Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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SchB.5.2 · federal · SchB line 5.2

Ordinary dividends - Meridian Brokerage

4,120
engine v3
not yet verified 2024: 3,760 (+360)

How this number was built

R-DIVIDEND-PAYER One line per dividend payer.
Sources (2) — where the inputs came from
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 1 · field div_1a · “1099-DIV 1a total ordinary dividends”
read as “4,120.00” → 4,120 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 1 · field div_1b · “1099-DIV 1b qualified dividends”
read as “3,560.00” → 3,560 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 4,120v2 · 2026-03-19: 4,120v3 · 2026-06-23: 4,120
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it