TaxmarkMiraflores AIOkafor and Lindqvist, 2025

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Story time 23 Jun 2026, 06:05 UTC

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The 55 documents on file for you and your household, and when each arrived.

55 shown · 2 arrive later in the story

D01 Engagement letter, tax year 2025 (signed)engagement letterMirafloresReceived 12 Jan 2026 · jointReceivedOpen D02 Consent to use and disclose tax return informationconsent 7216MirafloresReceived 12 Jan 2026 · jointReceivedOpen D05 Driver license - Erik Lindqvistidentity documentTexas DPSReceived 21 Jan 2026 · spouseReceivedOpen D06 2024 Form 1040 as filed (prepared by Delta River Tax Services)prior year returnDelta River Tax ServicesReceived 21 Jan 2026 · jointReceivedOpen D07 2024 workpaper file from prior preparer (export)prior workpaperDelta River Tax ServicesReceived 21 Jan 2026 · jointReceivedOpen D14 Lindqvist Studio - Profit and Loss, January-December 2025 (QuickBooks, cash basis)books profit lossLindqvist Studio (QuickBooks Online)Received 11 Feb 2026 · spouseReceivedOpen D15 Lindqvist Studio - transaction detail for selected accountsbooks transaction detailLindqvist Studio (QuickBooks Online)Received 11 Feb 2026 · spouseReceivedOpen D16 2025 Form 1099-NEC - Fennimore Brewing Co.1099-NECFennimore Brewing Co.Received 3 Feb 2026 · spouseReceivedOpen D17 2025 Form 1099-NEC - Atlas Outdoor Gear, Inc.1099-NECAtlas Outdoor Gear, Inc.Received 4 Feb 2026 · spouseReceivedOpen D18 2025 Form 1099-NEC - Sable & Finch Architects LLP1099-NECSable & Finch Architects LLPReceived 5 Feb 2026 · spouseReceivedOpen D19 2025 Form 1099-NEC - Riverbend Credit Union1099-NECRiverbend Credit UnionReceived 6 Feb 2026 · spouseReceivedOpen D20 2025 Form 1099-NEC - Quill Media Group LLC1099-NECQuill Media Group LLCReceived 7 Feb 2026 · spouseReceivedOpen D21 2025 Form 1099-K - Paywell Payments1099-KPaywell Payments, Inc.Received 6 Feb 2026 · spouseReceivedOpen D22 Invoice - Vantage Imaging Supply (equipment)invoiceVantage Imaging SupplyReceived 11 Feb 2026 · spouseReceivedOpen D23 Vehicle mileage log 2025 (scanned, 4 pages)mileage logErik Lindqvist (handwritten)Received 18 Feb 2026 · spouseReceivedOpen D24 Home office measurements (client note)client noteErik LindqvistReceived 18 Feb 2026 · spouseReceivedOpen D25 Health insurance premium statement 2025 - Erik Lindqvist (individual plan)insurance statementGolden Poppy Health PlanReceived 11 Feb 2026 · spouseReceivedOpen D26 SEP-IRA contribution confirmation (Erik Lindqvist)retirement contributionNorthlake SecuritiesReceived 10 Apr 2026 · spouseReceivedOpen D27 Lindqvist Studio - contractor payments report 2025books reportLindqvist Studio (QuickBooks Online)Received 11 Feb 2026 · spouseReceivedOpen D30 Meridian Brokerage 2025 consolidated Form 1099 (joint)1099-compositeMeridian BrokerageReceived 16 Feb 2026 · jointReceivedOpen D31 Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)1099-compositeMeridian BrokerageReceived 18 Mar 2026 · jointReceivedOpen D32 2025 Form 1099-INT - Austin Community Credit Union1099-INTAustin Community Credit UnionReceived 4 Feb 2026 · jointReceivedOpen D33 2025 Form 1099-INT - Sacramento Valley Bank1099-INTSacramento Valley BankReceived 4 Feb 2026 · jointReceivedOpen D34 2025 Form 1099-DA - Coinhaven1099-DACoinhaven Exchange, Inc.Received 17 Feb 2026 · spouseReceivedOpen D35 Coinhaven transaction history export (CSV)transaction exportCoinhaven Exchange, Inc.Received 17 Feb 2026 · spouseReceivedOpen D36 Sparbanken Norrland - 2025 year-end statement (Swedish, SEK)foreign bank statementSparbanken Norrland ABReceived 20 Feb 2026 · spouseReceivedOpen D37 2025 Schedule K-1 (Form 1065) - Ridgeline Real Estate Fund III LPK-1-1065Ridgeline Real Estate Fund III LPReceived 22 Jun 2026 · spouseReceivedOpen D38 Ridgeline Real Estate Fund III - 2025 state supplementK-1-state-supplementRidgeline Real Estate Fund III LPReceived 22 Jun 2026 · spouseReceivedOpen D39 2025 Schedule K-1 (Form 1120-S) - Lindqvist Family Woodworks, Inc.K-1-1120SLindqvist Family Woodworks, Inc.Received 1 Mar 2026 · spouseReceivedOpen D40 2023 Schedule K-1 (Form 1120-S) - Lindqvist Family Woodworks, Inc.K-1-1120SLindqvist Family Woodworks, Inc.Received 5 Jun 2026 · spouseReceivedOpen D46 Capitol Keys Property Management - 2025 owner statement (1450 Fremont Way)rental owner statementCapitol Keys Property ManagementReceived 12 Feb 2026 · jointReceivedOpen D47 Invoice - Delta Breeze Heating & Air (1450 Fremont Way)invoiceDelta Breeze Heating & AirReceived 12 Feb 2026 · jointReceivedOpen D48 2025 Form 1098 - Golden Bear Home Loans (1450 Fremont Way)1098Golden Bear Home LoansReceived 4 Feb 2026 · jointReceivedOpen D49 Sacramento County secured property tax bills (1450 Fremont Way)property tax billSacramento County Tax CollectorReceived 12 Feb 2026 · jointReceivedOpen D50 Austin condo - rent ledger and HOA statement 2025 (Unit 4C, 1200 Barton Hills Dr)rental ledgerErik Lindqvist (self-managed)Received 12 Feb 2026 · jointReceivedOpen D51 Seller closing statement - 1200 Barton Hills Dr Unit 4C (sale 10/15/2025)closing statement sellerHill Country Title Co.Received 12 Feb 2026 · jointReceivedOpen D52 2025 Form 1099-S - Hill Country Title Co.1099-SHill Country Title Co.Received 12 Feb 2026 · jointReceivedOpen D53 2025 Form 1098 - Hill Country Bank (condo loan, paid off)1098Hill Country BankReceived 4 Feb 2026 · jointReceivedOpen D54 Buyer closing statement - 7709 Barton Ridge Dr (purchase 07/08/2025)closing statement buyerHill Country Title Co.Received 12 Feb 2026 · jointReceivedOpen D55 2025 Form 1098 - Lonestar Mortgage (home, July-November)1098Lonestar Mortgage LLCReceived 4 Feb 2026 · jointReceivedOpen D56 Lonestar Mortgage payoff statement (11/20/2025)payoff statementLonestar Mortgage LLCReceived 4 Feb 2026 · jointReceivedOpen D57 2025 Form 1098 - Pecan Federal Savings (home, refinance)1098Pecan Federal SavingsReceived 4 Feb 2026 · jointReceivedOpen D58 Travis County 2025 property tax receipt (7709 Barton Ridge Dr)property tax receiptTravis County Tax OfficeReceived 12 Feb 2026 · jointReceivedOpen D59 2025 Form 1098-T - University of California, Davis (Ada)1098-TUniversity of California, DavisReceived 1 Feb 2026 · dependent, adaReceivedOpen D60 Scholarship award letter - Ada Lindqvist-OkaforletterUC Davis Financial AidReceived 1 Feb 2026 · dependent, adaReceivedOpen D61 Bright Oak Kids Club - 2025 statement (Theo)dependent care statementBright Oak Kids ClubReceived 7 Feb 2026 · dependent, theoReceivedOpen D62 Little Sprouts Learning Center - 2025 statement (Theo)dependent care statementLittle Sprouts Learning CenterReceived 7 Feb 2026 · dependent, theoReceivedOpen D63 Donation receipts (typed) - Sacramento Food Bank, Hill Country Animal Rescuedonation receiptVariousReceived 10 Feb 2026 · jointReceivedOpen D64 Handwritten donation receipt - St. Brigid Parishdonation receiptSt. Brigid ParishReceived 10 Feb 2026 · jointReceivedOpen D65 Noncash gift acknowledgment - Austin Community Foundation (stock)donation receiptAustin Community FoundationReceived 10 Feb 2026 · jointReceivedOpen D66 2025 Form 1098-C - Lone Star Kids Auto Donation (2012 Subaru Outback)1098-CLone Star Kids Auto DonationReceived 10 Feb 2026 · jointReceivedOpen D67 EFTPS payment confirmations (2025 estimated tax)payment confirmationU.S. Treasury EFTPSReceived 9 Feb 2026 · jointReceivedOpen D68 California FTB Web Pay confirmationspayment confirmationCalifornia Franchise Tax BoardReceived 9 Feb 2026 · jointReceivedOpen D69 IRS account transcript, tax period Dec 2025 (pulled by firm)irs transcriptInternal Revenue ServiceReceived 12 Mar 2026 · jointReceivedOpen D70 IRS CP2000 for tax year 2023 and resolution letterirs noticeInternal Revenue ServiceReceived 21 Jan 2026 · jointReceivedOpen

DocumentClose

Did not landD30 · 1099-composite

Meridian Brokerage 2025 consolidated Form 1099 (joint)

Meridian Brokerage · received 16 Feb 2026, 01:44 UTC · 32 pages · Partly extracted

Source pageD30, page 1 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Consolidated 1099 2025, joint account ending 0458, Erik Lindqvist and Ngozi Okafor JTWROS. 1099-DIV: 1a total ordinary dividends 4,120.00; 1b qualified 3,560.00; 2a capital gain distributions 640.00; 7 foreign tax paid 186.00. 1099-INT: box 1 interest 0.00; box 3 interest on U.S. Savings Bonds and Treasury obligations 410.00. 1099-B summary: total proceeds 71,965.00.

Field: div_1aField: div_1bField: div_2aField: div_7Field: int_3Field: b_summary_proceeds

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Source pageD30, page 2 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

1099-B detail: M1 Harbor Lane Growth ETF 50 sh acquired 2023-05-10 sold 2025-01-22 proceeds 6,420.00 basis 4,980.00 wash sale loss disallowed 0.00 long-term covered; M2 Cascade Dividend Fund 80 sh acquired 2024-02-14 sold 2025-02-03 proceeds 4,312.00 basis 4,550.00 wash sale loss disallowed 0.00 short-term covered.

Field: M1_descriptionField: M1_quantityField: M1_acquiredField: M1_soldField: M1_proceedsField: M1_basisand 12 more fields on this page

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Source pageD30, page 3 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

1099-B detail: M3 Pinecrest Semiconductor Corp 40 sh acquired 2024-11-18 sold 2025-03-05 proceeds 5,180.00 basis 6,040.00 wash sale loss disallowed 0.00 short-term covered; M4 Pinecrest Semiconductor Corp 25 sh acquired 2025-03-20 sold 2025-04-11 proceeds 2,905.00 basis 3,210.00 wash sale loss disallowed 0.00 short-term covered.

Field: M3_descriptionField: M3_quantityField: M3_acquiredField: M3_soldField: M3_proceedsField: M3_basisand 12 more fields on this page

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Source pageD30, page 4 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

1099-B detail: M5 Bluewater Energy Inc 100 sh acquired 2022-08-01 sold 2025-04-28 proceeds 3,960.00 basis 4,410.00 wash sale loss disallowed 0.00 long-term covered; M6 Pinecrest Semiconductor Corp 30 sh acquired 2025-02-10 sold 2025-03-05 proceeds 3,885.00 basis 4,620.00 wash sale loss disallowed 735.00 short-term covered.

Field: M5_descriptionField: M5_quantityField: M5_acquiredField: M5_soldField: M5_proceedsField: M5_basisand 12 more fields on this page

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Source pageD30, page 5 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

1099-B detail: M7 Summit Health Partners 60 sh acquired 2021-06-15 sold 2025-05-19 proceeds 7,140.00 basis 5,220.00 wash sale loss disallowed 0.00 long-term covered; M8 Harbor Lane Growth ETF 35 sh acquired 2024-09-03 sold 2025-06-02 proceeds 4,690.00 basis 4,165.00 wash sale loss disallowed 0.00 short-term covered.

Field: M7_descriptionField: M7_quantityField: M7_acquiredField: M7_soldField: M7_proceedsField: M7_basisand 12 more fields on this page

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Source pageD30, page 6 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

1099-B detail: M9 Northgate Rail Corp 120 sh acquired 2020-01-10 sold 2025-06-24 proceeds 5,520.00 basis 6,900.00 wash sale loss disallowed 0.00 long-term covered; M10 Cascade Dividend Fund 70 sh acquired 2023-03-01 sold 2025-07-08 proceeds 3,885.00 basis 3,640.00 wash sale loss disallowed 0.00 long-term covered.

Field: M9_descriptionField: M9_quantityField: M9_acquiredField: M9_soldField: M9_proceedsField: M9_basisand 12 more fields on this page

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Source pageD30, page 7 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

1099-B detail: M11 Bluewater Energy Inc 50 sh acquired 2025-05-01 sold 2025-07-30 proceeds 1,840.00 basis 2,260.00 wash sale loss disallowed 420.00 short-term covered; M12 Meadowlark Biotech 200 sh acquired 2024-12-02 sold 2025-08-14 proceeds 2,460.00 basis 4,100.00 wash sale loss disallowed 0.00 short-term covered.

Field: M11_descriptionField: M11_quantityField: M11_acquiredField: M11_soldField: M11_proceedsField: M11_basisand 12 more fields on this page

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Source pageD30, page 8 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

1099-B detail: M13 Summit Health Partners 40 sh acquired 2022-10-11 sold 2025-09-09 proceeds 4,880.00 basis 3,560.00 wash sale loss disallowed 0.00 long-term covered; M14 Harbor Lane Growth ETF 45 sh acquired 2024-10-15 sold 2025-09-22 proceeds 6,165.00 basis 5,310.00 wash sale loss disallowed 0.00 short-term covered.

Field: M13_descriptionField: M13_quantityField: M13_acquiredField: M13_soldField: M13_proceedsField: M13_basisand 12 more fields on this page

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Source pageD30, page 9 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

1099-B detail: M15 Ironwood REIT 150 sh acquired 2023-07-19 sold 2025-10-06 proceeds 3,795.00 basis 4,275.00 wash sale loss disallowed 0.00 long-term covered; M16 Meadowlark Biotech 100 sh acquired 2025-08-20 sold 2025-11-03 proceeds 1,180.00 basis 1,040.00 wash sale loss disallowed 0.00 short-term covered.

Field: M15_descriptionField: M15_quantityField: M15_acquiredField: M15_soldField: M15_proceedsField: M15_basisand 12 more fields on this page

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Source pageD30, page 10 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

1099-B detail: M17 Cascade Dividend Fund 60 sh acquired 2022-04-12 sold 2025-12-01 proceeds 3,498.00 basis 3,120.00 wash sale loss disallowed 0.00 long-term covered. Detail total proceeds 71,715.00.

Field: M17_descriptionField: M17_quantityField: M17_acquiredField: M17_soldField: M17_proceedsField: M17_basisand 3 more fields on this page

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Source pageD30, page 11 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 11: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 12 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 12: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 13 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 13: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 14 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 14: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 15 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 15: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 16 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 16: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 17 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 17: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 18 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 18: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 19 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 19: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 20 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 20: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 21 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 21: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 22 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 22: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 23 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 23: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 24 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 24: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 25 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 25: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 26 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 26: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 27 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 27: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 28 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 28: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 29 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 29: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 30 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 30: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 31 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Page 31: 1099-B detail - no further transactions; 1099-MISC and 1099-OID sections: none.

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Source pageD30, page 32 of 32

Meridian Brokerage 2025 consolidated Form 1099 (joint) · Meridian Brokerage

Supplemental page (page 32, 'Additional transactions'): M18 Ironwood REIT (fractional share cash in lieu) 6.8 sh acquired 2025-01-14 sold 2025-12-15 proceeds 250.00 basis 310.00 short-term noncovered.

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