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Wage and Income Transcript

Request Date: 06-19-2024
Response Date: 06-19-2024
Tracking Number: 106150799955

SSN Provided: 607-17-0964
Tax Period Requested: December, 2022

Form W-2 Wage and Tax Statement

Employer:

Employer Identification Number (EIN):910425694
THE BOEING COMPANY
MAILCODE 6X5-15
SEATTLE, WA 98124-2207

Employee:

Employee's Social Security Number: 607-17-0964
RAJU PUSAPATI
1506 BRADEN CIRCLE
FRANKLIN, TN 37067-0000

Submission Type:Original document
Wages, Tips and Other Compensation:$121,797.00
Federal Income Tax Withheld:$19,206.00
Social Security Wages:$144,508.00
Social Security Tax Withheld:$8,959.00
Medicare Wages and Tips:$144,508.00
Medicare Tax Withheld:$2,095.00
Social Security Tips:$0.00
Allocated Tips:$0.00
Dependent Care Benefits:$0.00
Deferred Compensation:$22,711.00
Code "Q" Nontaxable Combat Pay:$0.00
Code "W" Employer Contributions to a Health Savings Account:$0.00
Code "Y" Deferrals under a section 409A nonqualified Deferred Compensation plan:$0.00
Code "Z" Income under section 409A on a nonqualified Deferred Compensation plan:$0.00
Code "R" Employer's Contribution to MSA:$0.00
Code "S" Employer's Contribution to Simple Account:$0.00
Code "T" Expenses Incurred for Qualified Adoptions:$0.00
Code "V" Income from exercise of non-statutory stock options:$0.00
Code "AA" Designated Roth Contributions under a Section 401(k) Plan:$4,288.00
Code "BB" Designated Roth Contributions under a Section 403(b) Plan:$0.00
Code "DD" Cost of Employer-Sponsored Health Coverage:$0.00
Code "EE" Designated ROTH Contributions Under a Governmental Section 457(b) Plan:$0.00
Code "FF" Permitted benefits under a qualified small employer health reimbursement arrangement:$0.00
Code "GG" Income from Qualified Equity Grants Under Section 83(i):$0.00
Code "HH" Aggregate Deferrals Under Section 83(i) Elections as of the Close of the Calendar Year:$0.00
Third Party Sick Pay Indicator:Unanswered
Retirement Plan Indicator:Yes - retirement plan
Statutory Employee:Not Statutory Employee
W2 Submission Type:
W2 WHC SSN Validation Code:Correct SSN

Form 5498 Individual Retirement Arrangement Contribution Information

Trustee:

Trustee/Issuer's Federal Identification Number (FIN):941737782
CHARLES SCHWAB & CO., INC.
9800 SCHWAB WAY
LONE TREE, CO 80124-0000

Participant:

Participant's Identification Number: 607-17-0964
RAJU S PUSAPATI
1506 BRADEN CIRCLE
FRANKLIN, TN 37067-0000

Submission Type:Original document
Account Number (Optional):62720304
IRA Contributions:$0.00
Rollover Contributions:$0.00
Roth Conversion Amount:$0.00
Recharacterized Contributions:$0.00
Fair Market Value of Account:$99,288.00
Life Insurance Cost Included in Box 1:$0.00
SEP Code:Not Checked
IRA Code:Checked
Simple Code:Not Checked
Roth IRA Code:Not Checked
RMD For Subsequent Year:RMD box not checked
RMD Date:00-00-0000
Year:
Postponed Contribution Code:
Repayments Code:
Fair Market Value of certain specified assets:N/A
SEP Contributions:$0.00
SIMPLE Contributions:$0.00
Roth IRA Contributions:$0.00
Required Minimum Distribution Amount:$0.00
Postponed Contributions:$0.00
Repayment of a qualified reservist distribution or federally designated disaster withdrawal repayment:$0.00
Fair Market Value of Certain Specified Assets:$0.00

Form 5498 Individual Retirement Arrangement Contribution Information

Trustee:

Trustee/Issuer's Federal Identification Number (FIN):941737782
CHARLES SCHWAB & CO., INC.
9800 SCHWAB WAY
LONE TREE, CO 80124-0000

Participant:

Participant's Identification Number: 607-17-0964
RAJU S PUSAPATI
1506 BRADEN CIRCLE
FRANKLIN, TN 37067-0000

Submission Type:Original document
Account Number (Optional):91473648
IRA Contributions:$0.00
Rollover Contributions:$0.00
Roth Conversion Amount:$0.00
Recharacterized Contributions:$0.00
Fair Market Value of Account:$3,905.00
Life Insurance Cost Included in Box 1:$0.00
SEP Code:Not Checked
IRA Code:Not Checked
Simple Code:Not Checked
Roth IRA Code:Checked
RMD For Subsequent Year:RMD box not checked
RMD Date:00-00-0000
Year:
Postponed Contribution Code:
Repayments Code:
Fair Market Value of certain specified assets:N/A
SEP Contributions:$0.00
SIMPLE Contributions:$0.00
Roth IRA Contributions:$0.00
Required Minimum Distribution Amount:$0.00
Postponed Contributions:$0.00
Repayment of a qualified reservist distribution or federally designated disaster withdrawal repayment:$0.00
Fair Market Value of Certain Specified Assets:$0.00

Form 5498 Individual Retirement Arrangement Contribution Information

Trustee:

Trustee/Issuer's Federal Identification Number (FIN):941737782
CHARLES SCHWAB & CO., INC.
9800 SCHWAB WAY
LONE TREE, CO 80124-0000

Participant:

Participant's Identification Number: 607-17-0964
RAJU S PUSAPATI
1506 BRADEN CIRCLE
FRANKLIN, TN 37067-0000

Submission Type:Original document
Account Number (Optional):95483118
IRA Contributions:$0.00
Rollover Contributions:$0.00
Roth Conversion Amount:$0.00
Recharacterized Contributions:$0.00
Fair Market Value of Account:$224,529.00
Life Insurance Cost Included in Box 1:$0.00
SEP Code:Not Checked
IRA Code:Checked
Simple Code:Not Checked
Roth IRA Code:Not Checked
RMD For Subsequent Year:RMD box not checked
RMD Date:00-00-0000
Year:
Postponed Contribution Code:
Repayments Code:
Fair Market Value of certain specified assets:N/A
SEP Contributions:$0.00
SIMPLE Contributions:$0.00
Roth IRA Contributions:$0.00
Required Minimum Distribution Amount:$0.00
Postponed Contributions:$0.00
Repayment of a qualified reservist distribution or federally designated disaster withdrawal repayment:$0.00
Fair Market Value of Certain Specified Assets:$0.00

Form 1098 Mortgage Interest Statement

Recipient/Lender:

Recipient's Federal Identification Number (FIN):382603955
ROCKET MORTGAGE LLC.
1050 WOODWARD AVENUE
DETROIT, MI 48226-0000

Payer/Borrower:

Payer's Social Security Number: 607-17-0964
RAJU S PUSAPATI
1506 BRADEN CIR
FRANKLIN, TN 37067-8595

Submission Type:Original document
Account Number (Optional):MTG3485518255
Mortgage Interest Received from Payer(s)/Borrower(s):$6,248.00
Points Paid on Purchase of Principal Residence:$0.00
Refund of Overpaid Interest:$0.00
Mortgage Insurance Premiums:$0.00
Outstanding Mortgage Principle:$285,199.00
Mortgage Origination Date:09-09-2021
Property Address Verification:
Address of property securing Mortgage:1506 BRADEN CIR
Other information from recipient:FRANKLIN TN 37067
The number of mortgaged properties:000000000000
Mortgage Acquisition Date:00-00-0000

Form 1099-G

Payer:

Payer's Federal Identification Number (FIN):636000619
STATE OF ALABAMA
50 NORTH RIPLEY STREET
MONTGOMERY, AL 36132-0000

Recipient:

Recipient's Identification Number: 607-17-0964
PUSAPATI,RAJU
BHUPATHIRAJU VIDYAVATHI
1506 BRADEN CIR
FRANKLIN, TN 37067-8595

Submission Type:Original document
Account Number (Optional):192627904012312021
RTAA Payments:$0.00
Tax Withheld:$0.00
Taxable Grants:$0.00
Unemployment Compensation:$0.00
Agricultural Subsidies:$0.00
Prior Year Refund:$251.00
Market gain on Commodity Credit Corporation loans repaid:$0.00
Year of Refund:2021
1099G Offset:Not Refund, Credit, or Offset for Trade or Business
Second TIN Notice:

Form 1099-INT

Payer:

Payer's Federal Identification Number (FIN):941737782
CHARLES SCHWAB & CO., INC.
9800 SCHWAB WAY
LONE TREE, CO 80124-0000

Recipient:

Recipient's Identification Number: 607-17-0964
RAJU S PUSAPATI
1506 BRADEN CIRCLE
FRANKLIN, TN 37067-0000

Submission Type:Original document
Account Number (Optional):91216345
Interest:$1.00
Tax Withheld:$0.00
Savings Bonds:$0.00
Investment Expense:$0.00
Interest Forfeiture:$0.00
Foreign Tax Paid:$0.00
Tax-Exempt Interest:$0.00
Specified Private Activity Bond Interest:$0.00
Market Discount:$0.00
Bond Premium:$0.00
Bond Premium on Tax Exempt Bond:$0.00
Bond Premium on Treasury Obligations:$0.00
Second Notice Indicator:No Second Notice
Foreign Country or US Possession:
CUSIP Number:
FATCA Filing Requirement:Box not checked no Filing Requirement

Form 1099-R Distributions from Pensions, Annuities, Retire or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Payer:

Payer's Federal Identification Number (FIN):823967259
CHARLES SCHWAB TRUST BANK
11800 SCHWAB WAY
AUSTIN, TX 78758-0000

Recipient:

Recipient's Identification Number: 607-17-0964
PUSAPATI, RAJU
1506 BRADEN CIRCLE
FRANKLIN, TN 37067-0000

Submission Type:Original document
Account Number (Optional):1302120
Distribution Code Value:Direct rollover of distribution from a designated Roth account to a Roth IRA
Distribution Code:H
Distribution Code Value:Not significant
Distribution Code:Blank
Tax Amount Undetermined Code:Not checked
Total Distribution Code:Total Distribution
First Year Roth Contribution:2021
SEP Indicator:IRA/SEP/SIMP box not checked
FATCA Indicator:not FATCA
Date of Payment for Reportable Death Benefits under Section 6050Y:00-00-0000
Tax Withheld:$0.00
Total Employee Contributions:$0.00
Unrealized Appreciation:$0.00
Other Income:$0.00
Gross Distribution:$2,526.00
Taxable Amount:$0.00
Eligible Capital Gains:$0.00
Amount to IRR:$0.00

Form 1099-R Distributions from Pensions, Annuities, Retire or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Payer:

Payer's Federal Identification Number (FIN):823967259
CHARLES SCHWAB TRUST BANK
11800 SCHWAB WAY
AUSTIN, TX 78758-0000

Recipient:

Recipient's Identification Number: 607-17-0964
PUSAPATI, RAJU
1506 BRADEN CIRCLE
FRANKLIN, TN 37067-0000

Submission Type:Original document
Account Number (Optional):975851
Distribution Code Value:Direct rollover and rollover contribution
Distribution Code:G
Distribution Code Value:Not significant
Distribution Code:Blank
Tax Amount Undetermined Code:Not checked
Total Distribution Code:Total Distribution
First Year Roth Contribution:0000
SEP Indicator:IRA/SEP/SIMP box not checked
FATCA Indicator:not FATCA
Date of Payment for Reportable Death Benefits under Section 6050Y:00-00-0000
Tax Withheld:$0.00
Total Employee Contributions:$0.00
Unrealized Appreciation:$0.00
Other Income:$0.00
Gross Distribution:$10,623.00
Taxable Amount:$0.00
Eligible Capital Gains:$0.00
Amount to IRR:$0.00

This Product Contains Sensitive Taxpayer Data