Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X151 · federal · F8949 line A.X151

Northwind Air (acquired 2024-07-12, sold 2025-02-04; proceeds 458.08, basis 468.94)

-10.86
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 3 · field X151_desc · “Lot X151 description”
read as “Northwind Air” → Northwind Air 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X151_acq · “Lot X151 date acquired”
read as “07/12/2024” → 2024-07-12 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X151_sold · “Lot X151 date sold”
read as “02/04/2025” → 2025-02-04 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X151_proceeds · “Lot X151 proceeds”
read as “458.08” → 458.08 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X151_basis · “Lot X151 cost basis”
read as “468.94” → 468.94 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X151_wash · “Lot X151 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -10.86v2 · 2026-03-19: -10.86v3 · 2026-06-23: -10.86
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it