Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.B.N3 · federal · F8949 line B.N3

Corvane Systems Inc (RSU) (acquired 2025-05-15, sold 2025-05-20; proceeds 18,480.00, basis 0.00)

18,480
engine v3
not yet verified ⚑ RSU-BASIS · open

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 (5) — where the inputs came from
Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor)
D28 · page 3 · field N3_description · “Lot N3 description”
read as “Corvane Systems Inc (RSU)” → Corvane Systems Inc (RSU) 99%
Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor)
D28 · page 3 · field N3_acquired · “Lot N3 date acquired”
read as “05/15/2025” → 2025-05-15 99%
Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor)
D28 · page 3 · field N3_sold · “Lot N3 date sold”
read as “05/20/2025” → 2025-05-20 99%
Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor)
D28 · page 3 · field N3_proceeds · “Lot N3 proceeds”
read as “18,480.00” → 18,480 99%
Northlake Securities 2025 consolidated Form 1099 (Ngozi Okafor)
D28 · page 3 · field N3_basis · “Lot N3 cost basis”
read as “(blank)” → 0 98%
Flows into

Independent checks

RSU sales carry the basis already taxed as wagesFails
The engine used zero basis on noncovered RSU lots, taxing the vest value twice (once in W-2 box 1, again as gain). N1 (RSU-2502): engine basis 0, statement 19,100; N3 (RSU-2505): engine basis 0, statement 19,100; N4 (RSU-2308): engine basis 0, statement 9,420
Method: Matched each noncovered Corvane lot on the Northlake 1099-B to the stock-plan supplemental statement (D11) by acquisition date and share count.
Proposed: 18,480 → -620 · Tax: fed −6,647 · CA −1,222
Open check →

History — nothing is overwritten

v1 · 2026-03-04: 18,480v2 · 2026-03-19: 18,480v3 · 2026-06-23: 18,480
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it