Investments & digital assets › F8949.D.M13
F8949.D.M13 · federal · F8949 line D.M13
Summit Health Partners (acquired 2022-10-11, sold 2025-09-09; proceeds 4,880.00, basis 3,560.00)
1,320
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 8 · field M13_description · “Lot M13 description”
read as “Summit Health Partners” → Summit Health Partners
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 8 · field M13_acquired · “Lot M13 date acquired”
read as “10/11/2022” → 2022-10-11
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 8 · field M13_sold · “Lot M13 date sold”
read as “09/09/2025” → 2025-09-09
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 8 · field M13_proceeds · “Lot M13 proceeds”
read as “4,880.00” → 4,880
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 8 · field M13_basis · “Lot M13 cost basis”
read as “3,560.00” → 3,560
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 8 · field M13_wash · “Lot M13 wash sale loss disallowed”
read as “0.00” → 0
99%
Flows into
History — nothing is overwritten
v1 · 2026-03-04: 1,320v2 · 2026-03-19: 1,320v3 · 2026-06-23: 1,320
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