Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X54 · federal · F8949 line A.X54

Tidewater Health (acquired 2024-02-27, sold 2025-01-02; proceeds 819.58, basis 811.22)

8.36
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 2 · field X54_desc · “Lot X54 description”
read as “Tidewater Health” → Tidewater Health 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X54_acq · “Lot X54 date acquired”
read as “02/27/2024” → 2024-02-27 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X54_sold · “Lot X54 date sold”
read as “01/02/2025” → 2025-01-02 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X54_proceeds · “Lot X54 proceeds”
read as “819.58” → 819.58 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X54_basis · “Lot X54 cost basis”
read as “811.22” → 811.22 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 2 · field X54_wash · “Lot X54 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 8.36v2 · 2026-03-19: 8.36v3 · 2026-06-23: 8.36
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it