria for a dividend to be treated as Qualified. If the payment is from a common stock
you are required to have held it for more than 60 days during the 121-day period that begins 60 days before the ex-dividend date of the dividend. If the dividend is from preferred shares and covers a
period greater than 366 days, you must have held the preferred stock for more than 90 days during the 181-day period that begins 90 days before the ex-dividend date of the dividend.
Amounts presented in Box 2e as Section 897 Ordinary Dividends or Box 2f as Section 897 Capital Gains apply only to foreign persons and entities whose income maintains its character when passed
through or distributed to its direct or indirect foreign owners or beneficiaries, The IRS has indicated that boxes 2e and 2f are not applicable to recipients that are U.S. individuals. You should consult your
tax advisor for further information.
Security description CUSIP and/or symbol State Date Amount Transaction type Notes
RITHM PROPERTY TRUST INC.38983D300 04/01/24 0.38 Nondividend distribution 03
05/30/24 0.23 Nondividend distribution 03
08/30/24 0.23 Nondividend distribution 03
11/29/24 0.23 Nondividend distribution 03
1.07 Total Dividends & distributions
1.07 Total Dividends & distributions
Page 5 of 10
Robinhood Markets Inc as agent Account 758990808
for Robinhood Securities LLC Detail for Interest Income
2024 02/11/2025
This section of your tax information statement contains the payment level detail of taxable interest and associated bond premium. Market discount will be shown here only if you have elected to
recognize it currently rather than at the time of sale or maturity. Bond premium and market discount for covered tax lots are totaled on Form 1099-INT and reported to the IRS. For noncovered tax lots,
they are totaled and presented beneath the 1099-INT for informational purposes and are not reported to the IRS.
To provide a complete picture of activity for each investment, we also include here nonreportable transactions such as accrued interest paid on purchases and payment or receipt of nonqualified
interest. Other amounts, such as federal, state and foreign tax withheld and investment expenses are shown as negative amounts but do not net against the reportable income totals.
Security description CUSIP and/or symbol Date Amount Transaction type Notes
Interest payment 01/31/24 0.53 Interest
02/29/24 0.01 Interest
03/28/24 0.91 Interest
04/30/24 12.00 Interest
05/31/24 0.01 Interest
13.46 Total Interest
Security Lending Income 10/07/24 0.01 Interest
10/07/24 0.01 Interest
10/07/24 0.01 Interest
10/07/24 0.01 Interest
10/07/24 0.01 Interest
11/07/24 0.01 Interest
11/07/24 0.01 Interest
11/07/24 0.01 Interest
11/07/24 0.01 Interest
11/07/24 0.01 Interest
12/06/24 0.01 Interest
12/06/24 0.01 Interest
12/06/24 0.01 Interest
12/06/24 0.01 Interest
0.14 Total Interest
13.60 Total Interest
Page 6 of 10
Robinhood Markets Inc as agent Account 758990808
for Robinhood Securities LLC Fees and Expenses
2024 02/11/2025
This section of your tax information statement may contain the detail of fees and investment expenses that are not accounted for in amounts reportable to the IRS on the various Forms 1099. You may
wish to consult with your tax advisor, the IRS or your state tax authority regarding the proper tax treatment.
These amounts are provided here to facilitate an accounting of all amounts received during the year and are totaled in the Reconciliations, Fees, Expenses and Expenditures found in the Summary
Information at the beginning of the statement.
Description CUSIP and/or symbol Date Amount Transaction type Notes
Gold Subscription fee GLDSUBFEE 01/02/24 -5.00 Subscription expense
01/30/24 -5.00 Subscription expense
02/29/24 -5.00 Subscription expense
04/01/24 -5.00 Subscription expense
-20.00 Total Subscription expense
-20.00 Total Subscription expense
Page 7 of 10
Robinhood Markets Inc as agent Account 758990808
for Robinhood Securities LLC Non-Reportable Actions
2024 02/11/2025
Security Description CUSIP and/or symbol Date Quantity Amount Transaction type Notes
GRAYSCALE ETHEREUM MINI TRUST ETF 38964R104 07/23/24 1,437.00 0.00 Stock spinoff
Page 8 of 10
Robinhood Markets Inc as agent
for Robinhood Securities LLC 2024 End Notes for Account 758990808
03 The tax character of the distribution has been allocated based on information provided by the security issuer.
Instructions for Recipient
Page 9 of 10
Common Instructions for Recipient
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.
Account number. May show an account or other unique number the payer assigned to
distinguish your account.
Payer’s Routing Transit Number (RTN). A payer may include the RTN to identify the
bank or financial institution where your account is held.
Backup Withholding. Shows backup withholding. Generally, a payer must backup
withhold if you did not furnish your taxpayer identification number. See Form W-9 and
Pub. 505 for more information. Report this amount on your income tax return as tax
withheld.
Nominees. If this 1099 form includes amounts belonging to another person, you are
considered a nominee recipient. You must file as the “payer” the respective Form 1099
(DIV, INT, or OID) Copy A (with a Form 1096) to the IRS for each of the other owners
as recipient(s) to show their allocable share of the income and you must furnish the
respective Copy B Form(s) and amounts to each owner. A spouse is not required to file
a nominee return to show amounts owned by the other spouse. See the General
Instructions for Certain Information Returns.
FATCA filing requirement. If the FATCA filing requirement box is checked, the payer
is reporting on Form 1099 to satisfy its chapter 4 account reporting requirement. You
also may have a filing requirement. See the Instructions for Form 8938.
Keep tax documents for your records.
1099-DIV Instructions for Recipient
Line 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), if required.
Line 1b. Shows the portion of the amount in Line 1a that may be eligible for reduced
capital gains rates. See the Instructions for Forms 1040 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.
Line 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). But, if no amount is shown in Lines 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 Line 2a on your Form 1040 or 1040-SR rather than
Schedule D. See the Instructions for Form 1040.
Line 2b. Shows the portion of the amount in Line 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).
Line 2c. Shows the portion of the amount in Line 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.
Line 2d. Shows the portion of the amount in Line 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).
Line 2e. Shows the portion of the amount in Line 1a that is section 897 gain attributable
to disposition of U.S. real property interests (USRPI).
Line 2f. Shows the portion of the amount in Line 2a that is section 897 gain attributable
to disposition of USRPI.
Note: Lines 2e and 2f apply only to foreign persons and entities whose income
maintains its character when passed 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 United States. See the instructions for your tax return.
Line 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.
Line 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.
Line 5. Shows the portion of the amount in Line 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.
Line 6. Shows your share of expenses of a nonpublicly offered RIC, generally a
nonpublicly offered mutual fund. This amount is included in Line 1a.
Line 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 Form 1040.
Line 8. This Line should be left blank if a RIC reported the foreign tax shown in Line 7.
Lines 9 and 10. Show cash and noncash liquidation distributions.
Line 11. If the FATCA filing requirement box is checked, the payer is reporting on this
Form 1099 to satisfy its account reporting requirement under chapter 4 of the Internal
Revenue Code. You may also have a filing requirement. See the Instructions for Form
8938.
Line 12. Shows exempt-interest dividends from a mutual fund or other RIC paid to you
during the calendar year. See the Instructions for Forms 1040 for where to report. This
amount may be subject to backup withholding. See Line 4 above.
Line 13. Shows exempt-interest dividends subject to the alternative minimum tax. This
amount is included in Line 12. See the Instructions for Form 6251.
Lines 14-16. State income tax withheld reporting Lines.
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.
Free File. Go to www.irs.gov/FreeFile to see if you qualify for no-cost online federal tax
preparation, e-filing, and direct deposit or payment options.
1099-INT Instructions for Recipient
The information provided may be different for covered and noncovered securities. For a
description of covered securities, see the Instructions for Form 8949. For a taxable
covered security acquired at a premium, unless you notified the payer in writing in
accordance with Regulations section 1.6045-1(n)(5) that you did not want to amortize
the premium under section 171, or for a tax-exempt covered security acquired at a
premium, your payer must generally report either (1) a net amount of interest that
reflects the offset of the amount of interest paid to you by the amount of premium
amortization allocable to the payment(s), or (2) a gross amount for both the interest paid
to you and the premium amortization allocable to the payment(s). If you did notify your
payer that you did not want to amortize the premium on a taxable covered security, then
your payer will only report the gross amount of interest paid to you. For a noncovered
security acquired at a premium, your payer is only required to report the gross amount
of interest paid to you.
Line 1. Shows taxable interest paid to you during the calendar year by the payer. This
does not include interest shown in line 3. May also show the total amount of the credits
from clean renewable energy bonds, new clean renewable energy bonds, qualified
energy conservation bonds, qualified zone academy bonds, qualified school
construction bonds, and build America bonds that must be included in your interest
income. These amounts were treated as paid to you during the calendar year on the
credit allowance dates (March 15, June 15, September 15, and December 15). For
more information, see Form 8912. See the instructions above for a taxable covered
security acquired at a premium.
Line 2. Shows interest or principal forfeited because of early withdrawal of time savings.
You may deduct this amount to figure your adjusted gross income on your income tax
return. See the Instructions for Forms 1040 to see where to take the deduction.
Line 3. Shows interest on U.S. Savings Bonds, Treasury bills, Treasury bonds, and
Treasury notes. This may or may not all be taxable. See Pub. 550. This interest is
exempt from state and local income taxes. This interest is not included in line 1. See the
instructions above for a taxable covered security acquired at a premium.
Line 4. Shows backup withholding. Generally, a payer must backup withhold if you did
not furnish your TIN or you did not furnish the correct TIN to the payer. See Form W-9.
Include this amount on your income tax return as tax withheld.
Line 5. Any amount shown is your share of investment expenses of a singleclass
REMIC. This amount is included in line 1. Note: This amount is not deductible.
Line 6. Shows foreign tax paid. You may be able to claim this tax as a deduction or a
credit on your Form 1040 or 1040-SR. See your tax return instructions.
Line 7. Shows the country or U.S. territory to which the foreign tax was paid.
Line 8. Shows tax-exempt interest paid to you during the calendar year by the payer.
See how to report this amount in the Instructions for Forms 1040. This amount may be
subject to backup withholding. See Line 4 above. See the instructions above for a
tax-exempt covered security acquired at a premium.
Line 9. Shows tax-exempt interest subject to the alternative minimum tax. This amount
is included in line 8. See the Instructions for Form 6251. See the instructions above for
a tax-exempt covered security acquired at a premium.
Line 10. For a taxable or tax-exempt covered security, if you made an election under
section 1278(b) to include market discount in income as it accrues and you notified your
payer of the election in writing in accordance with Regulations section 1.6045-1(n)(5),
shows the market discount that accrued on the debt instrument during the year while
held by you, unless it was reported on Form 1099-OID. For a taxable or tax-exempt
covered security acquired on or after January 1, 2015, accrued market discount will be
calculated on a constant yield basis unless you notified your payer in writing in
accordance with Regulations section 1.6045-1(n)(5) that you did not want to make a
constant yield election for market discount under section 1276(b). Report the accrued
market discount on your income tax return as directed in the Instructions for Forms
1040. Market discount on a tax-exempt security is includible in taxable income as
interest income.
Line 11. For a taxable covered security (other than a U.S. Treasury obligation), shows
the amount of premium amortization allocable to the interest payment(s), unless you
notified the payer in writing in accordance with Regulations section 1.6045-1(n)(5) that
you did not want to amortize bond premium under section 171. If an amount is reported
in this line, see the Instructions for Schedule B (Form 1040) to determine the net
amount of interest includible in income on Form 1040 or 1040-SR with respect to the
security. If an amount is not reported in this line for a taxable covered security acquired
at a premium and the payer is reporting premium amortization, the payer has reported a
net amount of interest in line 1. If the amount in line 11 is greater than the amount of
interest paid on the covered security, see Regulations section 1.171-2(a)(4).
Line 12. For a U.S. Treasury obligation that is a covered security, shows the amount of
premium amortization allocable to the interest payment(s), unless you notified the payer
in writing in accordance with Regulations section 1.6045-1(n)(5) that you did not want to
amortize bond premium under section 171. If an amount is reported in this line, see the
Instructions for Schedule B (Form 1040) to determine the net amount of interest
includible in income on Form 1040 or 1040-SR with respect to the U.S. Treasury
obligation. If an amount is not reported in this line for a U.S. Treasury obligation that is a
covered security acquired at a premium and the payer is reporting premium
amortization, the payer has reported a net amount of interest in line 3. If the amount in
line 12 is greater than the amount of interest paid on the U.S. Treasury obligation, see
Regulations section 1.171-2(a)(4).
Line 13. For a tax-exempt covered security, shows the amount of premium amortization
allocable to the interest payment(s). If an amount is reported in this line, see Pub. 550 to
determine the net amount of tax-exempt interest reportable on Form 1040 or 1040-SR.
If an amount is not reported in this line for a tax-exempt covered security acquired at a
premium, the payer has reported a net amount of interest in line 8 or 9, whichever is
applicable. If the amount in line 13 is greater than the amount of interest paid on the
tax-exempt covered security, the excess is a nondeductible loss. See Regulations
section 1.171-2(a)(4)(ii).
Line 14. Shows CUSIP number(s) for tax-exempt bond(s) on which tax-exempt interest
was paid, or tax credit bond(s) on which taxable interest was paid or tax credit was
allowed, to you during the calendar year. If blank, no CUSIP number was issued for the
bond(s).
Lines 15-17. State tax withheld reporting lines.
Future developments. For the latest information about developments related to Form
1099-INT and its instructions, such as legislation enacted after they were published, go
to www.irs.gov/Form1099INT.
Free File. Go to www.irs.gov/FreeFile to see if you qualify for no-cost online federal tax
preparation, e-filing, and direct deposit or payment options.
1099-B Instructions for Recipient
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.
Line 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).
Line 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.
Line 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.
Instructions for Recipient
Page 10 of 10
Line 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 nonSection 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).
Line 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), or Pub. 550 for details.
Line 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.
Line 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.
Line 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.
Line 3. If checked, proceeds are from a transaction involving collectibles or from a
Qualified Opportunity Fund (QOF).
Line 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.
Line 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.
Line 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.
Line 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.
Line 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.
Line 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.
Lines 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.
Free File. Go to www.irs.gov/FreeFile to see if you qualify for no-cost online federal tax
preparation, e-filing, and direct deposit or payment options.
Page 1 of 6
SUMMARY OF PROCEEDS,GAINS &LOSSES,ADJUSTMENTS AND WITHHOLDING
Refer to the 1099-B and Proceeds not reported to the IRS pages to ensure that you consider all relevant items and to determine the correct gains and losses. The amounts shown below are for informational purposes.
Term Form 8949 type Proceeds Cost basis Market discount Wash sale loss disallowed Net gain or loss(-)
Short A (basis reported to the IRS)0.00 0.00 0.00 0.00 0.00
Short B (basis not reported to the IRS)73,242.23 66,744.74 0.00 0.00 6,497.49
Short C (Form 1099-B not received)0.00 0.00 0.00 0.00 0.00
Total Short-term 73,242.23 66,744.74 0.00 0.00 6,497.49
Long D (basis reported to the IRS)0.00 0.00 0.00 0.00 0.00
Long E (basis not reported to the IRS)0.00 0.00 0.00 0.00 0.00
Long F (Form 1099-B not received)0.00 0.00 0.00 0.00 0.00
Total Long-term 0.00 0.00 0.00 0.00 0.00
Undetermined B or E (basis not reported to the IRS)23,732.40 0.00 0.00 0.00 0.00
Undetermined C or F (Form 1099-B not received)0.00 0.00 0.00 0.00 0.00
Total Undetermined-term 23,732.40 0.00 0.00 0.00 0.00
DIVIDENDS AND DISTRIBUTIONS 2024 1099-DIV*OMB No. 1545-0110
1a- Total ordinary dividends (includes lines 1b, 5, 2e)0.00
1b- Qualified dividends 0.00
2a- Total capital gain distributions (includes lines 2b, 2c, 2d, 2f)0.00
2b- Unrecaptured Section 1250 gain 0.00
2c- Section 1202 gain 0.00
2d- Collectibles (28%) gain 0.00
2e- Section 897 ordinary dividends 0.00
2f- Section 897 capital gain 0.00
3- Nondividend distributions 0.00
4- Federal income tax withheld 0.00
5- Section 199A dividends 0.00
6- Investment expenses 0.00
8- Foreign country or US possession:7- Foreign tax paid:0.00
9- Cash liquidation distributions 0.00
10- Noncash liquidation distributions 0.00
12- Exempt-interest dividends (includes line 13)0.00
13- Specified private activity bond interest dividends (AMT)0.00
MISCELLANEOUS INFORMATION 2024 1099-MISC*OMB No. 1545-0115
2- Royalties 0.00
3- Other income 0.00
4- Federal income tax withheld 0.00
8- Substitute payments in lieu of dividends or interest 0.00
SECTION 1256 CONTRACTS 2024 1099-B*OMB No. 1545-0715
8- Profit or (loss) realized in 2024 on closed contracts 0.00
9- Unrealized profit or (loss) on open contracts-12/31/2023 0.00
10- Unrealized profit or (loss) on open contracts-12/31/2024 0.00
11- Aggregate profit or (loss) on contracts 0.00
If applicable, proceeds from sale transactions appear summarized below and are
detailed in subsequent sections of this document.
Grand total 96,974.63 66,744.74 0.00 0.00 6,497.49
Withholding Amount
Federal income tax withheld 0.00
Changes to dividend tax classifications processed after your original tax form is issued for 2024 may require an amended tax form.
Tax Information
Account 758990808C
Statement Date:02/11/2025 2024
Ran Oz
609 Northeast 191st Street
Miami, FL 33179
RECIPIENT'S TIN:XXX-XX-9016
Robinhood Markets Inc as agent
for Robinhood Crypto LLC
85 Willow Road
Menlo Park, CA 94025
Customer Service: 650-940-2700
PAYER'S TIN: 46-4364776
* This is important tax information and is being furnished to the Internal Revenue Service.
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.
11 -[]FATCA filing requirement (see instructions)Summary Information 13 -[]FATCA filing requirement (see instructions)
Page 2 of 6
INTEREST INCOME 2024 1099-INT OMB No. 1545-0112
This is important tax information and is being furnished to the Internal Revenue Service.
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.
1-Interest income (not included in line 3)0.00
2-Early withdrawal penalty 0.00
3-Interest on US Savings Bonds & Treasury obligations 0.00
4-Federal income tax withheld 0.00
5-Investment expenses 0.00
7-Foreign country or U.S. territory: 6- Foreign tax paid:0.00
8-Tax-exempt interest (includes line 9)0.00
9-Specified private activity bond interest (AMT)0.00
10-Market discount (covered lots)0.00
11-Bond premium (covered lots)0.00
12-Bond premium on Treasury obligations (covered lots)0.00
13-Bond premium on tax-exempt bonds (categorized below)0.00
Tax-exempt obligations (covered lots)0.00
Tax-exempt private activity obligations (AMT, covered lots)0.00
14-Tax-exempt and tax credit bond CUSIP number
FATCA filing requirement []
ORIGINAL ISSUE DISCOUNT AND ADJUSTMENTS
Use bond-by-bond details from the Form 1099-OID page(s)to determine amounts of
Original Issue Discount income for your income tax return(s).The amounts shown in this
section are for your reference when preparing your income tax return(s).
Original issue discount for the year 0.00
Acquisition premium (covered lots)0.00
Acquisition premium (noncovered lots)0.00
Original issue discount on Treasury obligations 0.00
Acquisition premium, Treasury obligations (covered lots)0.00
Acquisition premium, Treasury obligations (noncovered lots)0.00
Tax-exempt OID 0.00
Tax-exempt OID (lots not reported)0.00
Acquisition premium (covered)0.00
Acquisition premium (lots not reported)0.00
Tax-exempt OID on private activity bonds 0.00
Tax-exempt OID on private activity bonds (lots not reported)0.00
Acquisition premium (AMT, covered)0.00
Acquisition premium (AMT, lots not reported)0.00
Market discount (all lots)0.00
Early withdrawal penalty 0.00
Investment expenses 0.00
STATE TAX WITHHELD
Use the details of the State Tax W ithholding page(s)to determine the appropriate amounts for
your income tax return(s).The amounts shown in this section are for your reference.
1099-DIV total withheld 0.00
1099-INT total withheld 0.00
1099-OID total withheld 0.00
1099-MISC total withheld 0.00
1099-B total withheld 0.00
RECONCILIATIONS, FEES, EXPENSES AND EXPENDITURES
The amounts in this section are not reported to the IRS.They are presented here for your
reference when preparing your income tax return(s).
Other Receipts & Reconciliations- Partnership distributions 0.00
Other Receipts & Reconciliations- Foreign tax paid- partnership 0.00
Other Receipts & Reconciliations- Return of principal 0.00
Other Receipts & Reconciliations- Deferred income payment 0.00
Other Receipts & Reconciliations- Deemed premium 0.00
Other Receipts & Reconciliations- Income accrual- UIT 0.00
Other Receipts & Reconciliations- Basis adjustments 0.00
Other Receipts & Reconciliations- Foreign tax pd beyond treaty 0.00
Fees & Expenses- Margin interest 0.00
Fees & Expenses- Dividends paid on short position 0.00
Fees & Expenses- Interest paid on short position 0.00
Fees & Expenses- Non reportable distribution expense 0.00
Fees & Expenses- Other expenses 0.00
Fees & Expenses- Severance tax 0.00
Fees & Expenses- Organizational expense 0.00
Fees & Expenses- Miscellaneous fees 0.00
Fees & Expenses- Tax-exempt investment expense 0.00
Foreign Exchange Gains & Losses- Foreign currency gain/loss 0.00
Robinhood Markets Inc as agent Account 758990808C
for Robinhood Crypto LLC Summary Information
2024 (continued)02/11/2025
The following amounts are not reported to the IRS.They are presented here for your reference
when preparing your tax return(s).
Taxable accrued interest paid 0.00
Taxable accrued Treasury interest paid 0.00
Tax-exempt accrued interest paid 0.00
Tax-exempt accrued interest paid (AMT)0.00
Taxable accrued nonqualified interest paid 0.00
Tax-exempt accrued nonqualified interest paid 0.00
Tax-exempt accrued nonqualified interest paid (AMT)0.00
Nonqualified interest 0.00
Tax-exempt nonqualified interest 0.00
Tax-exempt nonqualified interest (AMT)0.00
Interest shortfall on contingent payment debt 0.00
Bond premium- Non Treasury obligations (noncovered lots)0.00
Bond premium- Treasury obligations (noncovered lots)0.00
Bond premium- Tax-exempt obligations (noncovered lots)0.00
Bond premium- Tax-exempt obligations (AMT, noncovered lots)0.00
Market discount (noncovered lots)0.00
Page 3 of 6
* This is important tax information and is being furnished to the Internal Revenue Service. 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. Remember,taxpayers are ultimately responsible for the accuracy of their tax return(s).
Robinhood Markets Inc as agent Account 758990808C
for Robinhood Crypto LLC Proceeds from Broker and Barter Exchange Transactions
2024 1099-B* OMB No. 1545-0715 02/11/2025
Sales transactions are organized into sections according to term (long, short or undetermined) and covered status (covered or noncovered). For tax lots whose term is undetermined, use your historical
documents to establish the cost basis and date of purchase. The Box 12, Check if basis reported to IRS checkmark, is reflected as being checked in the title of the covered securities pages of Forms
1099-B, short-term and long-term. The title pages of the noncovered securities pages for Forms 1099-B reflect that Box 12 is not being checked, as these securities are not being reported to the IRS.
Several columns include both an amount and a qualifying notation to its right. Where proceeds are the result of an option exercise or assignment, there is indication of whether the amount is N (net of
option premium) or G (Gross). Accrued market discount and wash sale loss disallowed appear in the same column, identified by the letters D or W, respectively. Where you are not permitted to
recognize a loss, an indication of X (change in control or capital structure) or Z (other corporate action) is used. The change in control condition is reported to the IRS for covered lots. Neither the
disallowance of loss due to a corporate action nor the amount of gain or loss is reported to the IRS in any instance.
Some tax lots may have notations in the column of Additional Information because they require special treatment on your tax returns. Sales of securities such as Contingent Payment Debt Instruments
(CPDI) are marked as “Ordinary” because gains and losses on these instruments generally do not qualify as short- or long-term capital transactions. Similarly, lots noted as “3 - [X] Collectible” are
handled distinctly under the tax code. These conditions are reported to the IRS. You may wish to consult with your tax advisor, the IRS or your state tax authority regarding the proper treatment for
these scenarios. With further regard to Box 3, there is also a checkmark to indicate the proceeds of sale are from a Qualified Opportunity Zone Fund investment - a QOF. If the proceeds are from a QOF
the Additional Information column will reflect the following - “3 - [X] Proceeds from QOF.” The tax treatment for QOF investments can be complex and you may wish to consult your tax advisor about
such sales.
Closing of written options is presented in a distinct manner in accordance with IRS regulations. For these transactions the Cost or other basis (column 1e) is always presented as $0.00 and the
Proceeds (column 1d) is the net of the amount received when the option was written and the cost to close the position.
FATCA filing requirement []
SHORT TERM TRANSACTIONS FOR NONCOVERED TAX LOTS [Ordinary gains or losses are identified in the Additional information column] (Line 5)
Report on Form 8949, Part I with Box B checked. Basis is NOT provided to the IRS. (Line 12)
“Date acquired,” “Cost or other basis,” "Accrued market discount," "Wash sale loss disallowed" and “Gain or loss (-)” are NOT reported to the IRS.
1a-Description of property/CUSIP/Symbol
1c-Date
sold or
disposed Quantity
1d-Proceeds &
6-Reported
(G)ross or (N)et
Date
acquired
Cost or
other basis
Accrued mkt disc (D)&
Wash sale loss
disallowed (W)
Gain or loss(-)&
7-Loss not allowed (X)
also not reported (Z)Additional information
Litecoin / CUSIP: LTC / Symbol:
03/11/24 254.730942 24,730.39 12/27/23 19,262.04 ...5,468.35 Sale
11/19/24 552.81823073 48,511.84 Various 47,482.70 ...1,029.14 Sale
Security total:73,242.23 66,744.74 ...6,497.49
Totals :73,242.23 66,744.74 6,497.49
Page 4 of 6
* This is important tax information and is being furnished to the Internal Revenue Service. 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. Remember,taxpayers are ultimately responsible for the accuracy of their tax return(s).
Robinhood Markets Inc as agent Account 758990808C
for Robinhood Crypto LLC Proceeds from Broker and Barter Exchange Transactions
2024 1099-B* OMB No. 1545-0715 (continued)02/11/2025
UNDETERMINED TERM TRANSACTIONS FOR NONCOVERED TAX LOTS [Ordinary gains or losses are identified in the Additional information column] (Line 5)
Report on Form 8949, Part I with Box B checked or Part II with Box E checked. Basis is NOT provided to the IRS. (Line 12)
“Date acquired,” “Cost or other basis,” "Accrued market discount," "Wash sale loss disallowed" and “Gain or loss (-)” are NOT reported to the IRS.
1a-Description of property/CUSIP/Symbol
1c-Date
sold or
disposed Quantity
1d-Proceeds &
6-Reported
(G)ross or (N)et
Date
acquired
Cost or
other basis
Accrued mkt disc (D)&
Wash sale loss
disallowed (W)
Gain or loss(-)&
7-Loss not allowed (X)
also not reported (Z)Additional information
Bitcoin / CUSIP: BTC / Symbol:
03/12/24 0.33096908 23,732.40 N/A .........Sale
Totals :23,732.40 ......
Instructions for Recipient
Page 5 of 6
Common Instructions for Recipient
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.
Account number. May show an account or other unique number the payer assigned to
distinguish your account.
Payer’s Routing Transit Number (RTN). A payer may include the RTN to identify the
bank or financial institution where your account is held.
Backup Withholding. Shows backup withholding. Generally, a payer must backup
withhold if you did not furnish your taxpayer identification number. See Form W-9 and
Pub. 505 for more information. Report this amount on your income tax return as tax
withheld.
Nominees. If this 1099 form includes amounts belonging to another person, you are
considered a nominee recipient. You must file as the “payer” the respective Form 1099
(DIV, INT, or OID) Copy A (with a Form 1096) to the IRS for each of the other owners
as recipient(s) to show their allocable share of the income and you must furnish the
respective Copy B Form(s) and amounts to each owner. A spouse is not required to file
a nominee return to show amounts owned by the other spouse. See the General
Instructions for Certain Information Returns.
FATCA filing requirement. If the FATCA filing requirement box is checked, the payer
is reporting on Form 1099 to satisfy its chapter 4 account reporting requirement. You
also may have a filing requirement. See the Instructions for Form 8938.
Keep tax documents for your records.
1099-B Instructions for Recipient
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.
Line 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).
Line 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.
Line 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.
Line 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 nonSection 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).
Line 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), or Pub. 550 for details.
Line 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.
Line 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.
Line 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.
Line 3. If checked, proceeds are from a transaction involving collectibles or from a
Qualified Opportunity Fund (QOF).
Line 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.
Line 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.
Line 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.
Line 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.
Line 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.
Line 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.
Lines 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.
Free File. Go to www.irs.gov/FreeFile to see if you qualify for no-cost online federal tax
preparation, e-filing, and direct deposit or payment options.
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