Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X231 · federal · F8949 line A.X231

Tidewater Health (acquired 2024-07-09, sold 2025-03-03; proceeds 310.38, basis 281.04)

29.34
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 5 · field X231_desc · “Lot X231 description”
read as “Tidewater Health” → Tidewater Health 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X231_acq · “Lot X231 date acquired”
read as “07/09/2024” → 2024-07-09 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X231_sold · “Lot X231 date sold”
read as “03/03/2025” → 2025-03-03 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X231_proceeds · “Lot X231 proceeds”
read as “310.38” → 310.38 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X231_basis · “Lot X231 cost basis”
read as “281.04” → 281.04 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X231_wash · “Lot X231 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 29.34v2 · 2026-03-19: 29.34v3 · 2026-06-23: 29.34
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it