Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X250 · federal · F8949 line A.X250

Harborview Insurance (acquired 2024-07-08, sold 2025-05-19; proceeds 720.30, basis 732.37, adjustment W 12.07)

-0
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 11 · field X250_desc · “Lot X250 description”
read as “Harborview Insurance” → Harborview Insurance 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X250_acq · “Lot X250 date acquired”
read as “07/08/2024” → 2024-07-08 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X250_sold · “Lot X250 date sold”
read as “05/19/2025” → 2025-05-19 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X250_proceeds · “Lot X250 proceeds”
read as “720.30” → 720.30 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X250_basis · “Lot X250 cost basis”
read as “732.37” → 732.37 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 11 · field X250_wash · “Lot X250 wash sale loss disallowed”
read as “12.07” → 12.07 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -0v2 · 2026-03-19: -0v3 · 2026-06-23: -0
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it