Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X100 · federal · F8949 line A.X100

Oakmont Bank (acquired 2024-12-12, sold 2025-02-12; proceeds 430.00, basis 463.72)

-33.72
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
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X100_desc · “Lot X100 description”
read as “Oakmont Bank” → Oakmont Bank 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X100_acq · “Lot X100 date acquired”
read as “12/12/2024” → 2024-12-12 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X100_sold · “Lot X100 date sold”
read as “02/12/2025” → 2025-02-12 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X100_proceeds · “Lot X100 proceeds”
read as “430.00” → 430 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X100_basis · “Lot X100 cost basis”
read as “463.72” → 463.72 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 4 · field X100_wash · “Lot X100 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -33.72v2 · 2026-03-19: -33.72v3 · 2026-06-23: -33.72
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it