Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.M10 · federal · F8949 line D.M10

Cascade Dividend Fund (acquired 2023-03-01, sold 2025-07-08; proceeds 3,885.00, basis 3,640.00)

245
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 6 · field M10_description · “Lot M10 description”
read as “Cascade Dividend Fund” → Cascade Dividend Fund 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 6 · field M10_acquired · “Lot M10 date acquired”
read as “03/01/2023” → 2023-03-01 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 6 · field M10_sold · “Lot M10 date sold”
read as “07/08/2025” → 2025-07-08 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 6 · field M10_proceeds · “Lot M10 proceeds”
read as “3,885.00” → 3,885 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 6 · field M10_basis · “Lot M10 cost basis”
read as “3,640.00” → 3,640 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 6 · field M10_wash · “Lot M10 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 245v2 · 2026-03-19: 245v3 · 2026-06-23: 245
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it