Publication 5385 — Individual Information Returns Line Item

Official source: IRS Forms, Instructions & Publications (https://www.irs.gov/pub/irs-pdf/p5385.pdf), retrieved 2026-10-03. U.S. Government work (17 U.S.C. § 105).

Statistics of Income

Individual Information Returns¶

Line Item Estimates¶

2023¶

w w w . i r s . g o v / s t a t i s t i c s

Publication 5385 (Rev. 5-2026) Catalogue Number 73557M Department of the Treasury Internal Revenue Service www.irs.gov

Exceptions & meaning →

2023 Statistics of Income¶

Dr. Mark Xu Deputy Chief Data and Analytics Officer—Statistics Director, Statistics of Income Division (SOI)

Exceptions & meaning →

2023 Individual Information Returns, Line-Item Estimates¶

(Rev. 5–2026)

The 2023 Statistics of Income (SOI) Information Returns, LineItem Estimates, publication provides estimates of frequencies and amounts of the entries on the lines of the forms filed for selected information returns that accompany the 2023 Individual SOI complete report weighted file. The estimates presented here are based on returns filed in Processing Year 2024 that were sampled statistically and then weighted to estimate the entire 2023 Tax Year.

For each information return, we provide three sets of counts. These include frequencies per form line entry, number of individuals per form line entry, and total amount per form line entry. The frequencies per form line entry were computed by selecting all information returns filed, excluding those returns that were filed in duplicate or corrected by a subsequently filed amended return. The number of individuals per form line entry was computed by aggregating frequencies per form line entry to the individual level, as several information returns can be filed on behalf of a single individual. The amounts represent the dollar sum in thousands of dollars reported for each line item.

Suggested Citation

Statistics of Income—2023 Individual Information Returns Line Item Estimates Internal Revenue Service Washington, D.C.

Exceptions & meaning →

Description of the Sample for the Line-Item Estimates¶

Data Capture and Cleaning Data capture for the SOI sample begins with the designation of a sample of administrative records. While the sample was being selected, the process was continually monitored for sample selection and data collection errors.

The administrative data and controlling information for each record designated for this sample were then run through an automated corrections process. The process resolves inconsistencies resulting from duplicated filings and replaces erroneous returns with filed amended returns.

Method of Estimation Weights were obtained by dividing the population count of returns in a stratum by the number of sampled returns for that stratum. The weights were adjusted to correct for misclassified returns and were then applied to the sample data to produce all the estimates in this report.

For returns having no matching tax return, weights

were obtained by calculating the inverse of the sampling share (10 in 9,999).

Sampling Variability The sample used in this study is one of many samples that could have been selected using the same sample design. The estimates calculated from these different samples would vary. Line counts and amounts are estimates based on samples and should not be mistaken for actual counts or amounts of the entire population. While most information returns and items are present often enough to provide accurate estimates, some less popular items should be used with a high degree of caution. SOI removed all line items with a sample count of fewer than 10.

Information returns with weak estimates (implying a sampled count less than 50) are listed below and not included in the publication:

Form 1099-SB Form 8805 Form 1097-BTC Form 1099-CAP

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

1010			VOID
FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S TIN	Form1099-K (Rev. March 2024) OMB No. 1545-2205	Form1099-K (Rev. March 2024) OMB No. 1545-2205
FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	PAYEE’S TIN	PAYEE’S TIN	PAYEE’S TIN
FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	1aGross amount of payment card/third party network transactions $ 3,890,488	1aGross amount of payment card/third party network transactions $ 3,890,488	1aGross amount of payment card/third party network transactions $ 3,890,488
FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	1aGross amount of payment card/third party network transactions $ 3,890,488	For calendar year	For calendar year
FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,904,066	1bCard Not Present transactions $	2Merchant category code	Copy A For Internal Revenue Service Center File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the current General Instructions for Certain Information Returns.
Check to indicate if FILER is a (an): Payment settlement entity (PSE) Electronic Payment Facilitator (EPF)/Other third party	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network
Check to indicate if FILER is a (an): Payment settlement entity (PSE) Electronic Payment Facilitator (EPF)/Other third party	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	3Number of payment transactions	4Federal income tax withheld $ 25,142	4Federal income tax withheld $ 25,142
PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	5aJanuary $ 2,707,355	5bFebruary $ 2,742,061	5bFebruary $ 2,742,061
PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	5cMarch $ 2,842,290	5dApril $ 2,921,598	5dApril $ 2,921,598
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	5eMay $ 2,954,918	5fJune $ 2,959,328	5fJune $ 2,959,328
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	5gJuly $ 2,922,388	5hAugust $ 2,926,758	5hAugust $ 2,926,758
City or town, state or province, country, and ZIP or foreign postal code
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	5iSeptember $ 2,933,746	5jOctober $ 2,903,618	5jOctober $ 2,903,618
PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number
PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	5kNovember $ 2,858,432	5lDecember $ 2,797,498	5lDecember $ 2,797,498
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	2nd TIN not.	6 State	7State identiﬁcation no.	8State income tax withheld $
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	2nd TIN not.			$

Form 1099-K (Rev. 3-2024) Cat. No. 54118B www.irs.gov/Form1099K Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 54118B

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

1010			VOID
FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S TIN	Form1099-K (Rev. March 2024) OMB No. 1545-2205	Form1099-K (Rev. March 2024) OMB No. 1545-2205
FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	PAYEE’S TIN	PAYEE’S TIN	PAYEE’S TIN
FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	1aGross amount of payment card/third party network transactions $ 3,280,201	1aGross amount of payment card/third party network transactions $ 3,280,201	1aGross amount of payment card/third party network transactions $ 3,280,201
FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	1aGross amount of payment card/third party network transactions $ 3,280,201	For calendar year	For calendar year
FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =3,288,401	1bCard Not Present transactions $	2Merchant category code	Copy A For Internal Revenue Service Center File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the current General Instructions for Certain Information Returns.
Check to indicate if FILER is a (an): Payment settlement entity (PSE) Electronic Payment Facilitator (EPF)/Other third party	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network
Check to indicate if FILER is a (an): Payment settlement entity (PSE) Electronic Payment Facilitator (EPF)/Other third party	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	3Number of payment transactions	4Federal income tax withheld $ 25,139	4Federal income tax withheld $ 25,139
PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	5aJanuary $ 2,429,408	5bFebruary $ 2,461,051	5bFebruary $ 2,461,051
PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	5cMarch $ 2,552,999	5dApril $ 2,614,280	5dApril $ 2,614,280
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	5eMay $ 2,640,497	5fJune $ 2,642,197	5fJune $ 2,642,197
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	5gJuly $ 2,615,548	5hAugust $ 2,611,929	5hAugust $ 2,611,929
City or town, state or province, country, and ZIP or foreign postal code
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	5iSeptember $ 2,622,870	5jOctober $ 2,616,151	5jOctober $ 2,616,151
PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number
PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	5kNovember $ 2,571,702	5lDecember $ 2,514,670	5lDecember $ 2,514,670
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	2nd TIN not.	6 State	7State identiﬁcation no.	8State income tax withheld $
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	2nd TIN not.			$

Form 1099-K (Rev. 3-2024) Cat. No. 54118B www.irs.gov/Form1099K Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 54118B

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

1010			VOID
FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S TIN	Form1099-K (Rev. March 2024) OMB No. 1545-2205	Form1099-K (Rev. March 2024) OMB No. 1545-2205
FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	PAYEE’S TIN	PAYEE’S TIN	PAYEE’S TIN
FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	1aGross amount of payment card/third party network transactions $ 259,118,925	1aGross amount of payment card/third party network transactions $ 259,118,925	1aGross amount of payment card/third party network transactions $ 259,118,925
FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	1aGross amount of payment card/third party network transactions $ 259,118,925	For calendar year	For calendar year
FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	FILER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 3,904,066	1bCard Not Present transactions $	2Merchant category code	Copy A For Internal Revenue Service Center File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the current General Instructions for Certain Information Returns.
Check to indicate if FILER is a (an): Payment settlement entity (PSE) Electronic Payment Facilitator (EPF)/Other third party	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network
Check to indicate if FILER is a (an): Payment settlement entity (PSE) Electronic Payment Facilitator (EPF)/Other third party	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	Check to indicate transactions reported are: Payment card Third party network	3Number of payment transactions	4Federal income tax withheld $ 41,619	4Federal income tax withheld $ 41,619
PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	5aJanuary $ 18,667,917	5bFebruary $ 18,695,726	5bFebruary $ 18,695,726
PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	PAYEE’S name	5cMarch $ 22,080,914	5dApril $ 21,872,597	5dApril $ 21,872,597
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	5eMay $ 23,947,687	5fJune $ 22,213,158	5fJune $ 22,213,158
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	5gJuly $ 21,651,354	5hAugust $ 21,972,611	5hAugust $ 21,972,611
City or town, state or province, country, and ZIP or foreign postal code
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	5iSeptember $ 21,372,908	5jOctober $ 22,094,677	5jOctober $ 22,094,677
PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number
PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	PSE’S name and telephone number	5kNovember $ 22,014,495	5lDecember $ 22,522,947	5lDecember $ 22,522,947
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	2nd TIN not.	6 State	7State identiﬁcation no.	8State income tax withheld $
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	2nd TIN not.			$

Form 1099-K (Rev. 3-2024) Cat. No. 54118B www.irs.gov/Form1099K Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 54118B

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Number of Forms filed for selected line

Form Wage and Tax Statement Department of the Treasury—Internal Revenue Service For Privacy Act and Paperwork Reduction

Copy A—For Social Security Administration. Send this entire page with Act Notice, see the separate instructions. Form W-3 to the Social Security Administration; photocopies are not acceptable. Cat. No. 10134D

*** Box 12

Box 12R

Box 12S

Box 12T Box 12V

464,985 Box 12Z 837 Box 12DD 79,912,997

Box 12Q Box 12W Box 12Y Box 12Z

Do Not Cut, Fold, or Staple Forms on This Page

23,488 Box 12Q 172,671 Box 12AA 1,952,419 Box 12W 17,036,096 Box 12BB 966 Box 12Y 108,029 Box 12CC

172,671 Box 12AA 12,370,141 Box 12EE 653,394 17,036,096 Box 12BB 1,304,352 Box 12FF 47,617 108,029 Box 12CC - Box 12GG 1,384

837 Box 12DD 79,912,997 Box 12HH

837

12,370,141 1,304,352

Box 12EE Box 12FF Box 12GG Box 12HH

Box 12AA Box 12BB Box 12CC Box 12DD

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Number of individuals for selected line

22222	VOID	a Employee’s social security number			For Official Use Only OMB No. 1545-0008
bEmployer identiﬁcation number (EIN)	bEmployer identiﬁcation number (EIN)	bEmployer identiﬁcation number (EIN)	bEmployer identiﬁcation number (EIN)	bEmployer identiﬁcation number (EIN)	bEmployer identiﬁcation number (EIN)	bEmployer identiﬁcation number (EIN)	1Wages, tips, other compensation 187,295,590	1Wages, tips, other compensation 187,295,590	1Wages, tips, other compensation 187,295,590	2Federal income tax withheld 168,523,357	2Federal income tax withheld 168,523,357
cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	3Social security wages 180,377,020	3Social security wages 180,377,020	3Social security wages 180,377,020	4Social security tax withheld 179,876,640	4Social security tax withheld 179,876,640
cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	5Medicare wages and tips 184,704,798	5Medicare wages and tips 184,704,798	5Medicare wages and tips 184,704,798	6Medicare tax withheld 183,727,530	6Medicare tax withheld 183,727,530
cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	cEmployer’s name, address, and ZIP code Total of all individuals represented =187,759,278	7Social security tips 12,081,679	7Social security tips 12,081,679	7Social security tips 12,081,679	8Allocated tips 61,875	8Allocated tips 61,875
dControl number	dControl number	dControl number	dControl number	dControl number	dControl number	dControl number	9	9	9	10Dependent care beneﬁts 1,994,546	10Dependent care beneﬁts 1,994,546
eEmployee’s ﬁrst name and initial	eEmployee’s ﬁrst name and initial	eEmployee’s ﬁrst name and initial	Last name	Last name	Last name	Suff.	11Nonqualiﬁed plans	11Nonqualiﬁed plans	11Nonqualiﬁed plans	12aSee instructions for box 12 C o d e All Elective Deferrals (D,E,F,G,H):	12aSee instructions for box 12 C o d e All Elective Deferrals (D,E,F,G,H):
fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	13 Statutory employee Retirement plan Third-party sick pay	13 Statutory employee Retirement plan Third-party sick pay	13 Statutory employee Retirement plan Third-party sick pay	12b C o d e 72,899,786	12b C o d e 72,899,786
fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	14Other	14Other	14Other	12c C o d e ***Box 12 Codes See Below	12c C o d e ***Box 12 Codes See Below
fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	14Other	14Other	14Other	12d C o d e	12d C o d e
fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	fEmployee’s address and ZIP code	14Other	14Other	14Other
15State Employer’s state ID number	15State Employer’s state ID number	15State Employer’s state ID number	15State Employer’s state ID number	16State wages, tips, etc.	17State income tax	17State income tax	17State income tax	18Local wages, tips, etc.	19Local income tax	19Local income tax	20Locality name

Form Wage and Tax Statement Department of the Treasury—Internal Revenue Service For Privacy Act and Paperwork Reduction

*** Box 12

Box 12R

Box 12S

Box 12T Box 12V

462,897 Box 12Z 837 Box 12DD 74,318,675

Box 12Q Box 12W Box 12Y Box 12Z

Do Not Cut, Fold, or Staple Forms on This Page

23,488 Box 12Q 172,671 Box 12AA 1,914,999 Box 12W 16,395,354 Box 12BB 966 Box 12Y 106,809 Box 12CC

172,671 Box 12AA 11,902,024 Box 12EE 647,800 16,395,354 Box 12BB 1,286,903 Box 12FF 47,582 106,809 Box 12CC - Box 12GG 1,384

837 Box 12DD 74,318,675 Box 12HH

837

11,902,024 1,286,903

Box 12EE Box 12FF Box 12GG Box 12HH

Box 12AA Box 12BB Box 12CC Box 12DD

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Amount of selected lines filed (in thousands of dollars)

Form Wage and Tax Statement Department of the Treasury—Internal Revenue Service For Privacy Act and Paperwork Reduction

*** Box 12

Box 12R Box 12S

Box 12T Box 12V

59,411,029 Box 12Z 78,864 Box 12DD 864,515,772

Box 12Q Box 12W Box 12Y Box 12Z

Do Not Cut, Fold, or Staple Forms on This Page

37,048 Box 12Q 2,944,600 Box 12AA 8,691,630 Box 12W 43,431,738 Box 12BB 7,048 Box 12Y 5,728,188 Box 12CC

2,944,600 Box 12AA 60,289,846 Box 12EE 2,333,888 43,431,738 Box 12BB 5,329,120 Box 12FF 156,292 5,728,188 Box 12CC - Box 12GG 65,168

78,864 Box 12DD 864,515,772 Box 12HH

78,864

60,289,846 5,329,120

Box 12AA Box 12BB Box 12CC Box 12DD

Box 12EE Box 12FF Box 12GG Box 12HH

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Number of Forms filed for selected line

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 41179O

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Number of individuals for selected line

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 41179O

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Amount of selected lines filed (in thousands of dollars)

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 41179O

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. N umber of Forms filed for selected line

2626 VOID CORRECTED

Transfer of Stock Acquired Through

Plan Under Section 423(c)

OMB No. 1545-2129

Form 3922

(Rev. September 2016)

4 Fair market value per share on exercise date

CORPORATION'S name, street address, city or town, state or province, country, and ZIP or foreign postal code

Total of all forms filed = 7,188,436

CORPORATION'S federal identification number EMPLOYEE’S identification number

EMPLOYEE’S name

Street address (including apt. no.)

City or town, state or province, country, and ZIP or foreign postal code

Account number (see instructions)

1 Date option granted

2 Date option exercised

3 Fair market value per share on grant date

an Employee Stock Purchase

Copy A

For Internal Revenue

Service Center

File with Form 1096.

7,182,461 $ 7,185,863

5 Exercise price paid per share $ 7,176,884

7 Date legal title transferred

6 No. of shares transferred

For Privacy Act and Paperwork Reduction

8 Exercise price per share determined as if the option was exercised on the date shown in box 1

Act Notice, see the current version of the General Instructions for

Certain Information

Returns.

6,953,379

Form 3922 (Rev. 9-2016) Cat. No. 41180P www.irs.gov/form3922 Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 41180P

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Number of individuals for selected line

2626 VOID CORRECTED

Transfer of Stock Acquired Through

Plan Under Section 423(c)

OMB No. 1545-2129

Form 3922

(Rev. September 2016)

4 Fair market value per share on exercise date

CORPORATION'S name, street address, city or town, state or province, country, and ZIP or foreign postal code

Total of all individuals represented = 2,349,684

CORPORATION'S federal identification number EMPLOYEE’S identification number

EMPLOYEE’S name

Street address (including apt. no.)

City or town, state or province, country, and ZIP or foreign postal code

Account number (see instructions)

1 Date option granted

2 Date option exercised

3 Fair market value per share on grant date

an Employee Stock Purchase

Copy A

For Internal Revenue

Service Center

File with Form 1096.

2,349,394 $ 2,348,412

5 Exercise price paid per share

2,348,282

7 Date legal title transferred

6 No. of shares transferred

For Privacy Act and Paperwork Reduction

8 Exercise price per share determined as if the option was exercised on the date shown in box 1

Act Notice, see the current version of the General Instructions for

Certain Information

Returns.

2,309,966

Cat. No. 41180P

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Amou nt of selected lines filed (in thousands of dollars)

2626 VOID CORRECTED

Transfer of Stock Acquired Through

Plan Under Section 423(c)

OMB No. 1545-2129

Form 3922

(Rev. September 2016)

4 Fair market value per share on exercise date

CORPORATION'S name, street address, city or town, state or province, country, and ZIP or foreign postal code

Total of all forms filed = 7,188,436

CORPORATION'S federal identification number EMPLOYEE’S identification number

EMPLOYEE’S name

Street address (including apt. no.)

City or town, state or province, country, and ZIP or foreign postal code

Account number (see instructions)

1 Date option granted

2 Date option exercised

3 Fair market value per share on grant date

an Employee Stock Purchase

Copy A

For Internal Revenue

Service Center

File with Form 1096.

1,005,751 $ 1,053,358

5 Exercise price paid per share $ 879,153

7 Date legal title transferred

6 No. of shares transferred

For Privacy Act and Paperwork Reduction

8 Exercise price per share determined as if the option was exercised on the date shown in box 1

Act Notice, see the current version of the General Instructions for

Certain Information

Returns.

863,684

Cat. No. 41180P

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 38467V

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 38467V

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 38467V

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

2828			VOID
TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed =146,134,209	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed =146,134,209	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed =146,134,209	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed =146,134,209	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed =146,134,209	1IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, and 14a) $ 6,263,423	1IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, and 14a) $ 6,263,423	1IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, and 14a) $ 6,263,423	1IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, and 14a) $ 6,263,423	1IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, and 14a) $ 6,263,423	Form5498 2023 OMB No. 1545-0747	Form5498 2023 OMB No. 1545-0747	Form5498 2023 OMB No. 1545-0747	Form5498 2023 OMB No. 1545-0747	Form5498 2023 OMB No. 1545-0747	Form5498 2023 OMB No. 1545-0747
TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed =146,134,209	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed =146,134,209	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed =146,134,209	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed =146,134,209	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed =146,134,209	2Rollover contributions $ 7,526,109	2Rollover contributions $ 7,526,109	2Rollover contributions $ 7,526,109	2Rollover contributions $ 7,526,109	2Rollover contributions $ 7,526,109	2Rollover contributions $ 7,526,109	2Rollover contributions $ 7,526,109	2Rollover contributions $ 7,526,109	2Rollover contributions $ 7,526,109	2Rollover contributions $ 7,526,109	2Rollover contributions $ 7,526,109
TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed =146,134,209	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed =146,134,209	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed =146,134,209	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed =146,134,209	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed =146,134,209	3Roth IRA conversion amount $ 1,924,780	3Roth IRA conversion amount $ 1,924,780	3Roth IRA conversion amount $ 1,924,780	3Roth IRA conversion amount $ 1,924,780	3Roth IRA conversion amount $ 1,924,780	4Recharacterized contributions $ 122,375	4Recharacterized contributions $ 122,375	4Recharacterized contributions $ 122,375	4Recharacterized contributions $ 122,375	4Recharacterized contributions $ 122,375	Copy A For Internal Revenue Service Center File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the 2023 General Instructions for Certain Information Returns.
TRUSTEE’S or ISSUER’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN
TRUSTEE’S or ISSUER’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	5FMV of account $ 138,473,899	5FMV of account $ 138,473,899	5FMV of account $ 138,473,899	5FMV of account $ 138,473,899	5FMV of account $ 138,473,899	6Life insurance cost included in box 1 $ *	6Life insurance cost included in box 1 $ *	6Life insurance cost included in box 1 $ *	6Life insurance cost included in box 1 $ *	6Life insurance cost included in box 1 $ *	6Life insurance cost included in box 1 $ *
PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	7 IRA		SEP		SIMPLE	SIMPLE		Roth IRA
PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	8SEP contributions $ 1,301,738	8SEP contributions $ 1,301,738	8SEP contributions $ 1,301,738	8SEP contributions $ 1,301,738	8SEP contributions $ 1,301,738	9SIMPLE contributions $ 3,006,949	9SIMPLE contributions $ 3,006,949	9SIMPLE contributions $ 3,006,949	9SIMPLE contributions $ 3,006,949	9SIMPLE contributions $ 3,006,949	9SIMPLE contributions $ 3,006,949
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	10Roth IRA contributions $ 12,716,717	10Roth IRA contributions $ 12,716,717	10Roth IRA contributions $ 12,716,717	10Roth IRA contributions $ 12,716,717	10Roth IRA contributions $ 12,716,717	11Check if RMD for 2024	11Check if RMD for 2024	11Check if RMD for 2024	11Check if RMD for 2024	11Check if RMD for 2024	11Check if RMD for 2024
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	12aRMD date	12aRMD date	12aRMD date	12aRMD date	12aRMD date	12bRMD amount $ 4,979,822	12bRMD amount $ 4,979,822	12bRMD amount $ 4,979,822	12bRMD amount $ 4,979,822	12bRMD amount $ 4,979,822	12bRMD amount $ 4,979,822
City or town, state or province, country, and ZIP or foreign postal code
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	13aPostponed/late contrib. $ 16,084	13aPostponed/late contrib. $ 16,084	13aPostponed/late contrib. $ 16,084	13aPostponed/late contrib. $ 16,084	13aPostponed/late contrib. $ 16,084	13bYear	13cCode	13cCode	13cCode	13cCode	13cCode
					14aRepayments $ 4,285	14aRepayments $ 4,285	14aRepayments $ 4,285	14aRepayments $ 4,285	14aRepayments $ 4,285	14bCode	14bCode	14bCode	14bCode	14bCode	14bCode
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	15aFMV of certain speciﬁed assets $ 2,164,222	15aFMV of certain speciﬁed assets $ 2,164,222	15aFMV of certain speciﬁed assets $ 2,164,222	15aFMV of certain speciﬁed assets $ 2,164,222	15aFMV of certain speciﬁed assets $ 2,164,222	15bCode(s)	15bCode(s)	15bCode(s)	15bCode(s)	15bCode(s)

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 50010C

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

2828			VOID
TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all individuals represented =83,306,625	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all individuals represented =83,306,625	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all individuals represented =83,306,625	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all individuals represented =83,306,625	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all individuals represented =83,306,625	1IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, and 14a) $ 5,801,189	1IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, and 14a) $ 5,801,189	1IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, and 14a) $ 5,801,189	1IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, and 14a) $ 5,801,189	1IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, and 14a) $ 5,801,189	Form5498 2023 OMB No. 1545-0747	Form5498 2023 OMB No. 1545-0747	Form5498 2023 OMB No. 1545-0747	Form5498 2023 OMB No. 1545-0747	Form5498 2023 OMB No. 1545-0747	Form5498 2023 OMB No. 1545-0747
TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all individuals represented =83,306,625	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all individuals represented =83,306,625	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all individuals represented =83,306,625	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all individuals represented =83,306,625	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all individuals represented =83,306,625	2Rollover contributions $ 6,532,032	2Rollover contributions $ 6,532,032	2Rollover contributions $ 6,532,032	2Rollover contributions $ 6,532,032	2Rollover contributions $ 6,532,032	2Rollover contributions $ 6,532,032	2Rollover contributions $ 6,532,032	2Rollover contributions $ 6,532,032	2Rollover contributions $ 6,532,032	2Rollover contributions $ 6,532,032	2Rollover contributions $ 6,532,032
TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all individuals represented =83,306,625	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all individuals represented =83,306,625	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all individuals represented =83,306,625	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all individuals represented =83,306,625	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all individuals represented =83,306,625	3Roth IRA conversion amount $ 1,868,195	3Roth IRA conversion amount $ 1,868,195	3Roth IRA conversion amount $ 1,868,195	3Roth IRA conversion amount $ 1,868,195	3Roth IRA conversion amount $ 1,868,195	4Recharacterized contributions $ 110,023	4Recharacterized contributions $ 110,023	4Recharacterized contributions $ 110,023	4Recharacterized contributions $ 110,023	4Recharacterized contributions $ 110,023	Copy A For Internal Revenue Service Center File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the 2023 General Instructions for Certain Information Returns.
TRUSTEE’S or ISSUER’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN
TRUSTEE’S or ISSUER’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	5FMV of account $ 80,896,142	5FMV of account $ 80,896,142	5FMV of account $ 80,896,142	5FMV of account $ 80,896,142	5FMV of account $ 80,896,142	6Life insurance cost included in box 1 $ *	6Life insurance cost included in box 1 $ *	6Life insurance cost included in box 1 $ *	6Life insurance cost included in box 1 $ *	6Life insurance cost included in box 1 $ *	6Life insurance cost included in box 1 $ *
PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	7 IRA		SEP		SIMPLE	SIMPLE		Roth IRA
PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	8SEP contributions $ 1,203,731	8SEP contributions $ 1,203,731	8SEP contributions $ 1,203,731	8SEP contributions $ 1,203,731	8SEP contributions $ 1,203,731	9SIMPLE contributions $ 2,315,848	9SIMPLE contributions $ 2,315,848	9SIMPLE contributions $ 2,315,848	9SIMPLE contributions $ 2,315,848	9SIMPLE contributions $ 2,315,848	9SIMPLE contributions $ 2,315,848
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	10Roth IRA contributions $ 11,304,288	10Roth IRA contributions $ 11,304,288	10Roth IRA contributions $ 11,304,288	10Roth IRA contributions $ 11,304,288	10Roth IRA contributions $ 11,304,288	11Check if RMD for 2024	11Check if RMD for 2024	11Check if RMD for 2024	11Check if RMD for 2024	11Check if RMD for 2024	11Check if RMD for 2024
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	12aRMD date	12aRMD date	12aRMD date	12aRMD date	12aRMD date	12bRMD amount $ 4,222,063	12bRMD amount $ 4,222,063	12bRMD amount $ 4,222,063	12bRMD amount $ 4,222,063	12bRMD amount $ 4,222,063	12bRMD amount $ 4,222,063
City or town, state or province, country, and ZIP or foreign postal code
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	13aPostponed/late contrib. $ 16,078	13aPostponed/late contrib. $ 16,078	13aPostponed/late contrib. $ 16,078	13aPostponed/late contrib. $ 16,078	13aPostponed/late contrib. $ 16,078	13bYear	13cCode	13cCode	13cCode	13cCode	13cCode
					14aRepayments $ 4,284	14aRepayments $ 4,284	14aRepayments $ 4,284	14aRepayments $ 4,284	14aRepayments $ 4,284	14bCode	14bCode	14bCode	14bCode	14bCode	14bCode
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	15aFMV of certain speciﬁed assets $ 1,959,488	15aFMV of certain speciﬁed assets $ 1,959,488	15aFMV of certain speciﬁed assets $ 1,959,488	15aFMV of certain speciﬁed assets $ 1,959,488	15aFMV of certain speciﬁed assets $ 1,959,488	15bCode(s)	15bCode(s)	15bCode(s)	15bCode(s)	15bCode(s)

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 50010C

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

2828 VOID CORREC Amount of selected lines		CTED s filed (in thousan					nds of dollars)
TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed = 146,134,209	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed = 146,134,209	1IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, and 14a) $ 29,404,659	1IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, and 14a) $ 29,404,659	1IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, and 14a) $ 29,404,659	1IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, and 14a) $ 29,404,659	1IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, and 14a) $ 29,404,659	Form5498 2023 OMB No. 1545-0747	Form5498 2023 OMB No. 1545-0747	Form5498 2023 OMB No. 1545-0747	Form5498 2023 OMB No. 1545-0747	Form5498 2023 OMB No. 1545-0747
TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed = 146,134,209	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed = 146,134,209	2Rollover contributions $ 954,310,398	2Rollover contributions $ 954,310,398	2Rollover contributions $ 954,310,398	2Rollover contributions $ 954,310,398	2Rollover contributions $ 954,310,398	2Rollover contributions $ 954,310,398	2Rollover contributions $ 954,310,398	2Rollover contributions $ 954,310,398	2Rollover contributions $ 954,310,398	2Rollover contributions $ 954,310,398
TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed = 146,134,209	TRUSTEE’S or ISSUER’S name, street address,city or town, state or province, country, and ZIP or foreign postal code Total of all forms filed = 146,134,209	3Roth IRA conversion amount $ 46,981,197	3Roth IRA conversion amount $ 46,981,197	3Roth IRA conversion amount $ 46,981,197	3Roth IRA conversion amount $ 46,981,197	3Roth IRA conversion amount $ 46,981,197	4Recharacterized contributions $ 648,492	4Recharacterized contributions $ 648,492	4Recharacterized contributions $ 648,492	4Recharacterized contributions $ 648,492	4Recharacterized contributions $ 648,492
TRUSTEE’S or ISSUER’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN
TRUSTEE’S or ISSUER’S TIN	PARTICIPANT’S TIN	5FMV of account $ 17,772,517,454	5FMV of account $ 17,772,517,454	5FMV of account $ 17,772,517,454	5FMV of account $ 17,772,517,454	5FMV of account $ 17,772,517,454	6Life insurance cost included in box 1 $ *	6Life insurance cost included in box 1 $ *	6Life insurance cost included in box 1 $ *	6Life insurance cost included in box 1 $ *	6Life insurance cost included in box 1 $ *
PARTICIPANT’S name	PARTICIPANT’S name	7 IRA		SEP		SIMPLE	SIMPLE		Roth IRA
PARTICIPANT’S name	PARTICIPANT’S name	8SEP contributions $ 23,328,319	8SEP contributions $ 23,328,319	8SEP contributions $ 23,328,319	8SEP contributions $ 23,328,319	8SEP contributions $ 23,328,319	9SIMPLE contributions $ 15,514,992	9SIMPLE contributions $ 15,514,992	9SIMPLE contributions $ 15,514,992	9SIMPLE contributions $ 15,514,992	9SIMPLE contributions $ 15,514,992
Street address (including apt. no.)	Street address (including apt. no.)	10Roth IRA contributions $ 40,554,214	10Roth IRA contributions $ 40,554,214	10Roth IRA contributions $ 40,554,214	10Roth IRA contributions $ 40,554,214	10Roth IRA contributions $ 40,554,214	11Check if RMD for 2024	11Check if RMD for 2024	11Check if RMD for 2024	11Check if RMD for 2024	11Check if RMD for 2024
Street address (including apt. no.)	Street address (including apt. no.)	12aRMD date	12aRMD date	12aRMD date	12aRMD date	12aRMD date	12bRMD amount $ 67,800,527	12bRMD amount $ 67,800,527	12bRMD amount $ 67,800,527	12bRMD amount $ 67,800,527	12bRMD amount $ 67,800,527
City or town, state or province, country, and ZIP or foreign postal code
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	13aPostponed/late contrib. $ 93,352	13aPostponed/late contrib. $ 93,352	13aPostponed/late contrib. $ 93,352	13aPostponed/late contrib. $ 93,352	13aPostponed/late contrib. $ 93,352	13bYear	13cCode	13cCode	13cCode	13cCode
		14aRepayments $ 45,827	14aRepayments $ 45,827	14aRepayments $ 45,827	14aRepayments $ 45,827	14aRepayments $ 45,827	14bCode	14bCode	14bCode	14bCode	14bCode
Account number (see instructions)	Account number (see instructions)	15aFMV of certain speciﬁed assets $ 540,374,272	15aFMV of certain speciﬁed assets $ 540,374,272	15aFMV of certain speciﬁed assets $ 540,374,272	15aFMV of certain speciﬁed assets $ 540,374,272	15aFMV of certain speciﬁed assets $ 540,374,272	15bCode(s)	15bCode(s)	15bCode(s)	15bCode(s)	15bCode(s)

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 50010C

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 32223J

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 32223J

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 32223J

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 10138V

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 10138V

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 10138V

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Number of Forms filed for selected line

Form 8596

(Rev. January 2024) Internal Revenue Service Department of the Treasury

Total of all forms filed = 2,779

Submit with Information Return for Federal Contracts Form 8596-A.

1 Name and address of contractor 2 Contractor’s taxpayer identification number

3 Name of common parent, if applicable 4 Common parent’s employer identification number, if applicable

5 Name of federal executive agency 6 Federal executive agency’s employer identification number

7 Date of contract action 8 Expected date of contract completion 9 Total amount obligated under the contract $

2,779

10 Contract number 11 Agency code 12 Contract office number 13 Contract modification number

General Instructions

Section references are to the Internal Revenue Code unless otherwise noted.

Future developments. For the latest information about developments related to Form 8596 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/Form8596 .

Purpose of form. Section 6050M and Regulations section 1.6050M-1 require certain federal executive agencies to file a return to report information about persons with whom they have entered into contracts. If you are not filing electronically and you have not made the Federal Procurement Data Center (FPDC) election, explained later, use Forms 8596 and 8596-A, Quarterly Transmittal of Information Returns for Federal Contracts, to furnish the required information.

How to file. You may be required to electronically file (e-file) Form 8596 about reportable contracts for each quarter of the 1-year period. For information on filing electronically, see Pub. 1516, Specifications for Filing Form 8596, Information Return for Federal Contracts, Electronically. Go to www.irs.gov/InfoReturn for e-file options. Also, see part F in the current General Instructions for Certain Information Returns. You may file paper Forms 8596 and 8596-A if you expect to enter into fewer than 10 reportable contracts during a 1-year period.

When to file. You must file Forms 8596 quarterly. The due dates for each quarter are shown below. Do not file before the end of the quarter.

Quarter Due Date

January, February, March April 30 April, May, June July 31

July, August, September October 31

October, November, December January 31 If the regular due date falls on a Saturday, Sunday, or legal holiday, file by the next business day.

Where to file. File Forms 8596 and 8596-A with:

Internal Revenue Service ATTN: 8596 Enterprise Computing Center at Martinsburg (IRS/ECC-MTB) 230 Murall Drive, P.O. Box 1359 Kearneysville, WV 25430

Who must file. The head of every federal executive agency or their delegate must file Forms 8596 and 8596-A to report federal contracts.

Federal executive agency. A federal executive agency is (a) any executive agency, as defined in 5 U.S.C. 105, other than the Government Accountability Office; (b) any military department, as defined in 5 U.S.C. 102; and (c) the United States Postal Service and the Postal Rate Commission.

Special rules. If a subcontract is entered into by the Small Business Administration (SBA) under a prime contract between the SBA and a procuring agency under section 8(a) of the Small Business Act, the procuring agency, not the SBA, must file Forms 8596 and 8596-A.

A Federal Supply Schedule Contract or an Automated Data Processing Schedule Contract entered into by the General Services Administration (GSA), or a schedule contract entered into by the Department of Veterans Affairs (VA) on behalf of one or more federal executive agencies, is not to be reported by the GSA or the VA at the time of execution. Rather, when a federal executive agency, including the GSA or the VA, places an order under a schedule contract, then the federal executive agency must file Forms 8596 and 8596-A.

FPDC election. In complying with the requirements of the Federal Procurement Data System, if you are required to submit to the FPDC the same contract information that is required by Forms 8596 and 8596-A, you may elect to have the FPDC file Forms 8596 and 8596-A on your behalf for contracts required to be reported to the FPDC. If you make the election, your agency must not file directly with the IRS to report those contracts required to be submitted to the FPDC. However, you must file with the IRS for any contracts that are required to be reported to the IRS but are not required to be submitted to the FPDC.

Cat. No. 12306H www.irs.gov/Form8596 Form 8596 (Rev. 1-2024)

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Number of individuals for selected line Total of all individuals represented = 925

Form 8596

(Rev. January 2024) Internal Revenue Service Department of the Treasury

Submit with Information Return for Federal Contracts Form 8596-A.

1 Name and address of contractor 2 Contractor’s taxpayer identification number

3 Name of common parent, if applicable 4 Common parent’s employer identification number, if applicable

5 Name of federal executive agency 6 Federal executive agency’s employer identification number

7 Date of contract action 8 Expected date of contract completion 9 Total amount obligated under the contract $

925

10 Contract number 11 Agency code 12 Contract office number 13 Contract modification number

General Instructions

Section references are to the Internal Revenue Code unless otherwise noted.

Future developments. For the latest information about developments related to Form 8596 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/Form8596 .

When to file. You must file Forms 8596 quarterly. The due dates for each quarter are shown below. Do not file before the end of the quarter.

Quarter Due Date

January, February, March April 30

April, May, June July 31

July, August, September October 31

October, November, December January 31 If the regular due date falls on a Saturday, Sunday, or legal holiday, file by the next business day.

Where to file. File Forms 8596 and 8596-A with:

Internal Revenue Service ATTN: 8596 Enterprise Computing Center at Martinsburg (IRS/ECC-MTB) 230 Murall Drive, P.O. Box 1359 Kearneysville, WV 25430

Who must file. The head of every federal executive agency or their delegate must file Forms 8596 and 8596-A to report federal contracts.

Cat. No. 12306H www.irs.gov/Form8596 Form 8596 (Rev. 1-2024)

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Amount of selected lines filed (in thousands of dollars)

Form 8596

(Rev. January 2024) Internal Revenue Service Department of the Treasury

Total of all forms filed = 2,779

Submit with Information Return for Federal Contracts Form 8596-A.

1 Name and address of contractor 2 Contractor’s taxpayer identification number

3 Name of common parent, if applicable 4 Common parent’s employer identification number, if applicable

5 Name of federal executive agency 6 Federal executive agency’s employer identification number

7 Date of contract action 8 Expected date of contract completion 9 Total amount obligated under the contract $

1,448,090

10 Contract number 11 Agency code 12 Contract office number 13 Contract modification number

General Instructions

Section references are to the Internal Revenue Code unless otherwise noted.

Future developments. For the latest information about developments related to Form 8596 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/Form8596 .

When to file. You must file Forms 8596 quarterly. The due dates for each quarter are shown below. Do not file before the end of the quarter.

Quarter Due Date

January, February, March April 30

April, May, June July 31

July, August, September October 31

October, November, December January 31 If the regular due date falls on a Saturday, Sunday, or legal holiday, file by the next business day.

Where to file. File Forms 8596 and 8596-A with:

Internal Revenue Service ATTN: 8596 Enterprise Computing Center at Martinsburg (IRS/ECC-MTB) 230 Murall Drive, P.O. Box 1359 Kearneysville, WV 25430

Who must file. The head of every federal executive agency or their delegate must file Forms 8596 and 8596-A to report federal contracts.

Cat. No. 12306H www.irs.gov/Form8596 Form 8596 (Rev. 1-2024)

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Number of Forms filed for selected line

32 Amount of cash received (in U.S. dollar equivalent) (must equal item 29) (see instructions):

a U.S. currency $ .00 (Amount in $100 bills or higher $ .00 )

b Foreign currency $ .00 (Country )

c Cashier’s check(s) $ .00

d Money order(s) $ .00

e Bank draft(s) $ .00 f Traveler’s check(s) $ .00 }

c Cashier’s check(s) $ .00

d Money order(s) $ .00

Issuer’s name(s) and serial number(s) of the monetary instrument(s)

42 Under penalties of perjury, I declare that to the best of my knowledge the information I have furnished above is true, correct, and complete.

Signature

43 Date of signature

Title

Authorized official

M M D D Y Y Y Y 44 Type or print name of contact person 45 Contact telephone number

IRS Form 8300 (Rev. 12-2023) Cat. No. 62133S FinCEN Form 8300 (Rev. 8-2014)

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Number of individuals for selected line

32 Amount of cash received (in U.S. dollar equivalent) (must equal item 29) (see instructions):

a U.S. currency $ .00 (Amount in $100 bills or higher $ .00 )

b Foreign currency $ .00 (Country )

c Cashier’s check(s) $ .00

d Money order(s) $ .00

e Bank draft(s) $ .00 f Traveler’s check(s) $ .00 }

c Cashier’s check(s) $ .00

d Money order(s) $ .00

Issuer’s name(s) and serial number(s) of the monetary instrument(s)

42 Under penalties of perjury, I declare that to the best of my knowledge the information I have furnished above is true, correct, and complete.

Signature

43 Date of signature

Title

Authorized official

M M D D Y Y Y Y 44 Type or print name of contact person 45 Contact telephone number

IRS Form 8300 (Rev. 12-2023) Cat. No. 62133S FinCEN Form 8300 (Rev. 8-2014)

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Amount of selected lines filed (in thousands of dollars)

32 Amount of cash received (in U.S. dollar equivalent) (must equal item 29) (see instructions): a U.S. currency $ .00 (Amount in $100 bills or higher $ .00 )

b Foreign currency $ .00 (Country )

c Cashier’s check(s) $ .00 d Money order(s) $ .00 e Bank draft(s) $ .00 f Traveler’s check(s) $ .00 }

Issuer’s name(s) and serial number(s) of the monetary instrument(s)

42 Under penalties of perjury, I declare that to the best of my knowledge the information I have furnished above is true, correct, and complete.

Signature

43 Date of signature

Title

Authorized official

M M D D Y Y Y Y 44 Type or print name of contact person 45 Contact telephone number

IRS Form 8300 (Rev. 12-2023) Cat. No. 62133S FinCEN Form 8300 (Rev. 8-2014)

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Number of Forms filed for selected line

651123

Final K-1 Amended K-1 OMB No. 1545-0123 Schedule K-1 2023 Part III Partner’s Share of Current Year Income, (Form 1065) Deductions, Credits, and Other Items Department of the Treasury 1 Ordinary business income (loss) 14 Self-employment earnings (loss) Internal Revenue Service For calendar year 2023, or tax year 11,614,908 beginning / / 2023 ending / / 2 Net rental real estate income (loss) 7,630,503 Partner’s Share of Income, Deductions, Credits, etc. 3 Other net rental income (loss) 15 Credits See separate instructions. 366,220					Final K-1		Amended K-1 OMB No. 1545-0123
Schedule K-1 (Form 1065) 2023 Partner’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See separate instructions. OMB No. 1545-0123 For calendar year 2023, or tax year beginning / /2023 ending / / Final K-1 Amended K-1 Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 14 Self-employment earnings (loss) 15 Credits 11,614,908 7,630,503 366,220	Schedule K-1 (Form 1065) 2023 Partner’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See separate instructions. OMB No. 1545-0123 For calendar year 2023, or tax year beginning / /2023 ending / / Final K-1 Amended K-1 Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 14 Self-employment earnings (loss) 15 Credits 11,614,908 7,630,503 366,220	Schedule K-1 (Form 1065) 2023 Partner’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See separate instructions. OMB No. 1545-0123 For calendar year 2023, or tax year beginning / /2023 ending / / Final K-1 Amended K-1 Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 14 Self-employment earnings (loss) 15 Credits 11,614,908 7,630,503 366,220	Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III
Schedule K-1 (Form 1065) 2023 Partner’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See separate instructions. OMB No. 1545-0123 For calendar year 2023, or tax year beginning / /2023 ending / / Final K-1 Amended K-1 Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 14 Self-employment earnings (loss) 15 Credits 11,614,908 7,630,503 366,220	Schedule K-1 (Form 1065) 2023 Partner’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See separate instructions. OMB No. 1545-0123 For calendar year 2023, or tax year beginning / /2023 ending / / Final K-1 Amended K-1 Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 14 Self-employment earnings (loss) 15 Credits 11,614,908 7,630,503 366,220	Schedule K-1 (Form 1065) 2023 Partner’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See separate instructions. OMB No. 1545-0123 For calendar year 2023, or tax year beginning / /2023 ending / / Final K-1 Amended K-1 Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 14 Self-employment earnings (loss) 15 Credits 11,614,908 7,630,503 366,220	1	1	Ordinary business income (loss) 11,614,908	Ordinary business income (loss) 11,614,908	Ordinary business income (loss) 11,614,908	14	Self-employment earnings (loss)
Schedule K-1 (Form 1065) 2023 Partner’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See separate instructions. OMB No. 1545-0123 For calendar year 2023, or tax year beginning / /2023 ending / / Final K-1 Amended K-1 Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 14 Self-employment earnings (loss) 15 Credits 11,614,908 7,630,503 366,220	Schedule K-1 (Form 1065) 2023 Partner’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See separate instructions. OMB No. 1545-0123 For calendar year 2023, or tax year beginning / /2023 ending / / Final K-1 Amended K-1 Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 14 Self-employment earnings (loss) 15 Credits 11,614,908 7,630,503 366,220	Schedule K-1 (Form 1065) 2023 Partner’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See separate instructions. OMB No. 1545-0123 For calendar year 2023, or tax year beginning / /2023 ending / / Final K-1 Amended K-1 Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 14 Self-employment earnings (loss) 15 Credits 11,614,908 7,630,503 366,220	2	2	Net rental real estate income (loss) 7,630,503	Net rental real estate income (loss) 7,630,503	Net rental real estate income (loss) 7,630,503
Schedule K-1 (Form 1065) 2023 Partner’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See separate instructions. OMB No. 1545-0123 For calendar year 2023, or tax year beginning / /2023 ending / / Final K-1 Amended K-1 Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 14 Self-employment earnings (loss) 15 Credits 11,614,908 7,630,503 366,220	Schedule K-1 (Form 1065) 2023 Partner’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See separate instructions. OMB No. 1545-0123 For calendar year 2023, or tax year beginning / /2023 ending / / Final K-1 Amended K-1 Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 14 Self-employment earnings (loss) 15 Credits 11,614,908 7,630,503 366,220	Schedule K-1 (Form 1065) 2023 Partner’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See separate instructions. OMB No. 1545-0123 For calendar year 2023, or tax year beginning / /2023 ending / / Final K-1 Amended K-1 Partner’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 14 Self-employment earnings (loss) 15 Credits 11,614,908 7,630,503 366,220	3	3	Other net rental income (loss) 366,220	Other net rental income (loss) 366,220	Other net rental income (loss) 366,220	15	Credits
Information About the Partnership Part I	Information About the Partnership Part I	Information About the Partnership Part I	4a	4a	Guaranteed payments for services	Guaranteed payments for services	Guaranteed payments for services
A Partnership’s employer identification number
A Partnership’s employer identification number	A Partnership’s employer identification number	A Partnership’s employer identification number	4b	4b	Guaranteed payments for capital	Guaranteed payments for capital	Guaranteed payments for capital	16	Schedule K-3 is attached if checked . . . . .
B Partnership’s name, address, city, state, and ZIP code
B Partnership’s name, address, city, state, and ZIP code	B Partnership’s name, address, city, state, and ZIP code	B Partnership’s name, address, city, state, and ZIP code	4c	4c	Total guaranteed payments 767,474	Total guaranteed payments 767,474	Total guaranteed payments 767,474	17	Alternative minimum tax (AMT) items
B Partnership’s name, address, city, state, and ZIP code	B Partnership’s name, address, city, state, and ZIP code	B Partnership’s name, address, city, state, and ZIP code	5	5	Interest income 9,057,113	Interest income 9,057,113	Interest income 9,057,113
C IRS center where partnership filed return:
D		Check if this is a publicly traded partnership (PTP)	6a	6a	Ordinary dividends 4,386,766	Ordinary dividends 4,386,766	Ordinary dividends 4,386,766
Information About the Partner Part II
E Partner’s SSN or TIN (Do not use TIN of a disregarded entity. See instructions.)	E Partner’s SSN or TIN (Do not use TIN of a disregarded entity. See instructions.)	E Partner’s SSN or TIN (Do not use TIN of a disregarded entity. See instructions.)	6b	6b	Qualified dividends	Qualified dividends	Qualified dividends	18	Tax-exempt income and nondeductible expenses
F Name, address, city, state, and ZIP code for partner entered in E. See instructions.	F Name, address, city, state, and ZIP code for partner entered in E. See instructions.	F Name, address, city, state, and ZIP code for partner entered in E. See instructions.	6c	6c	Dividend equivalents 73,970	Dividend equivalents 73,970	Dividend equivalents 73,970	Dividend equivalents 73,970	Dividend equivalents 73,970
F Name, address, city, state, and ZIP code for partner entered in E. See instructions.	F Name, address, city, state, and ZIP code for partner entered in E. See instructions.	F Name, address, city, state, and ZIP code for partner entered in E. See instructions.	6c	6c	Dividend equivalents 73,970	Dividend equivalents 73,970	Dividend equivalents 73,970
F Name, address, city, state, and ZIP code for partner entered in E. See instructions.	F Name, address, city, state, and ZIP code for partner entered in E. See instructions.	F Name, address, city, state, and ZIP code for partner entered in E. See instructions.	7	7	Royalties 634,223	Royalties 634,223	Royalties 634,223	Royalties 634,223	Royalties 634,223
F Name, address, city, state, and ZIP code for partner entered in E. See instructions.	F Name, address, city, state, and ZIP code for partner entered in E. See instructions.	F Name, address, city, state, and ZIP code for partner entered in E. See instructions.	7	7	Royalties 634,223	Royalties 634,223	Royalties 634,223
G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	8	8	Net short-term capital gain (loss) 2,020,915	Net short-term capital gain (loss) 2,020,915	Net short-term capital gain (loss) 2,020,915	Net short-term capital gain (loss) 2,020,915	Net short-term capital gain (loss) 2,020,915
G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	8	8	Net short-term capital gain (loss) 2,020,915	Net short-term capital gain (loss) 2,020,915	Net short-term capital gain (loss) 2,020,915	19	Distributions
G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	9a	9a	Net long-term capital gain (loss) 3,547,915	Net long-term capital gain (loss) 3,547,915	Net long-term capital gain (loss) 3,547,915	Net long-term capital gain (loss) 3,547,915	Net long-term capital gain (loss) 3,547,915
G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	9a	9a	Net long-term capital gain (loss) 3,547,915	Net long-term capital gain (loss) 3,547,915	Net long-term capital gain (loss) 3,547,915
G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	9b	9b	Collectibles (28%) gain (loss)	Collectibles (28%) gain (loss)	Collectibles (28%) gain (loss)	Collectibles (28%) gain (loss)	Collectibles (28%) gain (loss)
G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	9b	9b	Collectibles (28%) gain (loss)	Collectibles (28%) gain (loss)	Collectibles (28%) gain (loss)	20	Other information
G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	9c	9c	Unrecaptured section 1250 gain	Unrecaptured section 1250 gain	Unrecaptured section 1250 gain	Unrecaptured section 1250 gain	Unrecaptured section 1250 gain
G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	10	10	Net section 1231 gain (loss)	Net section 1231 gain (loss)	Net section 1231 gain (loss)
G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	11	11	Other income (loss) *	Other income (loss) *	Other income (loss) *
G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981
G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	12	12	Section 179 deduction 526,103	Section 179 deduction 526,103	Section 179 deduction 526,103	21	Foreign taxes paid or accrued
G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	13	13	Other deductions 1,951	Other deductions 1,951	Other deductions 1,951
G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981
G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981
G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	G General partner or LLC member-manager Limited partner or other LLC member H1 Domestic partner Foreign partner H2 If the partner is a disregarded entity (DE), enter the partner’s: TIN Name I1 What type of entity is this partner? I2 If this partner is a retirement plan (IRA/SEP/Keogh/etc.), check here . J Partner’s share of profit, loss, and capital (see instructions): Beginning Ending Profit % % Loss % % Capital % % Check if decrease is due to: Sale or Exchange of partnership interest. See instructions. K1 Partner’s share of liabilities: Beginning Ending Nonrecourse . . $ $ Qualified nonrecourse financing . . . $ $ Recourse . . . $ $ K2 Check this box if item K1 includes liability amounts from lower-tier partnerships K3 Check if any of the above liability is subject to guarantees or other payment obligations by the partner. See instructions . . . . . 7,363,597 31,362 1,326,706 3,690,691 2,182,200 25,981	22 More than one activity for at-risk purposes* 23 More than one activity for passive activity purposes*	22 More than one activity for at-risk purposes* 23 More than one activity for passive activity purposes*
L Partner’s Capital Account Analysis ( ) Beginning capital account . . . $ Capital contributed during the year . . $ Current year net income (loss) . . . $ Other increase (decrease) (attach explanation) $ Withdrawals and distributions . . . $ Ending capital account . . . . $
L Partner’s Capital Account Analysis ( ) Beginning capital account . . . $ Capital contributed during the year . . $ Current year net income (loss) . . . $ Other increase (decrease) (attach explanation) $ Withdrawals and distributions . . . $ Ending capital account . . . . $	L Partner’s Capital Account Analysis ( ) Beginning capital account . . . $ Capital contributed during the year . . $ Current year net income (loss) . . . $ Other increase (decrease) (attach explanation) $ Withdrawals and distributions . . . $ Ending capital account . . . . $	L Partner’s Capital Account Analysis ( ) Beginning capital account . . . $ Capital contributed during the year . . $ Current year net income (loss) . . . $ Other increase (decrease) (attach explanation) $ Withdrawals and distributions . . . $ Ending capital account . . . . $	*See attached statement for additional information.	*See attached statement for additional information.	*See attached statement for additional information.	*See attached statement for additional information.	*See attached statement for additional information.	*See attached statement for additional information.	*See attached statement for additional information.
L Partner’s Capital Account Analysis ( ) Beginning capital account . . . $ Capital contributed during the year . . $ Current year net income (loss) . . . $ Other increase (decrease) (attach explanation) $ Withdrawals and distributions . . . $ Ending capital account . . . . $	L Partner’s Capital Account Analysis ( ) Beginning capital account . . . $ Capital contributed during the year . . $ Current year net income (loss) . . . $ Other increase (decrease) (attach explanation) $ Withdrawals and distributions . . . $ Ending capital account . . . . $	L Partner’s Capital Account Analysis ( ) Beginning capital account . . . $ Capital contributed during the year . . $ Current year net income (loss) . . . $ Other increase (decrease) (attach explanation) $ Withdrawals and distributions . . . $ Ending capital account . . . . $	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only
M Did the partner contribute property with a built-in gain (loss)? Yes No If “Yes,” attach statement. See instructions.
N Partner’s Share of Net Unrecognized Section 704(c) Gain or (Loss) Beginning . . . . . . . . $ Ending . . . . . . . . . $

For Paperwork Reduction Act Notice, see the Instructions for Form 1065. www.irs.gov/Form1065 Cat. No. 11394R Schedule K-1 (Form 1065) 2023

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Number of individuals for selected line

651123

For Paperwork Reduction Act Notice, see the Instructions for Form 1065. www.irs.gov/Form1065 Cat. No. 11394R Schedule K-1 (Form 1065) 2023

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Amount of selected lines filed (in thousands of dollars)

651123

For Paperwork Reduction Act Notice, see the Instructions for Form 1065. www.irs.gov/Form1065 Cat. No. 11394R Schedule K-1 (Form 1065) 2023

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Number of Forms filed for selected line

661117

Final K-1 Amended K-1 OMB No. 1545-0092 Schedule K-1 2023 Part III Beneficiary’s Share of Current Year Income, (Form 1041) Deductions, Credits, and Other Items Department of the Treasury For calendar year 2023, or tax year 1 Interest income 11 Final year deductions Internal Revenue Service 1,223,853 beginning / / 2023 ending / / 2a Ordinary dividends 1,301,494 Beneficiary’s Share of Income, Deductions, 2b Qualified dividends Credits, etc. See back of form and instructions.			Final K-1			Amended K-1 OMB No. 1545-0092
Schedule K-1 (Form 1041) 2023 Beneficiary’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See back of form and instructions. OMB No. 1545-0092 Final K-1 Amended K-1 For calendar year 2023, or tax year beginning / / ending / / Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Interest income 2a Ordinary dividends 2b Qualified dividends 11 Final year deductions 2023 1,223,853 1,301,494	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III
Schedule K-1 (Form 1041) 2023 Beneficiary’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See back of form and instructions. OMB No. 1545-0092 Final K-1 Amended K-1 For calendar year 2023, or tax year beginning / / ending / / Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Interest income 2a Ordinary dividends 2b Qualified dividends 11 Final year deductions 2023 1,223,853 1,301,494	1	1	1	Interest income 1,223,853	Interest income 1,223,853	Interest income 1,223,853	11	Final year deductions
Schedule K-1 (Form 1041) 2023 Beneficiary’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See back of form and instructions. OMB No. 1545-0092 Final K-1 Amended K-1 For calendar year 2023, or tax year beginning / / ending / / Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Interest income 2a Ordinary dividends 2b Qualified dividends 11 Final year deductions 2023 1,223,853 1,301,494	2a	2a	2a	Ordinary dividends 1,301,494	Ordinary dividends 1,301,494	Ordinary dividends 1,301,494
Schedule K-1 (Form 1041) 2023 Beneficiary’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See back of form and instructions. OMB No. 1545-0092 Final K-1 Amended K-1 For calendar year 2023, or tax year beginning / / ending / / Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Interest income 2a Ordinary dividends 2b Qualified dividends 11 Final year deductions 2023 1,223,853 1,301,494	2b	2b	2b	Qualified dividends	Qualified dividends	Qualified dividends
Information About the Estate or Trust Part I	3	3	3	Net short-term capital gain 294,835	Net short-term capital gain 294,835	Net short-term capital gain 294,835
AEstate’s or trust’s employer identification number
AEstate’s or trust’s employer identification number	4a	4a	4a	Net long-term capital gain 24,266	Net long-term capital gain 24,266	Net long-term capital gain 24,266
BEstate’s or trust’s name	4b	4b	4b	28% rate gain	28% rate gain	28% rate gain	12	Alternative minimum tax adjustment
BEstate’s or trust’s name	4c	4c	4c	Unrecaptured section 1250 gain	Unrecaptured section 1250 gain	Unrecaptured section 1250 gain
BEstate’s or trust’s name	5	5	5	Other portfolio and nonbusiness income 8,316	Other portfolio and nonbusiness income 8,316	Other portfolio and nonbusiness income 8,316
CFiduciary’s name, address, city, state, and ZIP code
CFiduciary’s name, address, city, state, and ZIP code
CFiduciary’s name, address, city, state, and ZIP code	6	6	6	Ordinary business income 78,519	Ordinary business income 78,519	Ordinary business income 78,519	Ordinary business income 78,519	Ordinary business income 78,519
CFiduciary’s name, address, city, state, and ZIP code	6	6	6	Ordinary business income 78,519	Ordinary business income 78,519	Ordinary business income 78,519
CFiduciary’s name, address, city, state, and ZIP code	7	7	7	Net rental real estate income 60,764	Net rental real estate income 60,764	Net rental real estate income 60,764	Net rental real estate income 60,764	Net rental real estate income 60,764
CFiduciary’s name, address, city, state, and ZIP code	7	7	7	Net rental real estate income 60,764	Net rental real estate income 60,764	Net rental real estate income 60,764	13	Credits and credit recapture
CFiduciary’s name, address, city, state, and ZIP code	8	8	8	Other rental income 538,300	Other rental income 538,300	Other rental income 538,300	Other rental income 538,300	Other rental income 538,300
CFiduciary’s name, address, city, state, and ZIP code	8	8	8	Other rental income 538,300	Other rental income 538,300	Other rental income 538,300
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust	9	9	9	Directly apportioned deductions	Directly apportioned deductions	Directly apportioned deductions	Directly apportioned deductions	Directly apportioned deductions
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust	9	9	9	Directly apportioned deductions	Directly apportioned deductions	Directly apportioned deductions
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust							14	Other information 41,578
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust
Information About the Beneficiary Part II	10	10	10	Estate tax deduction	Estate tax deduction	Estate tax deduction	Estate tax deduction	Estate tax deduction
FBeneficiary’s identifying number	FBeneficiary’s identifying number	FBeneficiary’s identifying number	FBeneficiary’s identifying number	FBeneficiary’s identifying number	FBeneficiary’s identifying number	FBeneficiary’s identifying number
FBeneficiary’s identifying number
GBeneficiary’s name, address, city, state, and ZIP code
GBeneficiary’s name, address, city, state, and ZIP code
GBeneficiary’s name, address, city, state, and ZIP code
GBeneficiary’s name, address, city, state, and ZIP code	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.
GBeneficiary’s name, address, city, state, and ZIP code	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only
H Domestic beneficiary Foreign beneficiary

For Paperwork Reduction Act Notice, see the Instructions for Form 1041. www.irs.gov/Form1041 Cat. No. 11380D Schedule K-1 (Form 1041) 2023

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Number of individuals for selected line

661117

Final K-1 Amended K-1 OMB No. 1545-0092 Schedule K-1 2023 Part III Beneficiary’s Share of Current Year Income, (Form 1041) Deductions, Credits, and Other Items Department of the Treasury For calendar year 2023, or tax year 1 Interest income 11 Final year deductions Internal Revenue Service 1,088,706 beginning / / 2023 ending / / 2a Ordinary dividends 1,100,625 Beneficiary’s Share of Income, Deductions, 2b Qualified dividends Credits, etc. See back of form and instructions.			Final K-1			Amended K-1 OMB No. 1545-0092
Schedule K-1 (Form 1041) 2023 Beneficiary’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See back of form and instructions. OMB No. 1545-0092 Final K-1 Amended K-1 For calendar year 2023, or tax year beginning / / ending / / Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Interest income 2a Ordinary dividends 2b Qualified dividends 11 Final year deductions 2023 1,088,706 1,100,625	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III
Schedule K-1 (Form 1041) 2023 Beneficiary’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See back of form and instructions. OMB No. 1545-0092 Final K-1 Amended K-1 For calendar year 2023, or tax year beginning / / ending / / Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Interest income 2a Ordinary dividends 2b Qualified dividends 11 Final year deductions 2023 1,088,706 1,100,625	1	1	1	Interest income 1,088,706	Interest income 1,088,706	Interest income 1,088,706	11	Final year deductions
Schedule K-1 (Form 1041) 2023 Beneficiary’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See back of form and instructions. OMB No. 1545-0092 Final K-1 Amended K-1 For calendar year 2023, or tax year beginning / / ending / / Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Interest income 2a Ordinary dividends 2b Qualified dividends 11 Final year deductions 2023 1,088,706 1,100,625	2a	2a	2a	Ordinary dividends 1,100,625	Ordinary dividends 1,100,625	Ordinary dividends 1,100,625
Schedule K-1 (Form 1041) 2023 Beneficiary’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See back of form and instructions. OMB No. 1545-0092 Final K-1 Amended K-1 For calendar year 2023, or tax year beginning / / ending / / Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Interest income 2a Ordinary dividends 2b Qualified dividends 11 Final year deductions 2023 1,088,706 1,100,625	2b	2b	2b	Qualified dividends	Qualified dividends	Qualified dividends
Information About the Estate or Trust Part I	3	3	3	Net short-term capital gain 267,948	Net short-term capital gain 267,948	Net short-term capital gain 267,948
AEstate’s or trust’s employer identification number
AEstate’s or trust’s employer identification number	4a	4a	4a	Net long-term capital gain 22,247	Net long-term capital gain 22,247	Net long-term capital gain 22,247
BEstate’s or trust’s name	4b	4b	4b	28% rate gain	28% rate gain	28% rate gain	12	Alternative minimum tax adjustment
BEstate’s or trust’s name	4c	4c	4c	Unrecaptured section 1250 gain	Unrecaptured section 1250 gain	Unrecaptured section 1250 gain
BEstate’s or trust’s name	5	5	5	Other portfolio and nonbusiness income 7,426	Other portfolio and nonbusiness income 7,426	Other portfolio and nonbusiness income 7,426
CFiduciary’s name, address, city, state, and ZIP code
CFiduciary’s name, address, city, state, and ZIP code
CFiduciary’s name, address, city, state, and ZIP code	6	6	6	Ordinary business income 72,274	Ordinary business income 72,274	Ordinary business income 72,274	Ordinary business income 72,274	Ordinary business income 72,274
CFiduciary’s name, address, city, state, and ZIP code	6	6	6	Ordinary business income 72,274	Ordinary business income 72,274	Ordinary business income 72,274
CFiduciary’s name, address, city, state, and ZIP code	7	7	7	Net rental real estate income 59,647	Net rental real estate income 59,647	Net rental real estate income 59,647	Net rental real estate income 59,647	Net rental real estate income 59,647
CFiduciary’s name, address, city, state, and ZIP code	7	7	7	Net rental real estate income 59,647	Net rental real estate income 59,647	Net rental real estate income 59,647	13	Credits and credit recapture
CFiduciary’s name, address, city, state, and ZIP code	8	8	8	Other rental income 496,059	Other rental income 496,059	Other rental income 496,059	Other rental income 496,059	Other rental income 496,059
CFiduciary’s name, address, city, state, and ZIP code	8	8	8	Other rental income 496,059	Other rental income 496,059	Other rental income 496,059
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust	9	9	9	Directly apportioned deductions	Directly apportioned deductions	Directly apportioned deductions	Directly apportioned deductions	Directly apportioned deductions
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust	9	9	9	Directly apportioned deductions	Directly apportioned deductions	Directly apportioned deductions
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust							14	Other information 36,421
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust
Information About the Beneficiary Part II	10	10	10	Estate tax deduction	Estate tax deduction	Estate tax deduction	Estate tax deduction	Estate tax deduction
FBeneficiary’s identifying number	FBeneficiary’s identifying number	FBeneficiary’s identifying number	FBeneficiary’s identifying number	FBeneficiary’s identifying number	FBeneficiary’s identifying number	FBeneficiary’s identifying number
FBeneficiary’s identifying number
GBeneficiary’s name, address, city, state, and ZIP code
GBeneficiary’s name, address, city, state, and ZIP code
GBeneficiary’s name, address, city, state, and ZIP code
GBeneficiary’s name, address, city, state, and ZIP code	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.
GBeneficiary’s name, address, city, state, and ZIP code	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only
H Domestic beneficiary Foreign beneficiary

For Paperwork Reduction Act Notice, see the Instructions for Form 1041. www.irs.gov/Form1041 Cat. No. 11380D Schedule K-1 (Form 1041) 2023

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Amount of selected lines filed (in thousands of dollars)

661117

Final K-1 Amended K-1 OMB No. 1545-0092 Schedule K-1 2023 Part III Beneficiary’s Share of Current Year Income, (Form 1041) Deductions, Credits, and Other Items Department of the Treasury For calendar year 2023, or tax year 1 Interest income 11 Final year deductions Internal Revenue Service 7,518,520 beginning / / 2023 ending / / 2a Ordinary dividends 30,709,078 Beneficiary’s Share of Income, Deductions, 2b Qualified dividends Credits, etc. See back of form and instructions.			Final K-1			Amended K-1 OMB No. 1545-0092
Schedule K-1 (Form 1041) 2023 Beneficiary’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See back of form and instructions. OMB No. 1545-0092 Final K-1 Amended K-1 For calendar year 2023, or tax year beginning / / ending / / Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Interest income 2a Ordinary dividends 2b Qualified dividends 11 Final year deductions 2023 7,518,520 30,709,078	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III
Schedule K-1 (Form 1041) 2023 Beneficiary’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See back of form and instructions. OMB No. 1545-0092 Final K-1 Amended K-1 For calendar year 2023, or tax year beginning / / ending / / Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Interest income 2a Ordinary dividends 2b Qualified dividends 11 Final year deductions 2023 7,518,520 30,709,078	1	1	1	Interest income 7,518,520	Interest income 7,518,520	Interest income 7,518,520	11	Final year deductions
Schedule K-1 (Form 1041) 2023 Beneficiary’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See back of form and instructions. OMB No. 1545-0092 Final K-1 Amended K-1 For calendar year 2023, or tax year beginning / / ending / / Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Interest income 2a Ordinary dividends 2b Qualified dividends 11 Final year deductions 2023 7,518,520 30,709,078	2a	2a	2a	Ordinary dividends 30,709,078	Ordinary dividends 30,709,078	Ordinary dividends 30,709,078
Schedule K-1 (Form 1041) 2023 Beneficiary’s Share of Income, Deductions, Credits, etc. Department of the Treasury Internal Revenue Service See back of form and instructions. OMB No. 1545-0092 Final K-1 Amended K-1 For calendar year 2023, or tax year beginning / / ending / / Beneficiary’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Interest income 2a Ordinary dividends 2b Qualified dividends 11 Final year deductions 2023 7,518,520 30,709,078	2b	2b	2b	Qualified dividends	Qualified dividends	Qualified dividends
Information About the Estate or Trust Part I	3	3	3	Net short-term capital gain 11,012,021	Net short-term capital gain 11,012,021	Net short-term capital gain 11,012,021
AEstate’s or trust’s employer identification number
AEstate’s or trust’s employer identification number	4a	4a	4a	Net long-term capital gain 1,051,145	Net long-term capital gain 1,051,145	Net long-term capital gain 1,051,145
BEstate’s or trust’s name	4b	4b	4b	28% rate gain	28% rate gain	28% rate gain	12	Alternative minimum tax adjustment
BEstate’s or trust’s name	4c	4c	4c	Unrecaptured section 1250 gain	Unrecaptured section 1250 gain	Unrecaptured section 1250 gain
BEstate’s or trust’s name	5	5	5	Other portfolio and nonbusiness income 230,405	Other portfolio and nonbusiness income 230,405	Other portfolio and nonbusiness income 230,405
CFiduciary’s name, address, city, state, and ZIP code
CFiduciary’s name, address, city, state, and ZIP code
CFiduciary’s name, address, city, state, and ZIP code	6	6	6	Ordinary business income 616,909	Ordinary business income 616,909	Ordinary business income 616,909	Ordinary business income 616,909	Ordinary business income 616,909
CFiduciary’s name, address, city, state, and ZIP code	6	6	6	Ordinary business income 616,909	Ordinary business income 616,909	Ordinary business income 616,909
CFiduciary’s name, address, city, state, and ZIP code	7	7	7	Net rental real estate income 1,015,527	Net rental real estate income 1,015,527	Net rental real estate income 1,015,527	Net rental real estate income 1,015,527	Net rental real estate income 1,015,527
CFiduciary’s name, address, city, state, and ZIP code	7	7	7	Net rental real estate income 1,015,527	Net rental real estate income 1,015,527	Net rental real estate income 1,015,527	13	Credits and credit recapture
CFiduciary’s name, address, city, state, and ZIP code	8	8	8	Other rental income 15,725,801	Other rental income 15,725,801	Other rental income 15,725,801	Other rental income 15,725,801	Other rental income 15,725,801
CFiduciary’s name, address, city, state, and ZIP code	8	8	8	Other rental income 15,725,801	Other rental income 15,725,801	Other rental income 15,725,801
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust	9	9	9	Directly apportioned deductions	Directly apportioned deductions	Directly apportioned deductions	Directly apportioned deductions	Directly apportioned deductions
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust	9	9	9	Directly apportioned deductions	Directly apportioned deductions	Directly apportioned deductions
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust							14	Other information 541,703
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust
D Check if Form 1041-T was filed and enter the date it was filed E Check if this is the final Form 1041 for the estate or trust
Information About the Beneficiary Part II	10	10	10	Estate tax deduction	Estate tax deduction	Estate tax deduction	Estate tax deduction	Estate tax deduction
FBeneficiary’s identifying number	FBeneficiary’s identifying number	FBeneficiary’s identifying number	FBeneficiary’s identifying number	FBeneficiary’s identifying number	FBeneficiary’s identifying number	FBeneficiary’s identifying number
FBeneficiary’s identifying number
GBeneficiary’s name, address, city, state, and ZIP code
GBeneficiary’s name, address, city, state, and ZIP code
GBeneficiary’s name, address, city, state, and ZIP code
GBeneficiary’s name, address, city, state, and ZIP code	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.	* See attached statement for additional information. Note:A statement must be attached showing the beneficiary’s share of income and directly apportioned deductions from each business, rental real estate, and other rental activity.
GBeneficiary’s name, address, city, state, and ZIP code	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only
H Domestic beneficiary Foreign beneficiary

For Paperwork Reduction Act Notice, see the Instructions for Form 1041. www.irs.gov/Form1041 Cat. No. 11380D Schedule K-1 (Form 1041) 2023

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

671121 Number of Forms filed for selected line Total of all forms filed = 8,843,532		ed	d for selected	li	671121 ine
Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 951,293 81,074 993,961 12,164	Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 951,293 81,074 993,961 12,164		Final K-1		OMB No. 1545-0123 Amended K-1	OMB No. 1545-0123 Amended K-1	OMB No. 1545-0123 Amended K-1
Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 951,293 81,074 993,961 12,164	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III
Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 951,293 81,074 993,961 12,164	1	1	Ordinary business income (loss) 951,293	Ordinary business income (loss) 951,293	Ordinary business income (loss) 951,293	13	Credits 12,164
Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 951,293 81,074 993,961 12,164	2	2	Net rental real estate income (loss) 81,074	Net rental real estate income (loss) 81,074	Net rental real estate income (loss) 81,074
Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 951,293 81,074 993,961 12,164	3	3	Other net rental income (loss) 993,961	Other net rental income (loss) 993,961	Other net rental income (loss) 993,961
Information About the Corporation Part I	4	4	Interest income 406,256	Interest income 406,256	Interest income 406,256
A Corporation’s employer identification number	5a	5a	Ordinary dividends 55,539	Ordinary dividends 55,539	Ordinary dividends 55,539
B Corporation’s name, address, city, state, and ZIP code	5b	5b	Qualified dividends	Qualified dividends	Qualified dividends	14	Schedule K-3 is attached if checked . . . . .
B Corporation’s name, address, city, state, and ZIP code	6	6	Royalties 7,772,020	Royalties 7,772,020	Royalties 7,772,020	15	Alternative minimum tax (AMT) items
B Corporation’s name, address, city, state, and ZIP code	7	7	Net short-term capital gain (loss) 279,353	Net short-term capital gain (loss) 279,353	Net short-term capital gain (loss) 279,353
C IRS Center where corporation filed return	8a	8a	Net long-term capital gain (loss) 328,570	Net long-term capital gain (loss) 328,570	Net long-term capital gain (loss) 328,570
D Corporation’s total number of shares Beginning of tax year . . . . . End of tax year . . . . . . .	8b	8b	Collectibles (28%) gain (loss)	Collectibles (28%) gain (loss)	Collectibles (28%) gain (loss)
D Corporation’s total number of shares Beginning of tax year . . . . . End of tax year . . . . . . .	8c	8c	Unrecaptured section 1250 gain	Unrecaptured section 1250 gain	Unrecaptured section 1250 gain
Information About the Shareholder Part II	9	9	Net section 1231 gain (loss)	Net section 1231 gain (loss)	Net section 1231 gain (loss)	16	Items affecting shareholder basis
E Shareholder’s identifying number	10	10	Other income (loss) *	Other income (loss) *	Other income (loss) *
F Shareholder’s name, address, city, state, and ZIP code
F Shareholder’s name, address, city, state, and ZIP code
F Shareholder’s name, address, city, state, and ZIP code
G Current year allocation percentage . . . %						17	Other information
G Current year allocation percentage . . . %	11	11	Section 179 deduction 167,270	Section 179 deduction 167,270	Section 179 deduction 167,270
H Shareholder’s number of shares Beginning of tax year . . . . . End of tax year . . . . . . .
H Shareholder’s number of shares Beginning of tax year . . . . . End of tax year . . . . . . .	12	12	Other deductions *	Other deductions *	Other deductions *
H Shareholder’s number of shares Beginning of tax year . . . . . End of tax year . . . . . . .
I Loans from shareholder Beginning of tax year . . . . . $ End of tax year . . . . . . . $
I Loans from shareholder Beginning of tax year . . . . . $ End of tax year . . . . . . . $
I Loans from shareholder Beginning of tax year . . . . . $ End of tax year . . . . . . . $
For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only
For IRS Use Only
For IRS Use Only
For IRS Use Only
For IRS Use Only
For IRS Use Only	18 More than one activity for at-risk purposes* 19 More than one activity for passive activity purposes*	18 More than one activity for at-risk purposes* 19 More than one activity for passive activity purposes*
For IRS Use Only	* See attached statement for additional information.	* See attached statement for additional information.	* See attached statement for additional information.	* See attached statement for additional information.	* See attached statement for additional information.	* See attached statement for additional information.	* See attached statement for additional information.

For Paperwork Reduction Act Notice, see the Instructions for Form 1120-S. www.irs.gov/Form1120S Cat. No. 11520D Schedule K-1 (Form 1120-S) 2023

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

671121 Number of individuals for selected line Total of all individuals represented = 7,298,451		s	for selected	li	671121 ine
Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 782,372 70,899 938,858 8,772	Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 782,372 70,899 938,858 8,772		Final K-1		OMB No. 1545-0123 Amended K-1	OMB No. 1545-0123 Amended K-1	OMB No. 1545-0123 Amended K-1
Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 782,372 70,899 938,858 8,772	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III
Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 782,372 70,899 938,858 8,772	1	1	Ordinary business income (loss) 782,372	Ordinary business income (loss) 782,372	Ordinary business income (loss) 782,372	13	Credits 8,772
Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 782,372 70,899 938,858 8,772	2	2	Net rental real estate income (loss) 70,899	Net rental real estate income (loss) 70,899	Net rental real estate income (loss) 70,899
Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 782,372 70,899 938,858 8,772	3	3	Other net rental income (loss) 938,858	Other net rental income (loss) 938,858	Other net rental income (loss) 938,858
Information About the Corporation Part I	4	4	Interest income 371,452	Interest income 371,452	Interest income 371,452
A Corporation’s employer identification number	5a	5a	Ordinary dividends 50,271	Ordinary dividends 50,271	Ordinary dividends 50,271
B Corporation’s name, address, city, state, and ZIP code	5b	5b	Qualified dividends	Qualified dividends	Qualified dividends	14	Schedule K-3 is attached if checked . . . . .
B Corporation’s name, address, city, state, and ZIP code	6	6	Royalties 6,640,432	Royalties 6,640,432	Royalties 6,640,432	15	Alternative minimum tax (AMT) items
B Corporation’s name, address, city, state, and ZIP code	7	7	Net short-term capital gain (loss) 262,113	Net short-term capital gain (loss) 262,113	Net short-term capital gain (loss) 262,113
C IRS Center where corporation filed return	8a	8a	Net long-term capital gain (loss) 264,385	Net long-term capital gain (loss) 264,385	Net long-term capital gain (loss) 264,385
D Corporation’s total number of shares Beginning of tax year . . . . . End of tax year . . . . . . .	8b	8b	Collectibles (28%) gain (loss)	Collectibles (28%) gain (loss)	Collectibles (28%) gain (loss)
D Corporation’s total number of shares Beginning of tax year . . . . . End of tax year . . . . . . .	8c	8c	Unrecaptured section 1250 gain	Unrecaptured section 1250 gain	Unrecaptured section 1250 gain
Information About the Shareholder Part II	9	9	Net section 1231 gain (loss)	Net section 1231 gain (loss)	Net section 1231 gain (loss)	16	Items affecting shareholder basis
E Shareholder’s identifying number	10	10	Other income (loss) *	Other income (loss) *	Other income (loss) *
F Shareholder’s name, address, city, state, and ZIP code
F Shareholder’s name, address, city, state, and ZIP code
F Shareholder’s name, address, city, state, and ZIP code
G Current year allocation percentage . . . %						17	Other information
G Current year allocation percentage . . . %	11	11	Section 179 deduction 156,593	Section 179 deduction 156,593	Section 179 deduction 156,593
H Shareholder’s number of shares Beginning of tax year . . . . . End of tax year . . . . . . .
H Shareholder’s number of shares Beginning of tax year . . . . . End of tax year . . . . . . .	12	12	Other deductions *	Other deductions *	Other deductions *
H Shareholder’s number of shares Beginning of tax year . . . . . End of tax year . . . . . . .
I Loans from shareholder Beginning of tax year . . . . . $ End of tax year . . . . . . . $
I Loans from shareholder Beginning of tax year . . . . . $ End of tax year . . . . . . . $
I Loans from shareholder Beginning of tax year . . . . . $ End of tax year . . . . . . . $
For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only
For IRS Use Only
For IRS Use Only
For IRS Use Only
For IRS Use Only
For IRS Use Only	18 More than one activity for at-risk purposes* 19 More than one activity for passive activity purposes*	18 More than one activity for at-risk purposes* 19 More than one activity for passive activity purposes*
For IRS Use Only	* See attached statement for additional information.	* See attached statement for additional information.	* See attached statement for additional information.	* See attached statement for additional information.	* See attached statement for additional information.	* See attached statement for additional information.	* See attached statement for additional information.

For Paperwork Reduction Act Notice, see the Instructions for Form 1120-S. www.irs.gov/Form1120S Cat. No. 11520D Schedule K-1 (Form 1120-S) 2023

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

671121 Amount of selected lines filed (in thousands of dollars) Total of all forms filed = 8,843,532		d	(in thousand	ds	671121 of dollars)
Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 39,801,983 1,132,252 49,190,226 215,962	Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 39,801,983 1,132,252 49,190,226 215,962		Final K-1		OMB No. 1545-0123 Amended K-1	OMB No. 1545-0123 Amended K-1	OMB No. 1545-0123 Amended K-1
Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 39,801,983 1,132,252 49,190,226 215,962	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III	Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III
Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 39,801,983 1,132,252 49,190,226 215,962	1	1	Ordinary business income (loss) 39,801,983	Ordinary business income (loss) 39,801,983	Ordinary business income (loss) 39,801,983	13	Credits 215,962
Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 39,801,983 1,132,252 49,190,226 215,962	2	2	Net rental real estate income (loss) 1,132,252	Net rental real estate income (loss) 1,132,252	Net rental real estate income (loss) 1,132,252
Schedule K-1 (Form 1120-S) 2023 Department of the Treasury Internal Revenue Service For calendar year 2023, or tax year beginning / /2023 ending / / Shareholder’s Share of Income, Deductions, Credits, etc. See separate instructions. OMB No. 1545-0123 Final K-1 Amended K-1 Shareholder’s Share of Current Year Income, Deductions, Credits, and Other Items Part III 1 Ordinary business income (loss) 2 Net rental real estate income (loss) 3 Other net rental income (loss) 13 Credits 39,801,983 1,132,252 49,190,226 215,962	3	3	Other net rental income (loss) 49,190,226	Other net rental income (loss) 49,190,226	Other net rental income (loss) 49,190,226
Information About the Corporation Part I	4	4	Interest income 9,517,471	Interest income 9,517,471	Interest income 9,517,471
A Corporation’s employer identification number	5a	5a	Ordinary dividends 3,162,101	Ordinary dividends 3,162,101	Ordinary dividends 3,162,101
B Corporation’s name, address, city, state, and ZIP code	5b	5b	Qualified dividends	Qualified dividends	Qualified dividends	14	Schedule K-3 is attached if checked . . . . .
B Corporation’s name, address, city, state, and ZIP code	6	6	Royalties 685,763,708	Royalties 685,763,708	Royalties 685,763,708	15	Alternative minimum tax (AMT) items
B Corporation’s name, address, city, state, and ZIP code	7	7	Net short-term capital gain (loss) 65,513,537	Net short-term capital gain (loss) 65,513,537	Net short-term capital gain (loss) 65,513,537
C IRS Center where corporation filed return	8a	8a	Net long-term capital gain (loss) 9,931,107	Net long-term capital gain (loss) 9,931,107	Net long-term capital gain (loss) 9,931,107
D Corporation’s total number of shares Beginning of tax year . . . . . End of tax year . . . . . . .	8b	8b	Collectibles (28%) gain (loss)	Collectibles (28%) gain (loss)	Collectibles (28%) gain (loss)
D Corporation’s total number of shares Beginning of tax year . . . . . End of tax year . . . . . . .	8c	8c	Unrecaptured section 1250 gain	Unrecaptured section 1250 gain	Unrecaptured section 1250 gain
Information About the Shareholder Part II	9	9	Net section 1231 gain (loss)	Net section 1231 gain (loss)	Net section 1231 gain (loss)	16	Items affecting shareholder basis
E Shareholder’s identifying number	10	10	Other income (loss) *	Other income (loss) *	Other income (loss) *
F Shareholder’s name, address, city, state, and ZIP code
F Shareholder’s name, address, city, state, and ZIP code
F Shareholder’s name, address, city, state, and ZIP code
G Current year allocation percentage . . . %						17	Other information
G Current year allocation percentage . . . %	11	11	Section 179 deduction 1,185,193	Section 179 deduction 1,185,193	Section 179 deduction 1,185,193
H Shareholder’s number of shares Beginning of tax year . . . . . End of tax year . . . . . . .
H Shareholder’s number of shares Beginning of tax year . . . . . End of tax year . . . . . . .	12	12	Other deductions *	Other deductions *	Other deductions *
H Shareholder’s number of shares Beginning of tax year . . . . . End of tax year . . . . . . .
I Loans from shareholder Beginning of tax year . . . . . $ End of tax year . . . . . . . $
I Loans from shareholder Beginning of tax year . . . . . $ End of tax year . . . . . . . $
I Loans from shareholder Beginning of tax year . . . . . $ End of tax year . . . . . . . $
For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only	For IRS Use Only
For IRS Use Only
For IRS Use Only
For IRS Use Only
For IRS Use Only
For IRS Use Only	18 More than one activity for at-risk purposes* 19 More than one activity for passive activity purposes*	18 More than one activity for at-risk purposes* 19 More than one activity for passive activity purposes*
For IRS Use Only	* See attached statement for additional information.	* See attached statement for additional information.	* See attached statement for additional information.	* See attached statement for additional information.	* See attached statement for additional information.	* See attached statement for additional information.	* See attached statement for additional information.

For Paperwork Reduction Act Notice, see the Instructions for Form 1120-S. www.irs.gov/Form1120S Cat. No. 11520D Schedule K-1 (Form 1120-S) 2023

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 72590N

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 72590N

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 72590N

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 34011J

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 34011J

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 34011J

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

7474		VOID
ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	ISSUER’S TIN	ISSUER’S TIN	Form1098-Q (Rev. December 2019) OMB No. 1545-2234	Form1098-Q (Rev. December 2019) OMB No. 1545-2234	Form1098-Q (Rev. December 2019) OMB No. 1545-2234
ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN
ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	1aAnnuity amount on start date $ *	1aAnnuity amount on start date $ *	For calendar year 20	For calendar year 20	For calendar year 20
ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =17,835	1b Annuity start date	1b Annuity start date	2 Check if start date may be accelerated	2 Check if start date may be accelerated	Copy A For Internal Revenue Service Center File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the current General Instructions for Certain Information Returns.

					3 Total premiums $ 16,390	3 Total premiums $ 16,390	4FMV of QLAC $ 17,813	4FMV of QLAC $ 17,813	4FMV of QLAC $ 17,813
PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	5aJanuary $ *	dd	5bFebruary $ *	dd	dd
PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	5cMarch $ *	dd	5dApril $ *	dd	dd
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	5eMay $ *	dd	5fJune $ *	dd	dd
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	5gJuly $ *	dd	5hAugust $ *	dd	dd
City or town, state or province, country, and ZIP or foreign postal code
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	5iSeptember $ *	dd	5jOctober $ *	dd	dd
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Plan number	Plan number	Plan number	Plan number	Plan number	Plan number	Plan number
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Plan number	Plan number	5kNovember $ *	dd	5lDecember $ *	dd	dd
Name of plan	Name of plan	Name of plan	Plan sponsor’s EIN	Plan sponsor’s EIN

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 67073Z

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 67073Z

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

7474		VOID
ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	ISSUER’S TIN	ISSUER’S TIN	Form1098-Q (Rev. December 2019) OMB No. 1545-2234	Form1098-Q (Rev. December 2019) OMB No. 1545-2234	Form1098-Q (Rev. December 2019) OMB No. 1545-2234
ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN	PARTICIPANT’S TIN
ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	1aAnnuity amount on start date $ *	1aAnnuity amount on start date $ *	For calendar year 20	For calendar year 20	For calendar year 20
ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	ISSUER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 17,835	1b Annuity start date	1b Annuity start date	2 Check if start date may be accelerated	2 Check if start date may be accelerated	Copy A For Internal Revenue Service Center File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the current General Instructions for Certain Information Returns.

					3 Total premiums $ 1,682,516	3 Total premiums $ 1,682,516	4FMV of QLAC $ 1,923,722	4FMV of QLAC $ 1,923,722	4FMV of QLAC $ 1,923,722
PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	5aJanuary $ *	dd	5bFebruary $ *	dd	dd
PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	PARTICIPANT’S name	5cMarch $ *	dd	5dApril $ *	dd	dd
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	5eMay $ *	dd	5fJune $ *	dd	dd
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	5gJuly $ *	dd	5hAugust $ *	dd	dd
City or town, state or province, country, and ZIP or foreign postal code
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	5iSeptember $ *	dd	5jOctober $ *	dd	dd
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Plan number	Plan number	Plan number	Plan number	Plan number	Plan number	Plan number
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Plan number	Plan number	5kNovember $ *	dd	5lDecember $ *	dd	dd
Name of plan	Name of plan	Name of plan	Plan sponsor’s EIN	Plan sponsor’s EIN

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 67073Z

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Cat. No. 64292E

Form (Rev. 1-2022) Cat. No. 64292E www.irs.gov/Form1099S

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Cat. No. 64292E

Form (Rev. 1-2022) Cat. No. 64292E www.irs.gov/Form1099S

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Cat. No. 64292E

Form (Rev. 1-2022) Cat. No. 64292E www.irs.gov/Form1099S

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Number of Forms filed for selected line

7878			VOID
7878	7878		VOID
DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	1Date of contribution	1Date of contribution	Form1098-C (Rev. November 2019) OMB No. 1545-1959	Form1098-C (Rev. November 2019) OMB No. 1545-1959	Form1098-C (Rev. November 2019) OMB No. 1545-1959
DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	2aOdometer mileage	2aOdometer mileage	2aOdometer mileage	2aOdometer mileage	2aOdometer mileage
DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	2aOdometer mileage	2aOdometer mileage	For calendar year 20	For calendar year 20	For calendar year 20
DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =97,413	2bYear	2cMake	2cMake	2dModel	Copy A For Internal Revenue Service Center File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the current General Instructions for Certain Information Returns.
DONEE’S TIN	DONOR’S TIN	DONOR’S TIN	DONOR’S TIN	DONOR’S TIN	3Vehicle or other identification number	3Vehicle or other identification number	3Vehicle or other identification number	3Vehicle or other identification number	3Vehicle or other identification number
DONOR’S name	DONOR’S name	DONOR’S name	DONOR’S name	DONOR’S name	4a Donee certifies that vehicle was sold in arm’s length transaction to unrelated party	4a Donee certifies that vehicle was sold in arm’s length transaction to unrelated party	4a Donee certifies that vehicle was sold in arm’s length transaction to unrelated party	4a Donee certifies that vehicle was sold in arm’s length transaction to unrelated party	4a Donee certifies that vehicle was sold in arm’s length transaction to unrelated party
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	4bDate of sale	4bDate of sale	4bDate of sale	4bDate of sale	4bDate of sale
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	4cGross proceeds from sale (see instructions) $ 95,664	4cGross proceeds from sale (see instructions) $ 95,664	4cGross proceeds from sale (see instructions) $ 95,664	4cGross proceeds from sale (see instructions) $ 95,664	4cGross proceeds from sale (see instructions) $ 95,664
5a Donee certifies that vehicle will not be transferred for money, other property, or services before completion of material improvements or significant intervening use
5b Donee certifies that vehicle is to be transferred to a needy individual for significantly below fair market value in furtherance of donee’s charitable purpose
5cDonee certifies the following detailed description of material improvements or significant intervening use and duration of use
6aDid you provide goods or services in exchange for the vehicle? . . . . . . . . . . . . .a Yes No
6bValue of goods and services provided in exchange for the vehicle $ *
6cDescribe the goods and services, if any, that were provided. If this box is checked, donee certifies that the goods and services consisted solely of intangible religious benefits . . . . . . . . . . . . . . . . . . . . . a
7 Under the law, the donor may not claim a deduction of more than $500 for this vehicle if this box is checked . . . . . a

Form 1098-C (Rev. 11-2019) Cat. No. 39732R www.irs.gov/Form1098C

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Number of individuals for selected line

7878			VOID
7878	7878		VOID
DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	1Date of contribution	1Date of contribution	Form1098-C (Rev. November 2019) OMB No. 1545-1959	Form1098-C (Rev. November 2019) OMB No. 1545-1959	Form1098-C (Rev. November 2019) OMB No. 1545-1959
DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	2aOdometer mileage	2aOdometer mileage	2aOdometer mileage	2aOdometer mileage	2aOdometer mileage
DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	2aOdometer mileage	2aOdometer mileage	For calendar year 20	For calendar year 20	For calendar year 20
DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =96,615	2bYear	2cMake	2cMake	2dModel	Copy A For Internal Revenue Service Center File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the current General Instructions for Certain Information Returns.
DONEE’S TIN	DONOR’S TIN	DONOR’S TIN	DONOR’S TIN	DONOR’S TIN	3Vehicle or other identification number	3Vehicle or other identification number	3Vehicle or other identification number	3Vehicle or other identification number	3Vehicle or other identification number
DONOR’S name	DONOR’S name	DONOR’S name	DONOR’S name	DONOR’S name	4a Donee certifies that vehicle was sold in arm’s length transaction to unrelated party	4a Donee certifies that vehicle was sold in arm’s length transaction to unrelated party	4a Donee certifies that vehicle was sold in arm’s length transaction to unrelated party	4a Donee certifies that vehicle was sold in arm’s length transaction to unrelated party	4a Donee certifies that vehicle was sold in arm’s length transaction to unrelated party
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	4bDate of sale	4bDate of sale	4bDate of sale	4bDate of sale	4bDate of sale
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	4cGross proceeds from sale (see instructions) $ 94,868	4cGross proceeds from sale (see instructions) $ 94,868	4cGross proceeds from sale (see instructions) $ 94,868	4cGross proceeds from sale (see instructions) $ 94,868	4cGross proceeds from sale (see instructions) $ 94,868
5a Donee certifies that vehicle will not be transferred for money, other property, or services before completion of material improvements or significant intervening use
5b Donee certifies that vehicle is to be transferred to a needy individual for significantly below fair market value in furtherance of donee’s charitable purpose
5cDonee certifies the following detailed description of material improvements or significant intervening use and duration of use
6aDid you provide goods or services in exchange for the vehicle? . . . . . . . . . . . . .a Yes No
6bValue of goods and services provided in exchange for the vehicle $ *
6cDescribe the goods and services, if any, that were provided. If this box is checked, donee certifies that the goods and services consisted solely of intangible religious benefits . . . . . . . . . . . . . . . . . . . . . a
7 Under the law, the donor may not claim a deduction of more than $500 for this vehicle if this box is checked . . . . . a

Form 1098-C (Rev. 11-2019) Cat. No. 39732R www.irs.gov/Form1098C

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Amount of selected lines filed (in thousands of dollars)

7878			VOID
7878	7878		VOID
DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	1Date of contribution	1Date of contribution	Form1098-C (Rev. November 2019) OMB No. 1545-1959	Form1098-C (Rev. November 2019) OMB No. 1545-1959	Form1098-C (Rev. November 2019) OMB No. 1545-1959
DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	2aOdometer mileage	2aOdometer mileage	2aOdometer mileage	2aOdometer mileage	2aOdometer mileage
DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	2aOdometer mileage	2aOdometer mileage	For calendar year 20	For calendar year 20	For calendar year 20
DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	DONEE’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 97,413	2bYear	2cMake	2cMake	2dModel	Copy A For Internal Revenue Service Center File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the current General Instructions for Certain Information Returns.
DONEE’S TIN	DONOR’S TIN	DONOR’S TIN	DONOR’S TIN	DONOR’S TIN	3Vehicle or other identification number	3Vehicle or other identification number	3Vehicle or other identification number	3Vehicle or other identification number	3Vehicle or other identification number
DONOR’S name	DONOR’S name	DONOR’S name	DONOR’S name	DONOR’S name	4a Donee certifies that vehicle was sold in arm’s length transaction to unrelated party	4a Donee certifies that vehicle was sold in arm’s length transaction to unrelated party	4a Donee certifies that vehicle was sold in arm’s length transaction to unrelated party	4a Donee certifies that vehicle was sold in arm’s length transaction to unrelated party	4a Donee certifies that vehicle was sold in arm’s length transaction to unrelated party
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	4bDate of sale	4bDate of sale	4bDate of sale	4bDate of sale	4bDate of sale
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	4cGross proceeds from sale (see instructions) $ 162,541	4cGross proceeds from sale (see instructions) $ 162,541	4cGross proceeds from sale (see instructions) $ 162,541	4cGross proceeds from sale (see instructions) $ 162,541	4cGross proceeds from sale (see instructions) $ 162,541
5a Donee certifies that vehicle will not be transferred for money, other property, or services before completion of material improvements or significant intervening use
5b Donee certifies that vehicle is to be transferred to a needy individual for significantly below fair market value in furtherance of donee’s charitable purpose
5cDonee certifies the following detailed description of material improvements or significant intervening use and duration of use
6aDid you provide goods or services in exchange for the vehicle? . . . . . . . . . . . . .a Yes No
6bValue of goods and services provided in exchange for the vehicle $ *
6cDescribe the goods and services, if any, that were provided. If this box is checked, donee certifies that the goods and services consisted solely of intangible religious benefits . . . . . . . . . . . . . . . . . . . . . a
7 Under the law, the donor may not claim a deduction of more than $500 for this vehicle if this box is checked . . . . . a

Form 1098-C (Rev. 11-2019) Cat. No. 39732R www.irs.gov/Form1098C

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Proceeds From

Transactions

Broker and Barter Exchange

Copy A

For Internal Revenue

Service Center

File with Form 1096.

For Privacy Act and Paperwork Reduction Act Notice, see the 2023 General Instructions for

Certain Information

Returns.

7979 VOID CORRE Number of Form						ECTED ms filed for selected line		e
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =1,973,217,102	Applicable checkbox on Form 8949	Applicable checkbox on Form 8949	OMB No. 1545-0715 2023 Form1099-B
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =1,973,217,102	1bDate acquired	1cDate sold or disposed	1cDate sold or disposed
PAYER’S TIN	PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	1dProceeds $ 1,797,209,847	1eCost or other basis $ 1,659,929,386	1eCost or other basis $ 1,659,929,386

						1fAccrued market discount $ 3,190,271	1gWash sale loss disallowed $ 226,541,246	1gWash sale loss disallowed $ 226,541,246
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	2 Short-term gain or loss Long-term gain or loss Ordinary	3 Check if proceeds from: Collectibles QOF	3 Check if proceeds from: Collectibles QOF
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	4 Federal income tax withheld $ 488,209	5 Check if noncovered security	5 Check if noncovered security
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	6 Reported to IRS: Gross proceeds Net proceeds	7 Check if loss is not allowed based on amount in 1d	7 Check if loss is not allowed based on amount in 1d
City or town, state or province, country, and ZIP or foreign postal code
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	8 Profit or (loss) realized in 2023 on closed contracts $ 5,790,518	9 Unrealized profit or (loss) on open contracts—12/31/2022 $ 175,168	9 Unrealized profit or (loss) on open contracts—12/31/2022 $ 175,168
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	2nd TIN not.	2nd TIN not.	2nd TIN not.	2nd TIN not.
CUSIP number	CUSIP number	CUSIP number	CUSIP number	FATCA filing requirement	FATCA filing requirement	10Unrealized profit or (loss) on open contracts—12/31/2023 $ 217,687	11Aggregate profit or (loss) on contracts $ 5,904,220	11Aggregate profit or (loss) on contracts $ 5,904,220
14State name	15State identification no.	15State identification no.	16State tax withheld $ $	16State tax withheld $ $	16State tax withheld $ $	16State tax withheld $ $	16State tax withheld $ $	16State tax withheld $ $
14State name	15State identification no.	15State identification no.	16State tax withheld $ $	16State tax withheld $ $	16State tax withheld $ $	12Check if basis reported to IRS	13Bartering $ 11,760	13Bartering $ 11,760

Form 1099-B Cat. No. 14411V www.irs.gov/Form1099B Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Proceeds From

Transactions

Broker and Barter Exchange

Copy A

For Internal Revenue

Service Center

File with Form 1096.

For Privacy Act and Paperwork Reduction Act Notice, see the 2023 General Instructions for

Certain Information

Returns.

7979 VOID CORRE Number of indiv						ECTED viduals for selected line		e
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =47,419,211	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =47,419,211	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =47,419,211	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =47,419,211	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =47,419,211	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =47,419,211	Applicable checkbox on Form 8949	Applicable checkbox on Form 8949	OMB No. 1545-0715 2023 Form1099-B
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =47,419,211	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =47,419,211	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =47,419,211	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =47,419,211	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =47,419,211	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =47,419,211	1bDate acquired	1cDate sold or disposed	1cDate sold or disposed
PAYER’S TIN	PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	1dProceeds $ 45,488,331	1eCost or other basis $ 39,392,709	1eCost or other basis $ 39,392,709

						1fAccrued market discount $ 929,224	1gWash sale loss disallowed $ 10,462,977	1gWash sale loss disallowed $ 10,462,977
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	2 Short-term gain or loss Long-term gain or loss Ordinary	3 Check if proceeds from: Collectibles QOF	3 Check if proceeds from: Collectibles QOF
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	4 Federal income tax withheld $ 253,359	5 Check if noncovered security	5 Check if noncovered security
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	6 Reported to IRS: Gross proceeds Net proceeds	7 Check if loss is not allowed based on amount in 1d	7 Check if loss is not allowed based on amount in 1d
City or town, state or province, country, and ZIP or foreign postal code
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	8 Profit or (loss) realized in 2023 on closed contracts $ 534,050	9 Unrealized profit or (loss) on open contracts—12/31/2022 $ 83,484	9 Unrealized profit or (loss) on open contracts—12/31/2022 $ 83,484
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	2nd TIN not.	2nd TIN not.	2nd TIN not.	2nd TIN not.
CUSIP number	CUSIP number	CUSIP number	CUSIP number	FATCA filing requirement	FATCA filing requirement	10Unrealized profit or (loss) on open contracts—12/31/2023 $ 72,877	11Aggregate profit or (loss) on contracts $ 530,684	11Aggregate profit or (loss) on contracts $ 530,684
14State name	15State identification no.	15State identification no.	16State tax withheld $ $	16State tax withheld $ $	16State tax withheld $ $	16State tax withheld $ $	16State tax withheld $ $	16State tax withheld $ $
14State name	15State identification no.	15State identification no.	16State tax withheld $ $	16State tax withheld $ $	16State tax withheld $ $	12Check if basis reported to IRS	13Bartering $ 3,732	13Bartering $ 3,732

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Transactions

Proceeds From

Broker and Barter Exchange

Copy A

For Internal Revenue

Service Center

File with Form 1096.

For Privacy Act and Paperwork Reduction Act Notice, see the 2023 General Instructions for

Certain Information

Returns.

7979 VOID CORRE Amount of selected lines						ECTED s filed (in thousands of		f dollars)
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 1,973,217,102	Applicable checkbox on Form 8949	Applicable checkbox on Form 8949	OMB No. 1545-0715 2023 Form1099-B
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 1,973,217,102	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 1,973,217,102	1bDate acquired	1cDate sold or disposed	1cDate sold or disposed
PAYER’S TIN	PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	1dProceeds $ 12,010,403,959	1eCost or other basis $ 11,534,234,697	1eCost or other basis $ 11,534,234,697

						1fAccrued market discount $ 3,697,851	1gWash sale loss disallowed $ 513,571,685	1gWash sale loss disallowed $ 513,571,685
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	2 Short-term gain or loss Long-term gain or loss Ordinary	3 Check if proceeds from: Collectibles QOF	3 Check if proceeds from: Collectibles QOF
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	4 Federal income tax withheld $ 447,578	5 Check if noncovered security	5 Check if noncovered security
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	6 Reported to IRS: Gross proceeds Net proceeds	7 Check if loss is not allowed based on amount in 1d	7 Check if loss is not allowed based on amount in 1d
City or town, state or province, country, and ZIP or foreign postal code
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	8 Profit or (loss) realized in 2023 on closed contracts $ (1,544,550)	9 Unrealized profit or (loss) on open contracts—12/31/2022 $ 509,862	9 Unrealized profit or (loss) on open contracts—12/31/2022 $ 509,862
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	2nd TIN not.	2nd TIN not.	2nd TIN not.	2nd TIN not.
CUSIP number	CUSIP number	CUSIP number	CUSIP number	FATCA filing requirement	FATCA filing requirement	10Unrealized profit or (loss) on open contracts—12/31/2023 $ (1,157,425)	11Aggregate profit or (loss) on contracts $ (5,201,108)	11Aggregate profit or (loss) on contracts $ (5,201,108)
14State name	15State identification no.	15State identification no.	16State tax withheld $ $	16State tax withheld $ $	16State tax withheld $ $	16State tax withheld $ $	16State tax withheld $ $	16State tax withheld $ $
14State name	15State identification no.	15State identification no.	16State tax withheld $ $	16State tax withheld $ $	16State tax withheld $ $	12Check if basis reported to IRS	13Bartering $ 898,679	13Bartering $ 898,679

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Form 1099-A (Rev. 1-2022) Cat. No. 14412G www.irs.gov/Form1099A Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14412G

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

Data not shown because of the small number of returns on which they are based.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Form 1099-A (Rev. 1-2022) Cat. No. 14412G www.irs.gov/Form1099A Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14412G

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

Data not shown because of the small number of returns on which they are based.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Form 1099-A (Rev. 1-2022) Cat. No. 14412G www.irs.gov/Form1099A Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14412G

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

Data not shown because of the small number of returns on which they are based.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Numbe r o f Forms filed for selected line

Certain Information

Mortgage

Interest Statement

Copy A

For Internal Revenue

Service Center

File with Form 1096.

For Privacy Act and Paperwork

Returns.

Reduction Act Notice, see the current General

Instructions for

11 Mortgage acquisition date

RECIPIENT’S/LENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 77,986,681			OMB No. 1545-1380 1098 Form (Rev. January 2022)
RECIPIENT’S/LENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =77,986,681	RECIPIENT’S/LENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =77,986,681		For calendar year 20
RECIPIENT’S/LENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =77,986,681	RECIPIENT’S/LENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =77,986,681	1 Mortgage interest received from payer(s)/borrower(s) $ 77,670,751	1 Mortgage interest received from payer(s)/borrower(s) $ 77,670,751
RECIPIENT’S/LENDER’S TIN	PAYER’S/BORROWER’S TIN	2 Outstanding mortgage principal $ 76,538,597	3 Mortgage origination date
RECIPIENT’S/LENDER’S TIN	PAYER’S/BORROWER’S TIN	4 Refund of overpaid interest $ 134,660	5 Mortgage insurance premiums $ 6,579,227
PAYER’S/BORROWER’S name	PAYER’S/BORROWER’S name	PAYER’S/BORROWER’S name	PAYER’S/BORROWER’S name
PAYER’S/BORROWER’S name	PAYER’S/BORROWER’S name	6 Points paid on purchase of principal residence $ 2,270,546	6 Points paid on purchase of principal residence $ 2,270,546
Street address (including apt. no.)	Street address (including apt. no.)	7 If address of property securing mortgage is the same as PAYER’S/BORROWER’S address, check the box, or enter the address or description in box 8.	7 If address of property securing mortgage is the same as PAYER’S/BORROWER’S address, check the box, or enter the address or description in box 8.
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	8 Address or description of property securing mortgage (see instructions)	8 Address or description of property securing mortgage (see instructions)
9 Number of properties securing the mortgage	10 Other	10 Other	10 Other
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Numb er o f individuals for selected line

Certain Information

Mortgage

Interest Statement

Copy A

For Internal Revenue

Service Center

File with Form 1096.

For Privacy Act and Paperwork

Returns.

Reduction Act Notice, see the current General

Instructions for

11 Mortgage acquisition date

RECIPIENT’S/LENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented = 59,251,367			OMB No. 1545-1380 1098 Form (Rev. January 2022)
RECIPIENT’S/LENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =59,251,367	RECIPIENT’S/LENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =59,251,367		For calendar year 20
RECIPIENT’S/LENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =59,251,367	RECIPIENT’S/LENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =59,251,367	1 Mortgage interest received from payer(s)/borrower(s) $ 59,154,044	1 Mortgage interest received from payer(s)/borrower(s) $ 59,154,044
RECIPIENT’S/LENDER’S TIN	PAYER’S/BORROWER’S TIN	2 Outstanding mortgage principal $ 58,828,461	3 Mortgage origination date
RECIPIENT’S/LENDER’S TIN	PAYER’S/BORROWER’S TIN	4 Refund of overpaid interest $ 129,378	5 Mortgage insurance premiums $ 6,237,056
PAYER’S/BORROWER’S name	PAYER’S/BORROWER’S name	PAYER’S/BORROWER’S name	PAYER’S/BORROWER’S name
PAYER’S/BORROWER’S name	PAYER’S/BORROWER’S name	6 Points paid on purchase of principal residence $ 2,182,831	6 Points paid on purchase of principal residence $ 2,182,831
Street address (including apt. no.)	Street address (including apt. no.)	7 If address of property securing mortgage is the same as PAYER’S/BORROWER’S address, check the box, or enter the address or description in box 8.	7 If address of property securing mortgage is the same as PAYER’S/BORROWER’S address, check the box, or enter the address or description in box 8.
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	8 Address or description of property securing mortgage (see instructions)	8 Address or description of property securing mortgage (see instructions)
9 Number of properties securing the mortgage	10 Other	10 Other	10 Other
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Amount of selected lines filed (in thousands of dollars)

Certain Information

Mortgage

Interest Statement

Copy A

For Internal Revenue

Service Center

File with Form 1096.

For Privacy Act and Paperwork

Returns.

Reduction Act Notice, see the current General

Instructions for

11 Mortgage acquisition date

RECIPIENT’S/LENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 77,986,681			OMB No. 1545-1380 1098 Form (Rev. January 2022)
RECIPIENT’S/LENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 77,986,681	RECIPIENT’S/LENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 77,986,681		For calendar year 20
RECIPIENT’S/LENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 77,986,681	RECIPIENT’S/LENDER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 77,986,681	1 Mortgage interest received from payer(s)/borrower(s) $ 535,484,868	1 Mortgage interest received from payer(s)/borrower(s) $ 535,484,868
RECIPIENT’S/LENDER’S TIN	PAYER’S/BORROWER’S TIN	2 Outstanding mortgage principal $ 16,544,673,702	3 Mortgage origination date
RECIPIENT’S/LENDER’S TIN	PAYER’S/BORROWER’S TIN	4 Refund of overpaid interest $ 41,878	5 Mortgage insurance premiums $ 10,869,541
PAYER’S/BORROWER’S name	PAYER’S/BORROWER’S name	PAYER’S/BORROWER’S name	PAYER’S/BORROWER’S name
PAYER’S/BORROWER’S name	PAYER’S/BORROWER’S name	6 Points paid on purchase of principal residence $ 9,944,391	6 Points paid on purchase of principal residence $ 9,944,391
Street address (including apt. no.)	Street address (including apt. no.)	7 If address of property securing mortgage is the same as PAYER’S/BORROWER’S address, check the box, or enter the address or description in box 8.	7 If address of property securing mortgage is the same as PAYER’S/BORROWER’S address, check the box, or enter the address or description in box 8.
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	8 Address or description of property securing mortgage (see instructions)	8 Address or description of property securing mortgage (see instructions)
9 Number of properties securing the mortgage	10 Other	10 Other	10 Other
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Form 1098-T Cat. No. 25087J www.irs.gov/Form1098T Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 25087J

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Form 1098-T Cat. No. 25087J www.irs.gov/Form1098T Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 25087J

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Form 1098-T Cat. No. 25087J www.irs.gov/Form1098T Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 25087J

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 25088U

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 25088U

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 25088U

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Form 1099-C (Rev. 1-2022) Cat. No. 26280W www.irs.gov/Form1099C Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 26280W

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Form 1099-C (Rev. 1-2022) Cat. No. 26280W www.irs.gov/Form1099C Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 26280W

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Form 1099-C (Rev. 1-2022) Cat. No. 26280W www.irs.gov/Form1099C Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 26280W

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14438M

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14438M

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14438M

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Numbe r o f Forms filed for selected line

Distributions

Copy A

For Internal Revenue

Service Center

File with Form 1096.

For Privacy Act and Paperwork

Reduction Act Notice, see the current General

Instructions for

Certain Information

Returns.

PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 109,283,815			1a Total ordinary dividends 99,229,859 $		OMB No. 1545-0110 1099-DIV Form (Rev. January 2024)
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	1bQualiﬁed dividends $ 88,654,015	1bQualiﬁed dividends $ 88,654,015	1bQualiﬁed dividends $ 88,654,015
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	1bQualiﬁed dividends $ 88,654,015	1bQualiﬁed dividends $ 88,654,015	For calendar year
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	2aTotal capital gain distr. $ 23,220,582	2aTotal capital gain distr. $ 23,220,582	2bUnrecap. Sec. 1250 gain $ 1,763,649
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	2cSection 1202 gain $ 1,441	2cSection 1202 gain $ 1,441	2dCollectibles (28%) gain $ *
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	2eSection 897 ordinary dividends $	2eSection 897 ordinary dividends $	2fSection 897 capital gain $
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	3Nondividend distributions $ 12,432,577	3Nondividend distributions $ 12,432,577	4 Federal income tax withheld $ 1,819,412
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	5Section 199A dividends $ *	5Section 199A dividends $ *	6Investment expenses $ 195,860
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	7Foreign tax paid $ 24,033,658	7Foreign tax paid $ 24,033,658	8Foreign country or U.S. possession
City or town, state or province, country, and ZIP or foreign postal code
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	9Cash liquidation distributions $ 271,822	9Cash liquidation distributions $ 271,822	10Noncash liquidation distributions $ 4,092
		11FATCA ﬁling requirement	12Exempt-interest dividends $ 9,248,975	12Exempt-interest dividends $ 9,248,975	13Speciﬁed private activity bond interest dividends $ 6,379,877
Account number (see instructions)	Account number (see instructions)	2nd TIN not.	14 State	15 State identiﬁcation no.	16State tax withheld $
Account number (see instructions)	Account number (see instructions)	2nd TIN not.			$

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14415N

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Numb er o f individuals for selected line

Distributions

Copy A

For Internal Revenue

Service Center

File with Form 1096.

For Privacy Act and Paperwork

Reduction Act Notice, see the current General

Instructions for

Certain Information

Returns.

PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented = 61,572,546			1a Total ordinary dividends 56,333,782 $		OMB No. 1545-0110 1099-DIV Form (Rev. January 2024)
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =61,572,546	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =61,572,546	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =61,572,546	1bQualiﬁed dividends $ 52,288,976	1bQualiﬁed dividends $ 52,288,976	1bQualiﬁed dividends $ 52,288,976
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =61,572,546	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =61,572,546	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =61,572,546	1bQualiﬁed dividends $ 52,288,976	1bQualiﬁed dividends $ 52,288,976	For calendar year
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =61,572,546	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =61,572,546	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =61,572,546	2aTotal capital gain distr. $ 17,496,360	2aTotal capital gain distr. $ 17,496,360	2bUnrecap. Sec. 1250 gain $ 1,527,722
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	2cSection 1202 gain $ 1,394	2cSection 1202 gain $ 1,394	2dCollectibles (28%) gain $ *
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	2eSection 897 ordinary dividends $	2eSection 897 ordinary dividends $	2fSection 897 capital gain $
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	3Nondividend distributions $ 9,439,845	3Nondividend distributions $ 9,439,845	4 Federal income tax withheld $ 1,625,141
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	5Section 199A dividends $ *	5Section 199A dividends $ *	6Investment expenses $ 180,507
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	7Foreign tax paid $ 18,352,216	7Foreign tax paid $ 18,352,216	8Foreign country or U.S. possession
City or town, state or province, country, and ZIP or foreign postal code
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	9Cash liquidation distributions $ 257,723	9Cash liquidation distributions $ 257,723	10Noncash liquidation distributions $ 4,054
		11FATCA ﬁling requirement	12Exempt-interest dividends $ 7,494,015	12Exempt-interest dividends $ 7,494,015	13Speciﬁed private activity bond interest dividends $ 5,317,850
Account number (see instructions)	Account number (see instructions)	2nd TIN not.	14 State	15 State identiﬁcation no.	16State tax withheld $
Account number (see instructions)	Account number (see instructions)	2nd TIN not.			$

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14415N

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Amount of selected lines filed (in thousands of dollars)

Distributions

Copy A

For Internal Revenue

Service Center

File with Form 1096.

For Privacy Act and Paperwork

Reduction Act Notice, see the current General

Instructions for

Certain Information

Returns.

PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 109,283,815			1a Total ordinary dividends 355,436,909 $		OMB No. 1545-0110 1099-DIV Form (Rev. January 2024)
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	1bQualiﬁed dividends $ 223,547,929	1bQualiﬁed dividends $ 223,547,929	1bQualiﬁed dividends $ 223,547,929
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	1bQualiﬁed dividends $ 223,547,929	1bQualiﬁed dividends $ 223,547,929	For calendar year
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =109,283,815	2aTotal capital gain distr. $ 53,735,254	2aTotal capital gain distr. $ 53,735,254	2bUnrecap. Sec. 1250 gain $ 286,489
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	2cSection 1202 gain $ 872	2cSection 1202 gain $ 872	2dCollectibles (28%) gain $ *
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	2eSection 897 ordinary dividends $	2eSection 897 ordinary dividends $	2fSection 897 capital gain $
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	3Nondividend distributions $ 10,047,015	3Nondividend distributions $ 10,047,015	4 Federal income tax withheld $ 566,190
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	5Section 199A dividends $ *	5Section 199A dividends $ *	6Investment expenses $ 19,456
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	7Foreign tax paid $ 3,323,523	7Foreign tax paid $ 3,323,523	8Foreign country or U.S. possession
City or town, state or province, country, and ZIP or foreign postal code
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	9Cash liquidation distributions $ 7,237,417	9Cash liquidation distributions $ 7,237,417	10Noncash liquidation distributions $ 306,307
		11FATCA ﬁling requirement	12Exempt-interest dividends $ 25,038,781	12Exempt-interest dividends $ 25,038,781	13Speciﬁed private activity bond interest dividends $ 2,612,655
Account number (see instructions)	Account number (see instructions)	2nd TIN not.	14 State	15 State identiﬁcation no.	16State tax withheld $
Account number (see instructions)	Account number (see instructions)	2nd TIN not.			$

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14415N

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Interest

Income

Copy A

For Internal Revenue

Service Center

File with Form 1096.

Reduction Act Notice, see the current General

Instructions for

For Privacy Act and Paperwork

Certain Information

Returns.

$ $

9292 VOID CORREC Number of Form			CTED ms filed for selected	d line
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	Payer’s RTN (optional)	Form1099-INT (Rev. January 2024) OMB No. 1545-0112	Form1099-INT (Rev. January 2024) OMB No. 1545-0112
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	1 Interest income $ 184,044,318	1 Interest income $ 184,044,318	1 Interest income $ 184,044,318
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	1 Interest income $ 184,044,318	For calendar year	For calendar year
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	2 Early withdrawal penalty $ 2,227,916	2 Early withdrawal penalty $ 2,227,916	2 Early withdrawal penalty $ 2,227,916
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	3 Interest on U.S. Savings Bonds and Treasury obligations $ 6,618,792	3 Interest on U.S. Savings Bonds and Treasury obligations $ 6,618,792	3 Interest on U.S. Savings Bonds and Treasury obligations $ 6,618,792
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	4 Federal income tax withheld $ 1,989,185	5 Investment expenses $ 100,186	5 Investment expenses $ 100,186
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	6 Foreign tax paid $ 7,210	7 Foreign country or U.S. territory	7 Foreign country or U.S. territory
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	8 Tax-exempt interest $ 4,760,723	9Speciﬁed private activity bond interest $ 185,165	9Speciﬁed private activity bond interest $ 185,165
City or town, state or province, country, and ZIP or foreign postal code
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	10Market discount $ 27,622	11Bond premium $ 869,082	11Bond premium $ 869,082
		FATCA ﬁling requirement	FATCA ﬁling requirement	FATCA ﬁling requirement	FATCA ﬁling requirement
		FATCA ﬁling requirement	12 Bond premium on Treasury obligations $ 264,946	13 Bond premium on tax-exempt bond $ 1,443,458	13 Bond premium on tax-exempt bond $ 1,443,458
Account number (see instructions)	Account number (see instructions)	2nd TIN not.	14Tax-exempt and tax credit bond CUSIP no.	15State	16State identiﬁcation no.
Account number (see instructions)	Account number (see instructions)	2nd TIN not.	14Tax-exempt and tax credit bond CUSIP no.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14410K

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Interest

Income

Copy A

For Internal Revenue

Service Center

File with Form 1096.

Reduction Act Notice, see the current General

Instructions for

For Privacy Act and Paperwork

Certain Information

Returns.

$ $

9292 VOID CORREC Number of indiv			CTED viduals for selected	d line
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =103,859,074	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =103,859,074	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =103,859,074	Payer’s RTN (optional)	Form1099-INT (Rev. January 2024) OMB No. 1545-0112	Form1099-INT (Rev. January 2024) OMB No. 1545-0112
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =103,859,074	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =103,859,074	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =103,859,074	1 Interest income $ 98,683,514	1 Interest income $ 98,683,514	1 Interest income $ 98,683,514
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =103,859,074	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =103,859,074	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =103,859,074	1 Interest income $ 98,683,514	For calendar year	For calendar year
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =103,859,074	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =103,859,074	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =103,859,074	2 Early withdrawal penalty $ 1,672,276	2 Early withdrawal penalty $ 1,672,276	2 Early withdrawal penalty $ 1,672,276
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	3 Interest on U.S. Savings Bonds and Treasury obligations $ 5,013,569	3 Interest on U.S. Savings Bonds and Treasury obligations $ 5,013,569	3 Interest on U.S. Savings Bonds and Treasury obligations $ 5,013,569
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	4 Federal income tax withheld $ 1,810,517	5 Investment expenses $ 90,270	5 Investment expenses $ 90,270
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	6 Foreign tax paid $ 7,146	7 Foreign country or U.S. territory	7 Foreign country or U.S. territory
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	8 Tax-exempt interest $ 1,515,284	9Speciﬁed private activity bond interest $ 159,796	9Speciﬁed private activity bond interest $ 159,796
City or town, state or province, country, and ZIP or foreign postal code
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	10Market discount $ 26,228	11Bond premium $ 783,694	11Bond premium $ 783,694
		FATCA ﬁling requirement	FATCA ﬁling requirement	FATCA ﬁling requirement	FATCA ﬁling requirement
		FATCA ﬁling requirement	12 Bond premium on Treasury obligations $ 246,613	13 Bond premium on tax-exempt bond $ 1,212,537	13 Bond premium on tax-exempt bond $ 1,212,537
Account number (see instructions)	Account number (see instructions)	2nd TIN not.	14Tax-exempt and tax credit bond CUSIP no.	15State	16State identiﬁcation no.
Account number (see instructions)	Account number (see instructions)	2nd TIN not.	14Tax-exempt and tax credit bond CUSIP no.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14410K

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Interest

Income

Copy A

For Internal Revenue

Service Center

File with Form 1096.

For Privacy Act and Paperwork

Reduction Act Notice, see the current General

Instructions for

Certain Information

Returns.

$ $

9292 VOID CORREC Amount of selected lines			CTED s filed (in thousan	nds of dollars)
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	Payer’s RTN (optional)	Form1099-INT (Rev. January 2024) OMB No. 1545-0112	Form1099-INT (Rev. January 2024) OMB No. 1545-0112
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	1 Interest income $ 170,684,688	1 Interest income $ 170,684,688	1 Interest income $ 170,684,688
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	1 Interest income $ 170,684,688	For calendar year	For calendar year
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =210,992,571	2 Early withdrawal penalty $ 1,190,870	2 Early withdrawal penalty $ 1,190,870	2 Early withdrawal penalty $ 1,190,870
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	3 Interest on U.S. Savings Bonds and Treasury obligations $ 36,729,260	3 Interest on U.S. Savings Bonds and Treasury obligations $ 36,729,260	3 Interest on U.S. Savings Bonds and Treasury obligations $ 36,729,260
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	4 Federal income tax withheld $ 235,438	5 Investment expenses $ 34,748	5 Investment expenses $ 34,748
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	6 Foreign tax paid $ 4,940	7 Foreign country or U.S. territory	7 Foreign country or U.S. territory
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	8 Tax-exempt interest $ 47,347,604	9Speciﬁed private activity bond interest $ 679,320	9Speciﬁed private activity bond interest $ 679,320
City or town, state or province, country, and ZIP or foreign postal code
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	10Market discount $ 82,121	11Bond premium $ 759,237	11Bond premium $ 759,237
		FATCA ﬁling requirement	FATCA ﬁling requirement	FATCA ﬁling requirement	FATCA ﬁling requirement
		FATCA ﬁling requirement	12 Bond premium on Treasury obligations $ 213,129	13 Bond premium on tax-exempt bond $ 16,652,225	13 Bond premium on tax-exempt bond $ 16,652,225
Account number (see instructions)	Account number (see instructions)	2nd TIN not.	14Tax-exempt and tax credit bond CUSIP no.	15State	16State identiﬁcation no.
Account number (see instructions)	Account number (see instructions)	2nd TIN not.	14Tax-exempt and tax credit bond CUSIP no.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14410K

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

www.irs.gov/Form1099LTC

Department of the Treasury - Internal Revenue Service

Cat. No. 23021Z

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

www.irs.gov/Form1099LTC

Department of the Treasury - Internal Revenue Service

Cat. No. 23021Z

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

www.irs.gov/Form1099LTC

Department of the Treasury - Internal Revenue Service

Cat. No. 23021Z

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 38471D

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 38471D

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 38471D

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Numbe r o f Forms filed for selected line

9595 VOID CORRECTED

Information

Copy A

For Internal Revenue

Service Center

File with Form 1096.

For Privacy Act and Paperwork

Reduction Act Notice, see the current General

Instructions for

Certain Information

$ $

Returns.

PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 20,283,212			1 Rents $ 4,117,610	OMB No. 1545-0115 1099-MISC Form (Rev. January 2024)
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =20,283,212	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =20,283,212	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =20,283,212	2 Royalties $ 5,679,870	2 Royalties $ 5,679,870
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =20,283,212	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =20,283,212	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =20,283,212	2 Royalties $ 5,679,870	For calendar year
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =20,283,212	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =20,283,212	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =20,283,212	3 Other income $ 8,874,416	4 Federal income tax withheld $ 285,436
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	5 Fishing boat proceeds $ 16,888	6 Medical and health care payments $ 732,954
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	7 Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale	8 Substitute payments in lieu of dividends or interest $ 580,050
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	9 Crop insurance proceeds $ 204,504	10Gross proceeds paid to an attorney $ 70,113
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	11Fish purchased for resale $	12Section 409A deferrals $ 4,005
		13 FATCA ﬁling requirement	14Excess golden parachute payments $ *	15Nonqualiﬁed deferred compensation $ 1,517
Account number (see instructions)	Account number (see instructions)	2nd TIN not.	16State tax withheld $	17State/Payer’s state no.
Account number (see instructions)	Account number (see instructions)	2nd TIN not.	$

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14425J

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Numb er o f individuals for selected line

9595 VOID CORRECTED

Information

Copy A

For Internal Revenue

Service Center

File with Form 1096.

For Privacy Act and Paperwork

Reduction Act Notice, see the current General

Certain Information

Instructions for

$ $

Returns.

PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented = 15,510,154			1 Rents 3,320,099 $	OMB No. 1545-0115 1099-MISC Form (Rev. January 2024)
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =15,510,154	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =15,510,154	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =15,510,154	2 Royalties $ 3,779,759	2 Royalties $ 3,779,759
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =15,510,154	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =15,510,154	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =15,510,154	2 Royalties $ 3,779,759	For calendar year
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =15,510,154	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =15,510,154	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =15,510,154	3 Other income $ 8,123,283	4 Federal income tax withheld $ 279,080
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	5 Fishing boat proceeds $ 14,853	6 Medical and health care payments $ 235,410
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	7 Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale	8 Substitute payments in lieu of dividends or interest $ 533,681
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	9 Crop insurance proceeds $ 194,180	10Gross proceeds paid to an attorney $ 41,188
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	11Fish purchased for resale $	12Section 409A deferrals $ 3,623
		13 FATCA ﬁling requirement	14Excess golden parachute payments $ *	15Nonqualiﬁed deferred compensation $ 1,516
Account number (see instructions)	Account number (see instructions)	2nd TIN not.	16State tax withheld $	17State/Payer’s state no.
Account number (see instructions)	Account number (see instructions)	2nd TIN not.	$

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14425J

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Amo un t of sel ect ed lines filed (in thousands of dollars)

9595 VOID CORRECTED

Information

Copy A

For Internal Revenue

Service Center

File with Form 1096.

For Privacy Act and Paperwork

Reduction Act Notice, see the current General

Certain Information

Instructions for

$ $

Returns.

PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 20,283,212			1 Rents 118,065,768 $	OMB No. 1545-0115 1099-MISC Form (Rev. January 2024)
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 20,283,212	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 20,283,212	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 20,283,212	2 Royalties $ 34,684,761	2 Royalties $ 34,684,761
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 20,283,212	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 20,283,212	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 20,283,212	2 Royalties $ 34,684,761	For calendar year
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 20,283,212	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 20,283,212	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 20,283,212	3 Other income $ 51,308,665	4 Federal income tax withheld $ 1,543,834
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	5 Fishing boat proceeds $ 412,648	6 Medical and health care payments $ 10,418,871
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	7 Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale	8 Substitute payments in lieu of dividends or interest $ 377,177
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	9 Crop insurance proceeds $ 9,159,292	10Gross proceeds paid to an attorney $ 4,010,941
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	11Fish purchased for resale $	12Section 409A deferrals $ 314,385
		13 FATCA ﬁling requirement	14Excess golden parachute payments $ *	15Nonqualiﬁed deferred compensation $ 30,956
Account number (see instructions)	Account number (see instructions)	2nd TIN not.	16State tax withheld $	17State/Payer’s state no.
Account number (see instructions)	Account number (see instructions)	2nd TIN not.	$

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14425J

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

9696			VOID
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	1 Original issue discount for the year $ 227,668	1 Original issue discount for the year $ 227,668	Form1099-OID (Rev. January 2024) OMB No. 1545-0117	Form1099-OID (Rev. January 2024) OMB No. 1545-0117	Form1099-OID (Rev. January 2024) OMB No. 1545-0117
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	2 Other periodic interest $ 68,850	2 Other periodic interest $ 68,850	2 Other periodic interest $ 68,850	2 Other periodic interest $ 68,850	2 Other periodic interest $ 68,850
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	2 Other periodic interest $ 68,850	2 Other periodic interest $ 68,850	For calendar year	For calendar year	For calendar year
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	3 Early withdrawal penalty $ 612,575	3 Early withdrawal penalty $ 612,575	*4 Federal income tax withheld $	*4 Federal income tax withheld $	Copy A For Internal Revenue Service Center File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the current General Instructions for Certain Information Returns.
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	5 Market discount $ 2,152,449	5 Market discount $ 2,152,449	6 Acquisition premium $ 169,512	6 Acquisition premium $ 169,512	6 Acquisition premium $ 169,512
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	7 Description	7 Description	7 Description	7 Description	7 Description
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	8 Original issue discount on U.S. Treasury obligations $ 11,078	8 Original issue discount on U.S. Treasury obligations $ 11,078	9 Investment expenses $ 644	9 Investment expenses $ 644	9 Investment expenses $ 644
					FATCA ﬁling requirement	10 Bond premium $ 5,606	10 Bond premium $ 5,606	11 Tax-exempt OID $ 2,965,934	11 Tax-exempt OID $ 2,965,934	11 Tax-exempt OID $ 2,965,934
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	2nd TIN not.	12State	13State identiﬁcation no.	13State identiﬁcation no.	14 State tax withheld $	14 State tax withheld $
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	2nd TIN not.				$	$

Form 1099-OID (Rev. 1-2024) Cat. No. 14421R www.irs.gov/Form1099OID Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14421R

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

9696			VOID
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	1 Original issue discount for the year $ 133,951	1 Original issue discount for the year $ 133,951	Form1099-OID (Rev. January 2024) OMB No. 1545-0117	Form1099-OID (Rev. January 2024) OMB No. 1545-0117	Form1099-OID (Rev. January 2024) OMB No. 1545-0117
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	2 Other periodic interest $ 22,680	2 Other periodic interest $ 22,680	2 Other periodic interest $ 22,680	2 Other periodic interest $ 22,680	2 Other periodic interest $ 22,680
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =1,172,233	2 Other periodic interest $ 22,680	2 Other periodic interest $ 22,680	For calendar year	For calendar year	For calendar year
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	3 Early withdrawal penalty $ 354,888	3 Early withdrawal penalty $ 354,888	*4 Federal income tax withheld $	*4 Federal income tax withheld $	Copy A For Internal Revenue Service Center File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the current General Instructions for Certain Information Returns.
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	5 Market discount $ 563,631	5 Market discount $ 563,631	6 Acquisition premium $ 64,580	6 Acquisition premium $ 64,580	6 Acquisition premium $ 64,580
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	7 Description	7 Description	7 Description	7 Description	7 Description
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	8 Original issue discount on U.S. Treasury obligations $ 5,735	8 Original issue discount on U.S. Treasury obligations $ 5,735	9 Investment expenses $ 223	9 Investment expenses $ 223	9 Investment expenses $ 223
					FATCA ﬁling requirement	10 Bond premium $ 1,856	10 Bond premium $ 1,856	11 Tax-exempt OID $ 694,850	11 Tax-exempt OID $ 694,850	11 Tax-exempt OID $ 694,850
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	2nd TIN not.	12State	13State identiﬁcation no.	13State identiﬁcation no.	14 State tax withheld $	14 State tax withheld $
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	2nd TIN not.				$	$

Form 1099-OID (Rev. 1-2024) Cat. No. 14421R www.irs.gov/Form1099OID Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14421R

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

9696			VOID
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	1 Original issue discount for the year $ 406,586	1 Original issue discount for the year $ 406,586	Form1099-OID (Rev. January 2024) OMB No. 1545-0117	Form1099-OID (Rev. January 2024) OMB No. 1545-0117	Form1099-OID (Rev. January 2024) OMB No. 1545-0117
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	2 Other periodic interest $ 223,268	2 Other periodic interest $ 223,268	2 Other periodic interest $ 223,268	2 Other periodic interest $ 223,268	2 Other periodic interest $ 223,268
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =3,980,486	2 Other periodic interest $ 223,268	2 Other periodic interest $ 223,268	For calendar year	For calendar year	For calendar year
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	3 Early withdrawal penalty $ 1,628,042	3 Early withdrawal penalty $ 1,628,042	*4 Federal income tax withheld $	*4 Federal income tax withheld $	Copy A For Internal Revenue Service Center File with Form 1096. For Privacy Act and Paperwork Reduction Act Notice, see the current General Instructions for Certain Information Returns.
PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	5 Market discount $ 232,186	5 Market discount $ 232,186	6 Acquisition premium $ 63,321	6 Acquisition premium $ 63,321	6 Acquisition premium $ 63,321
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	7 Description	7 Description	7 Description	7 Description	7 Description
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	8 Original issue discount on U.S. Treasury obligations $ 14,177	8 Original issue discount on U.S. Treasury obligations $ 14,177	9 Investment expenses $ 3	9 Investment expenses $ 3	9 Investment expenses $ 3
					FATCA ﬁling requirement	10 Bond premium $ 1,016	10 Bond premium $ 1,016	11 Tax-exempt OID $ 843,826	11 Tax-exempt OID $ 843,826	11 Tax-exempt OID $ 843,826
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	2nd TIN not.	12State	13State identiﬁcation no.	13State identiﬁcation no.	14 State tax withheld $	14 State tax withheld $
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	2nd TIN not.				$	$

Form 1099-OID (Rev. 1-2024) Cat. No. 14421R www.irs.gov/Form1099OID Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14421R

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14435F

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14435F

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples.

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14435F

Department of the Treasury - Internal Revenue Service

Data not shown because of the small number of returns on which they are based.

Estimates exclude duplicates and returns replaced by amendeds.

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Numbe r o f Forms filed for selected line

9898 VOID CORRECTED

Retirement or

IRAs, Insurance

Contracts, etc.

Copy A

For Internal Revenue

Service Center

File with Form 1096.

For Privacy Act and Paperwork

Reduction Act Notice, see the

2023 General Instructions for

Certain Information

Returns .

$ $

PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 114,264,871				1 Gross distribution $ 113,846,586		OMB No. 1545-0119 2023 1099-R Form
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =114,264,871	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =114,264,871	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =114,264,871	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =114,264,871	2aTaxable amount $ 93,020,002	2aTaxable amount $ 93,020,002	2aTaxable amount $ 93,020,002	2aTaxable amount $ 93,020,002
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =114,264,871	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =114,264,871	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =114,264,871	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed =114,264,871	2bTaxable amount not determined Total distribution	2bTaxable amount not determined Total distribution	2bTaxable amount not determined Total distribution	2bTaxable amount not determined Total distribution
PAYER’S TIN	PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	3Capital gain (included in box 2a) $ 20,623	3Capital gain (included in box 2a) $ 20,623	4Federal income tax withheld $ 60,307,042	4Federal income tax withheld $ 60,307,042
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	5Employee contributions/ Designated Roth contributions or insurance premiums $	5Employee contributions/ Designated Roth contributions or insurance premiums $	6Net unrealized appreciation in employer’s securities $ 39,073	6Net unrealized appreciation in employer’s securities $ 39,073
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	7Distribution code(s)	IRA/ SEP/ SIMPLE	8Other $ 816,432	%
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	9aYour percentage of total distribution %	9aYour percentage of total distribution %	9b Total employee contributions $ 3,046,730	9b Total employee contributions $ 3,046,730
10Amount allocable to IRR within 5 years $ 1,969	11 1st year of desig. Roth contrib.	11 1st year of desig. Roth contrib.	12FATCA ﬁling requirement	14State tax withheld $	14State tax withheld $	15State/Payer’s state no.	15State/Payer’s state no.
10Amount allocable to IRR within 5 years $ 1,969	11 1st year of desig. Roth contrib.	11 1st year of desig. Roth contrib.	12FATCA ﬁling requirement	$	$
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	13Date of payment	17Local tax withheld $	17Local tax withheld $	18Name of locality	18Name of locality
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	13Date of payment	$	$

Form 1099-R Cat. No. 14436Q www.irs.gov/Form1099R Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14436Q

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

100

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Number of individuals for selected line

9898 VOID CORRECTED

Retirement or

IRAs, Insurance

Contracts, etc.

Copy A

For Internal Revenue

Service Center

File with Form 1096.

For Privacy Act and Paperwork

Reduction Act Notice, see the

2023 General Instructions for

Certain Information

Returns .

$ $

PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented = 67,620,103				1 Gross distribution $ 67,466,610		OMB No. 1545-0119 2023 1099-R Form
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =67,620,103	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =67,620,103	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =67,620,103	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =67,620,103	2aTaxable amount $ 58,438,503	2aTaxable amount $ 58,438,503	2aTaxable amount $ 58,438,503	2aTaxable amount $ 58,438,503
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =67,620,103	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =67,620,103	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =67,620,103	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all individuals represented =67,620,103	2bTaxable amount not determined Total distribution	2bTaxable amount not determined Total distribution	2bTaxable amount not determined Total distribution	2bTaxable amount not determined Total distribution
PAYER’S TIN	PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	3Capital gain (included in box 2a) $ 19,760	3Capital gain (included in box 2a) $ 19,760	4Federal income tax withheld $ 41,816,175	4Federal income tax withheld $ 41,816,175
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	5Employee contributions/ Designated Roth contributions or insurance premiums $	5Employee contributions/ Designated Roth contributions or insurance premiums $	6Net unrealized appreciation in employer’s securities $ 38,973	6Net unrealized appreciation in employer’s securities $ 38,973
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	7Distribution code(s)	IRA/ SEP/ SIMPLE	8Other $ 778,073	%
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	9aYour percentage of total distribution %	9aYour percentage of total distribution %	9b Total employee contributions $ 3,027,387	9b Total employee contributions $ 3,027,387
10Amount allocable to IRR within 5 years $ 1,968	11 1st year of desig. Roth contrib.	11 1st year of desig. Roth contrib.	12FATCA ﬁling requirement	14State tax withheld $	14State tax withheld $	15State/Payer’s state no.	15State/Payer’s state no.
10Amount allocable to IRR within 5 years $ 1,968	11 1st year of desig. Roth contrib.	11 1st year of desig. Roth contrib.	12FATCA ﬁling requirement	$	$
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	13Date of payment	17Local tax withheld $	17Local tax withheld $	18Name of locality	18Name of locality
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	13Date of payment	$	$

Form 1099-R Cat. No. 14436Q www.irs.gov/Form1099R Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14436Q

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

101

2023 Information Return Line Item Estimates - All figures are estimates based on samples. Amount of selected lines filed (in thousands of dollars)

9898 VOID CORRECTED

Retirement or

IRAs, Insurance

Contracts, etc.

Copy A

For Internal Revenue

Service Center

File with Form 1096.

For Privacy Act and Paperwork

Reduction Act Notice, see the

2023 General Instructions for

Certain Information

Returns .

$ $

PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 114,264,871				1 Gross distribution $ 2,580,492,684		OMB No. 1545-0119 2023 1099-R Form
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 114,264,871	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 114,264,871	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 114,264,871	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 114,264,871	2aTaxable amount $ 1,473,394,141	2aTaxable amount $ 1,473,394,141	2aTaxable amount $ 1,473,394,141	2aTaxable amount $ 1,473,394,141
PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 114,264,871	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 114,264,871	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 114,264,871	PAYER’S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Total of all forms filed = 114,264,871	2bTaxable amount not determined Total distribution	2bTaxable amount not determined Total distribution	2bTaxable amount not determined Total distribution	2bTaxable amount not determined Total distribution
PAYER’S TIN	PAYER’S TIN	RECIPIENT’S TIN	RECIPIENT’S TIN	3Capital gain (included in box 2a) $ 7,025	3Capital gain (included in box 2a) $ 7,025	4Federal income tax withheld $ 174,868,043	4Federal income tax withheld $ 174,868,043
RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	RECIPIENT’S name	5Employee contributions/ Designated Roth contributions or insurance premiums $	5Employee contributions/ Designated Roth contributions or insurance premiums $	6Net unrealized appreciation in employer’s securities $ 3,170,762	6Net unrealized appreciation in employer’s securities $ 3,170,762
Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	Street address (including apt. no.)	7Distribution code(s)	IRA/ SEP/ SIMPLE	8Other $ 2,826,878	%
City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	City or town, state or province, country, and ZIP or foreign postal code	9aYour percentage of total distribution %	9aYour percentage of total distribution %	9b Total employee contributions $ 108,570,032	9b Total employee contributions $ 108,570,032
10Amount allocable to IRR within 5 years $ 17,053	11 1st year of desig. Roth contrib.	11 1st year of desig. Roth contrib.	12FATCA ﬁling requirement	14State tax withheld $	14State tax withheld $	15State/Payer’s state no.	15State/Payer’s state no.
10Amount allocable to IRR within 5 years $ 17,053	11 1st year of desig. Roth contrib.	11 1st year of desig. Roth contrib.	12FATCA ﬁling requirement	$	$
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	13Date of payment	17Local tax withheld $	17Local tax withheld $	18Name of locality	18Name of locality
Account number (see instructions)	Account number (see instructions)	Account number (see instructions)	13Date of payment	$	$

Form 1099-R Cat. No. 14436Q www.irs.gov/Form1099R Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 14436Q

Department of the Treasury - Internal Revenue Service

Estimates exclude duplicates and returns replaced by amendeds.

Exceptions & meaning →