Investments & digital assets › F8949.A.M2
F8949.A.M2 · federal · F8949 line A.M2
Cascade Dividend Fund (acquired 2024-02-14, sold 2025-02-03; proceeds 4,312.00, basis 4,550.00)
-238
engine v3
not yet verified
How this number was built
R-8949-LOT One line per sale: proceeds minus basis plus adjustment. Broker basis is used as reported unless a supplemental statement for the same lot is matched.
Sources (6) — where the inputs came from
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 2 · field M2_description · “Lot M2 description”
read as “Cascade Dividend Fund” → Cascade Dividend Fund
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 2 · field M2_acquired · “Lot M2 date acquired”
read as “02/14/2024” → 2024-02-14
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 2 · field M2_sold · “Lot M2 date sold”
read as “02/03/2025” → 2025-02-03
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 2 · field M2_proceeds · “Lot M2 proceeds”
read as “4,312.00” → 4,312
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 2 · field M2_basis · “Lot M2 cost basis”
read as “4,550.00” → 4,550
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 2 · field M2_wash · “Lot M2 wash sale loss disallowed”
read as “0.00” → 0
99%
Flows into
History — nothing is overwritten
v1 · 2026-03-04: -238v2 · 2026-03-19: -238v3 · 2026-06-23: -238
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