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["Tax Year ","Form ","Tax Due ","Filed","Filing Status","NFTL","Estimated CSED ",null,null,null,null,null,null,"SSN Provided:","318-46-2908",null,"SSN Provided:","318-46-2908",null,"SSN Provided:","318-46-2908",null,"SSN Provided:","318-46-2908",null,null,2017,null,null,null,2018,null,null,null,2019,null,null,null,2020]
[2018,1040,4705,"Yes","Single","Yes","11/28/2029*",null,null,null,null,null,null,"Tax Period Requested:","December, 2017",null,"Tax Period Requested:","December, 2018",null,"Tax Period Requested:","December, 2019",null,"Tax Period Requested:","December, 2020",null,null,"ACCOUNT BALANCE:",8288.0400000000009,null,null,"ACCOUNT BALANCE:",2978.75,null,null,"ACCOUNT BALANCE:",2154.0300000000002,null,null,"ACCOUNT BALANCE:",670.7]
[2019,1040,3205,"Yes","Single","Yes","2030-11-05",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"ACCRUED INTEREST:",2817.69,null,null,"ACCRUED INTEREST:",1019.47,null,null,"ACCRUED INTEREST:",571.9,null,null,"ACCRUED INTEREST:",155.93]
[2020,1040,827,"Yes","Single","Yes","2031-09-23",null,null,null,null,null,null,"Form 5498 Individual Retirement Arrangement Contribution Information",null,null,"Form 5498 Individual Retirement Arrangement Contribution Information",null,null,"Form 5498 Individual Retirement Arrangement Contribution Information",null,null,"Form 5498 Individual Retirement Arrangement Contribution Information",null,null,null,"ACCRUED PENALTY:",1634.65,null,null,"ACCRUED PENALTY:",707.06,null,null,"ACCRUED PENALTY:",478.57,null,null,"ACCRUED PENALTY:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"ADJUSTED GROSS INCOME:",142337,null,null,"ADJUSTED GROSS INCOME:",42664,null,null,"ADJUSTED GROSS INCOME:",63635,null,null,"ADJUSTED GROSS INCOME:",46207]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"TAXABLE INCOME:",124895,null,null,"TAXABLE INCOME:",28942,null,null,"TAXABLE INCOME:",51435,null,null,"TAXABLE INCOME:",33807]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Trustee:",null,null,"Trustee:",null,null,"Trustee:",null,null,"Trustee:",null,null,null,"TAX PER RETURN:",0,null,null,"TAX PER RETURN:",923,null,null,"TAX PER RETURN:",7172,null,null,"TAX PER RETURN:",3862]
["Explanation",null,null,null,null,"Code",2017,2018,2019,2020,"Total",null,null,"Trustee/Issuer's Federal Identification Number (FIN):314156830",null,null,"Trustee/Issuer's Federal Identification Number (FIN):411366075",null,null,"Trustee/Issuer's Federal Identification Number (FIN):411366075",null,null,"Trustee/Issuer's Federal Identification Number (FIN):411366075",null,null,null,"SE TAXABLE INCOME TAXPAYER:",0,null,null,"SE TAXABLE INCOME TAXPAYER:",0,null,null,"SE TAXABLE INCOME TAXPAYER:",0,null,null,"SE TAXABLE INCOME TAXPAYER:",0]
["Return Filed & Tax Liability Assessed",null,null,null,null,150,0,923,7172,3862,11957,null,null,"NATIONWIDE LIFE INSURANCE COMPANY",null,null,"ALLIANZ LIFE INSURANCE COMPANY",null,null,"ALLIANZ LIFE INSURANCE COMPANY",null,null,"ALLIANZ LIFE INSURANCE COMPANY",null,null,null,"SE TAXABLE INCOME SPOUSE:",0,null,null,"SE TAXABLE INCOME SPOUSE:",0,null,null,"SE TAXABLE INCOME SPOUSE:",0,null,null,"SE TAXABLE INCOME SPOUSE:",0]
["Add'l Tax Assessment",null,null,null,null,290,27952,2358,0,0,30310,null,null,"P O BOX 182021",null,null,"5701 GOLDEN HILLS DRIVE",null,null,"5701 GOLDEN HILLS DRIVE",null,null,"5701 GOLDEN HILLS DRIVE",null,null,null,"TOTAL SELF EMPLOYMENT TAX:",0,null,null,"TOTAL SELF EMPLOYMENT TAX:",0,null,null,"TOTAL SELF EMPLOYMENT TAX:",0,null,null,"TOTAL SELF EMPLOYMENT TAX:",0]
["Interest Assessed",null,null,null,null,196,1432.04,4.3600000000000003,5.76,2.7,1444.86,null,null,"COLUMBUS, OH 43218-2021",null,null,"MINNEAPOLIS, MN 55416-0000",null,null,"MINNEAPOLIS, MN 55416-0000",null,null,"MINNEAPOLIS, MN 55416-0000",null,null,null,150,0,"Return Filed & Tax Liability Assessed",null,150,923,"Return Filed & Tax Liability Assessed",null,150,7172,"Return Filed & Tax Liability Assessed",null,150,3862,"Return Filed & Tax Liability Assessed"]
["Failure to Pay Tax Penalty",null,null,null,null,276,0,5.39,21.27,0,26.66,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,290,27952,"Additional Tax Assessment",null,290,2358,"Additional Tax Assessment",null,290,0,"Additional Tax Assessment",null,290,0,"Additional Tax Assessment"]
["Overpayment from other Tax Module",null,null,null,null,706,-3557,0,0,0,-3557,null,null,"Participant:",null,null,"Participant:",null,null,"Participant:",null,null,"Participant:",null,null,null,300,0,"Additional Tax Assessment by Examination or Appeals.",null,300,0,"Additional Tax Assessment by Examination or Appeals.",null,300,0,"Additional Tax Assessment by Examination or Appeals.",null,300,0,"Additional Tax Assessment by Examination or Appeals."]
["Subsequent Payment",null,null,null,null,670,-157,0,0,0,-157,null,null,"Participant's Identification Number: 318-46-2908",null,null,"Participant's Identification Number: 318-46-2908",null,null,"Participant's Identification Number: 318-46-2908",null,null,"Participant's Identification Number: 318-46-2908",null,null,null,166,0,"Delinquency Penalty",null,166,0,"Delinquency Penalty",null,166,0,"Delinquency Penalty",null,166,0,"Delinquency Penalty"]
["Assessment of Misc. Civil Penalty",null,null,null,null,240,1762,0,0,0,1762,null,null,"JAMES ALAN KARTHOLL",null,null,"JAMES A KARTHOLL",null,null,"JAMES A KARTHOLL",null,null,"JAMES A KARTHOLL",null,null,null,176,0,"Estimated Tax Penalty",null,176,0,"Estimated Tax Penalty",null,176,0,"Estimated Tax Penalty",null,176,0,"Estimated Tax Penalty"]
["Credit for Withheld Tax and Excess FICA",null,null,null,null,806,-19144,-384,-5045,-3194,-27767,null,null,"435 FOREST TRL",null,null,"435 FOREST TRL",null,null,"435 FOREST TRL",null,null,"435 FOREST TRL",null,null,null,196,1432.04,"Interest Assessed",null,196,4.3600000000000003,"Interest Assessed",null,196,5.76,"Interest Assessed",null,196,2.7,"Interest Assessed"]
["Correction of 670 Processed In Error",null,null,null,null,672,43,2200,0,0,2243,null,null,"OAK BROOK, IL 60523-0000",null,null,"OAK BROOK, IL 60523-0000",null,null,"OAK BROOK, IL 60523-0000",null,null,"OAK BROOK, IL 60523-0000",null,null,null,276,0,"Failure to Pay Tax Penalty",null,276,5.39,"Failure to Pay Tax Penalty",null,276,21.27,"Failure to Pay Tax Penalty",null,276,0,"Failure to Pay Tax Penalty"]
["Fees and Collection Costs",null,null,null,null,360,"",72,0,0,72,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,706,-3557,"Generated Overpayment Applied from Another Tax Module",null,706,0,"Generated Overpayment Applied from Another Tax Module",null,706,0,"Generated Overpayment Applied from Another Tax Module",null,706,0,"Generated Overpayment Applied from Another Tax Module"]
[null,null,null,null,"Assessed",null,8331.0400000000009,2978.75,2154.0300000000007,670.69999999999982,{"$f":"SUM(G19:J19)","v":14134.52},null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,670,-157,"Subsequent Payment",null,670,0,"Subsequent Payment",null,670,0,"Subsequent Payment",null,670,0,"Subsequent Payment"]
[null,null,null,null,"Interest",null,2818,1019,572,156,4565,null,null,"Submission Type:","Original document",null,"Submission Type:","Original document",null,"Submission Type:","Original document",null,"Submission Type:","Original document",null,null,240,1762,"Assessment of Miscellaneous Civil Penalty",null,240,0,"Assessment of Miscellaneous Civil Penalty",null,240,0,"Assessment of Miscellaneous Civil Penalty",null,240,0,"Assessment of Miscellaneous Civil Penalty"]
[null,null,null,null,"Penalties",null,1635,707,479,null,2821,null,null,"Account Number (Optional):","017527975 A",null,"Account Number (Optional):","71543391-I",null,"Account Number (Optional):","71543391-I",null,"Account Number (Optional):","71543391-I",null,null,806,-19144,"Credit for Withheld Taxes and Excess FICA",null,806,-384,"Credit for Withheld Taxes and Excess FICA",null,806,-5045,"Credit for Withheld Taxes and Excess FICA",null,806,-3194,"Credit for Withheld Taxes and Excess FICA"]
[null,null,null,null,"Total",null,12784.04,4704.75,3205.0300000000007,826.69999999999982,21520.52,null,null,"IRA Contributions:",0,null,"IRA Contributions:",0,null,"IRA Contributions:",0,null,"IRA Contributions:",0,null,null,672,43,"Correction of 670 Processed In Error",null,672,2200,"Correction of 670 Processed In Error",null,672,0,"Correction of 670 Processed In Error",null,672,0,"Correction of 670 Processed In Error"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Rollover Contributions:",0,null,"Rollover Contributions:",0,null,"Rollover Contributions:",0,null,"Rollover Contributions:",0,null,null,null,null,null,null,673,-2200,"Input of a TC 672 Changes an existing TC 670 to TC 673.",null,673,0,"Input of a TC 672 Changes an existing TC 670 to TC 673.",null,673,0,"Input of a TC 672 Changes an existing TC 670 to TC 673."]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Roth Conversion Amount:",0,null,"Roth Conversion Amount:",0,null,"Roth Conversion Amount:",0,null,"Roth Conversion Amount:",0,null,null,null,null,null,null,360,72,"Fees and Collection Costs",null,360,0,"Fees and Collection Costs",null,360,0,"Fees and Collection Costs"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Recharacterized Contributions:",0,null,"Recharacterized Contributions:",0,null,"Recharacterized Contributions:",0,null,"Recharacterized Contributions:",0]
[null,150,{"$f":"_xlfn.XLOOKUP(B26,$F$9:$F$18,$K$9:$K$18)","v":11957},null,null,null,null,null,null,null,null,null,null,"Fair Market Value of Account:",62557,null,"Fair Market Value of Account:",59842,null,"Fair Market Value of Account:",48373,null,"Fair Market Value of Account:",46349,null,null,null,null,null,null,null,{"$f":"SUM(AF10:AF23)","v":2906.75},null,null,null,{"$f":"SUM(AJ10:AJ23)","v":2154.0300000000007},null,null,null,{"$f":"SUM(AN10:AN23)","v":670.69999999999982}]
[null,290,{"$f":"_xlfn.XLOOKUP(B27,$F$9:$F$18,$K$9:$K$18)","v":30310},null,null,null,null,null,null,null,null,null,null,"Life Insurance Cost Included in Box 1:",0,null,"Life Insurance Cost Included in Box 1:",0,null,"Life Insurance Cost Included in Box 1:",0,null,"Life Insurance Cost Included in Box 1:",0,null,null,null,{"$f":"SUM(AB11:AB24)","v":8331.0400000000009}]
[null,"Tax",{"$f":"SUM(C26:C27)","v":42267},null,null,null,null,null,null,null,null,null,null,"SEP Code:","Not Checked",null,"SEP Code:","Not Checked",null,"SEP Code:","Not Checked",null,"SEP Code:","Not Checked"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"IRA Code:","Checked",null,"IRA Code:","Checked",null,"IRA Code:","Checked",null,"IRA Code:","Checked"]
[null,276,{"$f":"_xlfn.XLOOKUP(B30,$F$9:$F$18,$K$9:$K$18)","v":26.66},null,null,null,null,null,"Total tax of ",42267,null,null,null,"Simple Code:","Not Checked",null,"Simple Code:","Not Checked",null,"Simple Code:","Not Checked",null,"Simple Code:","Not Checked"]
[null,240,{"$f":"_xlfn.XLOOKUP(B31,$F$9:$F$18,$K$9:$K$18)","v":1762},null,null,null,null,null,"Penalties",1860.66,null,null,null,"Roth IRA Code:","Not Checked",null,"Roth IRA Code:","Not Checked",null,"Roth IRA Code:","Not Checked",null,"Roth IRA Code:","Not Checked"]
[null,360,{"$f":"_xlfn.XLOOKUP(B32,$F$9:$F$18,$K$9:$K$18)","v":72},null,null,null,null,null,"Interest",1444.86,null,null,null,"RMD For Subsequent Year:","RMD box not checked",null,"RMD For Subsequent Year:","RMD box not checked",null,"RMD For Subsequent Year:","RMD box not checked",null,"RMD For Subsequent Year:","RMD box not checked",null,null,"Interest",{"$f":"SUM(AB3,AB16)","v":4249.7299999999996},null,null,"Interest",{"$f":"SUM(AF3,AF16)","v":1023.83},null,null,"Interest",{"$f":"SUM(AJ3,AJ16)","v":577.66},null,null,"Interest",{"$f":"SUM(AN3,AN16)","v":158.63}]
[null,null,{"$f":"_xlfn.IFNA(_xlfn.XLOOKUP(B33,$F$9:$F$18,$K$9:$K$18),0)","v":0},null,null,null,null,null,"Credits of ",-31481,null,null,null,"RMD Date:","00-00-0000",null,"RMD Date:","00-00-0000",null,"RMD Date:","00-00-0000",null,"RMD Date:","00-00-0000",null,null,"FTF, FTP penalties",{"$f":"SUM(AB4,)","v":1634.65},null,null,"FTF, FTP penalties",{"$f":"SUM(AF4,AF17)","v":712.44999999999993},null,null,"FTF, FTP penalties",{"$f":"SUM(AJ4,AJ17)","v":499.84},null,null,"FTF, FTP penalties",{"$f":"SUM(AN4)","v":0}]
[null,null,{"$f":"_xlfn.IFNA(_xlfn.XLOOKUP(B34,$F$9:$F$18,$K$9:$K$18),0)","v":0},null,null,null,null,null,null,{"$f":"SUM(J30:J33)","v":14091.520000000004},null,null,null,"Year:",null,null,"Year:",null,null,"Year:",null,null,"Year:",null,null,null,"Accuracy Related Penalty",{"$f":"SUM(AB20)","v":1762},null,null,"Accuracy Related Penalty",null,null,null,"Accuracy Related Penalty",null,null,null,"Accuracy Related Penalty"]
[null,"Pen",{"$f":"SUM(C29:C34)","v":1860.66},null,{"$f":"SUM(A35:D35)","v":1860.66},{"$f":"SUM(C35:E35)","v":3721.32},null,null,null,null,null,null,null,"Postponed Contribution Code:",null,null,"Postponed Contribution Code:",null,null,"Postponed Contribution Code:",null,null,"Postponed Contribution Code:"]
[null,null,null,null,null,null,null,null,"Accrued Pen",2821,null,null,null,"Repayments Code:",null,null,"Repayments Code:",null,null,"Repayments Code:",null,null,"Repayments Code:"]
[null,196,{"$f":"_xlfn.XLOOKUP(B37,$F$9:$F$18,$K$9:$K$18)","v":1444.86},null,null,null,null,null,"Accrued Int",4565,null,null,null,"Fair Market Value of certain specified assets:","N/A",null,"Fair Market Value of certain specified assets:","N/A",null,"Fair Market Value of certain specified assets:","N/A",null,"Fair Market Value of certain specified assets:","N/A"]
[null,"Int",{"$f":"C37","v":1444.86},null,4656,{"$f":"SUM(C38:E38)","v":6100.86},null,null,null,{"$f":"SUM(J34:J37)","v":21477.520000000004},null,null,null,"SEP Contributions:",0,null,"SEP Contributions:",0,null,"SEP Contributions:",0,null,"SEP Contributions:",0]
[null,706,{"$f":"_xlfn.XLOOKUP(B39,$F$9:$F$18,$K$9:$K$18)","v":-3557},null,null,null,null,null,null,null,null,null,null,"SIMPLE Contributions:",0,null,"SIMPLE Contributions:",0,null,"SIMPLE Contributions:",0,null,"SIMPLE Contributions:",0]
[null,670,{"$f":"_xlfn.XLOOKUP(B40,$F$9:$F$18,$K$9:$K$18)","v":-157},null,null,null,null,null,null,null,null,null,null,"Roth IRA Contributions:",0,null,"Roth IRA Contributions:",0,null,"Roth IRA Contributions:",0,null,"Roth IRA Contributions:",0]
[null,806,{"$f":"_xlfn.XLOOKUP(B41,$F$9:$F$18,$K$9:$K$18)","v":-27767},null,null,null,null,null,null,null,null,null,null,"Required Minimum Distribution Amount:",0,null,"Required Minimum Distribution Amount:",0,null,"Required Minimum Distribution Amount:",0,null,"Required Minimum Distribution Amount:",0]
[null,"Cred",{"$f":"SUM(C39:C41)","v":-31481},null,null,null,null,null,null,null,null,null,null,"Postponed Contributions:",0,null,"Postponed Contributions:",0,null,"Postponed Contributions:",0,null,"Postponed Contributions:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Repayment of a qualified reservist distribution or federally designated disaster withdrawal repayment:",0,null,"Repayment of a qualified reservist distribution or federally designated disaster withdrawal repayment:",0,null,"Repayment of a qualified reservist distribution or federally designated disaster withdrawal repayment:",0,null,"Repayment of a qualified reservist distribution or federally designated disaster withdrawal repayment:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Fair Market Value of Certain Specified Assets:",0,null,"Fair Market Value of Certain Specified Assets:",0,null,"Fair Market Value of Certain Specified Assets:",0,null,"Fair Market Value of Certain Specified Assets:",0]
["Payer",null,null,null,null,null,2017,2018,2019,2020]
["Nationwide Life 017527975 A",null,null,null,"FMV of Acct.",null,62557,0,0,0,null,null,null,"Form SSA-1099 Benefits Statement",null,null,"Form SSA-1099 Benefits Statement",null,null,"Form SSA-1099 Benefits Statement",null,null,"Form SSA-1099 Benefits Statement"]
["Allianz Life 71543391-I",null,null,null,"FMV of Acct.",null,0,59842,48373,46349]
["Allianz Life 71543391",null,null,null,"FMV of Acct.",null,0,0,15000,4444]
["Social Security",null,null,null,"Benefits Paid",null,27684,28236,29022,29491,null,null,null,"Payer:",null,null,"Payer:",null,null,"Payer:",null,null,"Payer:"]
["Electrical Contractors/Local 134",null,null,null,"Gross Dist.",null,17262,15934,15934,17262,null,null,null,"Payer's Federal Identification Number (FIN):526004813",null,null,"Payer's Federal Identification Number (FIN):526004813",null,null,"Payer's Federal Identification Number (FIN):526004813",null,null,"Payer's Federal Identification Number (FIN):526004813"]
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["Pershing, LLC",null,null,null,"Gross Dist.",null,0,3844,0,0]
[null,null,null,null,"Tax Withheld",null,0,384,0,0,null,null,null,"Payee:",null,null,"Payee:",null,null,"Payee:",null,null,"Payee:"]
["National Electrical Benefit Fund",null,null,null,"Gross Dist.",null,101543,9984,9984,9984,null,null,null,"Payee's Identification Number: 318-46-2908",null,null,"Payee's Identification Number: 318-46-2908",null,null,"Payee's Identification Number: 318-46-2908",null,null,"Payee's Identification Number: 318-46-2908"]
[null,null,null,null,"Tax Withheld",null,19143,0,550,600,null,null,null,"JAMES A KARTHOLL",null,null,"JAMES A KARTHOLL",null,null,"JAMES A KARTHOLL",null,null,"JAMES A KARTHOLL"]
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[null,null,null,null,null,null,10400]
[null,null,null,null,null,null,0.28000000000000003]
[null,null,null,null,null,null,7018.25,null,null,null,null,null,null,"Submission Type:","Original document",null,"Submission Type:","Original document",null,"Submission Type:","Original document",null,"Submission Type:","Original document"]
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[null,null,null,null,null,null,{"$f":"((G57-G58)*0.28)-G60","v":27210.910000000003},null,null,null,null,null,null,"Pensions and Annuities (Total Benefits Paid):",27684,null,"Pensions and Annuities (Total Benefits Paid):",28236,null,"Pensions and Annuities (Total Benefits Paid):",29022,null,"Pensions and Annuities (Total Benefits Paid):",29491]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Tax Withheld:",0,null,"Tax Withheld:",0,null,"Tax Withheld:",0,null,"Tax Withheld:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Repayments:",0,null,"Repayments:",0,null,"Repayments:",0,null,"Repayments:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Workman's Compensation Offset:",0,null,"Workman's Compensation Offset:",0,null,"Workman's Compensation Offset:",0,null,"Workman's Compensation Offset:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"TY 2016 Payments:",0,null,"TY 2017 Payments:",0,null,"TY 2018 Payments:",0,null,"TY 2019 Payments:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"TY 2015 Payments:",0,null,"TY 2016 Payments:",0,null,"TY 2017 Payments:",0,null,"TY 2018 Payments:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"TY 2014 Payments:",0,null,"TY 2015 Payments:",0,null,"TY 2016 Payments:",0,null,"TY 2017 Payments:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"TY 2013 Payments:",0,null,"TY 2014 Payments:",0,null,"TY 2015 Payments:",0,null,"TY 2016 Payments:",0]
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[null,null,null,null,null,null,null,null,null,null,null,null,null,"SSA/RRB Payments:","Either RRB or SSA payments",null,"SSA/RRB Payments:","Either RRB or SSA payments",null,"SSA/RRB Payments:","Either RRB or SSA payments",null,"SSA/RRB Payments:","Either RRB or SSA payments"]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Form 1099-R Distributions from Pensions, Annuities, Retire or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.",null,null,"Form 1099-R Distributions from Pensions, Annuities, Retire or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.",null,null,"Form 1099-R Distributions from Pensions, Annuities, Retire or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.",null,null,"Form 1099-R Distributions from Pensions, Annuities, Retire or Profit-Sharing Plans, IRAs, Insurance Contracts, etc."]
[]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Payer:",null,null,"Payer:",null,null,"Payer:",null,null,"Payer:"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Payer's Federal Identification Number (FIN):366153685",null,null,"Payer's Federal Identification Number (FIN):133718556",null,null,"Payer's Federal Identification Number (FIN):366153685",null,null,"Payer's Federal Identification Number (FIN):366153685"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"ELECTRICAL CONTRACTORS & LOCAL 134",null,null,"PERSHING LLC",null,null,"ELECTRICAL CONTRACTORS & LOCAL 134",null,null,"ELECTRICAL CONTRACTORS & LOCAL 134"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"221 NORTH LASALLE STREET SUITE 200",null,null,"ONE PERSHING PLAZA",null,null,"221 NORTH LASALLE STREET - SUITE 200",null,null,"221 NORTH LASALLE STREET - SUITE 200"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"CHICAGO, IL 60601-1214",null,null,"JERSEY CITY, NJ 07399-0000",null,null,"CHICAGO, IL 60601-1214",null,null,"CHICAGO, IL 60601-1214"]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Recipient:",null,null,"Recipient:",null,null,"Recipient:",null,null,"Recipient:"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Recipient's Identification Number: 318-46-2908",null,null,"Recipient's Identification Number: 318-46-2908",null,null,"Recipient's Identification Number: 318-46-2908",null,null,"Recipient's Identification Number: 318-46-2908"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"JAMES KARTHOLL",null,null,"JAMES ALAN KARTHOLL",null,null,"JAMES KARTHOLL",null,null,"JAMES KARTHOLL"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"435 FOREST TRAIL DR",null,null,"435 FOREST TRL",null,null,"435 FOREST TRAIL DR",null,null,"435 FOREST TRAIL DR"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"OAK BROOK, IL 60523-1417",null,null,"OAK BROOK, IL 60523-1417",null,null,"OAK BROOK, IL 60523-1417",null,null,"OAK BROOK, IL 60523-1417"]
[]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Submission Type:","Original document",null,"Submission Type:","Original document",null,"Submission Type:","Original document",null,"Submission Type:","Original document"]
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[null,null,null,null,null,null,null,null,null,null,null,null,null,"Distribution Code Value:","Disability",null,"Distribution Code Value:","Normal distribution",null,"Distribution Code Value:","Disability",null,"Distribution Code Value:","Disability"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Distribution Code:",3,null,"Distribution Code:",7,null,"Distribution Code:",3,null,"Distribution Code:",3]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Distribution Code Value:","Not significant",null,"Distribution Code Value:","Not significant",null,"Distribution Code Value:","Not significant",null,"Distribution Code Value:","Not significant"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Distribution Code:","Blank",null,"Distribution Code:","Blank",null,"Distribution Code:","Blank",null,"Distribution Code:","Blank"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Tax Amount Undetermined Code:","Not checked",null,"Tax Amount Undetermined Code:","Tax amount not determined",null,"Tax Amount Undetermined Code:","Not checked",null,"Tax Amount Undetermined Code:","Not checked"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Total Distribution Code:","Not checked",null,"Total Distribution Code:","Not checked",null,"Total Distribution Code:","Not checked",null,"Total Distribution Code:","Not checked"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"First Year Roth Contribution:",0,null,"First Year Roth Contribution:",0,null,"First Year Roth Contribution:",0,null,"First Year Roth Contribution:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"SEP Indicator:","IRA/SEP/SIMP box not checked",null,"SEP Indicator:","IRA/SEP/SIMP box checked",null,"SEP Indicator:","IRA/SEP/SIMP box not checked",null,"SEP Indicator:","IRA/SEP/SIMP box not checked"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"FATCA Indicator:","not FATCA",null,"FATCA Indicator:","not FATCA",null,"FATCA Indicator:","not FATCA",null,"FATCA Indicator:","not FATCA"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Tax Withheld:",0,null,"Date of Payment for Reportable Death Benefits under Section 6050Y:","00-00-0000",null,"Date of Payment for Reportable Death Benefits under Section 6050Y:","00-00-0000",null,"Date of Payment for Reportable Death Benefits under Section 6050Y:","00-00-0000"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Total Employee Contributions:",0,null,"Tax Withheld:",384,null,"Tax Withheld:",1495,null,"Tax Withheld:",2150]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Unrealized Appreciation:",0,null,"Total Employee Contributions:",0,null,"Total Employee Contributions:",0,null,"Total Employee Contributions:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Other Income:",0,null,"Unrealized Appreciation:",0,null,"Unrealized Appreciation:",0,null,"Unrealized Appreciation:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Gross Distribution:",17262,null,"Other Income:",0,null,"Other Income:",0,null,"Other Income:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Taxable Amount:",17262,null,"Gross Distribution:",3844,null,"Gross Distribution:",15934,null,"Gross Distribution:",17262]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Eligible Capital Gains:",0,null,"Taxable Amount:",3844,null,"Taxable Amount:",15934,null,"Taxable Amount:",17262]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Amount to IRR:",0,null,"Eligible Capital Gains:",0,null,"Eligible Capital Gains:",0,null,"Eligible Capital Gains:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Amount to IRR:",0,null,"Amount to IRR:",0,null,"Amount to IRR:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Form 1099-R Distributions from Pensions, Annuities, Retire or Profit-Sharing Plans, IRAs, Insurance Contracts, etc."]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Form 1099-R Distributions from Pensions, Annuities, Retire or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.",null,null,"Form 1099-R Distributions from Pensions, Annuities, Retire or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.",null,null,"Form 1099-R Distributions from Pensions, Annuities, Retire or Profit-Sharing Plans, IRAs, Insurance Contracts, etc."]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Payer:"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Payer's Federal Identification Number (FIN):521146054",null,null,"Payer:",null,null,"Payer:",null,null,"Payer:"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"NATIONAL ELECTRICAL BENEFIT FUND",null,null,"Payer's Federal Identification Number (FIN):366153685",null,null,"Payer's Federal Identification Number (FIN):411366075",null,null,"Payer's Federal Identification Number (FIN):411366075"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"2400 RESEARCH BOULEVARD SUITE 500",null,null,"ELECTRICAL CONTRACTORS & LOCAL 134",null,null,"ALLIANZ LIFE INSURANCE COMPANY",null,null,"ALLIANZ LIFE INSURANCE COMPANY"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"ROCKVILLE, MD 20850-3266",null,null,"221 NORTH LASALLE STREET - SUITE 200",null,null,"5701 GOLDEN HILLS DRIVE",null,null,"5701 GOLDEN HILLS DRIVE"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"CHICAGO, IL 60601-1214",null,null,"MINNEAPOLIS, MN 55416-0000",null,null,"MINNEAPOLIS, MN 55416-0000"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Recipient:"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Recipient's Identification Number: 318-46-2908",null,null,"Recipient:",null,null,"Recipient:",null,null,"Recipient:"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"JAMES A KARTHOLL",null,null,"Recipient's Identification Number: 318-46-2908",null,null,"Recipient's Identification Number: 318-46-2908",null,null,"Recipient's Identification Number: 318-46-2908"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"435 FOREST TRAIL DRIVE",null,null,"JAMES KARTHOLL",null,null,"JAMES A KARTHOLL",null,null,"JAMES A KARTHOLL"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"OAK BROOK, IL 60523-0000",null,null,"435 FOREST TRAIL DR",null,null,"435 FOREST TRL",null,null,"435 FOREST TRL"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"OAK BROOK, IL 60523-1417",null,null,"OAK BROOK, IL 60523-0000",null,null,"OAK BROOK, IL 60523-0000"]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Submission Type:","Original document"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Account Number (Optional):","2017N062834132443",null,"Submission Type:","Original document",null,"Submission Type:","Original document",null,"Submission Type:","Original document"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Distribution Code Value:","Disability",null,"Account Number (Optional):",244,null,"Account Number (Optional):",71543391,null,"Account Number (Optional):",71543391]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Distribution Code:",3,null,"Distribution Code Value:","Disability",null,"Distribution Code Value:","Normal distribution",null,"Distribution Code Value:","Normal distribution"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Distribution Code Value:","Not significant",null,"Distribution Code:",3,null,"Distribution Code:",7,null,"Distribution Code:",7]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Distribution Code:","Blank",null,"Distribution Code Value:","Not significant",null,"Distribution Code Value:","Not significant",null,"Distribution Code Value:","Not significant"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Tax Amount Undetermined Code:","Not checked",null,"Distribution Code:","Blank",null,"Distribution Code:","Blank",null,"Distribution Code:","Blank"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Total Distribution Code:","Not checked",null,"Tax Amount Undetermined Code:","Not checked",null,"Tax Amount Undetermined Code:","Tax amount not determined",null,"Tax Amount Undetermined Code:","Tax amount not determined"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"First Year Roth Contribution:",0,null,"Total Distribution Code:","Not checked",null,"Total Distribution Code:","Not checked",null,"Total Distribution Code:","Not checked"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"SEP Indicator:","IRA/SEP/SIMP box not checked",null,"First Year Roth Contribution:",0,null,"First Year Roth Contribution:",0,null,"First Year Roth Contribution:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"FATCA Indicator:","not FATCA",null,"SEP Indicator:","IRA/SEP/SIMP box not checked",null,"SEP Indicator:","IRA/SEP/SIMP box checked",null,"SEP Indicator:","IRA/SEP/SIMP box checked"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Tax Withheld:",19143,null,"FATCA Indicator:","not FATCA",null,"FATCA Indicator:","not FATCA",null,"FATCA Indicator:","not FATCA"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Total Employee Contributions:",0,null,"Date of Payment for Reportable Death Benefits under Section 6050Y:","00-00-0000",null,"Date of Payment for Reportable Death Benefits under Section 6050Y:","00-00-0000",null,"Date of Payment for Reportable Death Benefits under Section 6050Y:","00-00-0000"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Unrealized Appreciation:",0,null,"Tax Withheld:",0,null,"Tax Withheld:",3000,null,"Tax Withheld:",444]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Other Income:",0,null,"Total Employee Contributions:",0,null,"Total Employee Contributions:",0,null,"Total Employee Contributions:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Gross Distribution:",101543,null,"Unrealized Appreciation:",0,null,"Unrealized Appreciation:",0,null,"Unrealized Appreciation:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Taxable Amount:",101543,null,"Other Income:",0,null,"Other Income:",0,null,"Other Income:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Eligible Capital Gains:",0,null,"Gross Distribution:",15934,null,"Gross Distribution:",15000,null,"Gross Distribution:",4444]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"Amount to IRR:",0,null,"Taxable Amount:",15934,null,"Taxable Amount:",15000,null,"Taxable Amount:",4444]
[null,null,null,null,null,null,null,null,null,null,null,null,null,"This Product Contains Sensitive Taxpayer Data",null,null,"Eligible Capital Gains:",0,null,"Eligible Capital Gains:",0,null,"Eligible Capital Gains:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Amount to IRR:",0,null,"Amount to IRR:",0,null,"Amount to IRR:",0]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Form 1099-R Distributions from Pensions, Annuities, Retire or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.",null,null,"Form 1099-R Distributions from Pensions, Annuities, Retire or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.",null,null,"Form 1099-R Distributions from Pensions, Annuities, Retire or Profit-Sharing Plans, IRAs, Insurance Contracts, etc."]
[]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Payer:",null,null,"Payer:",null,null,"Payer:"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Payer's Federal Identification Number (FIN):521146054",null,null,"Payer's Federal Identification Number (FIN):521146054",null,null,"Payer's Federal Identification Number (FIN):521146054"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"NATIONAL ELECTRICAL BENEFIT FUND",null,null,"NATIONAL ELECTRICAL BENEFIT FUND",null,null,"NATIONAL ELECTRICAL BENEFIT FUND"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"2400 RESEARCH BOULEVARD, SUITE 500",null,null,"2400 RESEARCH BOULEVARD, SUITE 500",null,null,"2400 RESEARCH BOULEVARD, SUITE 500"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"ROCKVILLE, MD 20850-3266",null,null,"ROCKVILLE, MD 20850-3266",null,null,"ROCKVILLE, MD 20850-3266"]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Recipient:",null,null,"Recipient:",null,null,"Recipient:"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Recipient's Identification Number: 318-46-2908",null,null,"Recipient's Identification Number: 318-46-2908",null,null,"Recipient's Identification Number: 318-46-2908"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"JAMES A KARTHOLL",null,null,"JAMES A KARTHOLL",null,null,"JAMES A KARTHOLL"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"435 FOREST TRAIL DRIVE",null,null,"435 FOREST TRAIL DRIVE",null,null,"435 FOREST TRAIL DRIVE"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"OAK BROOK, IL 60523-0000",null,null,"OAK BROOK, IL 60523-0000",null,null,"OAK BROOK, IL 60523-0000"]
["Form 1099-R Distributions from Pensions, Annuities, Retire or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.",null,null,null,null,null,"Distribution",9984,9984,9984]
[null,null,null,null,null,null,"Tax Withheld",null,550,600]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Submission Type:","Original document",null,"Submission Type:","Original document",null,"Submission Type:","Original document"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Account Number (Optional):","2018N064560181927",null,"Account Number (Optional):","2019N066122147133",null,"Account Number (Optional):","2020N067783147724"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Distribution Code Value:","Disability",null,"Distribution Code Value:","Disability",null,"Distribution Code Value:","Disability"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Distribution Code:",3,null,"Distribution Code:",3,null,"Distribution Code:",3]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Distribution Code Value:","Not significant",null,"Distribution Code Value:","Not significant",null,"Distribution Code Value:","Not significant"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Distribution Code:","Blank",null,"Distribution Code:","Blank",null,"Distribution Code:","Blank"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Tax Amount Undetermined Code:","Not checked",null,"Tax Amount Undetermined Code:","Not checked",null,"Tax Amount Undetermined Code:","Not checked"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Total Distribution Code:","Not checked",null,"Total Distribution Code:","Not checked",null,"Total Distribution Code:","Not checked"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"First Year Roth Contribution:",0,null,"First Year Roth Contribution:",0,null,"First Year Roth Contribution:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"SEP Indicator:","IRA/SEP/SIMP box not checked",null,"SEP Indicator:","IRA/SEP/SIMP box not checked",null,"SEP Indicator:","IRA/SEP/SIMP box not checked"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"FATCA Indicator:","not FATCA",null,"FATCA Indicator:","not FATCA",null,"FATCA Indicator:","not FATCA"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Date of Payment for Reportable Death Benefits under Section 6050Y:","00-00-0000",null,"Date of Payment for Reportable Death Benefits under Section 6050Y:","00-00-0000",null,"Date of Payment for Reportable Death Benefits under Section 6050Y:","00-00-0000"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Tax Withheld:",0,null,"Tax Withheld:",550,null,"Tax Withheld:",600]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Total Employee Contributions:",0,null,"Total Employee Contributions:",0,null,"Total Employee Contributions:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Unrealized Appreciation:",0,null,"Unrealized Appreciation:",0,null,"Unrealized Appreciation:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Other Income:",0,null,"Other Income:",0,null,"Other Income:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Gross Distribution:",9984,null,"Gross Distribution:",9984,null,"Gross Distribution:",9984]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Taxable Amount:",9984,null,"Taxable Amount:",9984,null,"Taxable Amount:",9984]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Eligible Capital Gains:",0,null,"Eligible Capital Gains:",0,null,"Eligible Capital Gains:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Amount to IRR:",0,null,"Amount to IRR:",0,null,"Amount to IRR:",0]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"This Product Contains Sensitive Taxpayer Data"]

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[]
[]
[]
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[]
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[null,"Payer",null,2017,2018,2019,2020]
[null,"Nationwide Life 017527975 A","FMV of Account",62557,0,0,0]
[null,"Allianz Life 71543391-I","FMV of Account",0,59842,48373,46349]
[null,"Allianz Life 71543391","FMV of Account",0,0,15000,4444]
[null,"Social Security","Benefits Paid",27684,28236,29022,29491]
[null,"Electrical Contractors & Local 134","Gross Dist.",17262,15934,15934,17262]
[null,null,"Tax Withheld",0,0,1495,2150]
[null,"Pershing, LLC","Gross Dist.",0,3844,0,0]
[null,null,"Tax Withheld",0,384,0,0]
[null,"National Electrical Benefit Fund","Gross Dist.",101543,9984,9984,9984]
[null,null,"Tax Withheld",19143,0,550,600]

{"sheet":"Sheet2","index":2,"n_rows":56,"n_cols":13,"rows_kept":56,"cut":false,"hidden":false,"merged":[[0,9,0,11]]}
[null,null,null,null,null,null,null,null,null,2019,null,null,"XLOOKUP(J11,'I:\\dcTaxFiles\\dc Tax, LLC\\My RO Files\\Macros\\Macros\\TransactionCodes.xlsm'!TransCodeTbl[Trans Code],'I:\\dcTaxFiles\\dc Tax, LLC\\My RO Files\\Macros\\Macros\\TransactionCodes.xlsm'!TransCodeTbl[Title])"]
["FORM NUMBER:",1040,null,null,null,null,null,null,null,"ACCOUNT BALANCE:",{"$f":"_xlfn.XLOOKUP(J2,A:A,C:C)","v":2154.0300000000002}]
["TAX PERIOD:","Dec. 31, 2019",null,null,null,null,null,null,null,"ACCRUED INTEREST:",571.9]
[null,null,null,null,null,null,null,null,null,"ACCRUED PENALTY:",478.57]
["TAXPAYER IDENTIFICATION NUMBER:  ","XXX-XX-2908",null,null,null,null,null,null,null,"ADJUSTED GROSS INCOME:",63635]
[null,null,null,null,null,null,null,null,null,"TAXABLE INCOME:",51435]
["JAME A KART",null,null,null,null,null,null,null,null,"TAX PER RETURN:",7172]
["<<<<POWER OF ATTORNEY/TAX INFORMATION AUTHORIZATION (POA/TIA) ON FILE>>>>",null,null,null,null,null,null,null,null,"SE TAXABLE INCOME TAXPAYER:",0]
["--- ANY MINUS SIGN SHOWN BELOW SIGNIFIES A CREDIT AMOUNT ---",null,null,null,null,null,null,null,null,"SE TAXABLE INCOME SPOUSE:",0]
[null,null,null,null,null,null,null,null,null,"TOTAL SELF EMPLOYMENT TAX:",0]
["ACCOUNT BALANCE:",null,2154.0300000000002,null,null,null,null,null,null,150,{"$f":"SUMIF($A$2:$A$296,J11,$H$2:$H$296)","v":7172},"Return Filed & Tax Liability Assessed"]
["ACCRUED INTEREST:",null,571.9,"AS OF:","Dec. 16, 2024",null,null,null,null,290,0,"Additional Tax Assessment"]
["ACCRUED PENALTY:",null,478.57,"AS OF:","Dec. 16, 2024",null,null,null,null,300,0,"Additional Tax Assessment by Examination or Appeals."]
[null,null,null,null,null,null,null,null,null,166,0,"Delinquency Penalty"]
["ACCOUNT BALANCE PLUS ACCRUALS",null,3204.5,null,null,null,null,null,null,176,0,"Estimated Tax Penalty"]
["(this is not a payoff amount):",null,null,null,null,null,null,null,null,196,5.76,"Interest Assessed"]
[null,null,null,null,null,null,null,null,null,276,21.27,"Failure to Pay Tax Penalty"]
["** INFORMATION FROM THE RETURN OR AS ADJUSTED **",null,null,null,null,null,null,null,null,706,0,"Generated Overpayment Applied from Another Tax Module"]
[null,null,null,null,null,null,null,null,null,670,0,"Subsequent Payment"]
["EXEMPTIONS:",null,1,null,null,null,null,null,null,240,0,"Assessment of Miscellaneous Civil Penalty"]
["FILING STATUS:",null,"Single",null,null,null,null,null,null,806,-5045,"Credit for Withheld Taxes and Excess FICA"]
["ADJUSTED GROSS INCOME:",null,63635,null,null,null,null,null,null,672,0,"Correction of 670 Processed In Error"]
["TAXABLE INCOME:",null,51435,null,null,null,null,null,null,673,0,"Input of a TC 672 Changes an existing TC 670 to TC 673."]
["TAX PER RETURN:",null,7172,null,null,null,null,null,null,360,0,"Fees and Collection Costs"]
["SE TAXABLE INCOME TAXPAYER:",null,0]
["SE TAXABLE INCOME SPOUSE:",null,0]
["TOTAL SELF EMPLOYMENT TAX:",null,0]
[]
["RETURN DUE DATE OR RETURN RECEIVED DATE (WHICHEVER IS LATER)",null,null,null,null,null,null,"Apr. 15, 2020"]
["PROCESSING DATE",null,null,null,null,null,null,"Aug. 17, 2020",null,null,{"$f":"SUM(K11:K24)","v":2154.0300000000007}]
[]
["TRANSACTIONS"]
["CODE","EXPLANATION OF TRANSACTION",null,null,null,"CYCLE","DATE","AMOUNT"]
[]
[150,"Tax return filed",null,null,null,20200805,"2020-08-17",7172]
["n/a","70211-444-24942-0"]
[806,"W-2 or 1099 withholding",null,null,null,null,"2020-04-15",-5045]
[276,"Penalty for late payment of tax",null,null,null,20203105,"2020-08-17",21.27]
[196,"Interest charged for late payment",null,null,null,20203105,"2020-08-17",5.76]
[971,"Notice issued",null,null,null,null,"2020-08-17",0]
[null,"CP 0014"]
[971,"Installment agreement established",null,null,null,null,"2020-08-17",0]
[960,"Appointed representative",null,null,null,null,"2020-10-26",0]
[971,"Tax period blocked from automated levy program",null,null,null,null,"2022-05-16",0]
[971,"No longer in installment agreement status",null,null,null,null,"2022-05-09",0]
[480,"Received offer in compromise",null,null,null,null,"2024-07-03",0]
[960,"Appointed representative",null,null,null,null,"2024-08-21",0]
[481,"Offer in Compromise rejected or returned",null,null,null,null,"2024-08-22",0]
[582,"Lien placed on assets due to balance owed",null,null,null,null,"2024-10-04",0]
[530,"Balance due account currently not collectible - not due to hardship",null,null,null,null,"2024-10-07",0]
[971,"Issued notice of lien filing and right to Collection Due Process hearing",null,null,null,null,"2024-10-10",0]
["This Product Contains Sensitive Taxpayer Data"]
[]
[]
[]
[null,null,null,null,null,null,null,{"$f":"SUM(H35:H51)","v":2154.0300000000002}]

{"sheet":"Sheet3","index":3,"n_rows":20,"n_cols":6,"rows_kept":20,"cut":false,"hidden":false,"merged":[]}
["Explanation","Code",2017,2018,2019,2020]
["Return Filed & Tax Liability Assessed",150,0,923,7172,3862]
["Additional Tax Assessment",290,27952,2358,0,0]
["Additional Tax Assessment by Examination or Appeals.",300,0,0,0,0]
["Delinquency Penalty",166,0,0,0,0]
["Estimated Tax Penalty",176,0,0,0,0]
["Interest Assessed",196,1432.04,4.3600000000000003,5.76,2.7]
["Failure to Pay Tax Penalty",276,0,5.39,21.27,0]
["Generated Overpayment Applied from Another Tax Module",706,-3557,0,0,0]
["Subsequent Payment",670,-157,0,0,0]
["Assessment of Miscellaneous Civil Penalty",240,1762,0,0,0]
["Credit for Withheld Taxes and Excess FICA",806,-19144,-384,-5045,-3194]
["Correction of 670 Processed In Error",672,43,2200,0,0]
["Input of a TC 672 Changes an existing TC 670 to TC 673.",673,"",-2200,0,0]
["Fees and Collection Costs",360,"",72,0,0]
[]
[null,"Assessed",{"$f":"SUM(C2:C15)","v":8331.0400000000009},{"$f":"SUM(D2:D15)","v":2978.75},{"$f":"SUM(E2:E15)","v":2154.0300000000007},670.69999999999982]
[null,"Interest",2818,1019,572,156]
[null,"Penalties",1635,707,479]
[null,"Total",{"$f":"SUM(C17:C19)","v":12784.04},4704.75,3205.0300000000007,{"$f":"SUM(F17:F19)","v":826.69999999999982}]