Investments & digital assets › F8949.A.X235
F8949.A.X235 · federal · F8949 line A.X235
Oakmont Bank (acquired 2024-07-31, sold 2025-07-29; proceeds 291.94, basis 272.19)
19.75
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 16 · field X235_desc · “Lot X235 description”
read as “Oakmont Bank” → Oakmont Bank
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X235_acq · “Lot X235 date acquired”
read as “07/31/2024” → 2024-07-31
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X235_sold · “Lot X235 date sold”
read as “07/29/2025” → 2025-07-29
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X235_proceeds · “Lot X235 proceeds”
read as “291.94” → 291.94
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X235_basis · “Lot X235 cost basis”
read as “272.19” → 272.19
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 16 · field X235_wash · “Lot X235 wash sale loss disallowed”
read as “0.00” → 0
99%
Flows into
History — nothing is overwritten
v1 · 2026-03-04: 19.75v2 · 2026-03-19: 19.75v3 · 2026-06-23: 19.75
Adjust this number
Evidence & discussion
Record how you verified it