Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X28 · federal · F8949 line A.X28

Oakmont Bank (acquired 2025-10-29, sold 2025-11-10; proceeds 2,343.01, basis 2,283.21)

59.80
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 23 · field X28_desc · “Lot X28 description”
read as “Oakmont Bank” → Oakmont Bank 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X28_acq · “Lot X28 date acquired”
read as “10/29/2025” → 2025-10-29 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X28_sold · “Lot X28 date sold”
read as “11/10/2025” → 2025-11-10 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X28_proceeds · “Lot X28 proceeds”
read as “2,343.01” → 2,343.01 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X28_basis · “Lot X28 cost basis”
read as “2,283.21” → 2,283.21 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 23 · field X28_wash · “Lot X28 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 59.80v2 · 2026-03-19: 59.80v3 · 2026-06-23: 59.80
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it