Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X202 · federal · F8949 line A.X202

Northwind Air (acquired 2024-10-24, sold 2025-01-30; proceeds 1,843.98, basis 2,118.14, adjustment W 274.16)

0
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 X202_desc · “Lot X202 description”
read as “Northwind Air” → Northwind Air 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X202_acq · “Lot X202 date acquired”
read as “10/24/2024” → 2024-10-24 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X202_sold · “Lot X202 date sold”
read as “01/30/2025” → 2025-01-30 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X202_proceeds · “Lot X202 proceeds”
read as “1,843.98” → 1,843.98 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X202_basis · “Lot X202 cost basis”
read as “2,118.14” → 2,118.14 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X202_wash · “Lot X202 wash sale loss disallowed”
read as “274.16” → 274.16 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 0v2 · 2026-03-19: 0v3 · 2026-06-23: 0
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it