Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X190 · federal · F8949 line A.X190

Tidewater Health (acquired 2024-12-23, sold 2025-06-13; proceeds 535.99, basis 622.49)

-86.50
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 13 · field X190_desc · “Lot X190 description”
read as “Tidewater Health” → Tidewater Health 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X190_acq · “Lot X190 date acquired”
read as “12/23/2024” → 2024-12-23 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X190_sold · “Lot X190 date sold”
read as “06/13/2025” → 2025-06-13 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X190_proceeds · “Lot X190 proceeds”
read as “535.99” → 535.99 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X190_basis · “Lot X190 cost basis”
read as “622.49” → 622.49 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 13 · field X190_wash · “Lot X190 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -86.50v2 · 2026-03-19: -86.50v3 · 2026-06-23: -86.50
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it