Investments & digital assets › F8949.D.M17
F8949.D.M17 · federal · F8949 line D.M17
Cascade Dividend Fund (acquired 2022-04-12, sold 2025-12-01; proceeds 3,498.00, basis 3,120.00)
378
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 10 · field M17_description · “Lot M17 description”
read as “Cascade Dividend Fund” → Cascade Dividend Fund
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 10 · field M17_acquired · “Lot M17 date acquired”
read as “04/12/2022” → 2022-04-12
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 10 · field M17_sold · “Lot M17 date sold”
read as “12/01/2025” → 2025-12-01
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 10 · field M17_proceeds · “Lot M17 proceeds”
read as “3,498.00” → 3,498
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 10 · field M17_basis · “Lot M17 cost basis”
read as “3,120.00” → 3,120
99%
Meridian Brokerage 2025 consolidated Form 1099 - CORRECTED (joint)
D31 · page 10 · field M17_wash · “Lot M17 wash sale loss disallowed”
read as “0.00” → 0
99%
Flows into
History — nothing is overwritten
v1 · 2026-03-04: 378v2 · 2026-03-19: 378v3 · 2026-06-23: 378
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