Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X153 · federal · F8949 line A.X153

Eastline Utilities (acquired 2025-11-26, sold 2025-12-24; proceeds 1,327.12, basis 1,379.62)

-52.50
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 27 · field X153_desc · “Lot X153 description”
read as “Eastline Utilities” → Eastline Utilities 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X153_acq · “Lot X153 date acquired”
read as “11/26/2025” → 2025-11-26 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X153_sold · “Lot X153 date sold”
read as “12/24/2025” → 2025-12-24 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X153_proceeds · “Lot X153 proceeds”
read as “1,327.12” → 1,327.12 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X153_basis · “Lot X153 cost basis”
read as “1,379.62” → 1,379.62 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X153_wash · “Lot X153 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -52.50v2 · 2026-03-19: -52.50v3 · 2026-06-23: -52.50
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it