Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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SchB.1.2 · federal · SchB line 1.2

Interest - Northlake Bank, N.A.

1,840
engine v3
not yet verified ⚑ INTEREST-DUPLICATE · open 2024: 560 (+1,280)

How this number was built

R-INTEREST-PAYER One line per interest payer from Forms 1099-INT, composite statements, K-1s and foreign statements. Foreign currency converted at the engine's stated rate.
Sources (1) — where the inputs came from
2025 Form 1099-INT - Northlake Bank
D29 · page 1 · field box1 · “Box 1 interest income”
read as “1,840.00” → 1,840 99%
Flows into

Independent checks

Same interest reported on two formsFails
SchB.1.1 and SchB.1.2 are both 1,840 from account ending 7731: the Northlake Bank 1099-INT (D29) is the bank-sweep interest already on the Northlake Securities composite (D28).
Method: Compared every Schedule B payer line's source documents for a shared account number.
Proposed: 1,840 → 0 · Tax: fed −640 · CA −127
Open check →

History — nothing is overwritten

v1 · 2026-03-04: 1,840v2 · 2026-03-19: 1,840v3 · 2026-06-23: 1,840
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it