Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.N2 · federal · F8949 line A.N2

Corvane Systems Inc (ESPP) (acquired 2024-06-28, sold 2025-03-10; proceeds 6,600.00, basis 3,825.00, adjustment B -675.00)

2,100
engine v3
not yet verified ⚑ ESPP · pass

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
Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor)
D28 · page 3 · field N2_description · “Lot N2 description”
read as “Corvane Systems Inc (ESPP)” → Corvane Systems Inc (ESPP) 99%
Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor)
D28 · page 3 · field N2_acquired · “Lot N2 date acquired”
read as “06/28/2024” → 2024-06-28 99%
Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor)
D28 · page 3 · field N2_sold · “Lot N2 date sold”
read as “03/10/2025” → 2025-03-10 99%
Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor)
D28 · page 3 · field N2_proceeds · “Lot N2 proceeds”
read as “6,600.00” → 6,600 99%
Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor)
D28 · page 3 · field N2_basis · “Lot N2 cost basis”
read as “3,825.00” → 3,825 98%
Corvane stock plan supplemental tax statement 2025
D11 · page 2 · field ESPP-2406_adjusted_basis · “ESPP-2406 adjusted cost basis”
read as “4,500.00” → 4,500 99%
Flows into

Independent checks

ESPP disqualifying dispositionAgrees
Ordinary income 675.00 = W-2 box 14 ESPP (already in box 1); basis 4,500.00 = supplemental statement (D11) and lot N2 adjustment code B.
Method: Form 3922 (D13): (30.00 FMV at purchase - 25.50 paid) x 150 sh; sold 03/10/2025, within two years of the offering date - disqualifying.
Open check →

History — nothing is overwritten

v1 · 2026-03-04: 2,100v2 · 2026-03-19: 2,100v3 · 2026-06-23: 2,100
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it