Documents › Retirement & HSA › D41
D41 · 2025 Form 1099-R - Northlake Securities IRA (Ngozi Okafor)
Northlake Securities · 1099-R · belongs to taxpayer · tax year 2025 · received 2026-02-15 13:05 from client · 1099R_Northlake.pdf · 1 page
landed on the return
Northlake SecuritiesD41 · page 1 / 1
Form 1099-R 2025. Payer Northlake Securities, IRA account ending 2290. Recipient Ngozi Okafor. Box 1 gross distribution 14,026.00. Box 2a taxable amount (blank); 2b taxable amount not determined checked. Box 7 distribution code 2; IRA/SEP/SIMPLE checked. Distributions: 02/20/2025 7,010.00 and 04/02/2025 7,016.00, both converted to Roth IRA ending 2291.
Where this document landed
Evidence for checks: IRA-BASIS
Extraction: extracted · 4 values
Used by engine: v1 ✓ · v2 ✓ · v3 ✓
4 extracted values
ev-0987 · p1 · box1
Box 1 gross distribution
F8606.8 F1040.4a SchCA540NR.4.E
14,026
99%
ev-0988 · p1 · box2b
Box 2b taxable amount not determined
not used on the return
Yes
99%
ev-0989 · p1 · box7
Box 7 distribution code
not used on the return
2
99%
ev-0990 · p1 · ira
IRA/SEP/SIMPLE
not used on the return
Yes
99%
Verify ev-0987