Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X196 · federal · F8949 line A.X196

Tidewater Health (acquired 2025-07-07, sold 2025-09-19; proceeds 2,241.01, basis 1,955.19)

285.82
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 19 · field X196_desc · “Lot X196 description”
read as “Tidewater Health” → Tidewater Health 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X196_acq · “Lot X196 date acquired”
read as “07/07/2025” → 2025-07-07 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X196_sold · “Lot X196 date sold”
read as “09/19/2025” → 2025-09-19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X196_proceeds · “Lot X196 proceeds”
read as “2,241.01” → 2,241.01 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X196_basis · “Lot X196 cost basis”
read as “1,955.19” → 1,955.19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 19 · field X196_wash · “Lot X196 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 285.82v2 · 2026-03-19: 285.82v3 · 2026-06-23: 285.82
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it