Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X72 · federal · F8949 line A.X72

Harborview Insurance (acquired 2024-10-16, sold 2025-01-17; proceeds 1,221.62, basis 1,278.92)

-57.30
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 X72_desc · “Lot X72 description”
read as “Harborview Insurance” → Harborview Insurance 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X72_acq · “Lot X72 date acquired”
read as “10/16/2024” → 2024-10-16 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X72_sold · “Lot X72 date sold”
read as “01/17/2025” → 2025-01-17 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X72_proceeds · “Lot X72 proceeds”
read as “1,221.62” → 1,221.62 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X72_basis · “Lot X72 cost basis”
read as “1,278.92” → 1,278.92 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 3 · field X72_wash · “Lot X72 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -57.30v2 · 2026-03-19: -57.30v3 · 2026-06-23: -57.30
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it