Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X258 · federal · F8949 line A.X258

Tidewater Health (acquired 2025-04-09, sold 2025-07-10; proceeds 1,437.57, basis 1,360.53)

77.04
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 15 · field X258_desc · “Lot X258 description”
read as “Tidewater Health” → Tidewater Health 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X258_acq · “Lot X258 date acquired”
read as “04/09/2025” → 2025-04-09 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X258_sold · “Lot X258 date sold”
read as “07/10/2025” → 2025-07-10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X258_proceeds · “Lot X258 proceeds”
read as “1,437.57” → 1,437.57 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X258_basis · “Lot X258 cost basis”
read as “1,360.53” → 1,360.53 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 15 · field X258_wash · “Lot X258 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 77.04v2 · 2026-03-19: 77.04v3 · 2026-06-23: 77.04
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it