TaxmarkMiraflores AIOkafor and Lindqvist, 2025

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Story time 23 Jun 2026, 06:05 UTC

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The 50 documents on file for you and your household, and when each arrived.

50 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 D03 IRS notice CP01A - Identity Protection PIN (Ngozi Okafor)irs ip pin noticeInternal Revenue ServiceReceived 21 Jan 2026 · taxpayerReceivedOpen D04 Driver license - Ngozi Okaforidentity documentTexas DPSReceived 21 Jan 2026 · taxpayerReceivedOpen 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 D08 2025 Form W-2 - Corvane Systems, Inc. (Ngozi Okafor)W-2Corvane Systems, Inc.Received 29 Jan 2026 · taxpayerReceivedOpen D09 2025 Form W-2 - Halvorsen Data LLC (Ngozi Okafor)W-2Halvorsen Data LLCReceived 2 Feb 2026 · taxpayerReceivedOpen D10 Form W-2 - Halvorsen Data LLC (phone photo)W-2Halvorsen Data LLCReceived 9 Feb 2026 · taxpayerReceivedOpen D11 Corvane stock plan supplemental tax statement 2025stock plan supplementCorvane Systems equity plan administratorReceived 14 Feb 2026 · taxpayerReceivedOpen D12 Form 3921 - exercise of incentive stock option (Corvane)3921Corvane Systems, Inc.Received 14 Feb 2026 · taxpayerReceivedOpen D13 Form 3922 - ESPP transfer (Corvane)3922Corvane Systems, Inc.Received 14 Feb 2026 · taxpayerReceivedOpen D28 Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor)1099-compositeNorthlake SecuritiesReceived 15 Feb 2026 · taxpayerReceivedOpen D29 2025 Form 1099-INT - Northlake Bank1099-INTNorthlake Bank, N.A.Received 15 Feb 2026 · taxpayerReceivedOpen 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 D41 2025 Form 1099-R - Northlake Securities IRA (Ngozi Okafor)1099-RNorthlake SecuritiesReceived 15 Feb 2026 · taxpayerReceivedOpen D42 Form 5498 for 2024 - Northlake Securities IRA (Ngozi Okafor)5498Northlake SecuritiesReceived 15 Feb 2026 · taxpayerReceivedOpen D43 Form 5498 for 2025 - Northlake Securities IRA (Ngozi Okafor)5498Northlake SecuritiesReceived 29 May 2026 · taxpayerReceivedOpen D44 2025 Form 1099-SA - HSA (Ngozi Okafor)1099-SALakeside HSA BankReceived 15 Feb 2026 · taxpayerReceivedOpen D45 2025 Form 5498-SA - HSA (Ngozi Okafor)5498-SALakeside HSA BankReceived 15 Feb 2026 · taxpayerReceivedOpen 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 D73 Halvorsen Data paystub - pay date 07/18/2025 (Ngozi Okafor)paystubHalvorsen Data LLCReceived 27 Mar 2026 · taxpayerReceivedOpen D74 Brightpath Advisors 2025 Form 1099-B (direct-indexing account)1099-compositeBrightpath AdvisorsReceived 21 Feb 2026 · taxpayerReceivedOpen

DocumentClose

Landed on the returnD28 · 1099-composite

Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor)

Northlake Securities · received 15 Feb 2026, 13:00 UTC · 8 pages · Extracted

Source pageD28, page 1 of 8

Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor) · Northlake Securities

Consolidated 1099 2025, account ending 7731, Ngozi Okafor. 1099-DIV: 1a total ordinary dividends 2,940.00; 1b qualified 2,410.00; 2a total capital gain distributions 1,180.00. 1099-INT (bank sweep program, Northlake Bank): box 1 interest 1,840.00.

Field: div_1aField: div_1bField: div_2aField: int_1

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Source pageD28, page 2 of 8

Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor) · Northlake Securities

1099-B summary: short-term covered proceeds 6,600.00 basis 3,825.00; short-term noncovered proceeds 37,720.00 basis not reported; long-term covered proceeds 8,400.00 basis 5,580.00; long-term noncovered proceeds 15,300.00 basis not reported.

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Source pageD28, page 3 of 8

Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor) · Northlake Securities

1099-B detail: N1 Corvane Systems Inc (RSU) 400 sh acquired 2025-02-15 sold 2025-02-18 proceeds 19,240.00 basis (not reported) short-term noncovered; N2 Corvane Systems Inc (ESPP) 150 sh acquired 2024-06-28 sold 2025-03-10 proceeds 6,600.00 basis 3,825.00 short-term covered; N3 Corvane Systems Inc (RSU) 400 sh acquired 2025-05-15 sold 2025-05-20 proceeds 18,480.00 basis (not reported) short-term noncovered; N4 Corvane Systems Inc (RSU) 300 sh acquired 2023-08-15 sold 2025-08-12 proceeds 15,300.00 basis (not reported) long-term noncovered; N5 Northlake Total Market Index Fund 120 sh acquired 2019-04-02 sold 2025-09-04 proceeds 8,400.00 basis 5,580.00 long-term covered.

Field: N1_descriptionField: N1_quantityField: N1_acquiredField: N1_soldField: N1_proceedsField: N1_basisand 39 more fields on this page

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Source pageD28, page 4 of 8

Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor) · Northlake Securities

Page 4: instructions and supplemental information (no amounts).

Highlighted: the exact text this number depends on. Simulated from the packet's printed content.

Source pageD28, page 5 of 8

Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor) · Northlake Securities

Page 5: instructions and supplemental information (no amounts).

Highlighted: the exact text this number depends on. Simulated from the packet's printed content.

Source pageD28, page 6 of 8

Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor) · Northlake Securities

Page 6: instructions and supplemental information (no amounts).

Highlighted: the exact text this number depends on. Simulated from the packet's printed content.

Source pageD28, page 7 of 8

Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor) · Northlake Securities

Page 7: instructions and supplemental information (no amounts).

Highlighted: the exact text this number depends on. Simulated from the packet's printed content.

Source pageD28, page 8 of 8

Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor) · Northlake Securities

Page 8: instructions and supplemental information (no amounts).

Highlighted: the exact text this number depends on. Simulated from the packet's printed content.

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