Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X129 · federal · F8949 line A.X129

Northwind Air (acquired 2024-08-26, sold 2025-06-20; proceeds 237.18, basis 259.22)

-22.04
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 14 · field X129_desc · “Lot X129 description”
read as “Northwind Air” → Northwind Air 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X129_acq · “Lot X129 date acquired”
read as “08/26/2024” → 2024-08-26 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X129_sold · “Lot X129 date sold”
read as “06/20/2025” → 2025-06-20 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X129_proceeds · “Lot X129 proceeds”
read as “237.18” → 237.18 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X129_basis · “Lot X129 cost basis”
read as “259.22” → 259.22 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 14 · field X129_wash · “Lot X129 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -22.04v2 · 2026-03-19: -22.04v3 · 2026-06-23: -22.04
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it