Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.M15 · federal · F8949 line D.M15

Ironwood REIT (acquired 2023-07-19, sold 2025-10-06; proceeds 3,795.00, basis 4,275.00)

-480
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 9 · field M15_description · “Lot M15 description”
read as “Ironwood REIT” → Ironwood REIT 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 9 · field M15_acquired · “Lot M15 date acquired”
read as “07/19/2023” → 2023-07-19 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 9 · field M15_sold · “Lot M15 date sold”
read as “10/06/2025” → 2025-10-06 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 9 · field M15_proceeds · “Lot M15 proceeds”
read as “3,795.00” → 3,795 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 9 · field M15_basis · “Lot M15 cost basis”
read as “4,275.00” → 4,275 99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 9 · field M15_wash · “Lot M15 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

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

Evidence & discussion

Record how you verified it