Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X115 · federal · F8949 line A.X115

Oakmont Bank (acquired 2024-05-13, sold 2025-04-02; proceeds 226.85, basis 248.95)

-22.10
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 7 · field X115_desc · “Lot X115 description”
read as “Oakmont Bank” → Oakmont Bank 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X115_acq · “Lot X115 date acquired”
read as “05/13/2024” → 2024-05-13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X115_sold · “Lot X115 date sold”
read as “04/02/2025” → 2025-04-02 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X115_proceeds · “Lot X115 proceeds”
read as “226.85” → 226.85 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X115_basis · “Lot X115 cost basis”
read as “248.95” → 248.95 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X115_wash · “Lot X115 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -22.10v2 · 2026-03-19: -22.10v3 · 2026-06-23: -22.10
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it