Investments & digital assets › F8949.A.X29
F8949.A.X29 · federal · F8949 line A.X29
Oakmont Bank (acquired 2024-08-30, sold 2025-01-23; proceeds 1,516.20, basis 1,324.57)
191.63
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 3 · field X29_desc · “Lot X29 description”
read as “Oakmont Bank” → Oakmont Bank
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X29_acq · “Lot X29 date acquired”
read as “08/30/2024” → 2024-08-30
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X29_sold · “Lot X29 date sold”
read as “01/23/2025” → 2025-01-23
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X29_proceeds · “Lot X29 proceeds”
read as “1,516.20” → 1,516.20
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X29_basis · “Lot X29 cost basis”
read as “1,324.57” → 1,324.57
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X29_wash · “Lot X29 wash sale loss disallowed”
read as “0.00” → 0
99%
Flows into
History — nothing is overwritten
v1 · 2026-03-04: 191.63v2 · 2026-03-19: 191.63v3 · 2026-06-23: 191.63
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