Miraflores · Okafor-Lindqvist 2025
⏱
🔔
For Priya Raman
Nothing needs you.
F8949.A.X209 · federal · F8949 line A.X209

Northwind Air (acquired 2024-11-15, sold 2025-06-02; proceeds 2,047.97, basis 2,098.08)

-50.11
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 12 · field X209_desc · “Lot X209 description”
read as “Northwind Air” → Northwind Air 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X209_acq · “Lot X209 date acquired”
read as “11/15/2024” → 2024-11-15 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X209_sold · “Lot X209 date sold”
read as “06/02/2025” → 2025-06-02 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X209_proceeds · “Lot X209 proceeds”
read as “2,047.97” → 2,047.97 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X209_basis · “Lot X209 cost basis”
read as “2,098.08” → 2,098.08 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 12 · field X209_wash · “Lot X209 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -50.11v2 · 2026-03-19: -50.11v3 · 2026-06-23: -50.11
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it