Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.M14 · federal · F8949 line D.M14

Harbor Lane Growth ETF (acquired 2024-09-15, sold 2025-09-22; proceeds 6,165.00, basis 5,310.00)

855
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 M14_description · “Lot M14 description”
read as “Harbor Lane Growth ETF” → Harbor Lane Growth ETF 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 8 · field M14_acquired · “Lot M14 date acquired”
read as “09/15/2024” → 2024-09-15 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 8 · field M14_sold · “Lot M14 date sold”
read as “09/22/2025” → 2025-09-22 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 8 · field M14_proceeds · “Lot M14 proceeds”
read as “6,165.00” → 6,165 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 8 · field M14_basis · “Lot M14 cost basis”
read as “5,310.00” → 5,310 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 8 · field M14_wash · “Lot M14 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: —v2 · 2026-03-19: 855v3 · 2026-06-23: 855
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it