018610 MSG7EP01 085451 000000
#BWNJGWM
HONGGYU A YOON
21111 SPRUCE DR
WHARTON NJ 07885
Date Issued Page 1 of 9
1099 Consolidated Tax Statement
January 21, 2025
Tax Year 2024 - ORIGINAL
Account Number
775 583172 206
Account Mailing Address Legal Name and Address Reported
to IRS and State Taxing Authorities
Account Owner
HONGGYU A YOON HONGGYU A YOON Customer Service: 800-387-2331
21111 SPRUCE DR 21111 SPRUCE DR What's included in this packet:
WHARTON NJ 07885 WHARTON NJ 07885
Reportable to the IRS Page
1099-DIV Dividends and Distributions........................................2
1099-INT Interest Income..........................................................2
This E*TRADE from Morgan Stanley 1099 Consolidated Tax Statement for 2024 provides your official tax information for
use when preparing your tax return. It is important to note that the income information that was reported on your December 1099-MISC Miscellaneous Income............................................ 2
account statement will not have included certain adjustments occurring after year-end that are reflected on your Form 1099 1099-OID Original Issue Discount............................................. 2
and that are necessary for tax reporting purposes. If your Morgan Stanley Access Direct (MSAD) brokerage account was
converted to an E*TRADE from Morgan Stanley (E*TRADE) account for stock plan participants in 2024 you may receive 1099-B Proceeds from Transactions..........................................2
multiple tax forms for 2024: tax forms for your MSAD account that reports all activity before the conversion, and additional Details of 1099-INT Interest Income.......................................... 4
tax forms for your new E*TRADE account that reports all activity after the conversion. Please note, there may be a slight
timing difference in the availability of the two forms. 1099-B Totals Summary............................................................5
Details of 1099-B Proceeds from Transactions.......................... 7
Tax forms and documents for your MSAD account will be available on Morgan Stanley Online, while tax forms and
documents for your new E*TRADE account will be available on etrade.com. If your account(s) do not meet the minimum
IRS threshold for taxable activity, well post a notification under Documents > General Correspondence on Morgan Stanley
Online and etrade.com.
The following tax documents are not included in this statement and are sent individually in separate mailings, if required:
Forms 1099-R, 1099-Q, 1042-S, 2439, 5498, 5498-ESA, REMIC Information Statement, Schedule K-1 and Puerto Rico
Forms 480.6A, 480.6B, 480.6C and 480.6D.
E*TRADE from Morgan Stanley is pleased to provide you with the ability to download your tax information into the following
individual tax preparation software applications: TurboTax® and H&R Block Tax Software®. To view gains and losses,
simply go to the Gains & Losses page on etrade.com where you can find historical information for the current year and prior
two years.
TurboTax® is a registered trademark of Intuit, Inc. H&R Block Tax Software® is a registered trademark of H&R Block, Inc.
*** WARNING - CORRECTED TAX FORMS POSSIBLE ***
The Forms 1099 included in your E*TRADE from Morgan Stanley 1099 Consolidated Tax Statement were
prepared based upon information provided by the issuer of each security. The issuer may change the tax status
of a distribution reported to you after the issuance of this 1099 Consolidated Tax Statement. If that occurs, we
will be required to send you one or more corrections.
1099 Consolidated Tax Statement Morgan Stanley Capital Management, LLC Page 2 of 9
Tax Year 2024 Copy B For Recipient Morgan Stanley Smith Barney, LLC
1 New York Plaza
7th Floor
Name Reported to the IRS: HONGGYU A YOON New York, NY 10004
21111 SPRUCE DR
Identification Number: 11-3658445
WHARTON NJ 07885
Taxpayer ID Number: XXX-XX-1972
Account Number: 775 583172 206
Customer Service: 800-387-2331
This is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence
penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported.
IRS 2024 FORM 1099-DIV - DIVIDENDS AND DISTRIBUTIONS IRS 2024 FORM 1099-MISC - MISCELLANEOUS INFORMATION
BOX OMB NO. 1545-0110 BOX OMB NO. 1545-0115
1a. TOTAL ORDINARY DIVIDENDS $0.00 1. RENTS $0.00
1b. QUALIFIED DIVIDENDS $0.00 2. ROYALTIES $0.00
2a. TOTAL CAPITAL GAIN DISTRIBUTIONS $0.00 3. OTHER INCOME $0.00
2b. UNRECAP. SEC. 1250 GAIN $0.00 4. FEDERAL INCOME TAX WITHHELD $0.00
2d. COLLECTIBLES (28%) GAIN $0.00 8. SUBSTITUTE PAYMENTS IN LIEU OF DIVIDENDS OR INTEREST $0.00
2e. SECTION 897 ORDINARY DIVIDENDS $0.00
2f. SECTION 897 CAPITAL GAIN $0.00 IRS 2024 FORM 1099-OID - ORIGINAL ISSUE DISCOUNT
BOX OMB NO. 1545-0117
3. NON-DIVIDEND DISTRIBUTIONS $0.00
4. FEDERAL INCOME TAX WITHHELD $0.00 1. ORIGINAL ISSUE DISCOUNT FOR 2024 $0.00*
5. SECTION 199A DIVIDENDS $0.00 2. OTHER PERIODIC INTEREST $0.00
6. INVESTMENT EXPENSES $0.00 4. FEDERAL INCOME TAX WITHHELD $0.00
7. FOREIGN TAX PAID $0.00 5. MARKET DISCOUNT $0.00
9. CASH LIQUIDATION DISTRIBUTIONS $0.00 6. ACQUISITION PREMIUM $0.00
10. NON-CASH LIQUIDATION DISTRIBUTIONS $0.00 8. OID ON U.S. TREASURY OBLIGATIONS $0.00*
12. EXEMPT-INTEREST DIVIDENDS $0.00 9. INVESTMENT EXPENSES $0.00
13. SPECIFIED PRIVATE ACTIVITY BOND INTEREST DIVIDENDS $0.00 10. BOND PREMIUM $0.00
IRS 2024 FORM 1099-INT - INTEREST INCOME 11. TAX-EXEMPT OID $0.00
BOX OMB NO. 1545-0112 *This may not be the correct figure to report on your income tax return.
See instructions on the back.
1. INTEREST INCOME $0.06
2. EARLY WITHDRAWAL PENALTY $0.00 IRS 2024 FORM 1099-B - PROCEEDS FROM BROKER AND BARTER EXCHANGE TRANSACTIONS
BOX OMB NO. 1545-0715
3. INTEREST ON U.S. SAVINGS BONDS AND TREAS. OBLIGATIONS $0.00
4. FEDERAL INCOME TAX WITHHELD $0.00 1d. PROCEEDS $3,333.11
5. INVESTMENT EXPENSES $0.00 COVERED SECURITIES $3,333.11
6. FOREIGN TAX PAID $0.00 NONCOVERED SECURITIES $0.00
8. TAX-EXEMPT INTEREST $0.00 1e. COST OR OTHER BASIS OF COVERED SECURITIES $3,412.99
018610 MSG7EP01 085452 000000
9. SPECIFIED PRIVATE ACTIVITY BOND INTEREST $0.00 1f. ACCRUED MARKET DISCOUNT $0.00
10. MARKET DISCOUNT $0.00 1g. WASH SALE LOSS DISALLOWED $0.00
11. BOND PREMIUM $0.00 4. FEDERAL INCOME TAX WITHHELD $0.00
12. BOND PREMIUM ON TREASURY OBLIGATIONS $0.00
13. BOND PREMIUM ON TAX-EXEMPT BOND $0.00
14. TAX-EXEMPT AND TAX CREDIT BOND CUSIP NO.
IMPORTANT TAX INFORMATION -- PLEASE RETAIN FOR YOUR RECORDS
Page 4 of 9
Tax Year 2024 HONGGYU A YOON Account Number: 775 583172 206
1099-INT INTEREST INCOME
Interest Income
PAY FEDERAL INCOME
DESCRIPTION CUSIP DATE AMOUNT TAX WITHHELD
MORGAN STANLEY PRIVATE BANK NA 061871976 01/31/24 $0.03 $0.00
MORGAN STANLEY PRIVATE BANK NA 061871976 02/29/24 $0.01 $0.00
MORGAN STANLEY PRIVATE BANK NA 061871976 03/28/24 $0.01 $0.00
MORGAN STANLEY PRIVATE BANK NA 061871976 04/30/24 $0.01 $0.00
Total Interest Income 1099-INT box 1 $0.06
Total Federal Income Tax Withheld 1099-INT box 4 $0.00
The amount of tax-exempt interest paid to you must be reported on the applicable Form 1040, U.S. Individual Income Tax Return. The amount of tax-exempt Alternative Minimum Tax (AMT)
interest paid to you must be taken into account in computing the AMT reported on Form 1040.
018610 MSG7EP01 085453 000000
1099 Consolidated Tax Statement Morgan Stanley Capital Management, LLC Page 5 of 9
Tax Year 2024 Copy B For Recipient Morgan Stanley Smith Barney, LLC
1 New York Plaza
7th Floor
Name Reported to the IRS: HONGGYU A YOON New York, NY 10004
21111 SPRUCE DR
Identification Number: 11-3658445
WHARTON NJ 07885
Taxpayer ID Number: XXX-XX-1972
Account Number: 775 583172 206
Customer Service: 800-387-2331
FORM 1099-B TOTALS SUMMARY
REALIZED GAIN/LOSS SUMMARY
Refer to Proceeds from Broker and Barter Exchange Transactions for detailed information regarding these summary values. The amounts shown below are for informational purposes only.
MARKET WASH SALE LOSS REALIZED GAIN
SHORT -TERM GAIN OR (LOSSES) - REPORT ON FORM 8949, PART I PROCEEDS COST BASIS DISCOUNT DISALLOWED OR (LOSS)
Box A (basis reported to the IRS) $3,316.02 $3,098.12 $0.00 $0.00 $217.90
Box A - Ordinary - (basis reported to the IRS) $0.00 $0.00 $0.00 $0.00 $0.00
Box B (basis not reported to the IRS) $0.00 $0.00 $0.00 $0.00 $0.00
Box B - Ordinary - (basis not reported to the IRS) $0.00 $0.00 $0.00 $0.00 $0.00
Total Short - Term $3,316.02 $3,098.12 $0.00 $0.00 $217.90
LONG -TERM GAIN OR (LOSSES) - REPORT ON FORM 8949, PART II
Box D (basis reported to the IRS) $17.09 $314.87 $0.00 $0.00 ($297.78)
Box D - Ordinary - (basis reported to the IRS) $0.00 $0.00 $0.00 $0.00 $0.00
Box E (basis not reported to the IRS) $0.00 $0.00 $0.00 $0.00 $0.00
Box E - Ordinary - (basis not reported to the IRS) $0.00 $0.00 $0.00 $0.00 $0.00
Total Long - Term $17.09 $314.87 $0.00 $0.00 ($297.78)
UNKNOWN TERM - CODE (X) REPORT ON FORM 8949, PART I OR PART II
Box B or Box E (basis not reported to the IRS) $0.00 $0.00 $0.00 $0.00 $0.00
Box B or Box E - Ordinary - (basis not reported to the IRS) $0.00 $0.00 $0.00 $0.00 $0.00
Total Unknown Term $0.00 $0.00 $0.00 $0.00 $0.00
REGULATED FUTURES CONTRACTS AMOUNT
Profit or (loss) realized in 2023 - closed contracts $0.00
Unrealized Profit or (loss) on open contracts 12/31/2022 $0.00
Unrealized Profit or (loss) on open contracts 12/31/2023 $0.00
Aggregate profit or (loss) on contracts $0.00
THIS PAGE IS INTENTIONALLY LEFT BLANK
018610 MSG7EP01 085454 000000
1099 Consolidated Tax Statement Morgan Stanley Capital Management, LLC Page 7 of 9
Tax Year 2024 Copy B For Recipient Morgan Stanley Smith Barney, LLC
1 New York Plaza
7th Floor
Name Reported to the IRS: HONGGYU A YOON New York, NY 10004
21111 SPRUCE DR
Identification Number: 11-3658445
WHARTON NJ 07885
Taxpayer ID Number: XXX-XX-1972
Account Number: 775 583172 206
Customer Service: 800-387-2331
This is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty
or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported.
1099-B PROCEEDS FROM BROKER AND BARTER EXCHANGE TRANSACTIONS OMB NO. 1545-0715
Gross Proceeds less commissions and option premiums on stocks, bonds, etc. Consider the Net Proceeds box checked in IRS box 6 (Reported to IRS) for all option transactions.
Consider IRS box 7(Loss is not allowed based on amount in 1d) as not being checked for any transactions.
Short Term - Covered Securities (Consider Box 12 (Basis Reported to IRS) as being checked for this section. These transactions should be reported on Form 8949 Part I with box A checked.)
DATE DATE COST OR ACCRUED MARKET WASH SALE LOSS FEDERAL INCOME
DESCRIPTION (Box 1a) ACQUIRED SOLD PROCEEDS OTHER BASIS DISCOUNT DISALLOWED GAIN/(LOSS) TAX WITHHELD
QUANTITY (Box 1b) (Box 1c) (Box 1d) (Box 1e) (Box 1f) (Box 1g) AMOUNT (Box 4)
CABALETTA BIO INC CUSIP: 12674W109 Symbol: CABA
300.000 11/29/24 11/29/24 $1,145.91 $1,140.00 $0.00 $0.00 $5.91 $0.00
RIGETTI COMPUTING INC CUSIP: 76655K103 Symbol: RGTI
2.000 11/26/24 11/27/24 $4.84 $4.52 $0.00 $0.00 $0.32 $0.00
432.000 11/26/24 11/27/24 $1,045.34 $993.60 $0.00 $0.00 $51.74 $0.00
Security Subtotal 434.000 $1,050.18 $998.12 $0.00 $0.00 $52.06 $0.00
VCI GLOBAL LTD NEW CUSIP: G98218202 Symbol: VCIG
160.000 11/27/24 11/27/24 $1,119.93 $960.00 $0.00 $0.00 $159.93 $0.00
Total Short Term Covered Securities $3,316.02 $3,098.12 $0.00 $0.00 $217.90 $0.00
Long Term - Covered Securities (Consider Box 12 (Basis Reported to IRS) as being checked for this section. These transactions should be reported on Form 8949 Part II with box D checked.)
DATE DATE COST OR ACCRUED MARKET WASH SALE LOSS FEDERAL INCOME
DESCRIPTION (Box 1a) ACQUIRED SOLD PROCEEDS OTHER BASIS DISCOUNT DISALLOWED GAIN/(LOSS) TAX WITHHELD
QUANTITY (Box 1b) (Box 1c) (Box 1d) (Box 1e) (Box 1f) (Box 1g) AMOUNT (Box 4)
BIONANO GENOMICS INC NEW CUSIP: 09075F305 Symbol: BNGO
9.600 02/03/22 04/01/24 $10.94 $204.96 $0.00 $0.00 ($194.02) $0.00
5.000 02/17/22 04/01/24 $5.69 $101.79 $0.00 $0.00 ($96.10) $0.00
0.200 10/18/22 04/01/24 $0.23 $4.05 $0.00 $0.00 ($3.82) $0.00
0.200 12/05/22 04/01/24 $0.23 $4.07 $0.00 $0.00 ($3.84) $0.00
Security Subtotal 15.000 $17.09 $314.87 $0.00 $0.00 ($297.78) $0.00
CONTINUED ON NEXT PAGE
IMPORTANT TAX INFORMATION -- PLEASE RETAIN FOR YOUR RECORDS
Page 8 of 9
Tax Year 2024 HONGGYU A YOON Account Number: 775 583172 206
1099-B PROCEEDS FROM BROKER AND BARTER EXCHANGE TRANSACTIONS (continued) OMB NO. 1545-0715
Gross Proceeds less commissions and option premiums on stocks, bonds, etc. Consider the Net Proceeds box checked in IRS box 6 (Reported to IRS) for all option transactions.
Consider IRS box 7(Loss is not allowed based on amount in 1d) as not being checked for any transactions.
Long Term - Covered Securities (Continued) (Consider Box 12 (Basis Reported to IRS) as being checked for this section. These transactions should be reported on Form 8949 Part II with box D checked.)
DATE DATE COST OR ACCRUED MARKET WASH SALE LOSS FEDERAL INCOME
DESCRIPTION (Box 1a) ACQUIRED SOLD PROCEEDS OTHER BASIS DISCOUNT DISALLOWED GAIN/(LOSS) TAX WITHHELD
QUANTITY (Box 1b) (Box 1c) (Box 1d) (Box 1e) (Box 1f) (Box 1g) AMOUNT (Box 4)
Total Long Term Covered Securities $17.09 $314.87 $0.00 $0.00 ($297.78) $0.00
Total Covered and Noncovered Securities $3,333.11 $3,412.99 $0.00 $0.00 ($79.88) $0.00
Form 1099-B Total Reportable Amounts - Does not include cost basis, accrued market discount or wash sale loss disallowed amounts for noncovered securities.
Total IRS Reportable Proceeds (Box 1d) $3,333.11
Total IRS Reportable Cost or Other Basis for Covered Securities (Box 1e) $3,412.99
Total IRS Reportable Accrued Market Discount (Box 1f) $0.00
Total IRS Reportable Wash Sale Loss Disallowed (Box 1g) $0.00
Total Fed Tax Withheld (Box 4) $0.00
018610 MSG7EP01 085455 000000
THIS PAGE IS INTENTIONALLY LEFT BLANK
