Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X22 · federal · F8949 line A.X22

Harborview Insurance (acquired 2024-06-12, sold 2025-05-05; proceeds 2,215.10, basis 2,030.89)

184.21
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 10 · field X22_desc · “Lot X22 description”
read as “Harborview Insurance” → Harborview Insurance 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X22_acq · “Lot X22 date acquired”
read as “06/12/2024” → 2024-06-12 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X22_sold · “Lot X22 date sold”
read as “05/05/2025” → 2025-05-05 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X22_proceeds · “Lot X22 proceeds”
read as “2,215.10” → 2,215.10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X22_basis · “Lot X22 cost basis”
read as “2,030.89” → 2,030.89 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X22_wash · “Lot X22 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 184.21v2 · 2026-03-19: 184.21v3 · 2026-06-23: 184.21
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it