Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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SchB.5.1 · federal · SchB line 5.1

Ordinary dividends - Northlake Securities

2,940
engine v3
not yet verified 2024: 2,480 (+460)

How this number was built

R-DIVIDEND-PAYER One line per dividend payer.
Sources (2) — where the inputs came from
Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor)
D28 · page 1 · field div_1a · “1099-DIV 1a total ordinary dividends”
read as “2,940.00” → 2,940 99%
Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor)
D28 · page 1 · field div_1b · “1099-DIV 1b qualified dividends”
read as “2,410.00” → 2,410 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 2,940v2 · 2026-03-19: 2,940v3 · 2026-06-23: 2,940
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it