Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X113 · federal · F8949 line A.X113

Eastline Utilities (acquired 2024-01-19, sold 2025-01-06; proceeds 1,541.45, basis 1,526.77)

14.68
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 2 · field X113_desc · “Lot X113 description”
read as “Eastline Utilities” → Eastline Utilities 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X113_acq · “Lot X113 date acquired”
read as “01/19/2024” → 2024-01-19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X113_sold · “Lot X113 date sold”
read as “01/06/2025” → 2025-01-06 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X113_proceeds · “Lot X113 proceeds”
read as “1,541.45” → 1,541.45 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X113_basis · “Lot X113 cost basis”
read as “1,526.77” → 1,526.77 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X113_wash · “Lot X113 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 14.68v2 · 2026-03-19: 14.68v3 · 2026-06-23: 14.68
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it