Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.M1 · federal · F8949 line D.M1

Harbor Lane Growth ETF (acquired 2023-05-10, sold 2025-01-22; proceeds 6,420.00, basis 4,980.00)

1,440
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
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 2 · field M1_description · “Lot M1 description”
read as “Harbor Lane Growth ETF” → Harbor Lane Growth ETF 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 2 · field M1_acquired · “Lot M1 date acquired”
read as “05/10/2023” → 2023-05-10 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 2 · field M1_sold · “Lot M1 date sold”
read as “01/22/2025” → 2025-01-22 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 2 · field M1_proceeds · “Lot M1 proceeds”
read as “6,420.00” → 6,420 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 2 · field M1_basis · “Lot M1 cost basis”
read as “4,980.00” → 4,980 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 2 · field M1_wash · “Lot M1 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 1,440v2 · 2026-03-19: 1,440v3 · 2026-06-23: 1,440
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it