Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X26 · federal · F8949 line A.X26

Oakmont Bank (acquired 2025-02-24, sold 2025-02-28; proceeds 1,327.11, basis 1,408.35)

-81.24
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 X26_desc · “Lot X26 description”
read as “Oakmont Bank” → Oakmont Bank 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X26_acq · “Lot X26 date acquired”
read as “02/24/2025” → 2025-02-24 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X26_sold · “Lot X26 date sold”
read as “02/28/2025” → 2025-02-28 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X26_proceeds · “Lot X26 proceeds”
read as “1,327.11” → 1,327.11 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X26_basis · “Lot X26 cost basis”
read as “1,408.35” → 1,408.35 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 5 · field X26_wash · “Lot X26 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -81.24v2 · 2026-03-19: -81.24v3 · 2026-06-23: -81.24
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it