Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X241 · federal · F8949 line A.X241

Oakmont Bank (acquired 2024-07-10, sold 2025-03-25; proceeds 714.61, basis 690.17)

24.44
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 7 · field X241_desc · “Lot X241 description”
read as “Oakmont Bank” → Oakmont Bank 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X241_acq · “Lot X241 date acquired”
read as “07/10/2024” → 2024-07-10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X241_sold · “Lot X241 date sold”
read as “03/25/2025” → 2025-03-25 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X241_proceeds · “Lot X241 proceeds”
read as “714.61” → 714.61 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X241_basis · “Lot X241 cost basis”
read as “690.17” → 690.17 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 7 · field X241_wash · “Lot X241 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 24.44v2 · 2026-03-19: 24.44v3 · 2026-06-23: 24.44
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it