Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X229 · federal · F8949 line A.X229

Eastline Utilities (acquired 2024-09-04, sold 2025-03-14; proceeds 867.86, basis 805.51)

62.35
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 6 · field X229_desc · “Lot X229 description”
read as “Eastline Utilities” → Eastline Utilities 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X229_acq · “Lot X229 date acquired”
read as “09/04/2024” → 2024-09-04 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X229_sold · “Lot X229 date sold”
read as “03/14/2025” → 2025-03-14 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X229_proceeds · “Lot X229 proceeds”
read as “867.86” → 867.86 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X229_basis · “Lot X229 cost basis”
read as “805.51” → 805.51 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 6 · field X229_wash · “Lot X229 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 62.35v2 · 2026-03-19: 62.35v3 · 2026-06-23: 62.35
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it