CHARITY A THOMAS
259 CABIN CREEK RD
PIKETON OH 45661-8094
edwardjones.com
201 Progress Parkway
Maryland Heights, MO 63043-3042
Your 2022 Consolidated 1099 Tax Statement Page 1 of 4
FIGURES ARE FINAL
Recipient's Name: Information as of January 26, 2023
CHARITY A THOMAS
Account Holder(s) Payer's Identification Number:
CHARITY A THOMAS 43-1591643
Financial Advisor:
RON ENDICOTT (740) 947-0504
Edward Jones Account Number:
460-19875-1-6
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started, select the forms to share and click "Share with The 1099 forms included in this document are the official If there is an incorrect dollar amount on your tax form,
Third Party". records of income reported to the IRS and should be used Edward Jones is not required to correct it if the error differs
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At your request, your Edward Jones branch team can this document. It provides information about potential income earned on non-California state bonds and
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amount of foreign source income received. Form 1099-B. If you are a resident of California and
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Questions?
• Preparing your tax return: Contact your tax professional, call the IRS at 800-829-1040 or visit the IRS website (www.irs.gov). Edward Jones does not provide tax advice.
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The information reported on your Consolidated 1099 Tax Statement is reported to you and the IRS. Please retain for your records. Edward Jones, its employees and
financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.
edwardjones.com
201 Progress Parkway
Maryland Heights, MO 63043-3042
2022 CONSOLIDATED 1099 STATEMENT
Recipient's Name:
CHARITY A THOMAS
(Includes 1099-DIV) Page 2 of 4
FIGURES ARE FINAL Information as of January 26, 2023
Edward Jones Account Number: Payer's Identification Number:
460-19875-1-6 43-1591643
Recipient's Identification Number:
***-**-1621
This is important tax information and is being furnished to the Internal Revenue Service (except as indicated). If you are required to file a return, a negligence penalty or other sanction
may be imposed on you if this income is taxable and the IRS determines that it has not been reported.
1099-DIV Dividends and Distributions - 2022 Statement for recipient
(Copy B )(OMB NO. 1545-0110)
Box 1a Total Ordinary Dividends 7.72
Box 1b Qualified Dividends 7.72
Box 2a Total Capital Gain Distributions 86.13
Box 2b Unrecap. Sec. 1250 Gain 0.00
Box 2c Section 1202 Gain 0.00
Box 2d Collectibles (28%) Gain 0.00
Box 2e Section 897 ordinary dividends 0.00
Box 2f Section 897 capital gain 0.00
Box 3 Nondividend Distributions 0.00
Box 4 Federal Income Tax Withheld 0.00
Box 5 Section 199A Dividends 0.00
Box 6 Investment Expenses 0.00
Box 7 Foreign Tax Paid 0.00
Box 8 Foreign Country or U.S.Possesion
Box 9 Cash Liquidation Distributions 0.00
Box 10 Noncash Liquidation Distributions 0.00
Box 12 Exempt-Interest Dividends 0.00
Box 13 Specified Private Activity Bond Interest Dividends 0.00
edwardjones.com
201 Progress Parkway
Maryland Heights, MO 63043-3042
SUMMARY OF INVESTMENT INCOME
Recipient's Name:
CHARITY A THOMAS Page 3 of 4
FIGURES ARE FINAL Information as of January 26, 2023
Edward Jones Account Number: Payer's Identification Number:
460-19875-1-6 43-1591643
This is not a Form 1099. It is a summary of the income you received in your account during 2022. For a complete description of each activity, refer to your account statement for
that period. If you have any questions, contact your Edward Jones financial advisor.
2022 Amount
Date Description CUSIP in 2022
Dividend Income - Taxable
12/19 AMERICAN GROWTH FD OF AMER A 399874106 7.72
Total Qualified Dividends (Box 1b 1099-DIV) 7.72
Total Ordinary Dividends (Box 1a on Form 1099-DIV): 7.72
12/19 AMERICAN GROWTH FD OF AMER A 399874106 86.13
Total Long-Term Capital Gains 86.13
Total Capital Gains (Box 2a on Form 1099-DIV): 86.13
edwardjones.com
201 Progress Parkway
Maryland Heights, MO 63043-3042
2022 ADDITIONAL TAX INFORMATION
Recipient's Name:
CHARITY A THOMAS Page 4 of 4
FIGURES ARE FINAL Information as of January 26, 2023
Edward Jones Account Number: Payer's Identification Number:
460-19875-1-6 43-1591643
This is not a Form 1099. The supplemental information below may contain foreign source income or state exclusions. You may be able to claim as a deduction on your tax
return a portion of your foreign tax paid. If you have state exclusions that report the amount of income derived from federal, municipal and U.S. territory obligations, a portion of
this amount may be excludable from state taxable income based upon the state's law. The information includes the state of issuance of the municipal bond or the state from which
income is derived. This state is presumed to be your state of residency. Consult your tax professional as to how this information may impact your tax return.
Potential State Tax Exclusions from Governmental Obligations
Federal Obligations Federal Home Loan Banks Federal Farm Credit Banks
Percent of Exclusion Percent of Exclusion Percent of Exclusion
Security Name CUSIP Income Income Amount Income Amount Income Amount
AMERICAN GROWTH FD OF AMER A 399874106 $7.72 2.98000% $0.23 0.00
Totals $0.23
Total Income from exempt governmental obligations owned by you indirectly: $0.23
This additional tax information has been supplied to Edward Jones by outside sources. While we cannot assure the accuracy of this information, we believe it to be
correct. This information is intended as a general guide and does not constitute tax advice. You should consult your tax professional or state tax authority to
determine how this information may apply to your specific situation.
Thank you for doing business with Edward Jones. This is the end of your 2022 tax reporting information. If you have any questions concerning any matter,
especially errors or omissions, contact your branch team at 740-947-0504 immediately or contact us at 1-800-282-0829.
edwardjones.com
201 Progress Parkway
Instructions to Recipients Maryland Heights, MO 63043-3042
Recipient's taxpayer identification number - (TIN). For your protection, this form may show only the last four digits of your TIN (social security number (SSN), individual taxpayer identification number
(ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN)). However, the issuer has reported your complete TIN to the IRS.
FATCA filing requirement. If the FATCA filing requirement box is checked, the payer is reporting on this Form 1099 to satisfy its chapter 4 account reporting requirement. You also may have a filing
requirement. See the instructions for Form 8938.
Account number. May show an account or other unique number the payer assigned to distinguish your account.
Please visit www.irs.gov for the most complete and current forms, instructions and other information.
this amount when completing the 28% Rate Gain Worksheet in Instructions for Form 1040.
Form 1099-DIV the Instructions for Schedule D (Form 1040).
Box 1a. Shows total ordinary dividends that are taxable. Include Box 8. This box should be left blank if a RIC reported the foreign
this amount on the "Ordinary dividends" line of Form 1040 or Box 2e. Shows the portion of the amount in box 1a that is section tax shown in box 7.
1040-SR. Also, report it on Schedule B (Form 1040), if required. 897 gain attributable to disposition of U.S. real property interests Boxes 9 and 10. Show cash and noncash liquidation
(USRPI). distributions.
Box 1b. Shows the portion of the amount in box 1a that may be
eligible for reduced capital gains rates. See the Instructions for Box 2f. Shows the portion of the amount in box 2a that is section Box 11. If the FATCA filing requirement box is checked, the payer
Form 1040 for how to determine this amount and where to report. 897 gain attributable to disposition of USRPI. is reporting on this Form 1099 to satisfy its account reporting
The amount shown may be dividends a corporation paid directly Note: Boxes 2e and 2f apply only to foreign persons and entities requirement under chapter 4 of the Internal Revenue Code. You
to you as a participant (or beneficiary of a participant) in an whose income maintains its character when passed through or may also have a filing requirement. See the Instructions for Form
employee stock ownership plan (ESOP). Report it as a dividend distributed to its direct or indirect foreign owners or beneficiaries. 8938.
on your Form 1040 or 1040-SR but treat it as a plan distribution, It is generally treated as effectively connected to a trade or Box 12. Shows exempt-interest dividends from a mutual fund or
not as investment income, for any other purpose. business within the United States. See the instructions for your other RIC paid to you during the calendar year. See the
tax return. Instructions for Form 1040 for where to report. This amount may
Box 2a. Shows total capital gain distributions from a regulated be subject to backup withholding. See Box 4 above.
investment company (RIC) or real estate investment trust (REIT). Box 3. Shows a return of capital. To the extent of your cost (or
See How To Report in the Instructions for Schedule D (Form other basis) in the stock, the distribution reduces your basis and is Box 13. Shows exempt-interest dividends subject to the
1040). But, if no amount is shown in boxes 2b, 2c, 2d and 2f and not taxable. Any amount received in excess of your basis is alternative minimum tax. This amount is included in box 12. See
your only capital gains and losses are capital gain distributions, taxable to you as capital gain. See Pub. 550. the Instructions for Form 6251
you may be able to report the amounts shown in box 2a on your Box 4. Shows backup withholding. A payer must backup withhold Boxes 14–16. State income tax withheld reporting boxes.
Form 1040 or 1040-SR rather than Schedule D. See the on certain payments if you did not give your TIN to the payer. See Nominees. If this form includes amounts belonging to another
Instructions for Form 1040 Form W-9, for information on backup withholding. Include this person, you are considered a nominee recipient. You must file
amount on your income tax return as tax withheld. Form 1099-DIV (with a Form 1096) with the IRS for each of the
Box 2b. Shows the portion of the amount in box 2a that is
unrecaptured section 1250 gain from certain depreciable real Box 5. Shows the portion of the amount in box 1a that may be other owners to show their share of the income, and you must
property. See the Unrecaptured Section 1250 Gain Worksheet in eligible for the 20% qualified business income deduction under furnish a Form 1099-DIV to each. A spouse is not required to file
the Instructions for Schedule D (Form 1040). section 199A. See the instructions for Form 8995 and Form a nominee return to show amounts owned by the other spouse.
8995-A. See the current General Instructions for Certain Information
Box 2c. Shows the portion of the amount in box 2a that is section Returns.
1202 gain from certain small business stock that may be subject Box 6. Shows your share of expenses of a nonpublicly offered
to an exclusion. See the Schedule D (Form 1040) instructions. RIC, generally a nonpublicly offered mutual fund. This amount is Future developments. For the latest information about
included in box 1a. developments related to Form 1099-DIV and its instructions, such
Box 2d. Shows the portion of the amount in box 2a that is 28% as legislation enacted after they were published, go to
rate gain from sales or exchanges of collectibles. If required, use Box 7. Shows the foreign tax that you may be able to claim as a
deduction or a credit on Form 1040 or 1040-SR. See the www.irs.gov/Form1099DIV.
