Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.A.M8 · federal · F8949 line A.M8

Harbor Lane Growth ETF (acquired 2024-09-03, sold 2025-06-02; proceeds 4,690.00, basis 4,165.00)

525
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 5 · field M8_description · “Lot M8 description”
read as “Harbor Lane Growth ETF” → Harbor Lane Growth ETF 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 5 · field M8_acquired · “Lot M8 date acquired”
read as “09/03/2024” → 2024-09-03 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 5 · field M8_sold · “Lot M8 date sold”
read as “06/02/2025” → 2025-06-02 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 5 · field M8_proceeds · “Lot M8 proceeds”
read as “4,690.00” → 4,690 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 5 · field M8_basis · “Lot M8 cost basis”
read as “4,165.00” → 4,165 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 5 · field M8_wash · “Lot M8 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 525v2 · 2026-03-19: 525v3 · 2026-06-23: 525
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it