Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X90 · federal · F8949 line A.X90

Tidewater Health (acquired 2025-03-26, sold 2025-11-28; proceeds 901.39, basis 915.26)

-13.87
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 25 · field X90_desc · “Lot X90 description”
read as “Tidewater Health” → Tidewater Health 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X90_acq · “Lot X90 date acquired”
read as “03/26/2025” → 2025-03-26 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X90_sold · “Lot X90 date sold”
read as “11/28/2025” → 2025-11-28 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X90_proceeds · “Lot X90 proceeds”
read as “901.39” → 901.39 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X90_basis · “Lot X90 cost basis”
read as “915.26” → 915.26 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 25 · field X90_wash · “Lot X90 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: -13.87v2 · 2026-03-19: -13.87v3 · 2026-06-23: -13.87
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it