Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X112 · federal · F8949 line A.X112

Harborview Insurance (acquired 2024-12-26, sold 2025-04-07; proceeds 1,100.29, basis 1,269.61)

-169.32
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 8 · field X112_desc · “Lot X112 description”
read as “Harborview Insurance” → Harborview Insurance 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X112_acq · “Lot X112 date acquired”
read as “12/26/2024” → 2024-12-26 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X112_sold · “Lot X112 date sold”
read as “04/07/2025” → 2025-04-07 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X112_proceeds · “Lot X112 proceeds”
read as “1,100.29” → 1,100.29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X112_basis · “Lot X112 cost basis”
read as “1,269.61” → 1,269.61 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 8 · field X112_wash · “Lot X112 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -169.32v2 · 2026-03-19: -169.32v3 · 2026-06-23: -169.32
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it