Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X158 · federal · F8949 line A.X158

Harborview Insurance (acquired 2025-01-17, sold 2025-04-17; proceeds 653.35, basis 565.01)

88.34
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 9 · field X158_desc · “Lot X158 description”
read as “Harborview Insurance” → Harborview Insurance 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X158_acq · “Lot X158 date acquired”
read as “01/17/2025” → 2025-01-17 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X158_sold · “Lot X158 date sold”
read as “04/17/2025” → 2025-04-17 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X158_proceeds · “Lot X158 proceeds”
read as “653.35” → 653.35 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X158_basis · “Lot X158 cost basis”
read as “565.01” → 565.01 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 9 · field X158_wash · “Lot X158 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 88.34v2 · 2026-03-19: 88.34v3 · 2026-06-23: 88.34
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it